I reiterate my buy recommendation on NIKE, Inc. (NYSE: NKE ) shares. This article is the continuation of my initial coverage article published on September 5, 2024, also with the recommendation to buy. The company will report theMore than 5 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, a ...

近日，运动科技公司Keep与耐克联合推出专属线上服务，为更多跑者提供专属跑步体验，帮助他们跑 得更快、更远、更长久。在这一服务下，用户可一键实现Keep AI教练卡卡与NRC （Nike Run Club）跑 步教练的切换，实现不同教练"同时在线""全方位服务"的多重体验，并可享有NRC跑步教练的专属技 能。 根据当前Keep页面显示，在Keep AI教练卡卡界面下，会员可享受卡卡智能运动方案、训练指导、图片 识别与记录以及多维度数据分析等会员功能；通过 NRC 跑步教练则可获得多重专属技能：生成个性化 跑步计划与训练方案；进行下肢灵活性、单腿稳定性以及核心稳定性等评估，并获取专属评估报告解 读。 据介绍，Keep计划将对App版本再一次升级迭代，将于后续上线全新 9.0 AI 版本，在大模型的推动下， 全力打造智能时代下的 AI Agent。同时，Kinetic.ai为Keep 研发的运动健康垂类专属模型，为行业首 发。这一模型为Keep基于基于大量的运动数据和运动专业知识的沉淀，以及基座模型基础上训练和优 化后发布，在运动健康垂类领域有更专业的表现。 据悉，Keep于年初宣布all in AI后，紧锣密鼓 ...

U.S. equity markets concluded Wednesday, September 24, 2025, with a subdued performance, extending the pullback observed on Tuesday. This followed a remarkable three-day streak of record highs for major indexes, as investors digested cautionary remarks from Federal Reserve Chair Jerome Powell and a mixed bag of corporate news. The overarching sentiment was one of profit-taking and a re-evaluation of market valuations, particularly in the technology sector, amidst ongoing concerns about inflation and the fut ...

Thursday features Costco Wholesale Corporation after close, a significant retail player. Next Tuesday sees Nike Inc. report after market close. Thursday morning also brings several IT services companies, including Accenture plc Class A (Ireland). Next Monday has leisure companies Carnival Corporation and Carnival Plc ADS ADS reporting pre-market. Disclaimer: This article is for informational purposes only and does not constitute financial advice. We are not financial professionals. The authors and/or site o ...

耐克公司（NYSE： NKE ）是一家美国运动服装巨头，设计、制造和销售运动服装、鞋类、配饰和装备。耐克凭借其标志性的Swoosh标志和强 大的品牌影响力，在全球范围内拥有举足轻重的地位。 由于需求低于预期和关税，该公司面临巨大的收入阻力。 耐克 的预期市盈率 约为 43 倍 ，比行业平均水平 18 倍高出约 2.4 倍，比标准普尔 500 指数公司的平均市盈率 23 倍高出近 80%。这意味着，要实现大幅扩张，管理层需要扭转公司的局面，而目前，分析师还没有看到任何有 意义的催化剂来恢复营收增长。 耐克历史悠久。它成功地在各种美国经济危机中维持了其标志性品牌的地位；尽管面临激烈的竞争，它仍然能够重塑品牌形象并加速增长。这 种趋势不会改变。预计 耐克 未来将恢复营收增长，但鉴于其估值过高，目前持有 耐克 品牌的机会成本可能过高。 6月26日，该公司公布了 2025财年第四季度和全年 业绩。这是一个好坏参半的季度，营收和利润均出现两位数的萎缩，给业绩双双超出预期的 财报蒙上了阴影。 耐克公布其营收为 111 亿美元，按汇率中性计算同比下降 11%。 耐克 Direct（涵盖 耐克 自营门店和数字商店）营收下降 1 ...

Investors have gotten a kick out of owning shares of Nike in recent months. Marc Atkins / Getty Images Close Key Takeaways Nike has just about done it. By that, we mean neither teamed up with a Kardashian nor reworked the brand's legendary tagline—though that stuff is happening too. We're talking about the sneaker and athleticwear company's shares, which finished 2024 above $75 apiece and closed below $54 in April, have almost round-tripped, finishing Tuesday just under $71. They're still more than a thir ...

摩根士丹利将耐克的目标价从64美元上调至70美元，维持"持有"评级。(格隆汇) ...

Analysts predict an earnings per share (EPS) of $0.28 and revenue of approximately $10.98 billion.Nike faces year-over-year decline in earnings and lower revenues for the quarter ending August 2025, adding uncertainty.The company's financial health is highlighted by a P/E ratio of 32.54, a debt-to-equity ratio of 0.83, and a current ratio of 2.21.Nike (NYSE:NKE) is gearing up to release its quarterly earnings on September 30, 2025. Analysts predict an earnings per share (EPS) of $0.28, with revenue expected ...

LONDON (Reuters) -Nike's new CEO Elliott Hill got a vote of confidence from one of its largest customers, British sportswear retailer JD Sports, whose finance chief said Nike was "doing all the right things" to revive demand. Hill, who was with Nike for more than three decades, returned as CEO in October to lead a turnaround at the firm which had been struggling with strategy missteps that soured its relations with retailers. Under Hill, Nike has been investing in its running shoe and sneaker lines to re ...

智通财经APP获悉，Lululemon(LULU.US.US)在第二季度财报表现令人失望，且前景意外出现轻微逆风 后，Baird 周二将其评级由"买入"下调至"中性"，并将目标价下调 13%，至 195 美元。 尽管新设计团队主导的大规模产品改革带来乐观预期，但新设计方向及市场接受度目前仍存在不确定 性，投资者至少需要六个月才能评估这些变革的实际效果。此外，Lululemon还面临多重风险：美洲经 济复苏放缓可能抑制消费需求，关税压力与"最低限度"免税政策终止将进一步挤压利润空间。 从股价表现看，该股周二微跌0.1%收于173.33美元。虽然自9月12日创下五年半新低159.87美元后反弹 8.4%，但2025年累计跌幅仍高达54.7%。尽管当前估值因大幅下跌显得"诱人"，但阿尔特施瓦格认为销 售不确定性过高，暂不推荐买入。他表示更倾向于在确认盈利修正周期结束后介入，并重申对品牌长期 价值的看好。 此次评级下调后，在FactSet追踪的34位分析师中，仅8位维持"买入"评级，较8月底减半;分析师平均目 标价三周内暴跌31%至187.65美元，市场情绪显著转空。 Baird分析师马克·阿尔特施瓦格在给客户的研究 ...