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NIKE Community
NYSE:NKE Community
9
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NIKE
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NIKE
ZW
Zwfis
Community Contributor
A conservative outlook sees Nike's stock rolling towards a $100 mark within the next couple years
With pretty conservative estimates I am seeing Nike hitting at least $100 roughly in 3 years. However this is with a revenue growth of 2%.
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US$96.60
FV
25.0% undervalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
23 days ago
author updated this narrative
NIKE
HA
HanPablo
Community Contributor
NKE vs DESK and SKX
This analysis compares three companies: DESK, SKX, and NKE, using key financial ratios across liquidity, solvency, efficiency, profitability, and valuation. Liquidity: DESK shows strong short-term financial health, with better ratios than SKX.
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US$77.33
FV
6.3% undervalued
intrinsic discount
12.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
6
users have followed this narrative
27 days ago
author updated this narrative
NIKE
WA
WaneInvestmentHouse
Community Contributor
Footwear brand, Nike loses $10 billion in valuation over Trump tariffs
Nike, one of the world’s most iconic footwear brands, is facing significant financial turbulence after President Donald Trump announced sweeping new tariffs on imports from nearly all U.S. trading partners. The new tariffs have sent shockwaves through the apparel and footwear industries, causing Nike’s stock to plummet by more than 13% in pre-market trading on Thursday.
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US$49.88
FV
45.3% overvalued
intrinsic discount
1.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
4 months ago
author updated this narrative
NIKE
UN
Unike
Community Contributor
Nike's Direct-to-Consumer Focus Will Drive Future Growth
Catalysts Most Immediate Catalysts (1–2 Years) • DTC Growth Acceleration – Nike is prioritizing Nike.com, SNKRS, and flagship stores, improving margins and reducing reliance on wholesalers. • Innovation in Running & Performance – Launch of Alphafly 3, Vaporfly 4, and next-gen sportswear can drive higher demand.
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US$87.90
FV
17.6% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
8
users have commented on this narrative
65
users have followed this narrative
4 months ago
author updated this narrative
NIKE
DS
DS2invest
Community Contributor
Nike: A Market Leader with Resilience and Long-Term Growth Potential
Nike (NKE) is a well-positioned company with a globally recognized brand and a dominant market presence, with $101.5 billion in market cap. As the industry leader, Nike benefits from significant economies of scale, allowing it to negotiate favorable terms with suppliers and maintain cost efficiency.
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US$80.39
FV
9.9% undervalued
intrinsic discount
8.65%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
5 months ago
author updated this narrative
NIKE
GO
Goran_Damchevski
Equity Analyst
Global Direct-To-Consumer Growth May Reduce Nike’s Premium
Key Takeaways While Direct-To-Consumer sales may improve Nike’s margins, it will make it harder for the company to retain their market share. The market is more accessible and Nike has to find ways to stay ahead of marketplaces, retailers, fast fashion brands, outlets, etc.
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US$75.23
FV
3.7% undervalued
intrinsic discount
4.00%
Revenue growth p.a.
Set Fair Value
18
users have liked this narrative
2
users have commented on this narrative
23
users have followed this narrative
9 months ago
author updated this narrative
NIKE
AN
AnalystLowTarget
Consensus Narrative from 36 Analysts
Chinese Tariffs And Supply Chain Strains Will Erode Margins
Key Takeaways Geopolitical risks, supply chain disruptions, and costly transitions away from Asian manufacturing are compressing margins and increasing operational challenges. Weak consumer demand, loss of brand relevance among younger buyers, and intensified competition threaten Nike's pricing power, growth, and market share.
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US$43.05
FV
68.3% overvalued
intrinsic discount
-0.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
3 days ago
author updated this narrative
NIKE
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
Product Portfolio Transition And Digital Cleanup Will Create New Opportunities
Key Takeaways Nike's shift toward sports performance products could drive growth, decrease reliance on declining lines, and positively impact revenue. Strategic focus on key markets, brand storytelling, and digital integration aims to enhance margins, engagement, and long-term growth.
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US$73.86
FV
1.9% undervalued
intrinsic discount
1.83%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
377
users have followed this narrative
3 days ago
author updated this narrative
NIKE
AN
AnalystHighTarget
Consensus Narrative from 36 Analysts
Global Wellness And Digital Expansion Will Unlock Broad Market Potential
Key Takeaways Accelerated innovation, premiumization, and expanded digital and physical channels are positioning Nike for stronger margins, earnings growth, and enhanced brand pricing power. Global partnerships, targeted market strategies, and superior influencer marketing are driving sustainable revenue expansion and long-term gains above industry peers.
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US$108.99
FV
33.5% undervalued
intrinsic discount
4.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
6 days ago
author updated this narrative
Your Valuation for
NKE
NKE
NIKE
Your Fair Value
US$
Current Price
US$72.47
20.3% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
55b
2015
2018
2021
2024
2025
2027
2030
Revenue US$54.6b
Earnings US$3.8b
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