NKE Analyst Ratings
NIKE, Inc. (NKE) operates in the Consumer Cyclical sector, specifically the Apparel - Footwear & Accessories industry, with a market capitalization near $52.28B, listed on NYSE, employing roughly 73,000 people, carrying a beta of 1.10 to the broader market. NIKE, Inc. Led by Elliott J. Hill, public since 1980-12-02.
Analyst Ratings
In the October 2026 monthly count, 44 analysts rated NKE: 1 Strong Buy, 9 Buy, 27 Hold, 4 Sell and 3 Strong Sell.
Twelve months earlier, in October 2025: 41 analysts, 6 Strong Buy, 18 Buy, 15 Hold, 1 Sell and 1 Strong Sell.
Price Targets
- Average Target
- $36.80
- Median Target
- $35.00
- High
- $60.00
- Low
- $19.00
- Targets Published, Last 12 Months
- 78
Recent Price Targets
The 5 most recent of 78 price targets published in the last 12 months.
| Date | Firm | Analyst | Target | Price When Posted |
|---|---|---|---|---|
| Oct 9, 2026 | Deutsche Bank | Krisztina Katai | $33.00 | $35.02 |
| Oct 6, 2026 | Berenberg Bank | Not named | $27.50 | $33.96 |
| Oct 5, 2026 | Barclays | Not named | $37.00 | $33.87 |
| Oct 2, 2026 | UBS | Jay Sole | $34.00 | $33.10 |
| Oct 2, 2026 | Evercore ISI | Michael Binetti | $28.00 | $33.22 |
Recent Upgrades & Downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 5, 2026 | Barclays | maintain | Overweight | Overweight |
| Oct 2, 2026 | Freedom Broker | upgrade | Sell | Buy |
| Oct 2, 2026 | UBS | maintain | Neutral | Neutral |
| Oct 2, 2026 | Telsey Advisory Group | maintain | Market Perform | Market Perform |
| Oct 2, 2026 | Citigroup | maintain | Neutral | Neutral |
Quantitative Rating
NKE carries a model grade of A- (overall score 4 of 5), computed from six valuation and financial measures (discounted cash flow, return on equity, return on assets, debt to equity, price to earnings and price to book), each scored 1 to 5. It is not an analyst rating.
How to Read NKE Analyst Coverage
Sell-side equity analysts publish three primary outputs: ratings (Strong Buy / Buy / Hold / Sell / Strong Sell, or firm-specific equivalents), price targets, and EPS / revenue estimate revisions. Rating consensus moves slowly relative to price; it reflects 12-month directional conviction rather than near-term momentum. Price targets are more responsive but typically drift behind realized price during sharp moves. The most actionable signal for options traders is a cluster of ratings actions across multiple firms within a short window, which compresses or expands implied volatility on a horizon of days to weeks and shifts the put-call skew toward the directional consensus. The recent-actions table above shows the five most recent firm-level changes; longer histories live behind aggregator sources.
For event-driven options sizing, pair the consensus rating and target distribution with the implied-volatility surface and dealer-positioning view. Aggressive target hikes from multiple firms tend to tighten put skew (downside protection becomes relatively cheaper); aggressive cuts widen put skew. The size of the IV response in the hours after a rating change is visible on the per-ticker volatility skew page and the gamma-exposure page, both of which show how dealer hedging propagates the analyst-driven flow into the listed options chain.
Learn how analyst ratings is reported and how to read the data →
Frequently asked NKE analyst ratings questions
- What is the NKE consensus price target?
- As of the latest aggregator update, NIKE, Inc. (NKE) carries a consensus 12-month price target of $36.80. Target ranges run from a low of $19.00 to a high of $60.00. The target is the average of the price targets published by sell-side equity analysts covering the name.
- What is the analyst rating consensus on NKE?
- In the October 2026 monthly count, 44 analysts rated NKE, and the distribution is concentrated at Hold: 1 Strong Buy, 9 Buy, 27 Hold, 4 Sell and 3 Strong Sell. Rating consensus moves slowly relative to price; it reflects sell-side conviction over a 12-month horizon rather than near-term momentum.
- What recent ratings actions has NKE seen?
- The five most recent ratings actions on NKE appear on the page above. Sell-side rating changes are watched for two reasons: an upgrade or downgrade with a meaningful target revision moves the consensus and can trigger short-term positioning shifts, and the firm-level rating cluster (multiple firms moving in the same direction within a short window) is a clearer signal than any single action. Options markets often price the implied-vol response within minutes of the announcement.
- How do analyst targets affect NKE options pricing?
- Analyst target revisions tend to be priced in by the lit options market within minutes of publication, but persistent target drift over weeks does correlate with implied-volatility movement. Aggressive target hikes from multiple firms inside a single quarter tighten put skew (downside protection becomes cheaper relative to upside speculation); aggressive cuts widen put skew. The most actionable read is the implied-vol response in the hours after a target change, which is visible on the per-ticker volatility skew page.