Telsey Advisory analyst Joe Feldman maintains $Nike (NKE.US)$ with a buy rating, and adjusts the target price from $100 to $96.
According to TipRanks data, the analyst has a success rate of 58.8% and a total average return of 9.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Nike (NKE.US)$'s main analysts recently are as follows:
Nike's Q1 report suggests that the company's recovery will be prolonged, akin to a marathon rather than a sprint. The anticipated revision of fiscal 2025 guidance, with potential sales reductions in the second half reaching high single digits from previously flat projections, underscores the extended journey and represents yet another adjustment to expectations. The current footwear market demands increased creativity to sustain sales, and there's a sentiment that Nike has seen a decline in its storytelling and innovation. This outlook is coupled with a positive perspective on the capabilities of the incoming CEO, Elliott Hill.
The company's Q1 report indicated a 10% decline in revenues year-over-year, with below-plan traffic and unit sales being partially offset by higher selling prices. It has been suggested that the company's turnaround timeline has been extended.
The recent performance report from Nike was anticipated to be lackluster. It is believed that a favorable buying opportunity may arise once there's visibility towards a recovery to robust and enduring growth in sales and earnings per share. Currently, the risks of downside are notable, yet there's also a higher potential for upside, creating a balanced risk/reward scenario. Sales growth may persist in being underwhelming due to challenges with core product styles and market conditions in China. Furthermore, Nike's profit margins could face additional strain from elevated inventory levels.
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TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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泰爾西諮詢分析師Joe Feldman維持$耐克 (NKE.US)$買入評級，並將目標價從100美元下調至96美元。
根據TipRanks數據顯示，該分析師近一年總勝率為58.8%，總平均回報率為9.0%。
此外，綜合報道，$耐克 (NKE.US)$近期主要分析師觀點如下：
耐克的第一季度報告表明，該公司的復甦將延長，類似於馬拉松而不是短跑。預計將對2025財年指導方針進行修訂，下半年可能的銷售下降幅度較之前持平的預測達到個位數，這凸顯了漫長的旅程，也是對預期的又一次調整。當前的鞋類市場需要增加創造力來維持銷售，而且有人認爲，耐克的故事講述和創新能力有所下降。這種前景與對即將上任的首席執行官埃利奧特·希爾能力的積極看法相結合。
該公司的第一季度報告顯示，收入同比下降10％，銷售價格的上漲部分抵消了低於計劃的流量和單位銷售額。有人建議，該公司的週轉時間表已經延長。
預計耐克最近的業績報告將乏善可陳。據信，一旦銷售額和每股收益有望恢復強勁而持久的增長，就可能出現有利的買入機會。目前，下行風險顯著，但也存在更大的上行潛力，從而形成了平衡的風險/回報情景。由於中國核心產品風格和市場條件的挑戰，銷售增長可能持續低迷。此外，耐克的利潤率可能因庫存水平增加而面臨額外壓力。
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