Nike stock surges 15% after strong fiscal Q4 earnings, with positive outlook despite revenue decline.

Nike’s stock surged 15% after releasing strong fiscal fourth-quarter earnings, reigniting investor curiosity. The company, with a market capitalization of $105 billion, faces operational challenges but has seen a 20% stock surge in five days. Analysts project a rebound in earnings for fiscal 2027, leading to positive Wall Street outlooks.

Nike’s fiscal fourth-quarter results revealed a 12% revenue decline, yet still exceeded analyst expectations. Margins faced pressure, with gross margin slipping to 40.3%, and net income decreasing by 86%. The company is focused on revamping its product mix, geographic diversification, and exiting deep discounting to restore premium status.

Wall Street’s outlook on NKE stock is improving, with HSBC and Truist upgrading ratings and increasing price targets. Analysts project Q1 2026 EPS to fall 61% YOY, but fiscal 2027 is expected to see a 55% rebound in EPS. The stock currently holds a “Moderate Buy” consensus rating with an average price target of $75.99.

Read more at Yahoo Finance: Should You Buy the 2025 Dip in Nike Stock?