Pro Analysis Available: Full unrolled post citations, institutional 13F filing matrix, and real-time sentiment alerts for $NKE are available with SpikePanel Pro.
$NKE — what investors on X are saying · SpikePanel
$NKENIKE, Inc. · Apparel - Footwear & Accessories · $54.8B
$37.21
+0.2%
Event thread
Key events, in time order
30 items
Company🔥Developing
Nike Shares Rally 5% as Funds Rotate from AI Trades to Oversold Consumer Stocks
Citi data shows Jordan brand driving resale volume growth, but only 26% of Wall Street analysts rate Nike a Buy
D1 +0.0%
›2 waves of this story
2026-10-16 Multiple outlets and traders confirm NKE leads the Dow, though fundamentals remain weak
2026-10-16 Citi data shows Jordan brand driving resale volume growth, but only 26% of Wall Street analysts rate Nike a Buy
EarningsBear
Nike Down 80% From High, Greater China Sales Fall 22%
Q1 sales fell 4% with Greater China down 22%; stock keeps making new 52-week lows
D1 -0.2% · +5d -2.3%
›9 waves of this story
2026-09-24 Visible Alpha consensus sees Q1 revenue of $11.3B, down 3.2% YoY, as sales pressure persists
2026-09-25 Ahead of earnings, analysts warn turnaround may lag, sales decline could extend into FY27
2026-09-28 Ahead of earnings, multiple media and investors focus on performance and turnaround progress
2026-09-29 Jefferies reiterates Buy, BofA downgrades; focus on Oct 1 report
2026-09-30 Multiple outlets focus on Oct 1 earnings, analysts cut targets, market watches China demand and turnaround
2026-10-02 Revenue $11.21B misses; EPS beats but FY guide far below; stock hits lowest since 2013
2026-10-03 Post-earnings price target cuts from Jefferies, Stifel, BofA, etc.; shares hit lowest since Sept 2013, down over 55% in a year
2026-10-06 Down 80% from Nov 2021 peak, largest drawdown in company history; on track for lowest close in 13+ years
2026-10-14 Q1 sales fell 4% with Greater China down 22%; stock keeps making new 52-week lows
28 earlier events›
AnalystBear
Piper Sandler Reiterates Neutral on Nike, PT $28
Analyst sees sales pressure through FY28, modest growth likely in FY29
D1 +1.9% · +5d +2.1%
›2 waves of this story
2026-10-06 Berenberg cuts to Sell with PT from $49 to $27.50; DA Davidson upgrades but lowers PT; two bearish Seeking Alpha articles show mixed but pressured analyst sentiment.
2026-10-09 Analyst sees sales pressure through FY28, modest growth likely in FY29
EarningsBear
Nike Shares Fall Over 2% Post Q1 Earnings on Weak China Sales
Q1 showed Greater China sales down 26% and a cautious FY2027 outlook, offsetting an earnings beat.
D1 +0.3% · +5d +4.1%
›2 waves of this story
2026-10-05 Revenue miss with accelerating declines guided; management sees high single-digit contraction through 2028
2026-10-08 Q1 showed Greater China sales down 26% and a cautious FY2027 outlook, offsetting an earnings beat.
Capital
Nike Gets Rare Wall Street Bullish Upgrade, Stock Still Near 52-Week Low
Multiple independent sources confirm analyst upgrade, but stock still down over 40% YTD
D1 -3.6% · +5d +2.5%
›2 waves of this story
2026-10-02 Post-earnings drop 6%; market cap down $230B from peak; turnaround doubts persist
2026-10-04 Multiple independent sources confirm analyst upgrade, but stock still down over 40% YTD
Analyst
Freedom Broker upgrades to Buy
D1 -3.6% · +5d +2.5%
8-K filing
8-K: Item 2.02, Item 2.05, Item 9.01
D1 -3.6% · +5d +2.5%
Earnings
Earnings report
D1 -0.7% · +5d -1.2%
Company
Nike Overhauls China Strategy to Cut Discounts, Rebuild Premium Image
WSJ reports Nike adjusts China strategy to halt discounting and rebuild premium cachet, addressing weak demand
D1 -1.5% · +5d -3.4%
Analyst
B of A Securities downgrades to Underperform
D1 -0.7% · +5d -5.3%
CompanyBear
Nike Turnaround Slower Than Expected, Shares Hit Multi-Year Low
Multiple outlets note delayed turnaround; stock down 79% from 2021 high, consumer spending concerns
D1 +0.0% · +5d -0.7%
CompanyBear
Nike Brand Image Damaged After Mbappe Exit, Stock Under Pressure
Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
⑩
Discussion
be the first
Be civil · your views are your own
No comments yet.
Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
30 items
Company🔥Developing
Nike Shares Rally 5% as Funds Rotate from AI Trades to Oversold Consumer Stocks
Citi data shows Jordan brand driving resale volume growth, but only 26% of Wall Street analysts rate Nike a Buy
D1 +0.0%
›2 waves of this story
2026-10-16 Multiple outlets and traders confirm NKE leads the Dow, though fundamentals remain weak
2026-10-16 Citi data shows Jordan brand driving resale volume growth, but only 26% of Wall Street analysts rate Nike a Buy
EarningsBear
Nike Down 80% From High, Greater China Sales Fall 22%
Q1 sales fell 4% with Greater China down 22%; stock keeps making new 52-week lows
D1 -0.2% · +5d -2.3%
›9 waves of this story
2026-09-24 Visible Alpha consensus sees Q1 revenue of $11.3B, down 3.2% YoY, as sales pressure persists
2026-09-25 Ahead of earnings, analysts warn turnaround may lag, sales decline could extend into FY27
2026-09-28 Ahead of earnings, multiple media and investors focus on performance and turnaround progress
2026-09-29 Jefferies reiterates Buy, BofA downgrades; focus on Oct 1 report
2026-09-30 Multiple outlets focus on Oct 1 earnings, analysts cut targets, market watches China demand and turnaround
2026-10-02 Revenue $11.21B misses; EPS beats but FY guide far below; stock hits lowest since 2013
2026-10-03 Post-earnings price target cuts from Jefferies, Stifel, BofA, etc.; shares hit lowest since Sept 2013, down over 55% in a year
2026-10-06 Down 80% from Nov 2021 peak, largest drawdown in company history; on track for lowest close in 13+ years
2026-10-14 Q1 sales fell 4% with Greater China down 22%; stock keeps making new 52-week lows
AnalystBear
Piper Sandler Reiterates Neutral on Nike, PT $28
Analyst sees sales pressure through FY28, modest growth likely in FY29
D1 +1.9% · +5d +2.1%
›2 waves of this story
2026-10-06 Berenberg cuts to Sell with PT from $49 to $27.50; DA Davidson upgrades but lowers PT; two bearish Seeking Alpha articles show mixed but pressured analyst sentiment.
2026-10-09 Analyst sees sales pressure through FY28, modest growth likely in FY29
EarningsBear
Nike Shares Fall Over 2% Post Q1 Earnings on Weak China Sales
Q1 showed Greater China sales down 26% and a cautious FY2027 outlook, offsetting an earnings beat.
D1 +0.3% · +5d +4.1%
›2 waves of this story
2026-10-05 Revenue miss with accelerating declines guided; management sees high single-digit contraction through 2028
2026-10-08 Q1 showed Greater China sales down 26% and a cautious FY2027 outlook, offsetting an earnings beat.
Capital
Nike Gets Rare Wall Street Bullish Upgrade, Stock Still Near 52-Week Low
Multiple independent sources confirm analyst upgrade, but stock still down over 40% YTD
D1 -3.6% · +5d +2.5%
›2 waves of this story
2026-10-02 Post-earnings drop 6%; market cap down $230B from peak; turnaround doubts persist
2026-10-04 Multiple independent sources confirm analyst upgrade, but stock still down over 40% YTD
25 earlier events›
Analyst
Freedom Broker upgrades to Buy
D1 -3.6% · +5d +2.5%
8-K filing
8-K: Item 2.02, Item 2.05, Item 9.01
D1 -3.6% · +5d +2.5%
Earnings
Earnings report
D1 -0.7% · +5d -1.2%
Company
Nike Overhauls China Strategy to Cut Discounts, Rebuild Premium Image
WSJ reports Nike adjusts China strategy to halt discounting and rebuild premium cachet, addressing weak demand
D1 -1.5% · +5d -3.4%
Analyst
B of A Securities downgrades to Underperform
D1 -0.7% · +5d -5.3%
CompanyBear
Nike Turnaround Slower Than Expected, Shares Hit Multi-Year Low
Multiple outlets note delayed turnaround; stock down 79% from 2021 high, consumer spending concerns
D1 +0.0% · +5d -0.7%
CompanyBear
Nike Brand Image Damaged After Mbappe Exit, Stock Under Pressure
