US · 39 entries · 33 publications
Nike
More bullish than bearish among those that state a stance.
Free during launch: log in or sign up with your email to see it.
Sign up freeBlogs · r/ValueInvesting · /u/MarkTsaiTai
Three shoe companies and I’m choosing between three very different bets. Nike needs a comeback. On needs to keep growing fast. Deckers needs HOKA and UGG to keep earning what they earn today. At the October 23 closes…
YouTube · Ryne Williams
YouTube · We Profit with Stock Curry
Substack · Basement Capital
Q1 FY27 | Nike Hits 12 Year Low At ~$35. Is The Stock Cheap?
Since publication +9.5% α +11.4 pp vs S&P 500 · USD
YouTube · Value Investing with Sven Carlin, Ph.D.
YouTube · Dividendology
YouTube · Parkev Tatevosian, CFA
YouTube · The Patient Investor
YouTube · Dividend Focus
YouTube · Stock Talk with Niko Kritikos
Substack · Global Equities · Angsana Anderson
The Sportswear Giant Stealing Nike’s Market Share + Singapore’s Casino Duopoly
Since publication +11.6% α +12.9 pp vs S&P 500 · USD
Substack · Belanger Trading Squawk · Josh Belanger
Nike just got thrown out of America's top 100 companies.
Since publication +11.6% α +12.9 pp vs S&P 500 · USD
Substack · Cazadores del Profit · Rafa González - Rafauskiv
Nike a 33 dólares: la marca parece seguir intacta, pero la tesis, no tanto.
Since publication +11.6% α +12.9 pp vs S&P 500 · USD
Substack · T&G’s Substack · Ben The Bull
Wall Street keeps calling it a turnaround. Nike's own guidance calls it something else: a smaller company, built on purpose. The Nike of the 2010s — Jordan, Dunk, hype, China — isn't coming back.....
Since publication +11.6% α +12.9 pp vs S&P 500 · USD
Substack · TheWengLab · Weng Honn
Is Nike A Good Buy Now?
Since publication +11.9% α +12.5 pp vs S&P 500 · USD
Substack · Investing With Purpose · Investing With Purpose | IWP
With shares near a 13-year low, what would it take for Nike’s comeback to reward investors?
Since publication +11.9% α +12.5 pp vs S&P 500 · USD
Substack · Bull Street (The Wall Street Rollup) · High Yield Harry
September Jobs Drop Soon. Nike's Fall From Grace.
Since publication +11.9% α +12.5 pp vs S&P 500 · USD
Substack · JustValue · Just Value
Running is recovering, Sportswear and Jordan are being deliberately shrunk, and China is set to get worse before it gets better. The investment case depends on what a normalized Nike can actually earn
Since publication +11.9% α +12.5 pp vs S&P 500 · USD
YouTube · UNRIVALED INVESTING
Substack · The Global Alpha by InCred Money · InCred Money
Nike (NYSE: NKE) is the world’s largest athletic footwear and apparel company by revenue, built on a swoosh that’s been on sneakers since 1971.
Since publication +6.0% α +6.9 pp vs S&P 500 · USD
Substack · Slow Dividend
Rentabilidad por dividendo FWD 2026: 4,7%
Since publication +5.0% α +6.2 pp vs S&P 500 · USD
YouTube · Daniel Pronk
YouTube · Ricky Gutierrez
Substack · El médico inversor · El Médico Inversor
Analizo Nike, Lululemon y Deckers con el método de las 6 preguntas + 1: foso, flujo de caja, balance, crecimiento y margen de seguridad en el sector deportivo.
Since publication NKE +2.3% α +1.6 pp vs S&P 500 · USD
YouTube · Business Brainrot
YouTube · Learn to Invest - Investors Grow
YouTube · UNRIVALED INVESTING
YouTube · Dividendology
Blogs · r/ValueInvesting · /u/JamesWardVI
Nike keeps appearing on "quality on sale" lists, so I ran it through my research process properly rather than relying on the label I'd filed it under years ago. It failed on quality before I ever got to price. Fiscal…
Since publication −10.0% α −13.6 pp vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/AggressiveAd9058
I've been following Nike for a while, and management's entire thesis in recent times has been that they're in the middle of a deliberate, sequenced comeback. They've comitted a few strategic blunders following the Covid…
Since publication −12.0% α −14.5 pp vs S&P 500 · USD
Substack · First Strike Research
Post trade results, and breakdown of our new model's performance.
Since publication −15.1% α −31.8 pp vs S&P 500 · USD
YouTube · Value Investing with Sven Carlin, Ph.D.
Blogs · ValueWalk
In the company’s fiscal first quarter of 2026, Nike began to see the fruits of its turnaround efforts as revenue and earnings exceeded analysts’ estimates.
Since publication −49.2% α −63.5 pp vs S&P 500 · USD
Blogs · ValueWalk
The turnaround at Nike will take some time, but investors were pleased with its progress in its fiscal fourth quarter as the stock price skyrocketed 15% on Friday.
Since publication −47.4% α −71.7 pp vs S&P 500 · USD
Substack · CRV Investments Researchs
Descubre por qué ANTA Sports lidera en rentabilidad, márgenes y eficiencia operativa dentro del sector deportivo global
Since publication NKE −39.4% α −64.4 pp vs S&P 500 · USD
Institutional · eToro
Nike stock has been crushed from its record highs. Is it a value trap or in the bargain bin? The Daily Breakdown digs in. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each morning. To…
Since publication −35.0% α −70.6 pp vs S&P 500 · USD
Substack · ornstein research · ornstein
NIKE stock is down almost 27% over the past year. Can they finally turn it around, and does it present a good opportunity?
Since publication −47.2% α −82.8 pp vs S&P 500 · USD
Substack · CAESAR CAPITAL · CAESAR CAPITAL
¿Es Nike una oportunidad de inversión?
Since publication −50.5% α −77.6 pp vs S&P 500 · USD
Substack · The All-in-One Investing Platform · Daniel
Today, we will look at another retailer (after recently reviewing Nike).
Since publication −48.5% α −74.3 pp vs S&P 500 · USD
There are 3 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.