Highlights

  • Barclays reiterates a neutral stance on NIKE with a USD 70 target price
  • Multiple brokerages maintain varied views ranging from buy to hold ratings
  • Recent quarterly results exceeded consensus revenue and earnings forecasts

Barclays has reiterated its neutral rating on NIKE, Inc. (NYSE:NKE) in a newly issued research note, assigning a target price of USD 70. The brokerage’s latest commentary follows a series of analyst updates over recent months reflecting differing perspectives on the athletic apparel company’s near-term outlook. The new target price sits within the broader range of valuations offered by other firms tracking the stock.

Recent analyst actions show a mix of buy, hold and sell ratings. Piper Sandler has set a USD 84 target with an overweight rating in early October. BTIG Research initiated coverage in mid-October, assigning a buy rating with a USD 100 target. Needham & Company LLC reiterated its buy stance with a USD 78 target during the same period. Sanford C. Bernstein also maintained a buy rating with a USD 90 target earlier in October, while JPMorgan Chase & Co. trimmed its target from USD 100 to USD 86 while retaining a buy rating.

As compiled by MarketBeat, the consensus comprises one sell rating, eight hold ratings, twenty-four buy ratings, and three strong buy ratings. The aggregated average rating stands at “Moderate Buy,” with an average target price near USD 81.10.

NIKE recently reported quarterly earnings for the period ended 30 September. Earnings per share came in at USD 0.49, surpassing consensus expectations of USD 0.27. Revenue reached USD 11.72 billion, compared to market estimates of USD 10.96 billion. This performance reflected year-over-year revenue growth of 1%. Net margin was reported at 6.23%, while return on equity stood at 21.16%. Analysts currently anticipate full-year earnings of around USD 2.05 per share.

Founded as a global provider of athletic footwear, apparel, equipment and accessories, NIKE operates under several brand lines including Jumpman, Converse, Chuck Taylor, and All Star. The company continues to design and distribute products across global markets through a range of retail and digital channels.

NIKE closed at USD 65.79 on December 10, 2025.