Thread regarding Nike Inc. layoffs

Earnings predictions

Will the stock go up? What do you think of the earnings?


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| 2762 views | | 20 replies (last October 2) | Reply
Post ID: @OP+1k5yg4w74

20 replies (most recent on top)

@1dh

"Haters suddenly disappear as soon as the stock does great!"

What makes you think the stock is doing "great" by any stretch?

The 52-week high is $84.76, and as I type this, the stock is currently at $74.05. Go back another year past that, and the stock was at $121.55 on December 15th, 2023.

We still have a long way to go before most investors will be excited and think the stock is performing well. Call me when it's over $120.

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Post ID: @1dt+1k5yg4w74

Let's talk when ESPP clears and it's still up

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Post ID: @1dp+1k5yg4w74

Haters suddenly disappear as soon as the stock does great!

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Post ID: @1dh+1k5yg4w74

Stock will go to the right.

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Post ID: @10t+1k5yg4w74

We Indians did all the hard work to turn Nike around. We should get double options.

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Post ID: @zw+1k5yg4w74

Analysts generally appear cautiously optimistic about Nike going into this earnings report, anticipating that while the quarter may reflect continued weakness after last year's challenges, recent management changes and strategic refocusing on sports could improve guidance and sentiment.

  • Earnings Expectations: Consensus predicts quarterly revenue to be down about 5%, following a year marked by a 10% drop in annual revenue and a substantial $1B tariff hit. EPS forecasts for Q1 FY26 hover around $0.70, but prior quarters saw significant volatility and misses, suggesting short-term results may disappoint.

  • Management Impact: CEO Elliott Hill’s return has reportedly reinvigorated Nike, tackling previous operational issues and reorienting the business toward performance sports and wholesale growth, which analysts view as constructive for long-term outlook. Hill's guidance during the call is likely to be a key driver of post-earnings price action.

  • Recent Stock Moves: The stock has shown sharp moves on earnings dates, both positive and negative (e.g., a +15% jump in June 2025, but -6.8% in October 2024), reinforcing that guidance and management commentary often outweigh pure results in the near term.

  • Analyst Sentiment: Despite recent layoffs and a difficult past year, analysts cite improved pre-order numbers and a more streamlined C-suite as reasons to be optimistic about the next fiscal year, though they anticipate reported numbers to remain weak for now.

  • What Moves the Stock: The market is likely to focus less on the quarter’s results, which are expected to be lackluster, and more on Elliott Hill’s guidance for FY26. Strong, credible forward guidance could support a move higher as you suggested, possibly toward the $80–$85 range if the tone is bullish and new strategies resonate.

  • Risks: Most “bad news” may be priced in, but any surprises — such as more negative macro or inventory signals — could still lead to downside. If guidance fails to convince the market, history suggests the stock could drop sharply.

In summary, expecting a weak reported quarter but potentially upbeat management commentary is in line with both analyst consensus and observed price action patterns. If Hill delivers a compelling vision for recovery and growth, the stock could rally, despite the earnings headline numbers.

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Post ID: @jn+1k5yg4w74

Stock will jump to around 80 then gradually descend to current levels or lower until the next earnings announcement.

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Post ID: @jm+1k5yg4w74

@f3 niiiicccceeee

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Post ID: @jj+1k5yg4w74

SKIMS will save it. Hahahahahaha.

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Post ID: @ga+1k5yg4w74

@af additionally won't go up until sports center volleyball bro with the blue corvette that parks in the handicap spot gets banned for life

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Post ID: @f9+1k5yg4w74

It’ll close at 69.69

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Post ID: @f3+1k5yg4w74

At least espp will be cheap.

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Post ID: @en+1k5yg4w74

It’s gonna drop like a stone as soon as MF starts talking

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Post ID: @c4+1k5yg4w74

@b4 im in the camp of 75+ capped at 85.

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Post ID: @bh+1k5yg4w74

The technicals on the chart say big movement up or elevator down to 60’s. It won’t be small but could go either direction.

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Post ID: @b4+1k5yg4w74

Yes, Adidas and ON stock will go up. Hopefully a better guidance for next quarter

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Post ID: @aw+1k5yg4w74

Realistically? Could go either direction, up or down, but not by much. If up, likely won’t be sustained, continuing the 5-year trend of steady decline.

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Post ID: @at+1k5yg4w74

Only for Indians.

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Post ID: @am+1k5yg4w74

Sorry not yet. Stock won’t budge until WD+C brings back the chef at the Deschutes(Decathlon for Zoomers) Cafeteria who used to make made to order breakfast burritos and gourmet salsa.

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Post ID: @af+1k5yg4w74

yes. im expecting $100 at least.

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Post ID: @ae+1k5yg4w74

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