Numerous exciting quarterly figures are due this week. Particularly in focus: Palo Alto Networks ($PANW (-0.13%)), Snowflake ($SNOW (-0.04%)), Target ($TGT (+1.36%)), Intuit ($INTU (+1.56%)), Workday ($WDAY (-0.92%)), Deckers Outdoor ($DECK (+0.15%)) and BJ's Wholesale ($BJ (+3.98%)).

⸻

📅 Monday (19.05.)

- Trip.com ($TCOM)

- ZIM Integrated Shipping ($ZIM)

- 8x8 ($EGHT)

- Gilat Satellite ($GILT)

- Agilysys ($AGYS)

- Compugen ($CGEN)

- Transcat ($TRNS)

📅 Tuesday (20.05.)

- Palo Alto Networks ($PANW)

- Bilibili ($BILI)

- Tuya ($TUYA)

- Modine ($MOD)

- Toll Brothers ($TOL)

- Viking Holdings ($VIK)

- Amer Sports ($AS)

- Arbe Robotics ($ARBE)

- XPeng ($XPEV)

- Full Truck Alliance ($YMM)

- XP Inc ($XP)

📅 Wednesday (21.05.)

- Target ($TGT)

- TJX Companies ($TJX)

- Baidu ($BIDU)

- Medtronic ($MDT)

- Wix.com ($WIX)

- Urban Outfitters ($URBN)

- Domo ($DOMO)

- American Superconductor ($AMSC)

- Qifu Technology ($QFIN)

📅 Thursday (22.05.)

- Analog Devices ($ADI)

- BJ's Wholesale ($BJ)

- Deckers Outdoor ($DECK)

- Autodesk ($ADSK)

- Intuit ($INTU)

- Workday ($WDAY)

- Ross Stores ($ROST)

- Advance Auto Parts ($AAP)

- Lightspeed Commerce ($LSPD)

- TD Bank ($TD)

- Keysight Technologies ($KEYS)

📅 Friday (23.05.)

- Booz Allen Hamilton ($BAH)

🔗 Full overview: earningswhispers.com/calendar

In the S&P 500, 224 out of 500 shares are in the red this year. "Welt" has analyzed which stocks have the potential to catch up.

The criteria:

The stocks must have lost at least 20 percent in price since the beginning of the year, have at least double-digit price potential according to analysts' estimates and also be recommended as a buy by at least 50 percent of augurs.

The candidates (selection):

$UNH (+4.71%) - United Health

$DECK (+0.15%) - Deckers Outdoor

$UPS (+1.19%) - UPS

$HAL (+1.28%) - Halliburton

$MRK (-2.07%) - Merck

$NCLH (+0.7%) - Norwegian Cruise Line

$IQV (+1.91%) - IQVIA Holdings

Source: Welt, 14.05.25 (excerpt) | Image: ChatGPT

Sales of selected competitors of Nike $NKE (+1.6%) :

Nike(USA): $49.0 billion, -8% in the last quarter compared to the previous year, $NKE (+1.6%)

Adidas*(Germany): $24.6 billion, +7%, $ADS (-0.27%)

Lululemon**(USA): $10.2 billion, +9%, $LULU (+1.14%)

VF Corporation**(USA): $9.9 billion, +2%, $VFC (-0.53%)

Anta Sports*(China): $9.7 billion, +14%, $2020 (-0.27%)

Puma*(Germany): $9.3 billion, +0%, $PUM (+0.5%)

Skechers**(USA): $8.7 billion, +13%, $SKX (+0%)

New Balance*(USA): $7.8 bn, unlisted

Under Armour*(USA): $5.4 billion, -6%, $UAA (+3.26%)

Deckers Brands**(USA): $4.6 billion, +17%, $DECK (+0.15%)

ASICS*(Japan): $4.1 billion , +16%, $7936 (+1.05%)

Li Ning*(China): $3.9 bn, +2%, $2331 (-2.1%)

On Holding**(Switzerland): $2.5 billion, +32%, $ONON (-1.21%)

Despite all its problems, Nike is still twice as big as Adidas and somewhat as big as its four main competitors (Adidas, Anta Sports, Puma, New Balance) combined. together.

The Nike share is currently in a 60% drawdown (the worst in 25 years) and is roughly at the level of the COVID-19 low in March 2020.

Attractive risk-reward ratio?

Is Nike a buy, hold or sell for you?

*Main competitor

**Competitor in certain segments

Super Micro Computer ($SMCI ) and Deckers Outdoor ($DECK (+0.15%) ) are included in the S&P 500 ($SPY (+1.08%) ), while Whirlpool ($WHR (-0.94%) ) and Zion Bancorporation ($ZION (+0.57%) ) will be withdrawn. These changes will take effect before the opening on March 18 effective.