StreetInsider.com News Articles

Form 144 NIKE, Inc. Filed by: Friend Matthew

Mon, 05 Oct 2026 14:20:00 -0400

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S&P downgrades Nike to ’A’ as China weakness and turnaround drag on cash flow

Mon, 05 Oct 2026 09:20:54 -0400

Investing.com -- S&P Global Ratings has downgraded Nike Inc's (NYSE:NKE) credit rating to ‘A’ from ‘A+’, citing a prolonged turnaround trajectory across its key lifestyle segments and severe top-line deterioration in Greater China. The rating agency cautioned that the apparel giant faces negative cash flow generation over the next two to three years as restructuring costs and necessary reinvestments weigh heavily on profitability.

The downgrade reflects a sharper operational slowdown than credit analysts had previously anticipated, driven largely by persistent inventory imbalances in wholesale channels. S&P expects Nike's consolidated revenue to contract by more than 7%

S&P downgrades Nike to ’A’ as China weakness and turnaround drag on cash flow

Mon, 05 Oct 2026 09:20:54 -0400

Piper Sandler on Adidas AG (ADS:GR) (ADDYY): 'NKE Read is Positive Medium Term'

Mon, 05 Oct 2026 08:48:17 -0400

Piper Sandler analyst Anna Andreeva reiterated an Overweight rating and EUR180.00 price target on Adidas AG (ADS:GR) (OTC: ADDYY).

The analyst commented: "Lower 3Q26/Raise 4Q26; NKE Read is Positive Medium Term; After catching up with management last week, we lower est. for 3Q26/'26/'27, we now model €2.82/€8.84/€10.88. With sell-in continuing to be controlled (Adi has been early on managing Wholesale down since 4Q25), Footwear is expected flattish in 3Q26, with an acceleration in 4Q26 (Spring sell-in; environment is also expected to be better in EMEA, although we question that given NKE's print). Adi expects DTC to continue to outperform Wholesale in

Piper Sandler on Adidas AG (ADS:GR) (ADDYY): 'NKE Read is Positive Medium Term'

Mon, 05 Oct 2026 08:48:17 -0400

Piper Sandler analyst Anna Andreeva reiterated an Overweight rating and EUR180.00 price target on Adidas AG (ADS:GR) (OTC: ADDYY).

Piper Sandler on Adidas AG (ADS:GR) (ADDYY): 'NKE Read is Positive Medium Term'

Mon, 05 Oct 2026 08:48:17 -0400

Piper Sandler analyst Anna Andreeva reiterated an Overweight rating and EUR180.00 price target on Adidas AG (ADS:GR) (OTC: ADDYY).

Piper Sandler on Adidas AG (ADS:GR) (ADDYY): 'NKE Read is Positive Medium Term'

Mon, 05 Oct 2026 08:48:17 -0400

Piper Sandler analyst Anna Andreeva reiterated an Overweight rating and EUR180.00 price target on Adidas AG (ADS:GR) (OTC: ADDYY).

Piper Sandler on Adidas AG (ADS:GR) (ADDYY): 'NKE Read is Positive Medium Term'

Mon, 05 Oct 2026 08:48:17 -0400

Piper Sandler analyst Anna Andreeva reiterated an Overweight rating and EUR180.00 price target on Adidas AG (ADS:GR) (OTC: ADDYY).

Piper Sandler on Adidas AG (ADS:GR) (ADDYY): 'NKE Read is Positive Medium Term'

Mon, 05 Oct 2026 08:48:17 -0400

Piper Sandler analyst Anna Andreeva reiterated an Overweight rating and EUR180.00 price target on Adidas AG (ADS:GR) (OTC: ADDYY).

Stifel Reiterates Hold Rating on Nike (NKE)

Mon, 05 Oct 2026 05:06:20 -0400

Stifel analyst Peter McGoldrick reiterated a Hold rating and $36.00 price target on Nike (NYSE: NKE).

The analyst comments "NIKE filed the F1Q27 10-Q after market close 10/2/26 adding context and details through quarterly disclosures. We identify sales reserves, regional inventory composition, the Pace cost realignment plan, and reporting structure changes as particularly interesting. Big picture, NIKE is in the middle innings of a turnaround that is taking longer than we had initially anticipated, and with the surprise revenue guide-down (see note) that came with the F1Q27 earnings report, the level of reset is deeper than we previously anticipated. From a

Nike (NKE) PT Lowered to $37 at Barclays

Mon, 05 Oct 2026 04:51:58 -0400

Barclays analyst Adrienne Yih lowered the price target on Nike (NYSE: NKE) to $37.00 (from $48.00) while maintaining a Overweight rating.

Form 10-Q NIKE, Inc. For: Aug 31

Fri, 02 Oct 2026 16:16:00 -0400

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Freedom Broker Upgrades Nike (NKE) to Buy

Fri, 02 Oct 2026 14:29:20 -0400

(Updated - October 2, 2026 2:29 PM EDT)

Freedom Broker analyst Georgy Vashchenko upgraded Nike (NYSE: NKE) from Sell to Buy with a price target of $51.00 (from $54.00).

The analyst comments "NIKE, Inc. reported a weaker-than-expected revenue performance in Q1 FY2027, primarily reflecting a sharp deterioration in Greater China and continued pressure across EMEA. Management acknowledged that the company still has significant work to do across NIKE Sportswear, Jordan Brand and Greater China, while emphasizing that the turnaround will require a multi-year reset. The company simultaneously launched Pace, a broad operatingmodel transformation designed to accelerate the “Sport Offense” strategy, improve organizational

Freedom Broker Upgrades Nike (NKE) to Buy

Fri, 02 Oct 2026 14:29:20 -0400

(Updated - October 2, 2026 2:29 PM EDT)

Freedom Broker analyst Georgy Vashchenko upgraded Nike (NYSE: NKE) from Sell to Buy with a price target of $51.00 (from $54.00).

Freedom Broker Upgrades Nike (NKE) to Buy

Fri, 02 Oct 2026 14:29:20 -0400

(Updated - October 2, 2026 2:29 PM EDT)

Freedom Broker analyst Georgy Vashchenko upgraded Nike (NYSE: NKE) from Sell to Buy with a price target of $51.00 (from $54.00).

Freedom Broker Upgrades Nike (NKE) to Buy

Fri, 02 Oct 2026 14:29:20 -0400

(Updated - October 2, 2026 2:29 PM EDT)

Freedom Broker analyst Georgy Vashchenko upgraded Nike (NYSE: NKE) from Sell to Buy with a price target of $51.00 (from $54.00).

Investing.com’s stocks of the week

Fri, 02 Oct 2026 14:19:59 -0400

Investing.com -- Corporate upheaval drove much of the week's action, with a surprise CEO departure and takeover interest in a household name resulting in sharp moves.

Here are Investing.com's stocks of the week:

MongoDB

MongoDB plunged 18.5% on Monday and is currently on course to end the week down around 14.7% after President and CEO Chirantan Desai resigned with immediate effect to lead a new AI initiative at Meta Platforms.

Former chief executive Dev Ittycheria returns as interim CEO while the board searches for a permanent replacement. The company reaffirmed its third-quarter and full-year guidance alongside the announcement. The departure comes

Investing.com’s stocks of the week

Fri, 02 Oct 2026 14:19:59 -0400

Investing.com -- Corporate upheaval drove much of the week's action, with a surprise CEO departure and takeover interest in a household name resulting in sharp moves.

Here are Investing.com's stocks of the week:

MongoDB

Investing.com’s stocks of the week

Fri, 02 Oct 2026 14:19:59 -0400

Investing.com -- Corporate upheaval drove much of the week's action, with a surprise CEO departure and takeover interest in a household name resulting in sharp moves.

Here are Investing.com's stocks of the week:

MongoDB

Investing.com’s stocks of the week

Fri, 02 Oct 2026 14:19:59 -0400

Investing.com -- Corporate upheaval drove much of the week's action, with a surprise CEO departure and takeover interest in a household name resulting in sharp moves.

Here are Investing.com's stocks of the week:

MongoDB

Investing.com’s stocks of the week

Fri, 02 Oct 2026 14:19:59 -0400

Investing.com -- Corporate upheaval drove much of the week's action, with a surprise CEO departure and takeover interest in a household name resulting in sharp moves.

Here are Investing.com's stocks of the week:

MongoDB

Investing.com’s stocks of the week

Fri, 02 Oct 2026 14:19:59 -0400

Investing.com -- Corporate upheaval drove much of the week's action, with a surprise CEO departure and takeover interest in a household name resulting in sharp moves.

Here are Investing.com's stocks of the week:

MongoDB

Nike (NKE) PT Lowered to $19 at BNP Paribas Exane, 'The only positive we see is that Nike will cede $4bn of revenues to emerging brands'

Fri, 02 Oct 2026 09:38:03 -0400

BNP Paribas Exane analyst Laurent Vasilescu lowered the price target on Nike (NYSE: NKE) to $19.00 (from $23.00) while maintaining a Underperform rating.

The analyst comments "With 1Q27 results, Nike introduced FY27 guidance with revs down HSD and adjusted EPS of $1.15- $1.35, worse than feared. Nike announced Pace, its 3rd restructuring program in 3 years, to try and jump start its business that has flatlined. The only positive we see is that Nike will cede $4bn of revenues to emerging brands. We lower our PT to $19 ($23 earlier) on reduced FY27e EPS and reiterate our multi year underperform rating

Nike (NKE) PT Lowered to $19 at BNP Paribas Exane, 'The only positive we see is that Nike will cede $4bn of revenues to emerging brands'

Fri, 02 Oct 2026 09:38:03 -0400

BNP Paribas Exane analyst Laurent Vasilescu lowered the price target on Nike (NYSE: NKE) to $19.00 (from $23.00) while maintaining a Underperform rating.

Nike (NKE) PT Lowered to $19 at BNP Paribas Exane, 'The only positive we see is that Nike will cede $4bn of revenues to emerging brands'

Fri, 02 Oct 2026 09:38:03 -0400

BNP Paribas Exane analyst Laurent Vasilescu lowered the price target on Nike (NYSE: NKE) to $19.00 (from $23.00) while maintaining a Underperform rating.