Earnings week ahead: NKE, TLRY, SPCE, BYND, NNDM, CAG, and more
View original at seekingalpha.comEarnings week ahead: NKE, TLRY, SPCE, BYND, NNDM, CAG, and more [Nest of Eggs] LindaJoHeilman As the calendar turns from March to April, a holiday-shortened week still delivers a diverse set of earnings with the potential to offer fresh directional cues…
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Three Mile Island plant cannot hit grid until 2031
60% confidenceNike faces margin pressure from tariffs of approximately $1.5B annually and inventory actions, but these are temporary with recovery ahead
60% confidenceTilray upgraded to Hold, noting that while recent results showed revenue growth and narrowing losses, gross margins declined to 26% due to mix pressures. The BrewDog deal is expected to add ~$200M in annual revenue and $6–8M in adjusted EBITDA
60% confidenceNike has valuation concerns and estimated ~20% downside despite potential relief from lower tariffs, noting continued policy uncertainty
60% confidenceAcuity Brands rated Hold, noting the stock is trading near fair value with ~8% forward return potential
60% confidenceVirgin Galactic Holdings earns a Sell rating due to weakening momentum and profitability relative to industrial peers
60% confidenceNike maintains Strong Buy rating with $85 price target, implying ~33% upside and 2.6% yield, citing early success of the Win Now turnaround with 43% Q2 EPS beat, 8% wholesale growth, and 20%+ gains in the running category
60% confidenceNike upgraded from Hold to Buy rating
60% confidenceAcuity Brands rates as Sell citing valuation concerns and negative EPS revisions
60% confidenceNike has strong liquidity of approximately $8.35B with insider and institutional buying, and renewed partnerships supporting a multi-year recovery
60% confidenceTilray upgraded to Hold from Strong Sell
60% confidenceNike's turnaround remains uncertain, warranting a more neutral stance
60% confidenceNike downgraded to Hold citing declining profitability, elevated multiples, and ongoing weakness in China
60% confidence