Williams Trading analyst Sam Poser has maintained their bullish stance on NKE stock, giving a Buy rating today.
Sam Poser has given his Buy rating due to a combination of factors that suggest Nike is on a path to reestablish its market position, despite some short-term challenges. Although Nike’s guidance for the fourth quarter of 2025 was disappointing, the company exceeded expectations in the third quarter, and there is an anticipation that the fourth quarter results will also surpass guidance due to lower-than-expected SG&A expenses. This indicates that Nike is taking necessary steps to regain control over its operations and improve its financial performance.
Poser highlights that the current challenges are part of a strategic cleanup initiated by the previous administration, which is expected to be most severe in the fourth quarter of 2025. The company is actively working to clear excess inventory and unproductive products, which will allow it to introduce new products at full price. This strategy is expected to enhance Nike’s brand value and sales, particularly through factory stores and off-price retailers, rather than digital channels. The ongoing efforts to manage product lines and inventory are expected to continue into the second quarter of 2026, positioning Nike for a stronger market presence in the future.
Poser covers the Consumer Cyclical sector, focusing on stocks such as Nike, Deckers Outdoor, and Dick’s Sporting Goods. According to TipRanks, Poser has an average return of 15.5% and a 50.41% success rate on recommended stocks.
In another report released today, Bank of America Securities also reiterated a Buy rating on the stock with a $90.00 price target.
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