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Swartz: NKE Undervalued, But Turnaround not Coming ‘til 2026

Swartz: NKE Undervalued, But Turnaround not Coming ‘til 2026

Schwab Network · Schwab Network

May 12, 202511m 2s

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Show Notes

David Swartz of Morningstar covers Nike (NKE), which has a 5-star rating and $112 fair value estimate. David argues that Nike has been “very undervalued,” but isn’t sure the rally will hold after its earnings report, where it is expected to report low numbers. He’s looking out to 2026 for a “real turnaround” in its numbers. Tom White shows example options trades on Nike (NKE) and On Holding (ONON).


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