Nike Market Sentiment

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Aug 26, 2026	Truist Securities	Joseph Civello—	+9.5%	$47 → $42	Downgrade	Buy→Hold
Aug 25, 2026	RBC Capital	Piral Dadhania—	+17.3%	$45 → $45	Maintained	Sector Perform
Aug 4, 2026	JP Morgan	Matthew Boss—	+4.3%	$47 → $40	Downgrade	Neutral→Underweight
Jul 1, 2026	Jefferies	Randal Konik—	+95.5%	$90 → $75	Maintained	Buy
Jul 1, 2026	UBS	Jay Sole—	+25.1%	$50 → $48	Maintained	Neutral
Jul 1, 2026	Telsey Advisory Group	Cristina Fernandez—	+22.5%	$55 → $47	Maintained	Market Perform
Jul 1, 2026	Baird	Jonathan Komp—	+82.5%	$70 → $70	Maintained	Outperform
Jul 1, 2026	BNP Paribas	Laurent Vasilescu—	-40.0%	$23 → $23	Maintained	Underperform
Jul 1, 2026	Bernstein	Nick Anderson—	+87.7%	$80 → $72	Maintained	Outperform
Jul 1, 2026	Citigroup	Paul Lejuez—	+17.3%	$47 → $45	Maintained	Neutral
Jul 1, 2026	Piper Sandler	Anna Andreeva—	+17.3%	$50 → $45	Maintained	Neutral
Jul 1, 2026	Guggenheim	Simeon Siegel—	+56.4%	$74 → $60	Maintained	Buy
Jul 1, 2026	Stifel	Peter McGoldrick—	+17.3%	$50 → $45	Maintained	Hold
Jul 1, 2026	BTIG	Robert Drbul—	+43.4%	$55 → $55	Maintained	Buy
Jul 1, 2026	Barclays	Adrienne Yih—	+35.6%	$67 → $52	Maintained	Overweight
Jul 1, 2026	B of A Securities	Lorraine Hutchinson—	+22.5%	$55 → $47	Maintained	Neutral
Jul 1, 2026	Wells Fargo	Ike Boruchow—	+4.3%	$45 → $40	Maintained	Equal-Weight
Jun 29, 2026	JP Morgan	Matthew Boss—	+22.5%	$52 → $47	Maintained	Neutral
Jun 26, 2026	Deutsche Bank	Krisztina Katai—	+12.1%	$51 → $43	Maintained	Hold
Jun 26, 2026	Oppenheimer	Brian Nagel—	+56.4%	$120 → $60	Maintained	Outperform
Jun 26, 2026	Keybanc	Ashley Owens—	—	—	Downgrade	Overweight→Sector Weight
Jun 25, 2026	BTIG	Robert Drbul—	+43.4%	$75 → $55	Maintained	Buy
Jun 23, 2026	BNP Paribas	Laurent Vasilescu—	-40.0%	$23 → $23	Maintained	Underperform
Jun 23, 2026	Goldman Sachs	Brooke Roach—	+19.9%	$52 → $46	Maintained	Neutral
Jun 23, 2026	Evercore ISI Group	Michael Binetti—	+19.9%	$57 → $46	Downgrade	Outperform→In-Line

Aug 26, 2026

Truist Securities

Joseph Civello—

+9.5%

$47 → $42

Downgrade

Buy→Hold

Aug 25, 2026

RBC Capital

Piral Dadhania—

+17.3%

$45 → $45

Maintained

Sector Perform

Aug 4, 2026

JP Morgan

Matthew Boss—

+4.3%

$47 → $40

Downgrade

Neutral→Underweight

Jul 1, 2026

Jefferies

Randal Konik—

+95.5%

$90 → $75

Maintained

Buy

Jul 1, 2026

UBS

Jay Sole—

+25.1%

$50 → $48

Maintained

Neutral

Jul 1, 2026

Telsey Advisory Group

Cristina Fernandez—

+22.5%

$55 → $47

Maintained

Market Perform

Jul 1, 2026

Baird

Jonathan Komp—

+82.5%

$70 → $70

Maintained

Outperform

Jul 1, 2026

BNP Paribas

Laurent Vasilescu—

-40.0%

$23 → $23

Maintained

Underperform

Jul 1, 2026

Bernstein

Nick Anderson—

+87.7%

$80 → $72

Maintained

Outperform

Jul 1, 2026

Citigroup

Paul Lejuez—

+17.3%

$47 → $45

Maintained

Neutral

Jul 1, 2026

Piper Sandler

Anna Andreeva—

+17.3%

$50 → $45

Maintained

Neutral

Jul 1, 2026

Guggenheim

Simeon Siegel—

+56.4%

$74 → $60

Maintained

Buy

Jul 1, 2026

Stifel

Peter McGoldrick—

+17.3%

$50 → $45

Maintained

Hold

Jul 1, 2026

BTIG

Robert Drbul—

+43.4%

$55 → $55

Maintained

Buy

Jul 1, 2026

Barclays

Adrienne Yih—

+35.6%

$67 → $52

Maintained

Overweight

Jul 1, 2026

B of A Securities

Lorraine Hutchinson—

+22.5%

$55 → $47

Maintained

Neutral

Jul 1, 2026

Wells Fargo

Ike Boruchow—

+4.3%

$45 → $40

Maintained

Equal-Weight

Jun 29, 2026

JP Morgan

Matthew Boss—

+22.5%

$52 → $47

Maintained

Neutral

Jun 26, 2026

Deutsche Bank

Krisztina Katai—

+12.1%

$51 → $43

Maintained

Hold

Jun 26, 2026

Oppenheimer

Brian Nagel—

+56.4%

$120 → $60

Maintained

Outperform

Jun 26, 2026

Keybanc

Ashley Owens—

—

Downgrade

Overweight→Sector Weight

Jun 25, 2026

BTIG

Robert Drbul—

+43.4%

$75 → $55

Maintained

Buy

Jun 23, 2026

BNP Paribas

Laurent Vasilescu—

-40.0%

$23 → $23

Maintained

Underperform

Jun 23, 2026

Goldman Sachs

Brooke Roach—

+19.9%

$52 → $46

Maintained

Neutral

Jun 23, 2026

Evercore ISI Group

Michael Binetti—

+19.9%

$57 → $46

Downgrade

Outperform→In-Line

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