Notícias

ONON's APAC sales increase 43.1% in Q2 2026, making APAC its fastest-growing region and strengthening the company's global diversification.

ONON's broad growth and stronger DTC mix support momentum, but rising costs, wholesale restraint and U.S. tariffs make the lower valuation a mixed entry point.

ONON's 27.2% monthly slide has reset its valuation, but tariff risks, wholesale restraint and rising costs cloud the near-term opportunity.

ONON raised its 2026 gross-margin floor to 65%, but new U.S. tariffs and restrained wholesale shipments put second-half execution in focus.

On Holding stock has fallen sharply year to date, yet both an intrinsic value estimate based on Discounted Cash Flow (DCF) and market multiples currently point to the shares trading below what the business may be worth on fundamentals. The stock is down 40.9% year to date, which has pulled the valuation well off prior levels and raised questions about whether expectations have reset too far. Future growth in the performance footwear and apparel franchise can support the current valuation if...

Conflicting signals around On Holding after earnings and estimate cuts On Holding (NYSE:ONON) is back in focus after fresh earnings data and a sharp shift in earnings estimate revisions sent mixed signals to investors looking at the stock. The company reported second quarter 2026 results that highlighted the growing role of its direct to consumer business, while at the same time third party research providers flagged weaker earnings expectations and a low quantitative rating. On Holding...

According to the average brokerage recommendation (ABR), one should invest in On Holding (ONON). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

ONON's record DTC mix, full-price gains and margin expansion are reinforcing its premium model despite wholesale softness.

On August 25, DICK’S Sporting Goods, Inc. (NYSE:DKS) not only missed Wall Street numbers, but also sent a warning signal to NIKE, Inc. (NYSE:NKE), the brand on which it relies the most. DICK’S shares plunged up to 31% following a Q2 report that missed Wall Street estimates and came with an unexpected forecast cut, and […]

US softline retailers should continue to benefit from the ongoing artificial intelligence boom, thou

Insiders at Intel, Republic Services, and ON have been buying shares after declines, including large purchases by Intel's CEO and ON's co-CEO, signaling confidence despite weak stock performance.

XPeng’s strong earnings did little to calm delivery concerns, while On Holding faced retail pressure and L3Harris dealt with leadership changes and higher spending concerns.

Nike stock declined along with other footwear brands after Dick’s Sporting Goods missed earnings expectations.

Dick’s Sporting Goods stock falls sharply after the sports retailer misses second-quarter earnings expectations and reduces its fiscal-year profit outlook.

NIKE, Inc. (NYSE:NKE) and On Holding (NYSE:ONON) are two firms competing with each other in a David versus Goliath scenario. Both the stocks are down by more than 35% year-to-date. Starting from the former, Cramer has discussed the firm several times over the past couple of months. He has focused on the firm’s ongoing turnaround […]

On Holding, Grocery Outlet, and Birkenstock shares trade well below recent highs despite solid fundamentals, margins, and revenue trends that suggest potential buying opportunities.

Nike (NYSE:NKE) shares recently fell to new lows in about 12 years amid rising competition and falling sales. Despite the plunge, the stock’s forward P/E still sits at 23.38, a 46% premium to the sector median of 15.99. There is another, smaller competitor that is gaining attention. On Holding (NYSE:ONON) insiders are piling into the […]

JPMorgan cut Nike to Underweight on Monday as a disappointing sales report from rival On Holding added pressure to the athletic footwear sector

Nike has shed nearly half its value in a year while executives quietly sold millions in shares, yet one analyst team is holding a price target that would make the stock the biggest winner in its peer group. The gap between that call and reality raises a question worth answering.

By Karen Roman Amer Sports, Inc. (NYSE: AS) said second quarter revenue increased 32% to $1.63 billion and gross margin rose on net tariff refunds. Apparel revenue grew due the performance of its brands like Arc’teryx, Salomon and Wilson, it stated. Operating margin rose 820 basis points to 11.7% and adjusted net income increased 252% […] The post Amer Sports Shares Up After Strong 2Q Performance, Raises 2026 Guidance appeared first on ExecEdge.

Institutional investor Soros Fund Management has fully exited its position in lululemon athletica (NasdaqGS:LULU), removing a source of prior institutional support for the stock. The move comes as sentiment on Lululemon weakens alongside broader pressure on the activewear sector, with peers such as Nike and On Holding also facing headwinds. Sector wide challenges are adding to existing concerns around Lululemon's operational performance and weighing on how investors view the stock. Consider...

Olivier's direct stake now totals 5.2 million shares valued at $168.5 million, executed at $30.67 per share as stock closed above entry price.

Nike just hit a fresh 52-week low even as its wholesale numbers are actually improving, and the contradiction at the heart of that gap reveals why Wall Street analysts are split further apart on this stock than almost any other name in retail.

Whenever RocketLab reports earnings these days, investors and analysts are far more interested in Neutron rocket updates.

Two high-growth names at good valuations.

On Holding (NYSE:ONON) shares fell as much as 20.29% on August 11, their worst single-day drop on record, after the Swiss running shoe maker’s second-quarter results and trimmed guidance sent traders running for the exits. Trading volume that day hit roughly 604% above its three-month average. But strip away the panic, and the numbers underneath […]

After a sharp drop, a premium shoemaker’s stock has landed on a floor that has held five times before, forcing investors to ask if the business arriving this time is strong enough to hold the line again.

Investing.com -- Raymond James downgraded On Holding to Outperform from Strong Buy and cut its price target to $38 from $52 after the Swiss sportswear maker reported weaker-than-expected second-quarter revenue and lowered its growth outlook. The brokerage said pressure in North American wholesale and limited visibility into the pace and durability of future growth had reduced confidence in near-term upside.

Williams Trading analyst Sam Poser believes "On will lose share to Nike over the next six-to-nine months."

With CPI dropping at 8:30 AM and the Strait of Hormuz near shutdown, Wall Street faces a pivotal morning that could swing stocks sharply in either direction, and analysts at Deutsche Bank, Oppenheimer, Berenberg, and others are already repositioning ahead of the numbers.