NIKE (NKE) News Today

NIKE, Inc. (NYSE:NKE) shares dipped today as a mix of analyst target cuts, earnings concerns and product-launch delays weighed on sentiment, despite ongoing insider buying and some bullish valuation calls.

• Company insiders have been aggressively purchasing Nike shares, signaling strong internal confidence in the brand’s long-term prospects.
• Several Seeking Alpha reports argue Nike is undervalued versus peers, highlighting its attractive valuation following a significant share-price pullback.
• Deutsche Bank maintains a “buy” rating on Nike with a $71 price target, implying moderate upside from current levels.
• Investors are focused on Nike’s fiscal Q4 earnings due June 26, with previews from TipRanks, Tokenist and MarketBeat offering mixed expectations.
• Fool.com analyzes whether Nike’s 65% drop from its all-time high represents a genuine value opportunity or a potential value trap for long-term holders.
• Nike announced the retirement of board member Cathleen Benko—an important governance change but with limited operational impact.
• The launch of Nike’s co-branded activewear line with Kim Kardashian’s Skims has been delayed, potentially missing peak retail season demand.
• Nike slashed prices on Air Jordan sneakers in a rare sale, suggesting inventory pressure amid softer consumer demand.
• Barclays cut its price target on Nike to $53.00, reflecting growing concern over near-term sales and margins.
• Telsey Advisory Group trimmed its Q1 2026 EPS forecast for Nike, signaling potential headwinds to profitability.
• Zacks expects Nike’s upcoming quarterly earnings to decline, underscoring lingering macro-and-tariff-related challenges.
• An Investing.com analysis warns that tariffs, weak demand and increased competition could dampen Nike’s growth outlook.
• Needham cut its stock target on Nike, pointing to a slower-than-expected recovery in sales momentum.
• Analysts cited by Benzinga say market expectations for Nike remain too high, prompting additional price-target reductions ahead of earnings.
• Nike’s stock has lagged peer returns over the past three years, with a further 6.1% drop in the past week highlighting investor frustration.