巴克莱分析师指出，尽管投资者普遍持怀疑态度，但耐克在库存管理、业务重整以及品牌健康与利润率稳定方面的积极进展，增强了该行信心，遂将评级从“持股观望”上调至“增持”。分析师认为，市场对耐克转型成效的担忧忽视了已有成果，忽略了北美市场的企稳迹象，同时过度聚焦于已充分定价的中国市场风险。
尽管分析师承认当前市场对2027和2028财年的预期可能偏高，但他们强调，耐克可通过公布包含2027财年在内的长期展望来重置预期，为转型执行留出缓冲空间。“随着市场预期逐步向我们的预测靠拢，下行风险日益受限。当预期回归现实水平后，业绩超预期与指引上调的动态格局将更易形成。”
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