NIKE, Inc.

NIKE, Inc.

NKEยทNYSE

$43.81

+0.18%
Consumer CyclicalApparel - Footwear & Accessories

NIKE, Inc., together with its subsidiaries, designs, develops, markets, and sells men's, women's, and kids athletic footwear, apparel, equipment, and accessories worldwide. The company provides athletic and casual footwear, apparel, and accessories under the Jumpman trademark; and casual sneakers, apparel, and accessories under the Converse, Chuck Taylor, All Star, One Star, Star Chevron, and Jack Purcell trademarks. In addition, it sells a line of performance equipment and accessories comprising bags, socks, sport balls, eyewear, timepieces, digital devices, bats, gloves, protective equipment, and other equipment for sports activities under the NIKE brand; and various plastic products to other manufacturers. The company markets apparel with licensed college and professional team, and league logos, as well as sells sports apparel. Additionally, it licenses unaffiliated parties to manufacture and sell apparel, digital devices, and applications and other equipment for sports activities under NIKE-owned trademarks. The company sells its products to footwear stores; sporting goods stores; athletic specialty stores; department stores; skate, tennis, and golf shops; and other retail accounts through NIKE-owned retail stores, digital platforms, independent distributors, licensees, and sales representatives. The company was formerly known as Blue Ribbon Sports, Inc. and changed its name to NIKE, Inc. in 1971. NIKE, Inc. was founded in 1964 and is headquartered in Beaverton, Oregon.

At a Glance

Live Snapshot
Market Cap$64.77B
EPS2.1700
P/E Ratio20.19
Earnings Date06/25/2026
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NIKE, Inc. Street Expectations Map

NKE ยท NYSE

Wall Street analysts project that NKE stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 68.71, with estimates ranging from a low of 35.00 to a high of 110.00.

Lowest Target
35.00
-20.11%
Consensus Target
68.71
56.84%
Highest Target
110.00
151.08%

The consensus 1-year price target stands at 68.71, with estimates ranging from a low of 35.00 to a high of 110.00.

Analyst Consensus Analysis

Upside Potential

+56.8%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

109.2% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

7.51x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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NIKE, Inc. Forward Estimates of Revenue

NKE ยท NYSE
Latest Revenue
46.31B
FY 2025
Avg Estimate
46.79B
FY 2026
Estimate Range
45.64B - 47.27B
Analyst Spread

Forward Growth Analysis

Projected Growth+1.0%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage26 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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NIKE, Inc. Forward Estimates of Net Income

NKE ยท NYSE
Latest Net Income
3.22B
FY 2025
Avg Estimate
2.49B
FY 2026
Estimate Range
2.12B - 2.62B
Analyst Spread

Forward Growth Analysis

Projected Growth-22.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage26 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread20%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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NIKE, Inc. Forward Estimates of EPS

NKE ยท NYSE
Latest EPS
2.17
FY 2025
Avg Estimate
$1.66
FY 2026
Estimate Range
$1.43 - $1.76
Analyst Spread

Forward Growth Analysis

Projected Growth-23.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage27 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread20%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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NIKE, Inc. Forward Estimates of EBIT

NKE ยท NYSE
Latest EBIT
3.70B
FY 2025
Avg Estimate
5.77B
FY 2026
Estimate Range
5.63B - 5.83B
Analyst Spread

Forward Growth Analysis

Projected Growth+55.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage26 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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NIKE, Inc. Forward Estimates of EBITDA

NKE ยท NYSE
Latest EBITDA
4.51B
FY 2025
Avg Estimate
6.58B
FY 2026
Estimate Range
6.42B - 6.65B
Analyst Spread

Forward Growth Analysis

Projected Growth+46.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage26 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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NIKE, Inc. Forward Estimates of SG&A Expense

NKE ยท NYSE
Latest SG&A Expense
16.09B
FY 2025
Avg Estimate
14.96B
FY 2026
Estimate Range
14.60B - 15.12B
Analyst Spread

Forward Growth Analysis

Projected Growth-7.0%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage26 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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NIKE, Inc. Insider Positioning

NKE ยท NYSE

During the last 12 months, insiders have purchased $9.19M and sold $21.43M worth of NKE shares, resulting in $12.25M of net selling activity.

3 Months

Bought

88.1K

3.73M

Sold

0

0.00

Net Activity

+3.7M

+$3.73M

3-6 Months

Bought

75.1K

4.45M

Sold

9.1K

565.02K

Net Activity

+3.9M

+$3.88M

6-9 Months

Bought

16.1K

1.00M

Sold

91.1K

5.94M

Net Activity

-4.9M

-$4.93M

9-12 Months

Bought

0

0.00

Sold

201.9K

14.93M

Net Activity

-14.9M

-$14.93M

Top Buyers

1
CTD

Cook Timothy D

Director

75.0K sharesโ€ข2 transactions

$4.01M

2
HE

Hill Elliott

Director, Officer: President & Ceo

63.7K sharesโ€ข3 transactions

$3.00M

3
KJV

Knudstorp Jorgen Vig

Director

16.1K sharesโ€ข1 transactions

$1.00M

4
SRH

Swan Robert Holmes

Director

20.5K sharesโ€ข2 transactions

$1.00M

5
RJWJ

Rogers John W Jr

Director

4.0K sharesโ€ข1 transactions

$173K

Top Sellers

1
PMG

Parker Mark G

Director, Officer: Executive Chairman

282.2K sharesโ€ข3 transactions

$20.07M

2
LR

Leinwand Robert

Officer: Evp: Chief Legal Officer

12.4K sharesโ€ข4 transactions

$817K

3
HT

Heinle Treasure

Officer: Evp: Chief People Officer

4.3K sharesโ€ข1 transactions

$306K

4
MP

Mccartney Philip

Officer: Evp: Chief Inn,Prod&Dsg Ofcr

3.2K sharesโ€ข1 transactions

$244K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Negative insider sentiment with $12.25M net selling. Selling notably exceeds buying, warranting closer scrutiny of company fundamentals.

Buy/Sell Ratio

0.43:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$3.73M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Moderate Buying

5 insider buyers vs. 4 sellers. More insiders buying than selling indicates positive sentiment.