NKE NIKE, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
19:18
01 сен
01 сен
Avoid NKE; bearish view but no explicit short.
Avoid NKE because the author says it has not found a bottom, support may fail, and brand loyalty is weakening, but there is no explicit short/puts position.
Сред.
13:26
30 авг
30 авг
Anecdotal evidence suggests Nike’s brand preference is declining among younger consumers in favor of lifestyle athletic brands. If Nike’s cultural relevance fades, it loses pricing power and market share, pressuring revenue and margins. Bearish Nike based on cultural momentum, but the thesis is loosely supported and lacks concrete financial detail. Fashion is cyclical; Nike has scale and marketing muscle; community comments point to US sales being slightly up and kids still wearing Nike.
Выс.
22:45
28 авг
28 авг
Nike names former Foot Locker executive Kristin Bauer to lead operations at its struggling.
Nike names former Foot Locker executive Kristin Bauer to lead operations at its struggling Converse brand.
20:00
28 авг
28 авг
A top comment lists “NKE - just do it.” The pun implies a buy bias, and meme-friendly tickers can get short-term sentiment flows. Favor a momentum/sentiment long, but there is no fundamental thesis. No price target, catalyst, or supporting comments.
Низ.
22:00
27 авг
27 авг
Nike announced the hiring of Jane Ewing from Walmart as its new chief commercial officer.
Nike announced the hiring of Jane Ewing from Walmart as its new chief commercial officer for the sportswear company.
17:00
26 авг
26 авг
Nike downside on fading brand loyalty.
Short Nike because the speaker sees declining brand loyalty among younger consumers, signaling further downside for the stock.
Сред.
16:49
26 авг
26 авг
Nike’s strategy eroded wholesale relationships, innovation pipeline, and pricing power; turnaround will take years. Author explicitly says it is too early to assume the bottom, creating a watch-and-wait setup rather than immediate buy. Not a buy yet; Nike needs to prove it can restore innovation, wholesale trust, and consumer relevance. Nike could rebound faster than expected via new product cycle or already-cheap valuation. No other actionable trade ideas in this post.
Сред.
16:10
26 авг
26 авг
The author analyzes the apparel sector's divergence.
The author analyzes the apparel sector's divergence, highlighting ANF and VSXY as winners while peers struggle, but frames it as research rather than a personal position.
Низ.
12:55
26 авг
26 авг
Nike faces a business challenge after Michael Jordan's retirement from basketball at age 30.
Nike faces a business challenge after Michael Jordan's retirement from basketball at age 30, as his iconic sneaker line was a major revenue driver for the company.
11:07
26 авг
26 авг
Wall Street analysts issued a broad batch of upgrades and downgrades across multiple sectors.
Wall Street analysts issued a broad batch of upgrades and downgrades across multiple sectors, with price target adjustments for companies including DTM, ARGX, NEOG, SEDG, TYGO, RNW, TJX, EPAM, TRUP, DKS, NKE, GDDY, INTU, and CNM.
22:00
25 авг
25 авг
Nike struggles against new athletic shoe competitors.
Nike is struggling and its stock is falling as consumer preference shifts toward newer athletic shoe brands like On Running, Hoka, and Salomon, while traditional retail partners report poor earnings.
Сред.
21:55
25 авг
25 авг
Dick's Sporting Goods' acquisition was fundamentally flawed.
Dick's Sporting Goods made a nonsensical acquisition of Foot Locker, a struggling chain that was already losing market share to Dick's, which will likely force Dick's to eventually sell the business or close many stores.
Выс.
20:25
25 авг
25 авг
Dick's crashes on Foot Locker weakness.
Dick's Sporting Goods had its worst day ever, falling 31% to its lowest level since 2023, because the Foot Locker chain it acquired last year continues to struggle. The company said the footwear market has become increasingly promotional as brands discount on their own websites, while demand shifts to Uggs and Birkenstock. Nike also fell about 3% as a supplier exposed to both Dick's and Foot Locker.
Выс.
20:12
25 авг
25 авг
Nike oversold at three-handle price.
Joe Mathieu argues Nike is washed out at a three-handle price and questions who is left to sell, suggesting the stock may be due for a rebound at some point.
Низ.
13:01
25 авг
25 авг
Nike’s free cash flow did not cover dividends for the first time, and the stock is at a 12-year low with continued downside pressure. If this cash-flow deterioration signals structural decline like past retail giants, the market may keep repricing Nike lower. Bearish watch/short based on the author’s collapse analogy and FCF/dividend red flag. Nike remains highly profitable, has strong brand power, and is not a private-equity-gutted retailer; a successful turnaround could invalidate the bear case.
Сред.
20:00
24 авг
24 авг
Nike is currently trading at 13-year lows. High-profile insider buying (Nike CEO) and connections/support (Tim Cook) signal that the bottom may be in for the beaten-down apparel giant. Go long NKE as a value play following significant insider confidence at multi-year lows. Broader consumer weakness could continue to pressure retail and apparel stocks.
Низ.
19:44
21 авг
21 авг
The author critiques the vague "more upside" phrase, arguing that without a catalyst.
The author critiques the vague "more upside" phrase, arguing that without a catalyst, such comparisons are meaningless and momentum investing is simpler than turnaround plays.
Низ.
19:43
21 авг
21 авг
The author critiques the vague "more upside" phrase, arguing that without catalysts.
The author critiques the vague "more upside" phrase, arguing that without catalysts, upside claims are meaningless and momentum investing is simpler than turnaround plays.
Низ.
23:58
20 авг
20 авг
Nike has too many problems; avoid.
Nike has too many things going wrong and the whole athletic/retail industry is slowing. Cramer says nothing is working for Nike right now, making the stock unattractive despite the caller's view that quality and value could fix it.
Сред.
20:00
20 авг
20 авг
Nike's fundamentals are being heavily criticized (Hokas are viewed as superior), driving Reddit sentiment to an all-time low. Extreme negative sentiment and widespread retail pessimism often create a contrarian bottoming opportunity. Buy LEAP calls as a contrarian play against peak retail bearishness. Nike's fundamental loss of market share to competitors like Hoka might be permanent.
Низ.
00:08
20 авг
20 авг
The author is scanning consumer discretionary sectors as a broad watchlist.
The author is scanning consumer discretionary sectors as a broad watchlist, noting they are "getting interesting" without stating any current positions or explicit buy calls.
Низ.
18:27
18 авг
18 авг
Reflects on Nike's lost brand endurance.
Reflects on a past belief in the enduring long-term value of Nike's brand, implying recent struggles.
Низ.
15:39
18 авг
18 авг
Nike brand decay makes stock avoidable.
Nike has lost around 80% of its market cap and destroyed its brand moat by abandoning its competitive masculine sports identity, missing athlete signings, letting Kanye go, and becoming a cringe corporate political symbol. The speaker sees past dominance as largely wasted.
Выс.
14:29
18 авг
18 авг
Author notes legacy names and Bitcoin as common short hedges against AI longs.
Author notes legacy names and Bitcoin as common short hedges against AI longs, but offers no personal position or forward call.
Низ.
10:00
18 авг
18 авг
NKE is actively pumping and has crossed above the $40 level today. Despite the broader market bleeding and heavy bearish sentiment, NKE is showing relative strength and catching retail momentum based on a popular community post. Ride the retail momentum long as it shows relative strength against the broader market dump. It is a meme-driven pump in a bearish macro environment, making it susceptible to sudden dumps.
Низ.
07:27
18 авг
18 авг
The author expresses an inability to take a position in Nike without stating a directional view.
The author expresses an inability to take a position in Nike without stating a directional view or position.
Низ.
04:44
18 авг
18 авг
NKE closed below $40 despite a public guarantee it wouldn't. The failed call and deleted account signal shaken bullish confidence; round-number breaks can attract short-term follow-through. Not a strong directional setup, but NKE deserves monitoring after breaking a key psychological level. One daily close below $40 isn't a trend; a bounce is possible from oversold conditions.
Сред.
03:00
18 авг
18 авг
Nike is losing market share, avoid.
Nike appears to be a company in decline, as reflected by its stock chart which looks like that of a 'failing company'. Consumer preference has shifted, with people, especially in the running community, no longer choosing Nike. The company has lost its dominant position in the running shoe market, and a general trend of reduced outdoor activity may also be a headwind.
Сред.
20:43
17 авг
17 авг
Nike turnaround elusive at 12-year low
Nike shares are at their lowest level in about 12 years as UBS data indicates the brand turnaround remains elusive; the stock is down nearly 40% this year and investors are continuing to sell.
Сред.
20:00
17 авг
17 авг
Users are actively betting against Nike, noting that it is struggling to hold the $40 level and questioning who still buys the brand. Fundamental concerns about brand erosion are aligning with poor technical price action, creating a high-conviction bearish setup among retail traders. Short or avoid NKE as consumer interest wanes and the brand loses its competitive moat. A sudden turnaround in management execution or an unexpected positive catalyst could trigger a short squeeze.
Низ.
Об аналитическом покрытии NKE
Buzzberg отслеживает NKE (NIKE, Inc.) в 50 источниках. Бычьих сигналов: 35, медвежьих: 22, от 119 аналитиков. Сентимент преимущественно бычий (6%). Всего отслеживаются 234 торговые идеи. За последние 7 дней: бычьих: 1, медвежьих: 1, наблюдение: 3. Последние спикеры: incomesharks, u/Ordinary_Musician_76, Bloomberg.