Added to YB: 2025-11-21
Pitch date: 2025-11-19
NKE [bullish]
NIKE, Inc.
+7.86%
current return
Author Info
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Company Info
NIKE, Inc., together with its subsidiaries, designs, develops, markets, and sells athletic and casual footwear, apparel, equipment, accessories, and services for men, women, and kids in North America, Europe, the Middle East, Africa, Greater China, the Asia Pacific, and Latin America.
Market Cap
$97.4B
Pitch Price
$62.55
Price Target
100.00 (+48%)
Dividend
2.49%
EV/EBITDA
18.83
P/E
33.81
EV/Sales
2.15
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Nike - We're On Offense
NKE: Elliott Hill's turnaround after Donahue's DTC disaster shows early progress - wholesale rebuilding, running +20% Q126, Jordan reset precedent from 2018. Faces China decline, $1.5B tariff hit, but inventory normalizing. Trading 15x FY28 $4 EPS est vs 25x fair = $100 target, 61% upside.
Read full article (7 min)