Latest call
12-month cases · our estimates
Last $37.13
Bear $26.00Bull $53.00
Base $40.00
Upside to base: +7.7% · Downside to bear: -30.0%
Every call · newest first
- Oct 19, 2026Long-term+0.0%
- Entry
- $37.13
- Bear / base / bull
- $26.00 / $40.00 / $53.00
- Conviction
- Low
- Status
- Open · last $37.13
- Source
- Read the issue →
Deep-value turnaround. It hit a 13-year low after revenue fell 4%, and it has a $2.5B cost plan. If the brand stabilizes, today's price could look cheap in 2-3 years. This is a patient, speculative idea, not a quick trade.
Sources: prices are closing prices from exchange market data (as of 2026-10-16) · Filings: SEC EDGAR (NKE) · calls from the letter’s recommendation log. Result = exit (or last close) vs. entry close. Disclaimer & methodology.