Morgan Stanley·2026-11-04CompanyUnderweight$27 → $25▼Nike Inc. (NKE.UN) Investor Day Framework: We See -$2 in Normalized EPS; Remain Underweight
Deutsche Bank·2026-10-09CompanyHold$37 → $33▼Nike, Inc. (NKE.US) A Long Road Ahead: 10-Q Takeaways and Thoughts From Here
Bernstein·2026-10-02CompanyOutperform$68 → $45▼Nike Inc (NKE.US) Nike Q1: Decks are cleared, now what?
Goldman Sachs·2026-10-01CompanyNeutral$30Nike Inc. (NKE.US) F1Q27 Earnings Review: Mid-term earnings power in focus as sportswear China pressures intensify; FY27 guidance introduced + November Investor Day the next catalyst
Bernstein·2026-10-09SectorOutperform$45U.S. Apparel & Specialty Retail Global Sportswear: Current trends in US, Europe and China (October channel checks)
Goldman Sachs·2026-10-02SectorAsia Pacific Textile, Apparel & Footwear Negative to mixed read across from Nike's 1QFY27 results