Regular close
$38.59
−$0.89 · −2.25%
Nike Shares Drop 2.3% to Lowest Level Since 2014 After Truist Lowers Rating
NIKE, Inc. stock fell 2.25% on Wednesday following a downgrade by Truist to Hold from Buy. Truist also lowered its price target to $42 from $47, pointing to softening footwear trends at Dick's Sporting Goods and Foot Locker.
NYSE:NKE · Stock move
Nike’s wholesale test
A fresh downgrade meets a 2014-era share price
Market data: August 26, 2026, 19:59 EDT
Dashboard prepared: August 27, 2026, 06:07 CEST
Dashboard prepared: August 27, 2026, 06:07 CEST
After hours
$38.73
+$0.14 · +0.36%
Session volume
36.2M
1.44× 20-day average
Market value
$57.25B
About $1.32B erased
Six-session price path
Closes: $41.05, $40.21, $40.76, $40.75, $39.48 and $38.59. The final two sessions cut 5.3% from the stock.
Catalyst
Truist: Hold from Buy.
Target: $42 from $47.
Implied upside: 8.8% to the regular close.
Weak Foot Locker sell-through increased uncertainty around Nike’s turnaround. The $5 target cut equals about $7.4 billion across 1.48 billion shares.
Revenue channel mix · FY2026
Wholesale rose 6% reported. Nike Direct fell 6%. That makes partner demand the clearest near-term read-through.
Fundamentals and valuation
| FY2026 revenue | $46.40B |
| Net income | $3.11B |
| Gross margin | 42.9% |
| Cash / debt | $9.03B / $11.04B |
| Trailing / forward P/E | 18.4× / 22.5× |
| Free cash flow | $2.18B |
Analyst expectations
| Measure | Value | Vs. $38.59 close |
|---|---|---|
| Consensus | Hold · 39 analysts | — |
| Average target | $50.52 | +30.9% |
| Median target | $46.50 | +20.5% |
| Low / high | $23 / $94 | −40.4% / +143.6% |
| FY2027 revenue estimate | $45.67B | −1.6% YoY |
| FY2027 EPS estimate | $1.71 | +8.5% YoY |
Levels and dates
| 52-week range | $38.41–$79.51 |
| 50-day average | $42.15 |
| 200-day average | $52.28 |
| 52-week return | −51.3% |
| Dividend record date | Sep. 1 |
| Dividend payment | Oct. 1 |
Bull case
Wholesale grew while Direct contracted. Cleaner partner inventories and stronger 2027 launches could turn that distribution shift into sustained revenue growth. The average analyst target leaves 30.9% upside.
Risk case
Foot Locker’s flat-to-down-2% comparable-sales outlook points to weak legacy sneaker demand. Persistent promotions could reduce future Nike orders and compress gross margin. The analyst low target is $23.
Sources: Nike FY2026 results and dividend notice; Reuters on Dick’s Sporting Goods and Foot Locker; StockAnalysis/S&P Global analyst and market data. Figures are reported or derived from the stated inputs and timestamped above.
Nike NFL Rivalries Expands With Eight Additional Teams Following Fanatics’ Top-Selling Debut
Nike’s NFL Rivalries lineup will extend to include eight additional teams this season, growing a merchandise series the league described as Fanatics’ top-selling launch so far.
NYSE:NKE · Product / commercial catalyst
Rivalries scales from eight teams to sixteen
The 2026 collection extends a release the NFL called Fanatics’ best-selling merchandise launch. The investor question is whether that demand reaches Nike’s weakening direct channel.
Market data: Aug. 25, 2026
4:00 p.m. EDT close
4:00 p.m. EDT close
2026 teams
8
NFC North + AFC South
Program reach
16 / 32
Half the league after two waves
On sale
Sep. 1
Five channel types
NKE close
$39.48
−3.12% · 41.3M shares
Channel test: wholesale grew while direct revenue contracted
Rivalries sells through nike.com and wholesale/licensed partners. Channel-level sell-through will matter more than headline search interest.
Launch evidence
2025Fanatics’ best-selling merchandise releaseNFL description; units and revenue undisclosed.
2026Eight new team designsEach stays in uniform rotation for three years.
2027–28Remaining 16 teams scheduledTwo more annual product waves.
Investor read: repeat expansion signals demand, but royalty splits and Fanatics manufacturing obscure Nike’s unit economics.
Fiscal 2026 operating backdrop
| Total revenue | $46.4B · flat |
| North America | $20.5B · +5%* |
| Apparel | +4%* |
| Gross margin | 42.9% · +20bp |
| Inventory | $7.5B · flat |
| Direct digital sales | −12% |
*Currency-neutral growth.
2026 launch teams
| NFC North | Chicago · Detroit |
| Green Bay · Minnesota | |
| AFC South | Houston · Indianapolis |
| Jacksonville · Tennessee | |
| First game | Week 3: IND–HOU |
| Final debut | Week 16: CHI–GB |
Stock and expectations
| Aug. 25 close | $39.48 |
| Daily move | −3.12% |
| Volume | 41.3M |
| Prior-day volume | 18.8M |
| Analyst consensus | Hold |
| Average target | $50.66 · +28.3% |
What to measure after September 1
| Launch sell-through | First 7 and 30 days |
| Restocks | Team and size depth |
| nike.com traffic | Direct-channel conversion |
| Markdowns | Price integrity |
| Licensed mix | Wholesale vs. direct |
| Repeat demand | Game-week spikes |
Nike Bets on One Piece Release Amid 12% Digital Sales Decline
NIKE, Inc. is using a One Piece partnership to gauge digital demand. The collection debuts as the sportswear company moves to boost traffic while avoiding widespread markdowns.
Nike × One Piece: digital demand test
A scarcity-led Air Max Plus launch meets a weak direct channel.
NYSE:NKE · COMPANY
Regular close$40.75Aug. 24, 2026 · 16:00 EDT
After hours$40.80+0.12% · 17:32 EDT
Q4 Nike Digital-12%Year over year
Analyst consensusHold$50.66 average target
Six-session close: recovery from August 17
NKE gained 4.2% from the August 17 close, but ended August 24 almost unchanged.
Q4 channel split
The One Piece drop matters most as a SNKRS traffic and full-price sell-through test.
Launch calendar
Sep 4–6Tokyo pop-up
Sep 12 / 19Regional drops
Sep 25Global SNKRS
Oct 16–18Sydney event
Watch inventory duration, app ranking, resale premium and markdowns—not search volume alone.
Analyst target ladder
| Marker | Target | vs. close |
|---|---|---|
| JPM / Wells | $40 | -1.8% |
| Median | $47 | +15.3% |
| Average | $50.66 | +24.3% |
| Bernstein | $68 | +66.9% |
Investor read-through
Bull case: quick full-price sell-through would support Nike's effort to rebuild scarcity and digital engagement. Bear case: a tiny allocation can sell out without improving broad demand. JD Sports' 6.8% North American comparable-sales fall keeps the recovery bar high.
Compiled August 24, 2026 at 23:35 EDT / August 25, 2026 at 05:35 CEST. Market data are time-stamped above.
Nike One Piece Launch Underscores 1.7 Million-Pair Shortfall in Direct Sales
NIKE, Inc. released three $180 One Piece Air Max Plus sneakers on Sunday. The collective excitement is notable. However, the probable financial impact is less significant.
NIKE, Inc. · NYSE:NKE
One Piece adds heat. Nike still needs scale.
Three $180 shoes create scarcity and fresh engagement. At retail value, about 1.7 million pairs would be needed to equal the latest quarterly decline in Nike Direct revenue.
NIKE
Friday close
$40.76
Aug. 21, 2026, 4:00 p.m. EDT
Weekly move
+0.07%
Aug. 14 through Aug. 21
Monday-low rebound
+4.89%
From $38.86 intraday low
Consensus target
$50.66
24.3% preliminary upside
A flat week hid a violent round trip
The Monday selloff touched $38.86, a 12-year low. Buyers recovered the loss by Friday, leaving the week nearly unchanged.
The 1.7 million-pair test
1.71m
$180 pairs at gross retail value
Latest Nike Direct$4.10bn−7%
Derived prior period$4.41bnEstimate
Revenue gap$309mEstimate
Annual Direct gap$1.13bn≈6.27m pairs
This is a scale illustration, not a unit forecast. Wholesale mix and licensing reduce Nike’s revenue per pair.
Why the stock is struggling
Owned-channel weakness and challenged sell-through outweigh one product launch. Better scarcity and pricing can help, but the turnaround needs broader demand.
Launch checkpoints
Aug. 26Japan lottery registration closes
Sept. 4Gomu Gomu starts in Tokyo
Sept. 12Mera Mera selected retailers
Sept. 19Ope Ope U.S./Europe pop-ups
Sept. 25
Global rollout and U.S. SNKRS pre-order checkpoint
Global rollout and U.S. SNKRS pre-order checkpoint
What supports the recovery case
Market value$60.47bnAt Friday close
52-week high$80.17−49.2% gap
Average target$50.66+24.3%
Next earningsSept. 29Expected date
Forward P/E23.79×Consensus basis
Analyst recommendation mix
24 Hold
39 analysts · consensus Hold
Strong Buy recommendations fell to 11 in August from 19 in March. Hold ratings rose to 24 from 13.
Price data as of Aug. 21, 2026, 4:00 p.m. EDT. Sources: Nike fiscal 2026 results; Nike One Piece release details reported by GQ Japan and Sole Retriever; StockAnalysis using S&P Global data. Retail-equivalent calculations and analyst upside are preliminary. Informational only, not investment advice.
Nike debuts Pegasus Plus 2 as North American sales fall 6.8%
Nike unveiled the Pegasus Plus 2 on Thursday. The new tempo trainer hits the market while a recent retail warning challenges the company's recovery efforts.
NYSE:NKE · Investor dashboard
Nike
Pegasus Plus 2 launches into a weak North American retail tape
$41.05+2.47% on Aug. 19
Close: Aug. 19, 2026, 16:00 EDT / 22:00 CEST
Investor insight
The product is faster. The harder test is whether Nike can turn 18% more energy return into full-price sales while a major retailer reports a 6.8% North American decline.
Pegasus Plus 2: late AugustVisible Air Zoom + ZoomX30+ elite athlete testersNo plate
Latest Nike operating snapshot
Fiscal Q4 revenue$11.0B−1% YoY
Wholesale revenue$6.6B+4% YoY
Nike Direct$4.1B−7% YoY
Gross margin49.2%+890 bps*
*Includes about 900 basis points from expected IEEPA tariff recovery.
Channel divergence
Pegasus Plus 2 must work in both partner stores and Nike's owned channels.
Retail stress check
JD Sports Q2 like-for-like sales, 13 weeks ended Aug. 1, 2026.
Analyst recommendations
39-analyst July consensus. JPMorgan moved to Underweight with a $40 target on Aug. 4.
What investors should watch next
Full-price sell-throughLaunch traffic matters only if discounting stays controlled.
Wholesale reordersRepeat orders would show demand beyond initial shipment fill.
Direct-channel trendNike Direct fell 7% in fiscal Q4.
November investor dayWatch the margin path and fiscal 2028 reset assumptions.
Nike Stock Rebounds 2.3%, but Wall Street’s $40–$75 Split Tests the Bottom Call
Nike Inc. rebounded 2.26% to $40.96 on Wednesday afternoon, two sessions after its lowest close since 2014. The bounce recovered only a fraction of the long decline. Shares remain about 49% below their 52-week high.
Investor dashboard · NYSE:NKE
Nike: the $40 bottom test
Market data: August 19, 2026, 13:59:24 EDT
Regular U.S. session open
Regular U.S. session open
Share price
$40.96
+2.26% · +$0.90
Day range$40.37–$41.30
52-week range$38.86–$80.16
Volume12.74M / 21.73M avg.
What the bounce must prove
Nike has recovered from Monday's 12-year closing low, but price alone does not settle the turnaround debate. Wholesale is growing while Direct and China shrink. The stock needs evidence that product demand—not channel loading or one-off refunds—can rebuild earnings.
Average target $50.55Lowest target $4023.4% implied consensus upside49% below 52-week high
Analyst recommendations · 25
Buy9 · 36%
Hold14 · 56%
Sell2 · 8%
Target range$40–$75
Fiscal 2026 channel split · currency-neutral
Three signals that decide the next leg
Direct trafficDigital sales fell 12%. A true recovery needs more visits and better full-price conversion.
China resetGreater China revenue fell 13%. Stabilization would remove the largest geographic drag.
Clean marginQ4 margin included a $986M tariff recovery. Investors need improvement excluding that benefit.
Sources: Google Finance (price, volume and analyst data); Nike fiscal 2026 results and Form 10-K; adidas Q2 2026 release. Market figures are time-stamped and may change before the close. This dashboard is factual market context, not investment advice.
Nike Gains 2.5% After Slump; Wall Street’s Hold Ratings Put $51 Target Under Pressure
NIKE, Inc. recouped a portion of Monday's drop, gaining $0.97 on Tuesday after a $1.69 decline the previous session. The stock closed 1.6% lower than it did on Friday.
NYSE: NKE · investor dashboard
Nike's bounce still needs proof
On Tuesday, shares regained 57% of Monday’s decline. Most Wall Street analysts still rate the stock as Hold.
Market data: August 18, 2026 close, 16:00 EDT.
Premarket data: August 19, 2026, 08:46 EDT.
Figures in U.S. dollars.
Premarket data: August 19, 2026, 08:46 EDT.
Figures in U.S. dollars.
Tuesday close
$40.06
+2.48% · +$0.97
Premarket
$40.43
+0.92% at 08:46 EDT
Average target
$50.66
26.5% above Tuesday's close
Dividend yield
4.1%
$1.64 annualized
Price changes over four sessions
Analyst ratings · 39 in total
Consensus: Hold. J.P. Morgan most recently set its price target at $40.
Bridge operations
| Metric | FY2026 actual | FY2027 consensus | Change |
|---|---|---|---|
| Revenue | $46.40bn | $45.67bn | -1.6% |
| Adjusted EPS | $1.58 | $1.71 | +8.4% |
| Gross margin | 43.25% | 41.74% | -151 bp |
| Free cash flow | $1.89bn | $3.06bn | +61.9% |
FY2027 numbers reflect early consensus estimates and are not official guidance from Nike.
What the price indicates
12-year closing low$39.09
Median target$47.00
Target range$23–$94
FY2027 forward P/E23.4×
The read-through: Nike’s target gap appears sizable, yet most analysts are not advising to buy the stock. The real test comes if revenue steadies while free cash flow improves. China is the key factor: a $1 billion decline in sales from the online overhaul would represent roughly 2.2% of projected group revenue for fiscal 2026.
Sources: S&P Global market data via StockAnalysis, Nike’s fiscal 2026 report, Reuters, and Nike dividend announcement. Market data may experience delays.
Nike Shares Drop 3.1% to Fresh 52-Week Low, Dividend Adequacy Under Spotlight (NYSE:NKE)
Nike, Inc. dropped 3.1% to $39.47 on Monday morning, hitting a fresh 52-week low at $39.42. The U.S. cash market was open. Nike had not released any new operating statements to account for the decline, leaving no single new catalyst apparent for the move.
Dow Jones Industrial Average (.DJI:INDEXDJX) live: record high fades as Nike (NYSE:NKE), Amgen (NASDAQ:AMGN) drag blue chips
U.S. cash equities were open in New York after the July 3 Independence Day observance. The NYSE lists its core trading session at 9:30 a.m. to 4:00 p.m. ET and July 3, 2026, as the observed Independence Day closure.
Nike bounce runs into margin challenge as tariffs loom after short week
NIKE, Inc. heads into Monday with shares that look better than the company’s income statement. NIKE closed Thursday at $44.09, gaining 2.39% for the day and now up 8.2% since the June 26 close. U.S. markets were closed Friday for Independence Day, and the market cap was about $65.3 billion.
NIKE (NYSE:NKE) volume is key to stock rebound
NIKE, Inc. jumped 8.20% this week to close Thursday at $44.09 after buyers came back for the company’s margin recovery plan, while sales remained soft. The stock is still down 30.80% for 2026 and off 42.28% for the past year, according to MarketWatch data.
Dow outpaces S&P 500 after weak jobs data; record close in sight
The Dow Jones Industrial Average jumped 435.10 points, or 0.83%, to 52,740.34 as of 10:51 a.m. EDT on Thursday, leading U.S. stocks higher. The blue-chip index moved in a range between 52,395.22 and 52,805.12, topping both its prior close of 52,305.24 and the record close of 52,319.20 from Tuesday. The S&P 500 rose 0.24% at that time, while the Nasdaq Composite slipped 0.21%.
Nike stock finds support on tariffs despite flat North America profit
NIKE, Inc. traded higher before the bell Thursday, adding to gains after Wednesday’s rebound ran with heavy volume. Investors shrugged off weak China numbers and bet on early signs of a turnaround. NIKE saw 80.2 million shares trade Wednesday, about triple its 65-day average. The S&P 500 slipped 0.22% and the Nasdaq Composite dropped 0.66% that day, so the action in Nike stood out.
After hours: chip names slide but rest of US market is quiet
U.S. stock ETF proxies slipped in after-hours trade Wednesday, but losses were lighter than the chip selloff during the main session. SPY last changed hands at $744.85, off 0.12%. QQQ traded at $724.24, down 0.13%. DIA was down 0.13% to $521.72 near 7:52 p.m. ET, according to Investing.com. Nasdaq’s after-hours session runs from 4 p.m. to 8 p.m. ET.
Dow Jones closes down 437 points, short of 20th record high close for 2026
The Dow Jones Industrial Average edged down 13.96 points on Wednesday. The drop came after an earlier gain that saw it hit 52,742.66, but the Dow lost steam, slipping 437.42 points from that intraday high. It settled at 52,305.24, missing out on what would have been its 20th record close of 2026. In the last 30 minutes, the index needed just a small gain to get to that milestone.
S&P 500 edges lower post-bell as AI chip stocks drag, broader market holds up
U.S. stocks closed a bit lower Wednesday, but after-hours action told a different story. Most S&P 500 names traded higher even as AI-linked stocks dropped. As of 17:02 EDT, the main session had wrapped and after-hours was underway. Nasdaq's regular hours run from 9:30 a.m. to 4 p.m. ET, with after-hours from 4 p.m. to 8 p.m. ET.
NIKE (NYSE:NKE) jumps after $986M tariff refund lifts profit
NIKE, Inc. shares were up Wednesday, getting a 2.4% lift to $42.02, last check. The move came as the SPDR S&P 500 ETF Trust added 0.1%, and the SPDR S&P Retail ETF ticked up 0.2%. Nike’s intraday range was wide, running from $39.21 to $43.09, a 9.5% band. The market did not fully back the move.
Dow holds top spot as component math favors blue chips; Nasdaq lags
Dow Jones Industrial Average climbed Wednesday during normal U.S. hours, holding about a 0.4 percentage point lead over the Nasdaq Composite as tech shares kept trading behind blue chips. For 2026, the NYSE says markets close on Friday, July 3, for Independence Day, not Wednesday.
Nike (NYSE:NKE) shakes off earnings dip as tariff boost and receivables in focus
NIKE, Inc. clawed back from early declines Wednesday after results, but the rebound left the big question open for the sportswear maker: is real demand driving the numbers, or is this mostly accounting moves and shifts in wholesale timing?
US stock futures slip before market open with Nasdaq down, yields up as oil declines
U.S. futures pulled back before the open on Wednesday, with Nasdaq 100 contracts lagging the other indexes. Oil prices also eased, but the gap between Nasdaq and the rest suggested traders were more worried about rates and tech valuations at the start of the new half than just oil-driven energy worries.
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