Nike stock dips even after Jefferies’ “buy aggressively” call — what NKE investors are watching next
New York, Jan 12, 2026, 14:43 EST — Regular session Nike shares dropped 0.6% to $65.52 in Monday afternoon trading, despite Jefferies reaffirming its buy rating and naming the sportswear giant its top large-cap pick for 2026. Analyst Randal Konik said he “would buy shares aggressively” ahead of this week’s ICR consumer conference and maintained a $110 price target. (Barron’s) The call arrives just as investors and analysts gather at the ICR Conference in Orlando, a key January event focused on consumer and retail forecasts. Spanning three days, the conference frequently shapes which stocks fund managers favor—and which they avoid—heading