Upcoming Earnings Report: NIKE Inc. is set to release its second-quarter fiscal 2026 results on December 18, with expectations of a 1.7% decline in revenues to $12.2 billion and a 52.6% drop in earnings per share to 37 cents, reflecting ongoing challenges in the market.
Strategic Initiatives: The company is implementing its "Win Now" strategy to revitalize brand energy and improve operational performance, particularly in North America, where modest revenue growth is anticipated due to improved inventory health and consumer demand.
Challenges Ahead: NIKE faces significant near-term challenges, including pressure in its Sportswear segment and ongoing weakness in Greater China, which is expected to contribute to a 12.7% revenue decline in that region for the upcoming quarter.
Long-term Outlook: Despite current headwinds, NIKE's strategic focus on innovation, digital engagement, and wholesale partnerships positions it for sustainable growth, although investors should be cautious of the short-term financial pressures impacting earnings.
Wall Street analysts forecast SHOO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SHOO is 48.00 USD with a low forecast of 41.00 USD and a high forecast of 52.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
Wall Street analysts forecast SHOO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SHOO is 48.00 USD with a low forecast of 41.00 USD and a high forecast of 52.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 45.260
Low
41.00
Averages
48.00
High
52.00
Current: 45.260
Low
41.00
Averages
48.00
High
52.00
Needham
Hold
to
Buy
upgrade
$50
2026-01-08
Reason
Needham
Price Target
$50
AI Analysis
2026-01-08
upgrade
Hold
to
Buy
Reason
Needham upgraded Steven Madden to Buy from Hold with a $50 price target. The firm believes the company is benefiting from favorable fashion trends. Steven Madden has a "major" sales, margin and earnings recovery opportunity in 2026 and 2027 as it should see "meaningful" accretion from the Kurt Gieger acquisition over the next few years, the analyst tells investors in a research note.
Needham
Hold
to
Buy
upgrade
$50
2026-01-08
Reason
Needham
Price Target
$50
2026-01-08
upgrade
Hold
to
Buy
Reason
Needham upgraded Steven Madden to Buy from Hold with a $50 price target.
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Telsey Advisory
Dana Telsey
Outperform
maintain
$45 -> $50
2025-12-17
Reason
Telsey Advisory
Dana Telsey
Price Target
$45 -> $50
2025-12-17
maintain
Outperform
Reason
Telsey Advisory analyst Dana Telsey raised the firm's price target on Steven Madden to $50 from $45 and keeps an Outperform rating on the shares. Telsey is providing its outlook and top picks for 2026, the analyst tells investors. The firm names Steven Madden as one of its top picks in Apparel and Footwear, viewing the company as bringing trend-right products to the market quickly. The firm sees Steven Madden as well position to benefit from a cyclical improvement in the fashion sector and believes its supply chain has been meaningfully diversified.
Williams Trading
Buy
upgrade
$42 -> $52
2025-12-09
Reason
Williams Trading
Price Target
$42 -> $52
2025-12-09
upgrade
Buy
Reason
Williams Trading raised the firm's price target on Steven Madden to $52 from $42 and keeps a Buy rating on the shares. The firm upped estimates after its channel checks indicated current fashion trends and consumer response to those trends :are directly in Steve Madden's wheelhouse." The company's sales over Thanksgiving weekend were strong, the analyst tells investors in a research note.
About SHOO
Steven Madden, Ltd. designs, sources, and markets fashion-forward branded and private label footwear, accessories, and apparel. The Company’s Wholesale Footwear segment designs, sources, and markets its brands and sells its products to department stores, mass merchants, off-price retailers, shoe chains, online retailers, national chains, specialty retailers, independent stores, and clubs. Its Wholesale Accessories/Apparel segment designs, sources, and markets its brands and sells its products, primarily consisting of handbags and apparel, to department stores, mass merchants, off-price retailers, online retailers, specialty retailers, independent stores, and clubs. Its Direct-to-Consumer segment engages in the sale of footwear, handbags, apparel, and other accessories. Its Licensing segment engages in the licensing of the Steve Madden and Betsey Johnson trademarks for use in the sale of select apparel, accessories, and home categories as well as various other non-core products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
