Agent consensus
UNDERWEIGHT
Multi-agent note output
NKE
Equity research — NKE (as of 2026-05-08)
Updated May 8, 2026
Coverage
NKE
Freshness
11 days ago
Market chart
Price context alongside the research narrative.
Desk briefing
Now let me get the SMA data for trend context.Here is the analysis of NKE (Nike, Inc.) as of the close on May 7, 2026 (analysis date May 8, 2026).
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NKE Equity Research Note
Summary
Now let me get the SMA data for trend context.Here is the analysis of NKE (Nike, Inc.) as of the close on May 7, 2026 (analysis date May 8, 2026).
Bias
UNDERWEIGHT
Horizon
Long-term
Key risk
Let’s start with the core business. The bull waves off a ~10% revenue decline in FY2025, but the TTM numbers through February 2026 show no inflection: revenue is still ~$46.5B and net income has more than halved to a TTM run-rate of $2.25 billion (Fundamentals). That’s from $5.7B in FY2024. Operating margin has cratered from 13.9% to 6.9% TTM (Fundamentals). That’s not a squeeze, that’s a profit-meltdown.
Catalyst watch
Monitor revision momentum, event windows, and technical invalidation levels.