에 대한 최신 뉴스 On Holding (NYSE:ONON) 주식

On Holding

On Holding AG is a premium performance sports brand rooted in technology, design, and impact. Its shoes, apparel, and accessories products are designed predominantly for athletic use, casual, or leisure purposes. It does not manufacture the products or the raw materials and relies instead on third-party suppliers and contract manufacturers. Geographically, it derives a majority of its revenue from the Americas and rest from Europe, Middle East and Africa and Asia-Pacific region.

Nike Inc. NKE

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Markets

COLM

LULU

ONON

목요일(3일) 경제학자 피터 쉬프는 나이키(NYSE:NKE)가 새로 부과된 관세에도 불구하고 생산을 미국으로 이전하지 않을 것이라고 경고하면서 신발 대기업 나이키의 가격 상승과 미국 국내 판매 감소를 예측했다. 

피터 쉬프 &#34;나이키는 미국에 공장 짓지 않을 것...중국 등에 판매하면 그만&#34;

Washington,jan,30,2025:,President,Donald,Trump,Speaks,At,A

Government

After-Hours Center

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DECK

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FIVE

HOOD

SHOP

VNOM

S&amp;P 500 지수를 추종하는 SPDR S&amp;P 500 ETF 신탁(NYSE:SPY)은 트럼프 행정부의 상호관세 부과에 따라 수요일(2일) 애프터마켓에서 매도 압력에 직면했다.

트럼프 관세로 시장 매도세 촉발: 온홀딩, AST 스페이스모바일, 룰루레몬, 쇼피파이, 로빈후드 등 급락

Large Cap

General

BIRK

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CAVA

New Oriental Education & Technology Group

지난주 이들 10개의 대형주는 최고의 성과를 거두었다. 이들 주식이 당신의 포트폴리오에 있나요? 버켄스탁 홀딩(NYSE:BIRK)의 주가는 회사가 강력한 2분기 실적을 발표하고 연간 매출 성장 가이던스를 상향 조정한 후 22.20% 상승했다. 몇몇 애널리스트들은 목표 주가를 상향 조정했다. 

니오와 베스트 바이는 지난주 최고의 성과를 보인 10개의 대형주 중 일부

On Holding AG

UBS analyst William Appicelli upgrades Evergy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVRG#NASDAQ">EVRG</a>) from Neutral to Buy and raises the price target from $68 to $78.

Upgrades

Price Target

Analyst Ratings

EVRG

UBS Upgrades Evergy to Buy, Raises Price Target to $78

Ascendiant Capital analyst Edward Woo maintains Knightscope (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KSCP#NASDAQ">KSCP</a>) with a Buy and lowers the price target from $32 to $30.

KSCP

Ascendiant Capital Maintains Buy on Knightscope, Lowers Price Target to $30

Citigroup analyst Paul Lejuez upgrades On Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONON#NYSE">ONON</a>) from Neutral to Buy and lowers the price target from $65 to $60.

Citigroup Upgrades On Holding to Buy, Lowers Price Target to $60

WIIM

RVMD

Revolution Medicines shares are trading higher after the company announced new clinical data for zoldonrasib as monotherapy in patients with KRAS G12D mutant non-small cell lung cancer.

RVTY

Revvity shares are trading higher after the company reported better-than-expected Q1 financial results and raised its FY25 sales guidance with its midpoint above estimates.

Barclays analyst Paul Kearney initiates coverage on Columbia Sportswear (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) with a Equal-Weight rating and announces Price Target of $64.

Initiation

Barclays Initiates Coverage On Columbia Sportswear with Equal-Weight Rating, Announces Price Target of $64

Rithm Property Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RPT#NYSE">RPT</a>) reported quarterly earnings of $0.02 per share which beat the analyst consensus estimate of $0.01 by 100 percent. The company reported quarterly sales of $2.49 million which missed the analyst consensus estimate of $4.83 million by 48.44 percent.

Earnings

Earnings Beats

Earnings Misses

Rithm Property Trust Q1 Adj. EPS $0.02 Beats $0.01 Estimate, Sales $2.49M Miss $4.83M Estimate

Ascendiant Capital analyst Edward Woo maintains Banzai International (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BNZI#NASDAQ">BNZI</a>) with a Buy and lowers the price target from $30 to $26.

BNZI

Ascendiant Capital Maintains Buy on Banzai International, Lowers Price Target to $26

Barclays analyst Paul Kearney initiates coverage on Kohl's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KSS#NYSE">KSS</a>) with a Underweight rating and announces Price Target of $4.

Barclays Initiates Coverage On Kohl's with Underweight Rating, Announces Price Target of $4

Barclays analyst Paul Kearney initiates coverage on Carter's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRI#NYSE">CRI</a>) with a Underweight rating and announces Price Target of $25.

Barclays Initiates Coverage On Carter's with Underweight Rating, Announces Price Target of $25

NANO Nuclear Energy Inc. (NASDAQ:<a href="https://www.benzinga.com/stock/NNE#NASDAQ">NNE</a>) ("NANO Nuclear" or "the Company"), a leading advanced nuclear energy and technology company focused on developing clean energy solutions, today announced that on Thursday, April 24, 2025, a Las Vegas judge granted in full two motions to dismiss brought by NANO Nuclear Energy Inc. and its officers and directors in a putative shareholder derivative action entitled Latza v. Walker, et al., Case No. A-24-900423-B, Clark County, Nevada District Court.
"We are extremely pleased that this case has been so promptly adjudicated and dismissed in its entirety," said Jay Yu, Founder and Chairman of NANO Nuclear. "This ruling will allow us to devote more of our time and attention to NANO Nuclear's primary mission of becoming the leading commercially focused advanced nuclear energy technology company in America. We thank our legal team at Ellenoff Grossman &amp; Schole for their insight and hard work in achieving this result."

Legal

Judge Tosses Case Against NANO Nuclear Leaders, Company Refocuses on Advanced Nuclear Tech Growth

Ascendiant Capital analyst Edward Woo maintains RenovoRx (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RNXT#NASDAQ">RNXT</a>) with a Buy and raises the price target from $9 to $11.

RNXT

Ascendiant Capital Maintains Buy on RenovoRx, Raises Price Target to $11

The most oversold stocks in the health care sector presents an opportunity to buy into undervalued companies.
The RSI is a momentum indicator, which compares a stock&#8217;s strength on days when prices go up to its strength on days when prices go down. When compared to a stock&#8217;s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the<a href="https://www.benzinga.com/topic/rsi"> RSI is below 30</a>, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>.
Here's the latest list of major oversold players in this sector, having an RSI near or below 30.
<h3 class="wp-block-heading">UnitedHealth Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>)</h3>
<ul>
<li>On April 21, UnitedHealth reported worse-than-expected first-quarter results and cut its FY25 adjusted EPS guidance below estimates. "UnitedHealth Group grew to serve more people more comprehensively but did not perform up to our expectations, and we are aggressively addressing those challenges to position us well for the years ahead, and return to our long-term earnings growth rate target of 13 to 16%," said Andrew Witty, CEO of UnitedHealth. The company's stock fell around 19% over the past month and has a 52-week low of $412.02.</li>
<li>RSI Value: 27.1</li>
<li>UNH Price Action: Shares of UnitedHealth fell 1.3% to close at $418.64 on Friday.</li>
<li>Edge Stock Ratings: 26.37 Momentum score with Value at 69.10. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/quote/UNH"><img loading="lazy" decoding="async" width="481" height="192" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/28070358/image-186.png" alt="" class="wp-image-890598" style="width:331px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/28070358/image-186.png 481w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/28070358/image-186-300x120.png 300w" sizes="(max-width: 481px) 100vw, 481px" /></a></figure>
<h3 class="wp-block-heading">Bristol-Myers Squibb Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>)&nbsp;&nbsp;</h3>
<ul>
<li>On April 24, Bristol Myers Squibb reported first-quarter 2025 revenues of $11.20 billion, beating the consensus of $10.70 billion. &#8220;Our strong execution in the first quarter drove continued momentum across our Growth Portfolio and meaningful progress in the pipeline,&#8221; said Christopher Boerner, Ph.D., board chair and chief executive officer, Bristol Myers Squibb. The company's stock fell around 20% over the past month and<a href="https://www.benzinga.com/quote/BMY"> has a 52-week low</a> of $39.35.</li>
<li>RSI Value: 25</li>
<li>BMY Price Action: Shares of Bristol-Myers Squibb dipped 1.6% to close at $47.90 on Friday.</li>
<li>Benzinga Pro&#8217;s charting tool helped identify the trend in <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0428">BMY stock</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0428"><img loading="lazy" decoding="async" width="916" height="847" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/28071255/image-187.png" alt="" class="wp-image-890615" style="width:544px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/28071255/image-187.png 916w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/28071255/image-187-300x277.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/28071255/image-187-768x710.png 768w" sizes="(max-width: 916px) 100vw, 916px" /></a></figure>
<h3 class="wp-block-heading">X4 Pharmaceuticals Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XFOR#NASDAQ">XFOR</a>)</h3>
<ul>
<li>On April 24, X4 Pharmaceuticals company announced a 1-for-30 reverse stock split. The company has a 52-week <a href="https://www.benzinga.com/quote/XFOR">low of $0.17.</a></li>
<li>RSI Value: 14.7</li>
<li>XFOR Price Action: Shares of X4 Pharmaceuticals closed at $5.70 on Friday.</li>
<li>Benzinga Pro&#8217;s signals feature notified of a potential breakout in <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0428">XFOR shares</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0428"><img loading="lazy" decoding="async" width="876" height="841" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/28071347/image-188.png" alt="" class="wp-image-890619" style="width:566px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/28071347/image-188.png 876w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/28071347/image-188-300x288.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/28071347/image-188-768x737.png 768w" sizes="(max-width: 876px) 100vw, 876px" /></a></figure>
Learn more about BZ Edge Rankings—click to see scores for other stocks in the sector and s<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">ee how they compare.</a> 
Read This Next: 
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<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/04/45007044/wall-streets-most-accurate-analysts-give-their-take-on-3-real-estate-stocks-delivering-high-dividend-yields-5">Wall Street&#8217;s Most Accurate Analysts Give Their Take On 3 Real Estate Stocks Delivering High-Dividend Yields</a> </li>
</ul>
Photo via Shutterstock

Long Ideas

Pre-Market Outlook

Trading Ideas

XFOR

Top 3 Health Care Stocks That May Rocket Higher In April

In connection with its name change, the Company also plans to change its ticker symbol for the Barrick common shares listed on the New York Stock Exchange from ‘GOLD' to ‘B', to become effective at the start of trading on May 9, 2025. The Barrick common shares will continue to trade under the ‘ABX' ticker symbol on the Toronto Stock Exchange. The new CUSIP number for the Barrick common shares effective at the start of trading on May 9, 2025 will be 06849F108.

GOLD

Barrick Gold Plans To Rebrand As Barrick Mining Corporation And Change NYSE Ticker To 'B'

Barclays analyst Paul Kearney initiates coverage on Macy's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) with a Equal-Weight rating and announces Price Target of $12.

Barclays Initiates Coverage On Macy's with Equal-Weight Rating, Announces Price Target of $12

Needham analyst James Ricchiuti maintains Bel Fuse (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BELFB#NASDAQ">BELFB</a>) with a Buy and lowers the price target from $100 to $95.

BELFB

Needham Maintains Buy on Bel Fuse, Lowers Price Target to $95

Acquisition Supports Company's Growth in Innovative Lifestyle Offerings
BETHESDA, Md., April 28, 2025 /PRNewswire/ -- Today, Marriott International (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAR#NASDAQ">MAR</a>) announced it has reached an agreement to acquire the lifestyle brand <a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4414142-1&amp;h=2489686303&amp;u=https%3A%2F%2Fwww.citizenm.com%2F&amp;a=citizenM">citizenM</a>, a unique and innovative offering in the select-service segment. The transaction is expected to accelerate Marriott's global expansion of its select-service and lifestyle lodging offerings, as the company continues to focus on expanding its portfolio to provide even more exciting options for guests and Marriott Bonvoy members around the world.
At closing of the transaction, Marriott will pay $355 million to acquire the brand and related intellectual property. Following closing, the citizenM portfolio will become part of Marriott's system, with the hotels owned and leased by the seller subject to new long-term franchise agreements with Marriott. Stabilized fees for the open and under construction pipeline portfolio are anticipated to be approximately $30 million annually. The seller may also receive earn-out payments up to $110 million that are based on the future growth of the brand over a specified, multi-year timeframe. These payments would not begin until the fourth year following closing.
 &nbsp;

Marriott International Agrees To Acquire citizenM And Its Intellectual Property In $355M Deal

Barclays analyst Paul Kearney initiates coverage on Gildan Activewear (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIL#NYSE">GIL</a>) with a Overweight rating and announces Price Target of $51.

Barclays Initiates Coverage On Gildan Activewear with Overweight Rating, Announces Price Target of $51

CSTL

Castle Biosciences Surpasses 200,000 DecisionDx-Melanoma Clinical Test Orders

The ongoing dispute in Louisiana over who should bear the cost of new power plants required for&nbsp;Meta Platforms Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) $10 billion data center is heating up.
What Happened: The Louisiana Public Service Commission received new testimony on April 11 from consumer advocates and climate groups. They urged the state regulator to reject a proposal by Meta&#8217;s electricity provider, Entergy Louisiana, to pass on $5 billion in construction costs for the plants to its entire customer base, <a href="https://www.businessinsider.com/meta-data-center-louisiana-5b-ratepayers-2025-4">reported</a> Business Insider on Saturday.
Entergy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>) has put forward a proposal to construct three new natural gas power plants to support Meta&#8217;s data centers. The utility contends that the data center could have a significant impact on the state, potentially creating 300 to 500 jobs with an average salary of $82,000.
However, advocates and climate groups argued that Entergy&#8217;s 1.1 million electric customers should not bear the cost of Meta&#8217;s power usage. Cathy Kunkel, an energy consultant, also cautioned that the utility&#8217;s plan could &#8220;put other ratepayers at risk of having to absorb hundreds of millions, if not billions of dollars, of additional costs&#8221; tied to Meta&#8217;s data center.
Even Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) in Louisiana has raised concerns, seeking a guarantee that Meta&#8217;s increasing power demand will not affect it or other Entergy customers in the state.
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/04/45003759/arks-bitcoin-bear-case-is-300000-by-2030-whats-the-bull-case" target="_blank" rel="noreferrer noopener">ARK&#8217;s Bitcoin &#8216;Bear Case&#8217; Is $300,000 By 2030—What&#8217;s The Bull Case? &#8211; Benzinga</a>
Why It Matters: &nbsp;The controversy surrounding the funding of Meta&#8217;s data center highlights the broader issue of who should bear the cost of tech companies&#8217; increasing power consumption. As these companies continue to expand their data centers, the demand for electricity is likely to rise, potentially leading to higher costs for consumers.&nbsp;
These concerns stem from the fact that Meta&#8217;s power requirements have grown since the company <a href="https://www.benzinga.com/24/12/42337936/meta-unveils-10-billion-ai-data-center-in-louisiana-a-game-changer-for-tech-and-jobs">first revealed </a>its intention to construct an AI data center in Louisiana, which has contributed to higher service costs for Entergy. The precise amount of additional electricity Meta is requesting remains unclear, as the relevant details have been redacted from the filings.
This situation is further complicated by the reports of recent pullout of Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) from data center leases, raising questions about the sustainability of the AI development boom.&nbsp;However, Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Amazon have recently <a href="https://www.benzinga.com/25/04/45001873/amazon-and-nvidia-dismiss-fears-of-ai-data-center-pullback-we-continue-to-see-very-strong-demand">denied reports</a> of slowdown in AI data center construction. 
The momentum rating of META is 75.93% while its growth rating is 75%, according to&nbsp;<a href="https://www.benzinga.com/quote/META" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings</a>. For an in-depth report on more stocks and insights into growth opportunities,&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">sign</a>&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">up for Benzinga Edge.</a>
<ul>
<li>READ MORE:&nbsp;<a href="https://benzinga.com/25/04/45031932/donald-trump-says-democrats-did-everything-possible-to-destroy-christopher-columbus-vows-to-restore-his-statues-and-reputation" target="_blank" rel="noreferrer noopener">Trump Vows To Bring Back Columbus Day &#8216;From The Ashes,&#8217; Promises To Restore &#8216;Same Rules, Dates And Locations&#8217; &#8211; Benzinga</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Tech

AMZN

MSFT

NVDA

Meta's Louisiana Data Center Sparks Debate Over Who Should Foot The $5 Billion Power Bill: '...Put Other Ratepayers At Risk Of Having To Absorb Hundreds Of Millions,' Says Expert

Press Releases

On Reports First Quarter 2024 Results

On Elects Laura Miele as a New Independent Member of the Board of Directors

On to Release Second Quarter 2024 Results on Tuesday, August 13, 2024

On Reports Results for the Second Quarter and Six-Month Period Ended June 30, 2024

On to Release Third Quarter 2024 Results on Tuesday, November 12, 2024

On Reports Results for the Third Quarter and Nine-Month Period Ended September 30, 2024

On to Participate in Fireside Chat at the 2025 ICR Conference

On to Release Fourth Quarter and Full Year 2024 Results on Tuesday, March 4, 2025

On Announces Fourth Quarter and Full Year Results, and the Filing of its Annual Report on Form 20-F for 2024

On Announces Leadership Evolution

Citigroup

Piper Sandler

Stifel

Needham

Telsey Advisory Group

목요일(3일) 경제학자 피터 쉬프는 나이키(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>)가 새로 부과된 관세에도 불구하고 생산을 미국으로 이전하지 않을 것이라고 경고하면서 <a href="https://www.benzinga.com/25/04/44629275/nike-stock-is-tumbling-thursday-heres-why" target="_blank" rel="noopener">신발 대기업 나이키</a>의 가격 상승과 미국 국내 판매 감소를 예측했다.
무슨 일 있었나: 피터 쉬프는 소셜미디어 엑스(X)에 이렇게 썼다. "나이키는 운동화를 만들기 위해 미국에 공장을 짓지 않을 것이다. 그러면 40%의 관세보다 더 많은 비용이 추가될 것이다. 그 결과 가격은 더 높아지고 미국에서 판매량은 줄어들 것이다.&#8221;
나이키가 미국 국내 공장을 건설하면서 관세 비용을 흡수할 수 있을지에 대한 질문에 쉬프는 그 아이디어를 일축하며 대신 제품 방향을 전환할 것이라고 제안했다. &#8220;나이키는 결국 미국인들이 더 이상 감당할 수 없는 제품을 다른 나라 소비자들에게 더 많이 판매할 것이다."
이러한 발언은 목요일(3일) 도널드 트럼프 대통령이 회사의 공급망에 영향을 미치는 전면적인 상호 관세를 발표한 후 나이키 주가가 14.44% 급락한 가운데 나온 것이다. <a href="https://www.benzinga.com/25/04/44629275/nike-stock-is-tumbling-thursday-heres-why" target="_blank" rel="noopener">나이키 신발의 거의 50%를 생산</a>하는 베트남은 46%의 관세 인상에 직면해 있다.
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
Nike won&#39;t build factories in the U.S. to make sneakers. That would add more cost than the 40% tariffs. Plus, they need to stay competitive selling to customers in other countries that don&#39;t impose tariffs. The result will be fewer sneakers sold in the U.S. at much higher prices.
&mdash; Peter Schiff (@PeterSchiff) <a href="https://twitter.com/PeterSchiff/status/1907812445260800264?ref_src=twsrc%5Etfw">April 3, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
Why, they will still sell sneakers at higher prices in the U.S. The sneakers they don&#39;t sell in the U.S. they will sell to consumers in other countries instead, like China. That&#39;s a much better strategy.
&mdash; Peter Schiff (@PeterSchiff) <a href="https://twitter.com/PeterSchiff/status/1907815526027448587?ref_src=twsrc%5Etfw">April 3, 2025</a></blockquote>
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<figure class="wp-block-image aligncenter size-large is-resized"><img decoding="async" class="wp-image-856620" style="width: 912px; height: auto;" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/03220426/Screenshot-2025-04-04-at-7.33.26%E2%80%AFAM-1024x657.png" alt="" /> 
2017~2024 회계연도 전 세계 나이키의 매출(미화 백만 달러, 지역별) &#8211; 출처: Statista</figure>
왜 중요한가: 골드만삭스는 나이키의 주요 생산지인 중국 34%, 인도네시아 32% 등 <a href="https://www.benzinga.com/25/04/44634737/retailers-brace-for-higher-costs-as-us-tariff-rates-soar-says-goldman-sachs" target="_blank" rel="noopener">새로운 관세에 노출될 가능성이 높은 여러 소매업체</a> 중 나이키를 선정했다.
관세 발표 이후 월스트리트는 <a href="https://www.benzinga.com/government/regulations/25/04/44631916/wall-street-wipes-out-2-trillion-apple-eyes-worst-day-since-covid-19-pandemic-oil-plummets-whats-driving-markets-thursday" target="_blank" rel="noopener">약 2조 달러의 시가총액을 잃는</a> 등 광범위한 시장이 큰 혼란을 겪었다.
특히 임의소비재 <a href="https://www.benzinga.com/25/04/44634737/retailers-brace-for-higher-costs-as-us-tariff-rates-soar-says-goldman-sachs" target="_blank" rel="noopener">주식이 큰 타격을 받았는데</a>, 나이키의 경쟁사인 룰루레몬(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) 주가는 9.28% 하락했고 아디다스 주가는 39%의 베트남 제조 노출로 인해 하락했다.
애널리스트들은 브랜드가 마진을 보호하기 위해 가격을 조정하고, 공급업체와 협상하고, 비용을 최적화해야 할 것이라고 경고한다. 웨드부시 증권의 애널리스트인 댄 아이브스는 중국과 대만 관세가 <a href="https://www.benzinga.com/25/04/44629275/nike-stock-is-tumbling-thursday-heres-why" target="_blank" rel="noopener">공급망과 수요에 미치는 영향</a>에 대해 특히 우려하면서 이번 관세가 "최악의 시나리오보다 더 나쁘다"고 말했다.
나이키는 룰루레몬, 콜롬비아 스포츠웨어(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>), 언더아머(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UAA#NYSE">UAA</a>), 스케쳐스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SKX#NYSE">SKX</a>), VF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>), 온홀딩(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONON#NYSE">ONON</a>)에 비해 뒤처지고 있으며, 부정적인 성장과 모멘텀으로 어려움을 겪고 있다.
이미지 출처: Shutterstock
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Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.
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피터 쉬프 "나이키는 미국에 공장 짓지 않을 것...중국 등에 판매하면 그만"

S&amp;P 500 지수를 추종하는 SPDR S&amp;P 500 ETF 신탁(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)은 <a href="https://www.benzinga.com/government/regulations/25/04/44618089/trumps-tariffs-surprise-triggers-carnage-magnificent-7-set-to-wipe-out-nearly-700-billion-in-market-value" target="_blank" rel="noopener">트럼프 행정부의 상호관세 부과</a>에 따라 수요일(2일) 애프터마켓에서 매도 압력에 직면했다.
알아야 할 사항: 도널드 트럼프 미국 대통령은 수요일에 장기적으로 미국 경제를 강화하기 위해 고안된 새로운 관세를 발표했다. 시장의 반응에 따른 가파른 매도세에서 알 수 있듯이 이번 조치는 단기적으로 경제에 극적인 영향을 미칠 수 있다.
SPY는 애프터마켓에서 약 2.8% 하락하여 550달러 수준 바로 아래에서 거래되었다. <a href="https://www.slickcharts.com/sp500/marketcap#:~:text=The%20S%26P%20500%20has%20a,the%20outstanding%20float%20share%20count." target="_blank" rel="noopener">슬릭차트(Slickcharts)에 따르면</a> 4월 1일 기준 시가총액 약 47조 3,600억 달러인 S&amp;P 500 지수는 수요일에 약 1조 3,000억 달러의 가치가 사라졌다.
<h3>수요일 애프터마켓 S&amp;P 500 지수 주요 주식 움직임</h3>
<ul>
<li>온홀딩 AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONON#NYSE">ONON</a>) 15.01% 하락한 $38.22</li>
<li>파이브 빌로우 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FIVE#NASDAQ">FIVE</a>) 13.5% 하락한 $70.49</li>
<li>AST 스페이스모바일 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTS#NASDAQ">ASTS</a>) 11.2% 하락한 $19.90</li>
<li>달러 트리 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>) 11.1% 하락한 $68.99</li>
<li>룰루레몬 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) 10.9% 하락한 $251.96</li>
<li>데커스 아웃도어 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) 10.1% 하락한 $106.05</li>
<li>스케쳐스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SKX#NYSE">SKX</a>) 9.59% 하락한 $53.38</li>
<li>쇼피파이 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NASDAQ">SHOP</a>) 9.01% 하락한 $91.58</li>
<li>VF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) 8.77% 하락한 $14.95</li>
<li>로빈후드 마켓츠 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) 8.39% 하락한 $39.03</li>
<li>바이퍼 에너지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VNOM#NASDAQ">VNOM</a>) 8.41% 하락 $42.08</li>
<li>샤크닌자 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SN#NYSE">SN</a>) 8.09% 하락한 $81.25</li>
</ul>
사진: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

지난주 이들 10개의 대형주는 최고의 성과를 거두었다. 이들 주식이 당신의 포트폴리오에 있나요?
<ol>
<li>버켄스탁 홀딩(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BIRK#NYSE">BIRK</a>)의 주가는 회사가 강력한 <a href="https://www.benzinga.com//node/39086620" target="_blank" rel="noreferrer noopener">2분기 실적을 발표</a>하고 연간 매출 성장 가이던스를 상향 조정한 후 22.20% 상승했다. 몇몇 애널리스트들은 <a href="https://www.benzinga.com/quote/birk/analyst-ratings" target="_blank" rel="noreferrer noopener">목표 주가</a>를 상향 조정했다.</li>
<li>벌링턴 스토어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BURL#NYSE">BURL</a>)의 주식은 예상보다 나은 <a href="https://www.benzinga.com//node/39087376" target="_blank" rel="noreferrer noopener">1분기 실적</a>에 따라 21.47% 상승했다. 몇몇 분석가들은 <a href="https://www.benzinga.com/quote/burl/analyst-ratings" target="_blank" rel="noreferrer noopener">목표 가격</a>을 상향 조정했습니다.</li>
<li>딕스 스포팅 굿즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DKS#NYSE">DKS</a>)의 주식은 회사가 1분기 실적을 <a href="https://www.benzinga.com//node/39061439" target="_blank" rel="noreferrer noopener">발표하고</a> 2024년 가이던스를 상향 조정한 후 21.34% 상승했다. 애널리스트들은 해당 주식의 <a href="https://www.benzinga.com//node/39071891" target="_blank" rel="noreferrer noopener">목표 주가</a>를 상향 조정했다.</li>
<li>베스트 바이(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBY#NYSE">BBY</a>)의 주식은 2024년 1분기 <a href="https://www.benzinga.com//node/39084657" target="_blank" rel="noreferrer noopener">실적 발표 이후</a> 20.35% 상승했다. 주식의 목표 가격을 수정한 분석가는 거의 없다.</li>
<li>카바 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAVA#NYSE">CAVA</a>)의 주식은 1분기 실적이 상회하고 2024회계연도 <a href="https://www.benzinga.com//node/39046904" target="_blank" rel="noreferrer noopener">가이던스</a>가 상향된 후 14.51% 상승했다. 몇몇 분석가들은 예측을 <a href="https://www.benzinga.com//node/39061653" target="_blank" rel="noreferrer noopener">상향</a> 조정했다.</li>
<li>니오(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>)의 주가는 12.06% 상승했다. 니오가 중국 전기 자동차 시장에서 입지를 계속 강화함에 따라 현재 이 회사의 <a href="https://www.benzinga.com//node/39094497" target="_blank" rel="noreferrer noopener">충전 네트워크</a>에는 상하이 자동차(SAIC Motor)의 EV 유닛 IM 모터스가 포함된 것으로 알려졌다.</li>
<li>HP(휴렛 팩커드)(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPQ#NYSE">HPQ</a>)의 주식은 <a href="https://www.benzinga.com//node/39081876" target="_blank" rel="noreferrer noopener">2분기</a> 실적 발표 이후 11.62% 급등했다. 많은 분석가들은 주식에 대한 <a href="https://www.benzinga.com/quote/hpq/analyst-ratings" target="_blank" rel="noreferrer noopener">목표 가격</a>을 높였다.</li>
<li>마라톤 오일(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRO#NYSE">MRO</a>)의 주식은 코노코필립스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COP#NYSE">COP</a>)가 이 회사를 <a href="https://www.benzinga.com//node/39095128" target="_blank" rel="noreferrer noopener">인수</a>하겠다고 발표한 후 주가는 11.51% 상승했다. 11.51% 상승했다.</li>
<li>랄프 로렌(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) 주식은 9.77% 상승했다.</li>
<li>온 홀딩 AG(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONON#NYSE">ONON</a>)의 주식은 트루이스트 증권(Truist Securities)의 분석가가 주식을 보류에서 매수로 <a href="https://www.benzinga.com//node/39042432" target="_blank" rel="noreferrer noopener">업그레이드</a>하고 목표 주가를 34달러에서 46달러로 높인 후 지난주 9.16% 상승했다.</li>
</ol>
다음 글도 읽어보기: <a href="https://kr.benzinga.com/news/%ec%84%b8%ec%9d%bc%ec%a6%88%ed%8f%ac%ec%8a%a4%ec%99%80-%ec%85%80%ec%8b%9c%ec%9a%b0%ec%8a%a4%eb%8a%94-%ec%a7%80%eb%82%9c%ec%a3%bc-%ec%b5%9c%ec%95%85%ec%9d%98-%ec%84%b1%ea%b3%bc%eb%a5%bc-%eb%b3%b4/" target="_blank" rel="noopener">세일즈포스와 셀시우스는 지난주 최악의 성과를 보인 10개의 대형주 중 일부</a>
썸네일 사진=Shutterstock

지난주 이들 대형주들은 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?
<ol>
<li>마이크로스트레티지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>)의 주가가 <a href="https://www.benzinga.com//node/38848026" target="_blank" rel="noreferrer noopener">비트코인 가격 상승 </a>이후 30.10% 상승했다.</li>
<li>먼데이닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNDY#NASDAQ">MNDY</a>)의 주가는 예상보다 나은 1분기 재무 결과와 <a href="https://www.benzinga.com//node/38844489" target="_blank" rel="noreferrer noopener">예상보다 높은</a> 2분기 FY24 매출 지침에 따라 주가는 25.97% 상승했다. 몇몇 분석가들은 이 회사의 <a href="https://www.benzinga.com//node/38870880" target="_blank" rel="noreferrer noopener">목표 가격</a>을 높였다.</li>
<li>온 홀딩 AG(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONON#NYSE">ONON</a>)의 주가는 예상보다 나은 재무 결과를 보고한 후 주가는 15.02% 급등했으며, 분석가들은 주식 <a href="https://www.benzinga.com//node/38848321" target="_blank" rel="noreferrer noopener">목표</a> 가격을 높였다.</li>
<li>씨 리미티드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SE#NYSE">SE</a>)의 주가는 1분기 매출 증가 이후 주가는 13.99% 상승했고, 타이거 글로벌(Tiger Global)은 이 회사 <a href="https://www.benzinga.com//node/38818138" target="_blank" rel="noreferrer noopener">지분</a>을 늘렸다.</li>
<li>인슐렛 코퍼레이션(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODD#NASDAQ">PODD</a>)은 공매도업체 블루 오카 캐피털(Blue Orca Capita)l이 주식 매도 포지션을 취했다고 <a href="https://www.benzinga.com//node/38826162" target="_blank" rel="noreferrer noopener">발표</a>했음에도 불구하고 주가는 12.81% 급등했다.</li>
<li>델 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>)의 주가는 회사가 델 파워엣지(Dell PowerEdge)에 대한 성능 및 효율성 업그레이드로 서버 포트폴리오를 확장한다고 <a href="https://www.benzinga.com//node/38823833" target="_blank" rel="noreferrer noopener">발표</a>한 후 11.69% 상승했다. 모건 스탠리는 <a href="https://www.benzinga.com//node/38852211" target="_blank" rel="noreferrer noopener">목표</a> 주가를 상향 조정했다.</li>
<li>보다폰 그룹(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VOD#NASDAQ">VOD</a>)의 주식은 회사가 연간 재무 실적을 <a href="https://www.benzinga.com/earnings" target="_blank" rel="noreferrer noopener">발표</a>한 후 주가는 10.75% 상승했다.</li>
<li>알콘(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALC#NYSE">ALC</a>)의 주가는 회사가 엇갈린 1분기 재무 결과를 보고하고 분석가들이 <a href="https://www.benzinga.com//node/38841656" target="_blank" rel="noreferrer noopener">예상</a>을 상향 조정한 후 가 주가는 9.69% 상승했다.</li>
<li>슈퍼 마이크로 컴퓨터(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>)의 주가는 <a href="https://www.benzinga.com/news/24/05/38808523/the-8-silent-billionaires-cashing-in-on-the-ai-boom-besides-nvidias-jensen-huang-and-openais-sam-alt" target="_blank" rel="noreferrer noopener">지난주 초</a>의 강 세를 이어가며 9.54% 상승했다.</li>
<li>코어브릿지 파이낸셜(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRBG#NYSE">CRBG</a>) 의 주가는 아메리칸 인터내셔널 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AIG#NYSE">AIG</a>)이 회사 주식을 일본생명보험(<a href="https://www.benzinga.com//node/38874554" target="_blank" rel="noreferrer noopener">Nippon Life Insurance</a>)에 매각하기로 합의한 후 5.60% 상승했다.</li>
</ol>
다음 읽기: <a href="https://www.benzinga.com/news/24/05/38779419/these-10-large-cap-stocks-shined-brightest-last-week-may-5-may-11-2024-are-they-in-your-portfolio">지난주(5월 5일~11일) 최고의 성과를 보인 10개 대형주</a>

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