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Product Portfolio Transition And Digital Cleanup Will Create New Opportunities

Published
07 Oct 24
Updated
28 Aug 25
AnalystConsensusTarget's Fair Value
US$78.91
7.5% undervalued intrinsic discount
10 Sep
US$73.00
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1Y
-7.6%
7D
-1.2%

Author's Valuation

US$78.9

7.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on28 Aug 25
Fair value Increased 1.02%

Analysts have modestly raised NIKE's price target, citing early signs of sales and margin stabilization as inventories normalize, stronger U.S. product momentum, improving wholesale relationships, and innovation tailwinds, though persisting macro and China-related risks temper the outlook; the consensus target increased slightly to $78.91. Analyst Commentary Bullish analysts cite evidence of sales and margin inflection as near-term inventories normalize, with particular strength returning in core U.S. products like Air Force One and Jordan Retro.

Shared on08 May 25
Fair value Increased 4.28%

Shared on30 Apr 25
Fair value Decreased 0.93%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 2.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 1.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 4.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.15%

AnalystConsensusTarget has decreased revenue growth from 2.3% to 1.9%.

Shared on26 Mar 25
Fair value Decreased 2.88%

AnalystConsensusTarget has increased revenue growth from 1.2% to 2.3%.

Shared on19 Mar 25
Fair value Increased 0.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 11%

AnalystConsensusTarget has decreased revenue growth from 1.9% to 1.1%, increased future PE multiple from 26.3x to 31.5x and decreased shares outstanding growth rate from -0.0% to -0.0%.