NIKE (NKE) News Today

NIKE, Inc. (NYSE:NKE) shares are trading lower as upbeat analyst upgrades and supportive longer-term turnaround narratives are offset by fresh cuts to near-term earnings forecasts and growing brand-loyalty concerns.

• Positive Sentiment: KeyCorp upgraded NIKE to Overweight/Strong-Buy with a $90 price target, highlighting confidence in the company’s rebound strategy. KeyCorp Upgrade
• Positive Sentiment: DZ Bank, Needham & Company, Truist Financial and Sanford C. Bernstein have issued buy or reaffirmed ratings, underscoring broad analyst support. DZ Bank Upgrade
• Positive Sentiment: Benzinga reports NIKE turned a $1.5 billion tariff drag into performance gains, reinforcing confidence in its operational flexibility. Turned Pain Into Performance
• Positive Sentiment: MarketBeat’s “If the Shoe Fits, Buy It!” piece highlights green shoots in NIKE’s core markets under its ‘Win Now’ turnaround plan. Turnaround Analysis
• Positive Sentiment: Unusually large call‐option buying—over 121,000 contracts—points to bullish positioning among derivatives traders. Options Activity
• Neutral Sentiment: NIKE appears on MarketBeat’s apparel-stocks-to-watch lists for October 2nd and 3rd, reflecting sector focus without an immediate catalyst. Apparel Watchlist
• Neutral Sentiment: The Motley Fool examines whether renewed top-line growth justifies a buy decision, noting uncertainties around margin sustainability. Fool Analysis
• Negative Sentiment: Telsey Advisory Group and Seaport Research Partners cut multiple EPS forecasts for Q2–Q4 and FY26–FY27, signaling caution over tariffs, channel mix and a lumpy recovery. Forecast Cuts
• Negative Sentiment: Seaport Research Partners issued a pessimistic Q3 outlook, further weighing on near-term profitability expectations. Seaport Outlook
• Negative Sentiment: TipRanks cautions that the latest earnings beat may not overcome inconsistent performance, urging investors to reconsider upside potential. TipRanks Caution
• Negative Sentiment: Wells Fargo initiated coverage with a ‘hold’ rating, noting the need for more consistent growth before upgrading its stance. Wells Fargo Hold
• Negative Sentiment: An article warns of a “disappointing message to loyal customers,” highlighting brand-erosion risks if pricing and product strategies misalign. Customer Disappointment