Earnings Reaction: Recent discussions on social media about Nike, Inc. have centered on the company’s Q2 2026 earnings report. Many users expressed disappointment over weak performance in key markets like China, despite beating earnings expectations. There’s a mix of concern and cautious optimism about the brand’s recovery timeline.
CEO Confidence: Another hot topic is the insider buying by Nike’s CEO and board members, sparking interest among online commentators. Some see this as a strong signal of confidence in a turnaround, especially under new leadership. However, others remain skeptical due to ongoing margin pressures and market challenges.
Viral Boost: A surprising viral moment involving a high-profile figure wearing Nike apparel has also fueled chatter. This unexpected exposure has some users excited about potential brand momentum, though doubts linger on whether it translates to sustained growth.
Note: This discussion summary was generated from an AI condensation of post data.
Nike, Inc. Insider Trading Activity
Nike, Inc. insiders have traded $NKE stock on the open market 12 times in the past 6 months. Of those trades, 4 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.
- 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, Inc. Revenue
Nike, Inc. 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, Inc. 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, Inc. Hedge Fund Activity
We have seen 921 institutional investors add shares of Nike, Inc. stock to their portfolio, and 950 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, Inc. Analyst Ratings
Wall Street analysts have issued reports on $NKE in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Truist Securities issued a "Buy" rating on 12/19/2025
- Piper Sandler issued a "Overweight" rating on 12/19/2025
- Needham issued a "Buy" rating on 12/19/2025
- Goldman Sachs 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
To track analyst ratings and price targets for Nike, Inc., check out Quiver Quantitative's $NKE forecast page.
Nike, Inc. 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:
- Aneesha Sherman from Bernstein set a target price of $85.0 on 12/19/2025
- Cristina Fernandez from Telsey Advisory Group set a target price of $72.0 on 12/19/2025
- Ike Boruchow from Wells Fargo set a target price of $65.0 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
- Anna Andreeva from Piper Sandler set a target price of $75.0 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.
