Zacks Investment Research
02 Oct 2026, 10:30 UTC · 6d ago
New Strong Sell Stocks for October 2nd
Impact · against what's priced in
The earnings revisions for NIKE, Clearfield, and Johnson Outdoors are not catalysts as they confirm existing downward trends and structural headwinds already reflected in current valuations. For Nike specifically, the 7.5% EPS revision reinforces the market's current acceptance of a stalled turnaround.
- NKE−0.05
Already priced in
- The price assumes
A near-term revenue stall, with FY2026 growth of just 0.2% fully baked into the price.
The 7.5% downward revision in earnings estimates confirms the 'near-term revenue stall' and 'prolonged turnaround timeline' already paid for by the price.
What NKE's price assumes · Sep 11
