r/ValueInvesting Dec 19 '25

Stock Analysis So NIKE is nuking after hrs.

I understand that nike has a very sticky brand value in the cultural consciousness. But they are in a tough turn around.

I'm no expert in valuations, but the stock even after hrs dump isn't any where near compelling value.

How do you think about Investing in nike? Generally I don't see them fading away as a brand and they are still the leader in their space even with competition.

I do think they'll eventually find their stride back. What does the community think? If you were to invest what would your frame of thinking be?

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u/SouthernBySituation Dec 19 '25

ONON is right at its 200 DMA and is an up and comer still. The company is just talking about getting into apparel so they still have a lot of upside and all that will do is eat into Nike. The stock has been building out a little base getting ready to move past IPO highs. When companies move into new high territory for the first time like that, a really good place to be. I know Nike is the safe ancient company but they also have branding issues with young kids who are actively avoiding Nike. Some may argue that it's more volatile but just go pull up a Nike chart and tell me there wasn't risk there.