周二,耐克盘中涨3.8%,上周大涨超20%。消息面上,摩根士丹利发表研究报告指,耐克2025财年第四财季度销售带动财报表现,认为其基本面有可能见底。大摩将其目标价从61美元上调至64美元,维持“与大市同步”评级。
花旗发表研究报告指,耐克5月底止末财季销售超出预期。鉴于销售和毛利率假设提高,并基于折现现金流模型,花旗将其目标价从57美元上调至68美元。
瑞银研究报告指,耐克5月底止末财季财报优于预期,其转势较该行预期更快。公司库存水平有所改善,销售增长展望也强于该行预期。瑞银上调对其每股盈测,目标价从56美元上调至63美元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.