$NKE 0.22 Weak

Notable posts

• @Mr_Derivatives bearish 401 eng

  $NKE -5% in after hrs. Just non stop drawdowns after drawdowns after drawdowns…

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• @TrendSpider bullish 175 eng

  Finally time to turn this swoosh right-side up? $NKE https://t.co/JP9YZYQQdY

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• @wallstengine neutral 134 eng

  $NKE Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.972B (Est. $10.85B) 🟢; -1% YoY 🔹 Gross Margin: 49.2%; +890 bps 🔹 EPS: $0.72; includes $0.52 benefit from expected IEEPA tariff recovery 🔹 Wholesale: $6.6B; +4% reported 🔹 NIKE Direct: $4.1B; -7% reported 🔹 Net Income: $1.1B; +407% YoY Segment Performance: 🔹 NIKE Brand Revenue: $10.7B; flat reported, -3% currency-neutral 🔹 North America Revenue: $4.832B; +3% reported 🔹 Greater China Revenue: $1.297B; -12% reported 🔹 Converse Revenue: $244M; -32% reported Other Metrics: 🔹 Inventories: $7.5B; flat YoY 🔹 Cash & Short-Term Investments: $9.0B Capital Return: 🔹 Q4 Dividends: $609M; +3% YoY 🔹 FY26 Shareholder Returns: $2.5B Commentary: 🔸 “While we continue to face top-line headwinds, we're encouraged by progress in performance product and are focused on consistent execution, improved profitability and scaling our wins to realize our full potential.”

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• @WOLF_Financial bearish 101 eng

  Nike $NKE stock just hit new 52 week lows Nike stock is now trading at its lowest level since 2014 https://t.co/u4ZMfF8Iod

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• @WOLF_Financial bullish 69 eng

  NIKE $NKE JUST REPORTED Q4 EARNINGS - Revenue: $10.97B vs $10.86B est 🟢 - Net income: $1.07B vs $201M est 🟢 - EPS: $0.72 - Gross margin: 49.2% - Gross profit: $5.39B - Pretax profit: $1.33B Revenue edged past estimates, but the story is the bottom line: net income came in more than 5x what Wall Street expected, on a 49.2% gross margin.

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• @wallstengine neutral 62 eng

  Holiday-shortened week, with a few key earnings on deck: $AVAV, $NKE, $PRGS, $GIS, $LNN. https://t.co/vggUK7hOVd

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• @wallstengine neutral 60 eng

  $NKE named former Pfizer CFO David Denton as its next CFO, effective August 17, replacing Matthew Friend. Nike also said Q4 FY26 results will include a one-time tariff refund benefit not included in prior guidance. Excluding that benefit, Nike expects Q4 results to be generally in line with prior guidance. Earnings are set for June 30.

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• @wallstengine bearish 49 eng

  KeyBanc Downgrades $NKE to Sector Weight from Overweight Analyst comments: "We are downgrading Nike to SW and reducing estimates slightly for FY27, which imply modestly higher China/EMEA headwinds than we had initially forecasted. There is progress, as we highlighted when we initially upgraded the name back in September, but we believe turnaround efforts are taking longer to materialize than expected, with the outlook further clouded by China/EMEA uncertainty, ongoing marketplace headwinds, and another management transition. As a result, we move to Sector Weight and await further detail, which is likely to come from a more formal update, such as Investor Day." Analyst: Ashley Owens

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