Recent Earnings Impact: Nike has been a hot topic on social media following its latest quarterly earnings report. Despite beating earnings per share expectations, the company’s revenue fell short, sparking varied reactions. Many users are concerned about declining sales in key markets like China.
Turnaround Hopes: Discussions also center on Nike’s new CEO and insider buying, with some expressing optimism about a potential turnaround. There’s buzz around strategic shifts like the 'Win Now' initiative, though skepticism remains about long-term recovery. A few even speculate on external boosts like upcoming global events driving sales.
Market Challenges: Another focal point is Nike’s stock performance, down significantly from its 2021 peak, with debates over whether it’s poised for a rebound or further decline. Tariff concerns and margin pressures are frequently mentioned as headwinds. The mix of bullish and bearish takes keeps the conversation lively.
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 11 times in the past 6 months. Of those trades, 4 have been purchases and 7 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 2 sales selling 172,156 shares for an estimated $12,113,756.
- TIMOTHY D COOK purchased 50,000 shares for an estimated $2,948,500
- JORGEN VIG KNUDSTORP purchased 16,150 shares for an estimated $1,002,753
- ELLIOTT HILL (PRESIDENT & CEO) purchased 16,388 shares for an estimated $1,001,306
- ROBERT HOLMES SWAN purchased 8,691 shares for an estimated $500,080
- 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 879 institutional investors add shares of Nike stock to their portfolio, and 1,013 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
- 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
- JENNISON ASSOCIATES LLC added 3,518,666 shares (+42.3%) to their portfolio in Q3 2025, for an estimated $245,356,580
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 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 01/06/2026
- Truist Securities issued a "Buy" rating on 12/19/2025
- Goldman Sachs issued a "Buy" rating on 12/19/2025
- Piper Sandler issued a "Overweight" 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
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 20 analysts offer price targets for $NKE in the last 6 months, with a median target of $72.5.
Here are some recent targets:
- Piral Dadhania from RBC Capital set a target price of $78.0 on 01/06/2026
- Brooke Roach from Goldman Sachs set a target price of $77.0 on 12/19/2025
- Lorraine Hutchinson from B of A Securities set a target price of $73.0 on 12/19/2025
- Adrienne Yih from Barclays set a target price of $64.0 on 12/19/2025
- Paul Lejuez from Citigroup set a target price of $65.0 on 12/19/2025
- Jay Sole from UBS set a target price of $62.0 on 12/19/2025
- Peter McGoldrick from Stifel set a target price of $65.0 on 12/19/2025
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.
