ONON
ON HOLDING N-A (ONON)
NYSE
$35.66-$0.55 (-1.51%)
Price as of Jun 23, 2026 11:49 AM EDT
  • $11.2B
    Market Cap
  • -31.77%
    1-Year Change
  • Footwear & Accessories
    Industry

Key Performance

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  • Earnings Score: N/A
  • Momentum Score: 27
  • True Yield: N/A
  • Financial Health Score: N/A
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Latest Research & News

Is Nike Stock Undervalued Right Now?

Nike's stock has declined 65% over five years due to management missteps, lack of product innovation, and increased competition. New CEO Elliott Hill, hired in October 2024, is attempting a turnaround by refocusing on sports, but revenue remains flat year-over-year (down 3% excluding currency effects). With a P/E ratio of 30 and no evidence of sales recovery, the analyst warns the stock appears to be a value trap and recommends avoiding it until the company demonstrates it can win back customers.

06/22/2026, 6:05 AM • The Motley Fool

Got $1,000? 3 Stocks to Buy Now While They're on Sale

With the S&P 500 at historically high valuations, three stocks are presented as potential bargains: Target, a recovering retailer with improving sales and a 55-year dividend history; Carnival, a cruise operator reporting record demand and bookings despite oil price headwinds; and On Holding, a growing athletic wear brand with strong margins and loyal affluent customers.

05/27/2026, 4:05 AM • The Motley Fool

Nike Stock's Terrible Performance Just Keeps Getting Worse. Is It Finally Time to Buy?

Nike stock has plummeted to a 12-year low, down 34% year-to-date, as the company faces declining Greater China revenue, tariff pressures, and margin compression. While the balance sheet remains healthy with a 3.9% dividend yield and 24 consecutive years of dividend increases, management has pushed back the timeline for growth recovery to Q2 fiscal 2027. The analyst suggests the stock may be attractive for dividend-focused investors but lacks a clear path to meaningful sales growth.

05/15/2026, 10:03 AM • The Motley Fool

On Holdings Sets Up for Marathon Rally: New Highs Are Coming

On Holdings (ONON) is positioned for significant upside despite macroeconomic headwinds and a CEO change. The company reported strong Q1 2026 earnings with 14.5% YoY revenue growth (26.4% FXN), margin expansion, and raised full-year EBITDA guidance by 100 bps. Trading at a discount to peers and forward outlook, with analyst support and strong institutional accumulation, the stock could see 70%+ upside from support levels near $32.

05/12/2026, 1:05 PM • Investing

Will S&P 500 Open Up Or Down On May 12?

The S&P 500 closed at a record high on Monday but Polymarket traders predict a weaker opening on Tuesday as investors await April's Consumer Price Index report, which is expected to show the highest inflation print since September 2023. Geopolitical tensions with Iran and Middle East developments are also weighing on sentiment, though technology stocks remain resilient with strong earnings and AI enthusiasm supporting the market.

05/12/2026, 5:27 AM • Benzinga

Buy and Hold Forever? Here's How Nike and Lululemon Athletica Stack Up

The article evaluates whether Nike and Lululemon Athletica are suitable for long-term 'forever' portfolio holdings. Nike faces challenges including management missteps, over-reliance on direct-to-consumer sales, lack of innovation, and intensifying competition, resulting in a 62.6% stock decline over three years. Lululemon struggles with slowing revenue growth (expected 2-4% in 2026), increased competition from lower-priced alternatives, and internal leadership disputes. The author concludes neither company warrants permanent portfolio positions due to difficult revenue growth prospects.

04/25/2026, 3:03 PM • The Motley Fool

Nike Is Now the Third Highest-Yielding Dividend Stock in the Dow Jones Industrial Average. Should You Follow Apple CEO Tim Cook's Lead and Buy Nike Near a 10-Year Low?

Nike's stock has collapsed 62.7% over three years, pushing its dividend yield to 3.5% (third-highest in the Dow). While Apple CEO Tim Cook has been buying Nike shares, the company faces significant challenges including failed direct-to-consumer strategy, weak earnings recovery, and free cash flow that can't cover dividends. Though new CEO Elliott Hill is implementing turnarounds, Nike remains expensive at 24.6x forward earnings and investors should wait for clearer evidence of recovery before buying.

04/23/2026, 12:30 PM • The Motley Fool

After the Sell-Off, Is Buying Nike a Smart Move or a Missed Boat?

Nike stock has plummeted 76% from its November 2021 peak amid declining sales in China, a 35% drop in net income, and lost market share to competitors like On Holding and Hoka. While the company shows some recovery signs in running revenue and has a strong brand, the author recommends caution, suggesting only high-risk-tolerance investors should consider buying until financial performance improves.

04/15/2026, 8:02 AM • The Motley Fool

Nike Stock Is Down 76% From Its High. Is It Too Late to Buy, or Right on Time?

Nike stock has plummeted 76% from its 2021 peak as the company attempts to recover from strategic missteps including over-reliance on direct-to-consumer sales and falling behind on innovation. New CEO Elliott Hill is implementing a turnaround strategy with renewed wholesale partnerships and faster product innovation, but recovery will be slow. The company faces significant headwinds in China with expected 20% sales decline, weak gross margins at 40.2%, and a struggling Converse brand. While Nike has the brand strength to potentially recover, investors should not expect quick results.

04/15/2026, 2:15 AM • The Motley Fool

Nike Reported Its Q3 Earnings Last Week. Is a Turnaround on the Horizon for the Struggling Retailer?

Nike's Q3 earnings showed flat revenues and a 35% net income decline, with gross margins pressured by tariffs. However, the company's turnaround strategy under CEO Elliott Hill is showing early signs of success, particularly in running (up 20%) and wholesale channels (up 11% in North America). The company faces significant headwinds including a 10% decline in Greater China and continued margin pressure, making 2027 a more realistic timeline for meaningful recovery than 2026.

04/11/2026, 7:15 AM • The Motley Fool

From Allbirds to Nike, the Sneaker Segment is Running Into the Ground. Here's What Retail Investors Need to Know.

The sneaker industry faces existential challenges as major players like Nike and Allbirds struggle with excess inventory, margin compression, intense competition from smaller rivals, and weak demand in key markets like China. Post-pandemic growth has stalled, macro headwinds persist, and strategic missteps have further weakened these companies. The analyst recommends avoiding the sector until market conditions improve.

04/10/2026, 3:35 PM • The Motley Fool

Down Over 75%, Here's One Silver Lining that Could Intrigue Nike Investors

Nike stock has plummeted over 75% from its November 2021 highs, facing challenges from its failed direct-to-consumer strategy and declining Chinese market sales. However, the company is projected to grow EPS at approximately 25% CAGR through 2028, outpacing the S&P 500's expected 15% growth, suggesting potential operational efficiency improvements and a possible turnaround ahead.

04/08/2026, 4:30 PM • The Motley Fool

After Nike's Drop, Here Are the 3 Retail Growth Stocks I'd Buy Today

With Nike struggling amid consumer spending pressures, the article highlights three retail growth stocks worth considering: Amazon, leveraging AI and multiple growth engines; Lululemon, showing strong international expansion particularly in China; and On Holding, demonstrating premium pricing power and robust margin performance in the footwear sector.

04/05/2026, 4:05 AM • The Motley Fool

Nike Down 75% From Its High: How Much Lower Can the Stock Go?

Nike stock has plummeted 75% from its peak amid a prolonged turnaround that is taking longer than expected. Q3 2026 results showed weakness likely to continue, with Q4 guidance pointing to a 3% revenue decline versus analyst expectations of 2% growth. The company faces intense competition from rivals like On Holdings, margin contraction, and deteriorating analyst sentiment. While institutions own ~65% of shares, the risk of distribution and further downside remains significant.

04/02/2026, 3:11 PM • Investing

Did Nike's Turnaround Just Hit a Wall? Here's What Investors Need To Know

Nike reported flat revenue at $11.28 billion and a 23% decline in operating income in Q3, with the stock tumbling 9% after hours. The company faces headwinds from tariffs and inventory clearance efforts, with gross margin expected to return to growth only in Q2 2027. While running category shows strength with 20%+ growth, overall trends have worsened sequentially, raising investor concerns about the pace of the turnaround.

03/31/2026, 11:30 PM • The Motley Fool

Peers

Statistics

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Day Range
$35.63
$38.68
$36.21
1-Year Range
$31.88
$54.36
$36.21
Latest Close$36.21
Change
-$2.67 (-7.37%)
Volume8,331,888
Market Cap$11.2B
Shares Outstanding308.5M
P/E (TTM)59.36
Diluted EPS (TTM)$0.61
Enterprise Value$10.1B

Information as of 06/22/2026

Company Profile

ON HOLDING AG
ON HOLDING AG
https://www.on.com
$11.2B
Market Cap
N/A
Net Income
Sector: Consumer Cyclical
Industry: Footwear & Accessories
FOerrlibuckstrasse 190, Zurich, Switzerland, 8005
41 44 225 15 55

On Holding AG, together with its subsidiaries, develops and distributes performance sports products under the On brand in Switzerland, the rest of Europe, the Middle East, Africa, the United States, the rest of the Americas, and the Asia-Pacific. The company offers athletic footwear, apparel, and accessories for performance running, performance outdoor, performance all day, performance training, performance tennis, and young movers. It sells its products to athletes and active customers through wholesale and direct-to-consumer channels; run specialty, general sporting goods, outdoor, luxury, street fashion, and lifestyle retailers; owned retail stores; and e-commerce platforms. On Holding AG was founded in 2010 and is headquartered in Zurich, Switzerland.

Key Executives

  • Caspar Coppetti
  • Julie Pender
  • Frank Sluis
  • Olivier Bernhard
  • Narek Verdian

Current Ownership Distribution

  • Institutions2.7B (83.47%)
  • Mutual Funds517.8M (15.86%)
  • Insiders21.6M (0.66%)
  • Other0 (0.00%)