The Motley Fool
11 Nov 2026, 17:45 UTC · 58m ago
Nike Stock Is Down 78% From Its Peak. Here's Why I'd Buy and Hold for a Decade.
Impact · against what's priced in
The upcoming November 17 Investor Day is a potential catalyst as it may provide the margin targets the market currently declines to price in. Other mentions of strategic reorganization and intentional revenue drops in the Dunk line are already factored into the stock's current valuation.
- NKE+0.60
Not in the price yet
- The price assumes
A margin recovery back toward historical norms
While the market currently declines to price in a margin recovery, the reveal of a specific long-term margin target on Nov. 17 provides a concrete date for the market to potentially re-rate the stock's profitability profile.
What NKE's price assumes · Sep 11
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