Retail investors talked up five hot stocks this week (Dec. 22 to Dec. 26) on X and Reddit's r/WallStreetBets, driven by retail hype, AI buzz, and corporate news flow.The stocks, AST SpaceMobile Inc. (NASDAQ:ASTS) , Trump Media & Technology Group Corp. (NASDAQ:DJT) , Nike Inc. (NYSE:NKE) , Nvidia Corp. (NASDAQ:NVDA) , and Tesla Inc. (NASDAQ:TSLA) , spanning space, crypto, sports, semiconductor, AI, and automotive, reflected diverse retail interests.AST SpaceMobileASTS dominated headlines with the successful ...

在耐克股价经历历史性回撤之际，苹果CEO库克的大手笔增持叠加瑞银最新调研数据，暗示这家巨头或许正在构筑底部，但全面复苏尚需时日。 尽管市场情绪普遍低迷，但瑞银分析师Jay Sole在26日周五给客户的报告中指出，瑞银Evidence Lab最新的全球运动服饰调查显示，耐克正呈现 出"看涨"趋势。 瑞银指出，调查结果表明耐克新任CEO Elliott Hill推行的两项关键战略——"重返批发渠道"和"重新聚焦运动属性"正在奏效： 1. 渠道可得性提升： 认为耐克产品在实体店和网上"容易找到"的全球消费者比例，在经历了2019年至2022年的下降后，今年反弹至新高。 2. 运动属性回归： 认为耐克"适合做运动"的消费者比例已回升至2019年的峰值水平。 | Global Nike | May 2019 | May 2020 | Jul 2021 | Aug 2022 | Aug 2023 | Aug 2024 | Sep 2025 | | --- | --- | --- | --- | --- | --- | --- | --- | | Low prices | 8% | 8% | 8% | 11% | 15% ...

来源：市场资讯 （来源：藏金洞） 洞主江湖说：我说的可能都是错的，但值得你去探索和反思。 亲爱的藏金洞友们： 我怎么也没想到，浓眉大眼的耐克，竟然也有被人按在地上摩擦的一天； 这事儿透着一股子邪乎劲儿。 就在刚刚过去的12月22日，苹果CEO、同时也是耐克首席独立董事的库克，在公开市场上豪掷近300万 美元（约合人民币2000多万），买入了5万多股耐克股票。 这事儿怪在哪？ 怪就怪在，这是库克自2005年加入耐克董事会这20年来，第一次动用自己的私房钱在公开市场买股票。 以前他的股份都是公司发的奖励，属于"躺赢"，但这回，他是真把手伸进了自己的口袋。 你要知道，这会儿的耐克，可不是什么香饽饽，而是一个刚交出了一份"灾难级"财报的烫手山芋。 就在库克出手前三天，耐克股价刚刚经历了一波自由落体，一度跌到了52美元的多年低点。 甚至有人说，耐克正在经历"中年危机"，甚至可能会死在"国潮"崛起的中国市场。 那么问题来了：所有人都在逃离，库克这个"老狐狸"为何偏偏要逆行抄底？ 他到底看见了什么我们这帮凡夫俗子看不见的"底牌"？ 兵败山倒？耐克在中国的"惨烈战事" 咱们先来看看，耐克到底输得有多惨。 如果你还是只盯着那点 ...

Core Viewpoint - The investment committee is optimistic about Nike's potential for recovery under new CEO Elliot Hill, despite recent challenges in the Chinese market and tariff-related margin pressures [1][2][3]. Company Performance - Nike's stock experienced a significant decline despite reporting strong earnings, primarily due to disappointing performance in China [2]. - The company is focusing on improving its geographical reporting structure, allowing local teams more autonomy, particularly in China [3]. Market Trends - The U.S. market for Nike is showing positive trends, with a 20% increase, and strong sales expected from upcoming events like the World Cup [4]. - The company is also targeting the women's market more aggressively, which could enhance growth prospects [4]. Valuation Insights - Nike's stock is currently trading at approximately 29 times forward earnings, down from 60 times a year ago, indicating a more favorable valuation [8]. - There is a belief that the stock could reach a price range of $75 to $80, suggesting it is undervalued at present [4]. Strategic Considerations - The potential Supreme Court decision regarding tariffs could positively impact retail stocks, including Nike, creating a favorable environment for investment [5][11]. - The sentiment around Nike's upcoming earnings report is optimistic, with expectations for strong demand during the holiday season [7]. Analyst Perspectives - There is a divergence in analyst opinions, with some maintaining a buy rating on Nike while others express caution, highlighting the volatility of retail stocks [6][9]. - The new CEO's enthusiasm and strategic direction are viewed positively, contributing to a more favorable outlook for the company [12].

Core Viewpoint - UBS maintains a Neutral rating and a $62 price target on Nike Inc., highlighting improving brand momentum but a longer-than-expected turnaround timeline [1] Group 1: Brand Strength and Consumer Perception - Results from UBS Evidence Lab's 11th global sportswear survey indicate year-over-year improvement in Nike's brand strength, reinforcing confidence in the brand's potential for recovery [2] - A higher proportion of consumers reported that Nike products are easy to find both in stores and online, reversing previous declines and reaching a new peak in the latest survey [3] - Nike's renewed focus on sports has resonated with consumers, with the percentage viewing the brand as "good for doing sports" returning to 2019 peak levels, supporting long-term brand equity [4] Group 2: Operational and Financial Outlook - Despite positive survey results, UBS argues that operational and financial improvements for Nike are likely to take longer than current market expectations [2]

Nike was thrust into the news flow earlier this week after Apple CEO Tim Cook placed a buy order for 50,000 Class B shares at a weighted average price of $58.97. The stock has been locked in a four-year bear market, as recent earnings data point to softer demand in China and mixed channel trends in North America.Looking past all the gloom, UBS analyst Jay Sole told clients Friday about UBS Evidence Lab's latest global sportswear survey, which points to "bullish" trends for Nike.Sole said the survey suggests ...

We recently published 10 Stocks on Jim Cramer’s Radar.  NIKE, Inc. (NYSE:NKE) is one of the stocks on Jim Cramer's radar. NIKE, Inc. (NYSE:NKE) is a stock that Jim Cramer frequently discusses. The firm reported its second fiscal quarter earnings on December 18th. The results saw NIKE, Inc. (NYSE:NKE)’s $12.43 billion in revenue and $0.53 in earnings beat analyst estimates of $12.22 billion and $0.38. However, media reports suggested that a 17% drop in Chinese revenue contributed to a post-earnings share p ...

All these stocks have struggled this struggled this year. They're down double digits. What is in store for these stocks going into next year.Let's bring in Randy Koi as analyst at Jeffre. Buy rating on Nike. $110 target.Hold on Lululemon. And good to see you. >> Thanks for coming in. >> Thanks for having me.>> All right. On Wednesday, it didn't get a lot of attention today, but Tim Cook, >> the CEO of Apple buying $3 million worth of Nike on the open market. Stock soared on that.That's got to be a big pop o ...

Core Insights - NIKE Inc.'s recent performance indicates a growing imbalance in its channel strategy, raising questions about sustainable growth [1] - The contrast between strong wholesale growth and struggling digital sales is central to current investor and industry discussions [1] Wholesale Performance - NIKE's wholesale strategy is effective, with strong relationships with retail partners, improved inventory management, and a diversified product mix driving growth, particularly in North America [2] - The wholesale segment has provided operational leverage and stability during transitional periods, supporting revenue and margin recovery [2] Digital Channel Challenges - NIKE Digital has experienced declining sales due to reduced promotions, lower traffic, and efforts to reposition as a premium channel, creating short-term revenue challenges [3] - The effectiveness of NIKE's channel strategy hinges on balancing wholesale success with a revitalized digital experience that complements its marketplace ecosystem [4] Competitive Landscape - Key competitors include adidas AG and lululemon athletica inc., both of which face challenges in their digital channels despite strong wholesale networks [5] - adidas benefits from a robust global wholesale network, while its digital performance has been inconsistent [6] - lululemon's selective wholesale relationships support its premium image, but it also faces digital growth moderation amid increasing competition [7] Financial Performance - NIKE shares have declined by 13.7% over the past three months, slightly worse than the industry's decline of 12.3% [8] - The company’s wholesale business has driven solid growth, while digital sales have decreased [9] - NIKE trades at a forward price-to-earnings ratio of 28.14, higher than the industry average of 26.10 [10] - The Zacks Consensus Estimate indicates a 27.3% decline in fiscal 2026 earnings, followed by a projected growth of 55.5% in fiscal 2027 [11]

Nike Inc. (NYSE:NKE) is seeing a notable shift in its valuation metrics, with its value percentile on Benzinga Edge jumping nearly 10 points week-on-week, rising from 47.59 to 56.70. This quantitative signal arrives alongside a high-profile vote of confidence: a $3 million insider purchase by Apple Inc. (NASDAQ:AAPL) CEO Tim Cook.Inside The NumbersAccording to Benzinga Edge’s Stock Rankings, the improvement in Nike's value score—from the 47th to the 56th percentile—suggests the stock is becoming increasingl ...