Nike shares rise better than Q4 2025 results

Nike The shares increased by 17 % on Friday after the company said that its worst conflicts are behind it, after a Better than fear The fourth quarter financial profit report.

On Thursday, Nike reiterated that it would take the biggest financial success from the transformation plan during this quarter, as the investors who worry the president calm down. Donald TrumpHigh tariff on Key Nike Manufacturing Centers such as China and Vietnam can hinder the return of the company.

Nike recorded the fourth poor quarter, where sales decreased by 12 %, and net income decreased by 86 % and a profit margin. But Elliott Hill stressed that the company has come out of its worst stagnation, and the segment will start sales and profits in the amendment in the coming quarters.

“The results we do today in the fourth quarter and the fiscal year 25 are not at the level of Nike Standard, but as we said 90 days ago, the work we do to re -set the work through” victory now “has an effect. “From here, we expect the results of our business to improve. It is time to convert the page.”

With a few details about the progress of the Nike strategies in issuing the company’s profits, the company’s shares decreased at first when it was published after Thursday. By the end of an hour -old call with Nike CEOs and Wall Street, the stock rose by more than 10 % in extended trading.

Besides ensuring that the transformation plan is working, Hill has shared promising updates about the launch of new products and Nike efforts to restore wholesalers, which have been major concentration areas since its assumption in October.

Hill shared the details behind Nike’s decision to start selling Amazon to For the first time since 2019 And pushed it to beat shoppers, another priority for the company.

During this quarter, the company launched products in more than 200 stores led by women, including Aretza, and issued its collection with the Wnba A’Ja Wilson star, which Hill said in three minutes.

By Friday morning, the stock rose up after many banks issued a bullish comment on the company. HSBC Nike upgrade to Buy from waitingThe first share in stocks in 3 years.

HSBC also raised its target price to $ 80, which implicitly increased 28 % of the closure of Thursday.

“For a long time ago, we believe that the reflection is finally present here,” analyst Irean Ramburg wrote in a research note. “We believe that there is more than concrete evidence that Nike has a way to see its sales that flourish in the non -distant future, and its margins that will be fixed, and this despite the unfavorable opposite winds.”

Nike results show that the company is recovering on a schedule that loves Wall Street. But do not call it a return yet.

The giant of growth shoe is trying again at a fragile time for the economy, as the morale of the consumer is weaker, high debts, tariffs and collective deportation raises questions about spending and gross domestic product.

NIKE still expects sales to decrease in the current quarter in the middle of the number, in line with Wall Street expectations by 7 %, according to LSEG.

It also has more work to be done to clarify the unimaginable lifestyle stock of its classic and Jordanian lines. Those efforts made to liquidate the old stock of profit and sales margins were achieved because Nike was forced to rely on deep discounts, clearance channels and the sector out of prices to clarify this bunker.

In the 2025 fiscal year, which ended last month, classic sales such as Air Force 1, Air Jordan 1 and Dunks decreased more than 20 % compared to the operating period. In the fourth quarter, this accelerated to 30 %, which affected sales by about one billion dollars, according to a friend of a friend who died a friend.

Her boyfriend said that the Air Force 1 stocks started stability, but Nike is still working to clarify its supply from the Dunk concession, which will affect the company’s profits during the first half of the current fiscal year.

Hill and Siddiq said that Nike profits will be pressure during the first half of 2026, as it works through its stock and displayed higher costs of customs tariffs. They said they expect profits to improve in the second half of the year.

However, when it comes to actual sales growth, it is still too early to know when the company will stop shrinking.

When asked if there are any scenarios that the company can return to the growth of revenue this year, Hill refused to share a schedule.

“Just for everything that happens, we will take it 90 days every time,” said Hill. “We believe that complete recovery will take some time.”

Correction: This article has been updated to correct Aretzia’s spelling.