BTIG's Robert Drbul talks his bull case for Nike in 2026

Robert Drubal, joins 'Closing Bell Overtime' to talk the bull case for Nike heading into 2026 and more on the retail sector.

CNBC Television • Dec 12, 2025

Nike Earnings Preview: Expect A Better Quarter, But Elliott Is Still Running A Marathon With A Piano On His Back

When Nike reports their fiscal Q2 '26 financial results on December 18, consensus is expecting $12.22 billion in revenue, $696 million in operating income, and $0.38 in EPS. China is still 13% of total Nike revenue and 40% of EBIT; thus, it's not an immaterial region for the shoe giant, but given the tariff environment, I wouldn't expect great improvement in the regional metrics. At 40x expected fiscal EPS of $1.68, Nike is still expected to show EPS down y-o-y 22%.

Seeking Alpha • Dec 13, 2025

1 Incredible Reason to Buy Nike Stock Before Dec. 18

Nike's "Win Now" campaign is refocusing the company's efforts and streamlining operations. The company beat estimates last quarter, but still faces headwinds.

The Motley Fool • Dec 12, 2025

Earnings Preview: Nike (NKE) Q2 Earnings Expected to Decline

Nike (NKE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Dec 11, 2025

Nike (NKE) Exceeds Market Returns: Some Facts to Consider

Nike (NKE) closed the most recent trading day at $67.74, moving +2.96% from the previous trading session.

Zacks Investment Research • Dec 11, 2025

The Week Ahead: Nike, Micron Put a Bow on 2025 Earnings

We are rounding the final corner to close out the year, with the coming week the last full trading week for 2025.

Schaeffers Research • Dec 11, 2025

5 Shoes & Retail Apparel Stocks to Watch as Cost Pressures Persist

The Shoes & Retail Apparel industry faces rising costs and soft demand, yet innovation, strong e-commerce gains and wellness-driven trends keep players like NKE, ADDYY, SHOO, WWW and CAL positioned for long-term growth.

Zacks Investment Research • Dec 11, 2025

Nike to report Q2 earnings amid weak DTC trends, mixed sentiment

Nike Inc (NYSE:NKE, XETRA:NKE) will report its fiscal second quarter results on December 18, with UBS analysts expecting a relatively muted reaction from Wall Street despite signs of uneven momentum across the athletic footwear and apparel brand's key markets. The firm repeated its ‘Neutral' rating and a $71 price target, writing that they “don't expect Nike's print to change Street estimates or the stock's price-to-earnings ratio (P/E) much.

Proactive Investors • Dec 10, 2025

Running Strong, Sportswear Soft: Can NIKE Balance Its Portfolio?

NKE posts strong running gains, but lingering Sportswear and China weaknesses pose challenges as its brand trio aims to regain full momentum.

Zacks Investment Research • Dec 10, 2025

What's Happening With Nike Stock?

Nike (NYSE: NKE) has not been keeping up with the wider market—its shares have decreased by approximately 15% in the last year while the S&P 500 has risen by 14%. With fiscal Q2 2026 earnings coming up on December 18, investors are pondering an important question: Is this a chance to purchase a globally dominant brand at a lower price, or an indication that more severe issues are still emerging?

Forbes • Dec 9, 2025