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Author Program NEWCreate Narrative
NKE logo

NIKE, Inc. Stock Price

NYSE:NKE Community·US$55.4b Market Cap
  • 12 Narratives written by author
  • 10 Comments on narratives written by author
  • 1269 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

NKE Share Price Performance

US$36.62
-37.71 (-50.73%)
​
US$51.12
Fair Value
US$36.62
-37.71 (-50.73%)
28.4% undervalued intrinsic discount
US$51.12
Fair Value
Price US$36.62
AnalystConsensusTarget US$51.12
DS2invest US$43.01
andre_santos US$36.83
Mon, 20 Jul 26
Fair ValueUS$51.12
Share Pricen/a

NKE Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$51.12 28.4% undervalued intrinsic discount

NKE: Upcoming Product Refresh and Channel Cleanup Will Drive Performance Recovery

3users have liked this narrative
1users have commented on this narrative
480users have followed this narrative
DS
DS2invest
DS2invest's
Fair Value
·
Fair Value US$43.01 14.9% undervalued intrinsic discount

Nike: A Market Leader with Resilience and Long-Term Growth Potential

1users have liked this narrative
0users have commented on this narrative
43users have followed this narrative
AN
andre_santos
andre_santos's
Fair Value
·
Fair Value US$36.83 Fairly Valued intrinsic discount

Nike - A Fundamental and Historical Valuation

5users have liked this narrative
0users have commented on this narrative
15users have followed this narrative
NKE logo
NIKE
24.1% undervalued intrinsic discount

My long-term take on Nike: A global sports brand with steady growth potential but margin challenges to solve.

View narrative
NA
Nat32
Published 24 Feb
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NKE logo
NIKE
14.9% undervalued intrinsic discount

Nike: A Market Leader with Resilience and Long-Term Growth Potential

View narrative
DS
DS2invest
DS2invest
Updated 10 Jan
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NKE logo
NIKE
Fairly Valued intrinsic discount

Nike - A Fundamental and Historical Valuation

View narrative
AN
andre_santos
andre_santos
Updated 30 Jun
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NKE logo
NIKE
30.8% undervalued intrinsic discount

Nike (NKE): When Brand Power Meets a Faster Fashion Cycle

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YI
yiannisz
Updated 31 Jan
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NKE logo
NIKE
52.6% undervalued intrinsic discount

NKE vs DESK and SKX

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HA
HanPablo
Published 8 Apr 2025
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NKE logo
NIKE
51.3% undervalued intrinsic discount

Global Direct-To-Consumer Growth May Reduce Nike’s Premium

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GO
Goran_Damchevski
Goran_Damchevski
Published 7 Nov 2023
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NKE logo
NIKE
62.1% undervalued intrinsic discount

A conservative outlook sees Nike's stock rolling towards a $100 mark within the next couple years

View narrative
RE
RedCandleRx
RedCandleRx
Published 25 Jun 2025
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NKE logo
NIKE
58.3% undervalued intrinsic discount

Nike's Direct-to-Consumer Focus Will Drive Future Growth

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UN
Unike
Updated 11 Mar 2025
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NKE logo
NIKE
54.6% overvalued intrinsic discount
Updated

Chinese Tariffs And Supply Chain Strains Will Erode Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 9 Sep
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
andre_santos
NKE logo

Updated with FY2026

Fair Value: US$36.83 Fairly Valued intrinsic discount
15 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
NA
NKE logo

My long-term take on Nike: A global sports brand with steady growth potential but margin challenges to solve.

Fair Value: US$48.27 24.1% undervalued intrinsic discount
9 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
YI
NKE logo

Nike (NKE): When Brand Power Meets a Faster Fashion Cycle

Fair Value: US$52.95 30.8% undervalued intrinsic discount
9 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet established dividend payer.

1 Risk
2 Rewards
View Full Analysis

NIKE, Inc. Key Details

US$46.4b

Revenue

US$26.3b

Cost of Revenue

US$20.1b

Gross Profit

US$17.0b

Other Expenses

US$3.1b

Earnings

Last Reported Earnings
May 31, 2026
Next Reporting Earnings
Oct 01, 2026
2.10
43.25%
6.70%
53.5%
View Full Analysis

About NKE

Founded
1964
Employees
73000
CEO
Elliott Hill
WebsiteView website
www.nike.com

NIKE, Inc., together with its subsidiaries, designs, develops, markets, and sells athletic footwear, apparel, equipment, accessories, and services for men, women, and kids in North America, Europe, the Middle East, Africa, Greater China, the Asia Pacific, and Latin America. The company offers its products under the NIKE, Jordan, Converse, Jumpman, Chuck Taylor, All Star, One Star, Star Chevron, and Jack Purcell trademarks. It also provides a line of performance equipment and accessories, including bags, socks, sport balls, eyewear, timepieces, digital devices, bats, gloves, protective equipment, and other equipment for sports activities; and sports apparel, as well as sells products to wholesale customers and directly to consumers through NIKE Direct operations; distributes and licenses casual sneakers, apparel, and accessories; and markets apparel with licensed college and professional team and league logos. In addition, the company offers consumer services and experiences, including sport focused events and activations; fitness and activity apps; sport, fitness, and wellness content; and digital services and features in retail stores. It sells its products to footwear stores; sporting goods stores; athletic specialty stores; department stores; skate, tennis, and golf shops; and other wholesale accounts through NIKE-owned retail stores, independent distributors, licensees, sales representatives, and digital platforms. The company was formerly known as Blue Ribbon Sports, Inc. and changed its name to NIKE, Inc. in May 1971. NIKE, Inc. was founded in 1964 and is headquartered in Beaverton, Oregon.

Recent NKE News & Updates

User avatar
Narrative Update • Sep 09

NKE: China Online Exit And Prolonged Turnaround Will Keep Shares Under Pressure

Nike's updated narrative reflects a lower implied fair value, from $25.28 to $23.68, as analysts trim price targets due to concerns about slower margin progress, extended turnaround timing, and execution risks in China and key wholesale channels. Analyst Commentary Recent Street research on Nike shows a clear tilt toward more cautious views.
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

Recent updates

No updates

NIKE, Inc. Competitors

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Garmin

Symbol: NYSE:GRMN
Market cap: US$52.5b
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D.R. Horton

Symbol: NYSE:DHI
Market cap: US$38.9b
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SharkNinja

Symbol: NYSE:SN
Market cap: US$23.8b
View more competitors

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