Why analysts are watching it
Analysts are closely watching Nike (NKE) due to its recent stock performance and dividend history. On April 21, 2026, Jeremy Lefebvre highlighted that Nike has consistently paid and increased its dividend for 25 years, making it an attractive option for income investors and suggesting it may have bottomed out. However, on May 11, 2026, Lefebvre also noted that the stock was down 32% over the past year to $42, and on May 15, 2026, Felix & Friends indicated an even steeper 54% decline. Despite these drops, The Patient Investor on May 7, 2026, suggested that Nike has outperformed PayPal and believes it is undervalued. Risks include continued declines in the retail sector and intense competition from other brands as mentioned by Travis Hoium on May 14, 2026.
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"Even Nike outperformed PayPal. But again, I believe the stock is undervalued. And we'll see what happens with the new CEO."
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"Nike has paid out a dividend a consecutive 25 years, right? In terms of upping the dividend increases, they've upped the dividend increases for 25 straight years. They have a dividend payout history all the way back to the 80s, all the way back to 1986, right? The the recent dividend yield is very nice. For every one share you own, you get paid $164, which is beautiful, right? And that's a big dividend yield for a stock that's in the 40s right now. Very, very nice. Dividend yield on Nike is over"
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"Nike, Nike stock is down 32% over the past year, right? It's down to 42 bucks."
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"Even Nike outperformed PayPal. [482s] But again, I believe the stock is [483s] undervalued."
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"Nike, Nike stock is down 32% over the past year, right?"
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"So, you're looking at if I'm going to spend $80 on a pair of shoes or $60 on a pair of shoes, I'm going to look at Nike, maybe Under Armour."
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"Yes, some of the retail brands like Nike, like Under Armour, like even Lululemon have really struggled, but a company that has not struggled is On Holding."
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"And then Nike, Nike, the guys who make your trainers, they're down 54% in the same time period."
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"Um shoe manufacturing, it's down 37%, Nike being the uh the horror show there down 54%."
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"Additionally, every single correction and crash in the history of Nike dating that company all the way back to the 80s, right? Has been a huge buy. Maybe this time's different. Maybe this is a time that the correction and crash is not a buy, right? And it's like we're going to look back and be like, "Nope, Nike, that was the time, you know, Nike ended." Listen, man. I can go through the history of Nike all the way back to the 80s and I can show you countless crashes, countless corrections in the"
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"Nike. Nke Nike. The stock's up over 8% just in the past 5 days alone. It's been a hated stock. It's been a stock that has done horrible last few years, but this stock is already bottomed in my opinion. You know, bottom bottomed and uh we got a long way to go in regards to the run in regards to Nike."
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"Number one of these five is Nike. Nke Nike. The stock's up over 8% just in the past 5 days alone. It's been a hated stock. It's been a stock that has done horrible last few years, but this stock is already bottomed in my opinion. You know, bottom bottomed and uh we got a long way to go in regards to the run in regards to Nike."
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