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North America was really good for Nike despite weak China sales, says Guggenheim's Simeon Siegel
Youtube· 2025-12-19 20:28
Joining us now is Simeon Seagull, consumer equity research analyst at Guggenheim Security. Simeon, great to see you. Good to see you guys. Good to be back.>> The market is uh not really trusting the the turnaround story here. Um what is the the market reacting to in in the moment. And I guess in your mind, what is it missing.>> Yeah. So, listen, it's an interesting opportunity to come back and take a fresh look and see where stocks are and we know I'm a glutton for punishment, so here we go. No, but I I thi ...
Nike Inc. (NYSE:NKE) Faces Challenges Despite Positive Earnings
Financial Modeling Prep· 2025-12-19 19:02
股价目标与市场表现 - Truist Financial于2025年12月19日将耐克目标价设定为70美元,较当前交易价65.63美元有6.66%的上涨空间[1] - 公司当前股价为65.63美元,日内小幅下跌0.09%或0.06美元,交易区间在65.40美元至66.97美元之间[5] - 公司市值约为970亿美元,过去一年股价波动显著,最高达82.44美元,最低至52.28美元[5] 2026财年第二季度业绩 - 第二季度营收表现强劲,超出分析师预期[2] - 每股收益出现下滑,表明公司存在潜在的盈利能力问题[2] - 尽管业绩报告积极,但公司股价在盘前交易中大幅下跌超过10%[4] 盈利能力与成本压力 - 数字营收大幅下降14%,对维持利润率构成挑战[2] - 毛利率已连续两个季度出现下滑[3] - 利润的急剧下降受到中国市场挑战和成本上升的驱动[4] 中国市场表现 - 中国市场表现疲软,是公司重要的收入来源,正对其利润率构成压力[3] - 中国市场的弱势是导致公司毛利率连续两个季度下降的关键因素[3][6] - 分析师认为中国市场相关问题可能是暂时性的[4] 分析师观点与展望 - 目标价调整反映了对公司潜力的乐观态度,尽管近期面临挑战[1] - 分析师已因对未来盈利能力的担忧而下调了公司预测[3] - 分析师建议投资者对公司股票保持耐心[4]
Cramer says Boeing is a buy here — plus, Wells Fargo and bank stocks keep rolling
CNBC· 2025-12-19 17:31
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. Stocks were higher Friday, led by a rebound in Big Tech as the AI trade attempted to regain momentum. Nvidia stock jumped nearly 3% after Bernstein noted it is trading at 25 times forward earnings, landing it in the eleventh percentile of valuation over the past decade. That's cheap for the AI chip leader. Market strength carried across the semiconductor gr ...
Nike earnings show it's losing China. The stock falls 10%
Yahoo Finance· 2025-12-19 17:06
Nike stock tanked about 10% on Friday, despite posting quarterly earnings on Thursday that surpassed Wall Street's estimates. For the quarter ending Nov. 30, 2025, the retail giant reported $12.4 billion in revenue, a year-over-year increase of about 1% after a series of declines. Earnings per share came in at $0.53. Both revenue and earnings sit comfortably above consensus estimates from LSEG of around $12.1 billion and $0.37, respectively. While Nike beat analysts' forecasts, digging beneath the top l ...
Nike Beats Q2 Views, But These Factors Drag Shares Lower
Investors· 2025-12-19 15:35
*Real-time prices by Nasdaq Last Sale. Real-time quote and/or trade prices are not sourced from all markets. Ownership data provided by LSEG and Estimate data provided by FactSet. Information in Investor's Business Daily is for informational and educational purposes only and should not be construed as an offer, recommendation, solicitation, or rating to buy or sell securities. The information has been obtained from sources we believe to be reliable, but we make no guarantee as to its accuracy, timeliness, o ...
Nike stock plunges 10% due to $1.5B hit from tariffs, weak China sales
New York Post· 2025-12-19 15:35
Nike stock plunged nearly 10% after the sneaker giant reported sliding profits due to an anticipated $1.5 billion hit from tariffs as well as a slowdown in China.Shares fell to about $58 before the opening bell on Friday, down from a prior close near $65, as investors digested a sharp earnings decline and continued margin pressure tied to tariffs, inventory cleanups and weak demand in Greater China.Nike said its revenue in the second quarter of fiscal year 2026 edged up just 1% to $12.4 billion, while net i ...
These Analysts Slash Their Forecasts On Nike After Q2 Results
Benzinga· 2025-12-19 13:37
Nike Inc. (NYSE:NKE) reported better-than-expected earnings and sales results for the second quarter, but posted a decline in gross margins for the second straight quarter.Nike posted second-quarter revenue of $12.43 billion, beating analyst estimates of $12.22 billion, according to Benzinga Pro. The company reported second-quarter earnings of 53 cents per share, beating analyst estimates of 38 cents per share."Nike is in the middle innings of our comeback. We are making progress in the areas we prioritized ...
Why analysts advise patience on Nike, despite stock plunging on China sales
Invezz· 2025-12-19 12:11
Sportswear giant Nike reported a sharp drop in second-quarter profit on Friday, overshadowing better-than-expected revenue and earnings and sending its shares down more than 10% in premarket trading, ... ...
Nike Stock Tumbles: China and Converse Drag Growth Down
Youtube· 2025-12-19 07:39
What is going wrong for Nike. I mean, the problem here is the pace of change. And you're really seeing investors disappointed in how fast the turnaround is happening.So there are really two persistent sore points here that we saw from yesterday's results. The first being Converse. The iconic brand sales are down 30%.For a long time, the company has relied on sales of its iconic Chuck Taylor sneakers. But unfortunately, you know, consumers are just not as interested in the sneaker as they were before. The ot ...
Nike Inc. (NYSE:NKE) Surpasses Earnings and Revenue Estimates
Financial Modeling Prep· 2025-12-19 06:00
Nike Inc. (NYSE:NKE) reported an EPS of $0.53, beating the estimated $0.37 and marking a significant earnings surprise of 43.24%.The company's revenue for the quarter was $12.43 billion, exceeding expectations and showcasing a slight increase from the previous year.Despite a decrease in profit margins, Nike's financial metrics indicate strong liquidity and a balanced financing approach, with a P/E ratio of 38.43 and a current ratio of 2.19.Nike Inc. (NYSE:NKE) is a global leader in the design, development, ...