NIKE Zukünftiges Wachstum
Future Kriterienprüfungen 2/6
NIKE wird ein jährliches Gewinn- und Umsatzwachstum von 8.6% bzw. 2.7% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 9% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 27.2% betragen.
Wichtige Informationen
8.6%
Wachstumsrate der Gewinne
8.95%
EPS-Wachstumsrate
| Luxury Gewinnwachstum | 11.5% |
| Wachstumsrate der Einnahmen | 2.7% |
| Zukünftige Eigenkapitalrendite | 27.18% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 08 Sep 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Seeking Alpha • Sep 08
Nike: 12-Year Low, 4%+ Yield, But The Stock Still Isn't Cheap
Summary Nike remains overvalued at a 22.36x forward P/E despite a 50% share price decline and a 12-year low. Persistent margin compression, declining sales, and a free cash flow payout ratio above 100% increase the risk of a dividend cut within 6–12 months. Competitive pressures from adidas, Deckers, and others threaten NKE's footwear market share, with turnaround prospects likely 24–36 months away. I maintain a cautious stance, expecting potential downside toward $30 as macro headwinds and weak fundamentals persist. Read the full article on Seeking Alpha
Narrative-Update • Aug 17
NKE: China Online Exit And Slow Turnaround Will Continue To Cap Shares
Analysts have trimmed their average price target for Nike to $40, reflecting reduced fair value estimates and lower future P/E assumptions as they factor in weaker sales trends, execution risk in China and a slower turnaround, partly offset by expectations for stronger margins. Analyst Commentary Recent research on Nike points to a clear split in opinion, with many bearish analysts highlighting execution risk, slower growth in key categories and uncertainty around the company’s China strategy.
Narrative-Update • Aug 03
NKE: Margin Resilience And China Reset Will Underpin Long Turnaround Path
Nike's analyst fair value estimate has been revised down from about $109 to roughly $76. This reflects lower revenue growth expectations, a reduced future P/E assumption, and ongoing concern among analysts about weak sales trends, slower turnaround progress, and execution risk in China and key sportswear categories.
Narrative-Update • Jul 20
NKE: Margin Recovery And Sport-Led Offense Will Support Turnaround Resilience
Nike's updated analyst price target of $51.12, down from $60.49, reflects a broad reset in expectations as analysts factor in softer revenue growth, lower profit margins, and a higher assumed P/E multiple following a wave of reduced targets across the Street. Analyst Commentary Analysts covering Nike are broadly resetting expectations after recent earnings and guidance updates, with most firms trimming price targets and reassessing the timing of any turnaround in growth, margins, and cash flow.Narrative-Update • Jul 06
NKE: Extended China Weakness And Slow Turnaround Will Continue To Restrain Shares
Nike's Analyst Price Target is now set at $25.83, up from $23.70, as analysts factor in weaker revenue growth and profit margins but a higher assumed future P/E multiple supported by mixed Street research that highlights slower sales progress alongside margin-focused turnaround efforts. Analyst Commentary Recent Street research on Nike points to a cautious tone, with many bearish analysts cutting price targets and questioning the pace of the company’s turnaround, even as they recognize ongoing efforts to protect margins and improve cash flow.
Narrative-Update • Jun 30
Updated with FY2026
Updated with the most recent 10-K.Narrative-Update • Jun 22
NKE: Slower Turnaround And China Weakness Will Cap Share Upside
Nike's updated narrative reflects a lower fair value estimate, down from about $25.51 to $23.70, as analysts trim price targets and factor in slower turnaround progress, cautious P/E expectations, and mixed signals from recent research highlighting both ongoing clean up efforts and only incremental signs of momentum around events such as the World Cup and football product showcases. Analyst Commentary Recent research on Nike points to a more cautious tone, with several bearish analysts revisiting their assumptions on the turnaround pace, valuation, and near term growth outlook.Analyseartikel • Jun 18
Nike (NKE) Stock Could Be 3% Overvalued As Its Reset Tests Fair Value
Nike (NKE) is in the middle of a broad reset, shifting from a heavy direct-to-consumer focus toward a more balanced model that leans on wholesale partners, retail refreshes, and marquee events such as the World Cup. See our latest analysis for NIKE. Nike stock has faced heavy selling pressure, with the share price down 30.17% year to date and the 5 year total shareholder return down 63.94%, even as management focuses on running, football and World Cup campaigns to reset the brand and rebuild...Narrative-Update • Jun 05
NKE: Product Reset And China Recovery Will Support Future Earnings Resilience
Analysts have cut their price target for Nike from $74.97 to $60.49, reflecting a reset in revenue growth assumptions and the stock's removal from some high conviction lists, while they also acknowledge slightly better margin expectations and a lower assumed future P/E of about 22.6x. Analyst Commentary Recent research on Nike clusters around two clear themes.Narrative-Update • May 15
NKE: China Weakness And Restructuring Fears Will Continue To Cap Share Upside
NIKE's updated analyst price target has shifted lower by about $1.38 to roughly $25.51. This reflects a wave of recent target cuts and downgrades as analysts factor in slower expected revenue trends, a modestly lower future P/E, and ongoing concerns around the pace of the company’s turnaround.Narrative-Update • Apr 28
NKE: China Execution And Restructuring Risks Will Limit Future Share Upside
Analysts have trimmed their price targets on NIKE, contributing to a fair value update from $27.83 to $26.89 as they weigh slower expected revenue growth, slightly better profit margins, and a lower future P/E, alongside mixed recent research that includes both downgrades and some pockets of product strength such as high demand for Kobe launches. Analyst Commentary Recent research on NIKE has leaned cautious, with many bearish analysts cutting price targets and issuing downgrades as they reassess the balance between product momentum and execution risks.Narrative-Update • Apr 14
NKE: China Execution And Restructuring Uncertainty Will Restrain Future Upside
Nike's updated analyst price target has been cut from about $43 to roughly $28, as analysts factor in weaker revenue expectations, slightly softer margins, and a lower future P/E following a wave of target reductions and downgrades across the Street. Analyst Commentary Recent Street research on Nike has shifted more cautious, with a cluster of downgrades and price target cuts concentrated over a short period.Narrative-Update • Mar 30
NKE: Product Reset And China Recovery Will Support Future Margin Resilience
Analysts have nudged the NIKE price target slightly lower, trimming fair value by about $1.45 to reflect a modestly reduced future P/E assumption, while still incorporating expectations of steady revenue and profit margins. Analyst Commentary Bullish Takeaways Bullish analysts point to progress in inventory management, operational resets, and efforts to support brand health and margin stabilization as key supports for the current valuation framework.Narrative-Update • Mar 16
NKE: Product Reset And China Sentiment Will Support Future Margin Expansion
Analysts have lowered their price expectations for NIKE, with the updated fair value implying a move of roughly $0.55 lower per share. This reflects a balance between slower assumed revenue growth and a higher discount rate on one hand, and steady margin expectations and continued confidence in a product led recovery on the other.Narrative-Update • Mar 02
NKE: China Weakness And Restructuring Fears Will Limit Future Upside
Analysts have made a modest upward adjustment to their NIKE price target to $43.19 from $42.94, reflecting updated assumptions for slightly higher revenue growth and profit margins. These changes are set against a somewhat higher discount rate and largely unchanged future P/E expectations, while continuing to flag ongoing China related risks highlighted in recent research.
Neues Narrative • Feb 24
My long-term take on Nike: A global sports brand with steady growth potential but margin challenges to solve.
Hi - Nike: more than a sports brand, a long-term global platform As someone who goes to the gym regularly, plays football during the week and follows sport closely, I’ve always noticed how certain brands become part of everyday culture. Nike Inc stands out because it operates as more than just an apparel company - it’s a global sports brand built on performance, identity and long-term fan engagement.Narrative-Update • Feb 16
NKE: Extended Timeline To US$3 EPS Target Will Support Multi Year Recovery
Narrative Update NIKE's analyst price targets have edged lower by about $1 as analysts factor in slightly higher discount rates and modest adjustments to long term margin and P/E assumptions, while still outlining a path to profitable growth despite recent target cuts and rating changes. Analyst Commentary Recent research updates on NIKE point to a more cautious tone on ratings and price targets, but there are still constructive threads that bullish analysts continue to highlight around profitability and valuation.Narrative-Update • Feb 02
NKE: Margin Pressures And Cost Cuts Will Restrain Upside Potential
Analysts have trimmed their price targets on NIKE, with the updated fair value estimate moving from about US$46.17 to US$42.94 as they factor in a higher discount rate, slightly lower profit margin assumptions, and a higher future P/E multiple, alongside recent target cuts from several research firms. Analyst Commentary Recent Street research has tilted more cautious on NIKE, with several bearish analysts trimming price targets and one downgrade to Hold.Neues Narrative • Jan 23
Nike - A Fundamental and Historical Valuation
Business Overview Key Metrics Total: 7/17 +1 ✅ Projected Operating Margin: 13.65% +0 ⚠️ Projected 5-Year Revenue CAGR: 5.88% +1 ✅ Last 5-Year ROIC: 18.60% +1 ✅ Estimated Cost of Capital: 11.54% (less than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -1.28% +1 ✅ Projected 5-Year EPS CAGR: 16.37% +0 ⚠️ Projected 5-Year Dividend CAGR: 9.13% +1 ✅ Moody's Rating: A2 +2 ✅✅ Morningstar Moat: Wide -1 ❌ Morningstar Uncertainty: High Nike runs with a solid operating margin above the ~10% mark showing it still has some competitive advantage over competitors even with the maturity of its business and a highly competitive industry. Despite currently having revenue growth below the economy growth rate, its projections point to a slightly higher than economy growth rate of ~5-6% over the next couple of years.Narrative-Update • Jan 19
NKE: Margin Expansion Will Follow Execution On Profitability And Brand Initiatives
Analysts have trimmed their fair value estimate for NIKE from US$83.30 to US$76.97, reflecting lower assumed future P/E multiples, even as they factor in slightly higher revenue growth and profit margins following recent price target cuts and rating changes across the Street. Analyst Commentary Recent Street commentary around NIKE reflects a split view, with some focusing on long term earnings power and others highlighting execution risks and a lengthened timeframe for hitting key milestones.Narrative-Update • Jan 10
Nike will leverage its dominant market position and brand recognition to drive future growth
Takeaway Based on the current analysis, Nike (NKE) appears overvalued at its current price of $65.90 relative to the intrinsic value suggested by our DCF of $46.62 and other valuation methods. Therefore, it is not recommend buying at this level.Narrative-Update • Jan 05
NKE: Turnaround Progress And Margin Improvements Will Support Multi Year Recovery
Analysts have trimmed their fair value estimate for Nike to about $110 from roughly $114, reflecting lower Street price targets in the mid-$80s range and updated models that factor in stable top-line expectations, modestly higher profit margins, and a slightly lower future P/E multiple. Analyst Commentary Recent Street commentary around Nike has centered on recalibrated price targets and updated earnings models, but the tone from bullish analysts still leans constructive on the company’s longer term setup.Narrative-Update • Dec 15
NKE: Margin Recovery And Cleaner Inventories Will Drive Multi Year Turnaround
Analysts have nudged our NIKE fair value estimate slightly higher to $114.33 from $112.79, reflecting modestly stronger confidence in the brand's multi year turnaround and margin recovery trajectory, amid a flurry of recent target hikes even as some firms trim near term price objectives. Analyst Commentary Recent Street research on Nike reflects a constructive shift in sentiment, with multiple firms nudging targets higher and upgrading ratings as the turnaround gains traction.Narrative-Update • Nov 29
NKE: Margin Expansion Will Follow Progress On Inventory And Order Book Recovery
Nike's analyst-driven fair value estimate was modestly reduced by $0.40 to $83.30. Analysts anticipate slightly higher discount rates and margin pressures, despite ongoing evidence of progress in the company's turnaround strategy.Analyseartikel • Nov 25
NIKE's (NYSE:NKE) Upcoming Dividend Will Be Larger Than Last Year's
NIKE, Inc. ( NYSE:NKE ) will increase its dividend on the 2nd of January to $0.41, which is 2.5% higher than last...Narrative-Update • Nov 15
NKE: Margin Recovery And Channel Inventory Progress Will Drive Upside Momentum
NIKE’s analyst price target saw a modest increase, rising by approximately $0.43 to $83.70. Analysts noted improving inventory trends and better-than-expected margin recovery, while acknowledging ongoing macro and tariff headwinds.Narrative-Update • Nov 01
NKE: Upcoming Product Refresh and Channel Cleanup Will Drive Performance Recovery
NIKE's analyst price target has been adjusted down to $85 from $90. Analysts anticipate broadly stable revenues but note pressure on gross margins and earnings due to elevated SG&A costs and incremental tariff headwinds.Narrative-Update • Oct 17
Product Portfolio Transition And Digital Cleanup Will Create New Opportunities
NIKE's updated analyst price target has increased modestly by approximately $1 to $83. Analysts point to stable revenue growth, gradual margin recovery, and improved inventory positioning, despite ongoing concerns regarding tariffs and selective product refreshes.Narrative-Update • Oct 03
Product Portfolio Transition And Digital Cleanup Will Create New Opportunities
Nike's fair value estimate has been raised by analysts from $79.76 to $82.25 per share. This change reflects increased confidence in the company's turnaround progress, stronger revenue growth, and improving profit margins.Narrative-Update • Sep 17
Product Portfolio Transition And Digital Cleanup Will Create New Opportunities
Analysts have modestly raised their price target for NIKE to $79.76, reflecting improved sales and margin prospects—especially from cleaner U.S. channels, strong demand for key franchises, and better inventory management—though ongoing China, tariff, and macro risks temper the near-term outlook. Analyst Commentary Bullish analysts highlight improving sales and margins, citing accelerated inventory normalization, cleaner U.S. channels, rising holiday order books, and renewed retailer enthusiasm, particularly for Air Force One and Jordan Retro.Narrative-Update • Aug 28
Product Portfolio Transition And Digital Cleanup Will Create New Opportunities
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.Neues Narrative • Jun 27
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%. I believe that leadership can help get that number closer toNeues Narrative • Jun 23
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 finaGewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 5/31/2029 | 49,217 | 3,799 | 3,524 | 4,495 | 16 |
| 5/31/2028 | 47,411 | 3,295 | 3,347 | 4,305 | 37 |
| 5/31/2027 | 45,613 | 2,552 | 3,104 | 4,032 | 38 |
| 5/31/2026 | 46,398 | 3,108 | 2,184 | 2,868 | N/A |
| 2/28/2026 | 46,523 | 2,250 | 1,048 | 1,694 | N/A |
| 11/30/2025 | 46,513 | 2,524 | 2,475 | 3,056 | N/A |
| 8/31/2025 | 46,440 | 2,895 | 3,009 | 3,526 | N/A |
| 5/31/2025 | 46,309 | 3,219 | 3,268 | 3,698 | N/A |
| 2/28/2025 | 47,818 | 4,508 | 5,311 | 5,854 | N/A |
| 11/30/2024 | 48,978 | 4,886 | 5,518 | 6,121 | N/A |
| 8/31/2024 | 50,012 | 5,301 | 7,210 | 7,889 | N/A |
| 5/31/2024 | 51,362 | 5,700 | 6,617 | 7,429 | N/A |
| 2/29/2024 | 51,581 | 5,231 | 6,195 | 7,063 | N/A |
| 11/30/2023 | 51,542 | 5,299 | 6,307 | 7,234 | N/A |
| 8/31/2023 | 51,469 | 5,052 | 4,460 | 5,418 | N/A |
| 5/31/2023 | 51,217 | 5,070 | 4,872 | 5,841 | N/A |
| 2/28/2023 | 50,626 | 5,478 | 3,797 | 4,739 | N/A |
| 11/30/2022 | 49,107 | 5,634 | 1,782 | 2,678 | N/A |
| 8/31/2022 | 47,149 | 5,640 | 3,596 | 4,434 | N/A |
| 5/31/2022 | 46,710 | 6,046 | 4,430 | 5,188 | N/A |
| 2/28/2022 | 46,820 | 6,116 | 5,359 | 6,049 | N/A |
| 11/30/2021 | 46,306 | 6,169 | 6,457 | 7,170 | N/A |
| 8/31/2021 | 46,192 | 6,083 | 6,183 | 6,886 | N/A |
| 5/31/2021 | 44,538 | 5,727 | 5,962 | 6,657 | N/A |
| 2/28/2021 | 38,507 | 3,428 | 3,834 | 4,644 | N/A |
| 11/30/2020 | 38,254 | 2,826 | 3,626 | 4,534 | N/A |
| 8/31/2020 | 37,337 | 2,690 | 1,995 | 2,973 | N/A |
| 5/31/2020 | 37,403 | 2,539 | 1,399 | 2,485 | N/A |
| 2/29/2020 | 41,274 | 4,318 | N/A | 4,496 | N/A |
| 11/30/2019 | 40,781 | 4,572 | N/A | 4,384 | N/A |
| 8/31/2019 | 39,829 | 4,304 | N/A | 4,996 | N/A |
| 5/31/2019 | 39,117 | 4,029 | N/A | 5,903 | N/A |
| 2/28/2019 | 38,722 | 4,177 | N/A | 6,163 | N/A |
| 11/30/2018 | 38,095 | 2,155 | N/A | 5,882 | N/A |
| 8/31/2018 | 37,275 | 2,075 | N/A | 5,681 | N/A |
| 5/31/2018 | 36,397 | 1,933 | N/A | 4,955 | N/A |
| 2/28/2018 | 35,285 | 1,804 | N/A | 3,647 | N/A |
| 11/30/2017 | 34,733 | 3,866 | N/A | 3,974 | N/A |
| 8/31/2017 | 34,359 | 3,941 | N/A | 3,633 | N/A |
| 5/31/2017 | 34,350 | 4,240 | N/A | 3,846 | N/A |
| 2/28/2017 | 33,917 | 4,078 | N/A | 4,068 | N/A |
| 11/30/2016 | 33,517 | 3,887 | N/A | 3,830 | N/A |
| 8/31/2016 | 33,023 | 3,830 | N/A | 3,393 | N/A |
| 5/31/2016 | 32,376 | 3,760 | N/A | 3,399 | N/A |
| 2/29/2016 | 31,911 | 3,779 | N/A | 3,254 | N/A |
| 11/30/2015 | 31,339 | 3,620 | N/A | 4,169 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: NKEDas prognostizierte Gewinnwachstum (8.6% pro Jahr) liegt über der Sparquote (3.7%).
Ertrag vs. Markt: NKEDie Erträge des Unternehmens (8.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (17.4% pro Jahr).
Hohe Wachstumserträge: NKEDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: NKEDie Einnahmen des Unternehmens (2.7% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (13.5% pro Jahr).
Hohe Wachstumseinnahmen: NKEDie Einnahmen des Unternehmens (2.7% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: NKEDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (27.2%)
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/09 03:54 |
| Aktienkurs zum Tagesende | 2026/09/09 00:00 |
| Gewinne | 2026/05/31 |
| Jährliche Einnahmen | 2026/05/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
NIKE, Inc. wird von 62 Analysten beobachtet. 38 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| David Heasman | Accountability Research Corporation |
| John Staszak | Argus Research Company |
| Jonathan Komp | Baird |