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Nike’s Q1 beat overshadowed by disappointing Q2 view, says Morgan Stanley

Morgan Stanley keeps an Equal Weight rating and $82 price target on Nike after its Q1 results. The earnings beat was overshadowed by a worse-than-expected Q2 outlook and withdrawn FY25 guide, while moderating demand trends vs. three months ago, rising inventory levels, and promotional risk give bears “more to lean on”, the analyst tells investors in a research note.

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