NIKE (NKE) News Today

NIKE, Inc. (NYSE: NKE) – A mix of strategic wins and fresh headwinds is moving shares today.

• Nike’s return as a direct vendor on Amazon cuts out middlemen, boosting margins and driving Wall Street EPS forecasts up to 11% for Q4 FY2025.
• Since the April tariff-driven sell-off, NKE has outperformed the S&P 500 by roughly 5%, signaling resilience.
• ‘Mad Money’ host Jim Cramer said there’s a “good chance” for a Nike comeback, adding bullish momentum.
• Analyst upgrades and improved margin visibility underpin a premium 18.9× P/E multiple versus peers.
• NIKE will report Q4 FY2025 earnings on June 26, with a conference call following the market close.
• The company quietly raised prices on top-selling sneakers, a move that may bolster margins but risks consumer pushback.
• NKE remains on lists of “beaten-down” stocks, drawing value-seeking investors.
• Featured in CNBC’s Final Trade segment, highlighting continued market interest.
• Ritholtz CEO Josh Brown warned NKE is a “falling knife,” questioning its ability to sustain a turnaround.
• Nike expanded its Cambodian workforce despite prior concerns over political repression, raising reputational risks.
• Slashing tech jobs has fueled fears over cost-cutting measures and execution challenges.
• Longtime design and innovation chief John Hoke will retire, prompting uncertainty over leadership succession.

Overall, renewed optimism around Amazon collaboration and EPS upside has driven NKE shares higher today, even as investors weigh execution, governance and reputational risks.