Skip to contentHome page Seeking Alpha - Power to InvestorsSep. 23, 2025 6:26 AM ETNIKE, Inc. (NKE) StockDECK, ON, ADDYY, PUMSY, NKEKenio Fontes1.25K FollowersSummaryNike remains a 'Hold' as recent Q4 results showed double-digit sales declines across key regions and ongoing margin pressures.Despite Pershing Square Holdings' optimism for a turnaround, NKE faces execution missteps, increased competition, and macroeconomic headwinds.Projected EPS growth and margin recovery are uncertain, with fair value estimates suggesting potential downside risk of over 30%.Given the valuation and uncertainties, I see more attractive alternatives in On Holding and Deckers, maintaining a cautious stance on NKE.Wirestock/iStock Editorial via Getty ImagesAlphabet (GOOGL) (GOOG), Brookfield (BN), and Uber (UBER) are just a few examples where I agree with the view of Pershing Square Holdings (or Bill Ackman, if you will). Brookfield, which IThis article was written byKenio Fontes1.25K FollowersEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOGL, UBER either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For YouAbout NKE StockSymbolLast Price% Chg1D5D1M6M1Y5Y10YMarket CapRev Growth (YoY)Short InterestPrev. CloseMore on NKERelated StocksSymbolLast Price% Chg--1D5D1M6M1Y5Y10YTrending AnalysisTrending NewsSeeking Alpha - Power to InvestorsPower to InvestorsFollow usDownload appContact usSubscription Support: 1-347-509-6837© 2025 Seeking AlphaTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.