Earnings Reaction: Recent discussions on social media about Nike have centered on the company’s latest Q2 2026 earnings report. Despite beating Wall Street expectations on earnings and revenue, the stock took a significant hit, dropping around 10% in pre-market trading. Many users expressed concern over shrinking profit margins and disappointing sales in China.
China and Guidance Woes: A key point of contention online is Nike’s weak performance in China, with sales reportedly down 17% year-over-year. Lower-than-expected revenue guidance for the upcoming quarter has further fueled negative reactions. Some argue the turnaround plan shows promise in the US, with strong wholesale growth, but doubts linger about global recovery.
Turnaround Debate: Conversations also highlight mixed views on Nike’s long-term strategy under new leadership. While a few are optimistic about growth in categories like running, others point to ongoing challenges with tariffs and inventory issues as persistent headwinds. The sentiment reflects a divide between cautious hope and frustration with current results.
Note: This discussion summary was generated from an AI condensation of post data.
Nike Insider Trading Activity
Nike insiders have traded $NKE stock on the open market 9 times in the past 6 months. Of those trades, 1 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $NKE stock by insiders over the last 6 months:
- MARK G PARKER (EXECUTIVE CHAIRMAN) has made 0 purchases and 3 sales selling 282,156 shares for an estimated $20,065,656.
- JORGEN VIG KNUDSTORP purchased 16,150 shares for an estimated $1,002,753
- TREASURE HEINLE (EVP: CHIEF PEOPLE OFFICER) sold 4,300 shares for an estimated $306,461
- ROBERT LEINWAND (EVP: Chief Legal Officer) has made 0 purchases and 3 sales selling 3,360 shares for an estimated $251,577.
- PHILIP MCCARTNEY (EVP: CHIEF INN,PROD&DSG OFCR) sold 3,162 shares for an estimated $244,138
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Nike Revenue
Nike had revenues of $12.4B in Q2 2026. This is an increase of 0.59% from the same period in the prior year.
You can track NKE financials on Quiver Quantitative's NKE stock page.
Nike Congressional Stock Trading
Members of Congress have traded $NKE stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $NKE stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Nike Hedge Fund Activity
We have seen 945 institutional investors add shares of Nike stock to their portfolio, and 1,136 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 11,970,759 shares (-37.1%) from their portfolio in Q3 2025, for an estimated $834,721,025
- PACER ADVISORS, INC. removed 6,024,690 shares (-98.4%) from their portfolio in Q3 2025, for an estimated $420,101,633
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 4,855,290 shares (+48.0%) to their portfolio in Q3 2025, for an estimated $338,559,371
- TWO SIGMA ADVISERS, LP removed 3,947,700 shares (-73.0%) from their portfolio in Q3 2025, for an estimated $275,273,121
- SANDS CAPITAL MANAGEMENT, LLC removed 3,754,580 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $266,725,363
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 3,688,049 shares (-99.9%) from their portfolio in Q3 2025, for an estimated $257,167,656
- GENERATION INVESTMENT MANAGEMENT LLP removed 3,635,710 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $253,518,058
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Nike Analyst Ratings
Wall Street analysts have issued reports on $NKE in the last several months. We have seen 15 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 12/19/2025
- Needham issued a "Buy" rating on 12/19/2025
- Guggenheim issued a "Buy" rating on 12/10/2025
- Wells Fargo issued a "Overweight" rating on 11/13/2025
- BTIG issued a "Buy" rating on 10/15/2025
- Keybanc issued a "Overweight" rating on 10/02/2025
- Truist Securities issued a "Buy" rating on 10/01/2025
To track analyst ratings and price targets for Nike, check out Quiver Quantitative's $NKE forecast page.
Nike Price Targets
Multiple analysts have issued price targets for $NKE recently. We have seen 21 analysts offer price targets for $NKE in the last 6 months, with a median target of $81.0.
Here are some recent targets:
- Anna Andreeva from Piper Sandler set a target price of $75.0 on 12/19/2025
- Cristina Fernandez from Telsey Advisory Group set a target price of $72.0 on 12/19/2025
- Tom Nikic from Needham set a target price of $68.0 on 12/19/2025
- Robert Drbul from BTIG set a target price of $100.0 on 12/12/2025
- Simeon Siegel from Guggenheim set a target price of $77.0 on 12/10/2025
- Paul Lejuez from Citigroup set a target price of $70.0 on 12/09/2025
- Ike Boruchow from Wells Fargo set a target price of $75.0 on 11/13/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
