Nike (NKE) — What Changed

Material changes in the AI committee's view · 50 events tracked · Detected nightly

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2026-08-25 MAJOR
▲ Agreement Shift

NKE's Committee agreement moved from 60.00% to 80.00% (+20.00pp, 1 day(s) apart).

60.00 → 80.00 (+20.0)

2026-08-25 MINOR
▼ Score Change

NKE's Committee score moved from 54.66 to 53.21 (-1.45, 1 day(s) apart).

54.66 → 53.21 (-1.4)

2026-08-25 MATERIAL
— Conviction Change

NKE's Committee conviction moved from moderate to high (1 day(s) apart).

moderate → high

2026-08-22 MATERIAL
— Conviction Change

NKE's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-08-22 MINOR
▼ Agreement Shift

NKE's Committee agreement moved from 80.00% to 75.00% (-5.00pp, 1 day(s) apart).

80.00 → 75.00 (-5.0)

2026-08-22 MINOR
▲ Score Change

NKE's Committee score moved from 56.65 to 60.50 (+3.85, 1 day(s) apart).

56.65 → 60.50 (+3.9)

2026-08-22 MAJOR
— Rating Change

NKE moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-08-21 MINOR
▲ Agreement Shift

NKE's Committee agreement moved from 75.00% to 80.00% (+5.00pp, 1 day(s) apart).

75.00 → 80.00 (+5.0)

2026-08-21 MINOR
▼ Score Change

NKE's Committee score moved from 57.30 to 53.65 (-3.65, 1 day(s) apart).

57.30 → 53.65 (-3.6)

2026-08-20 MINOR
▼ Agreement Shift

NKE's Committee agreement moved from 80.00% to 75.00% (-5.00pp, 1 day(s) apart).

80.00 → 75.00 (-5.0)

2026-08-20 MINOR
▲ Score Change

NKE's Committee score moved from 54.09 to 57.30 (+3.21, 1 day(s) apart).

54.09 → 57.30 (+3.2)

2026-08-19 MINOR
▼ Score Change

NKE's Committee score moved from 55.45 to 54.09 (-1.36, 1 day(s) apart).

55.45 → 54.09 (-1.4)

2026-08-19 MAJOR
— Rating Change

NKE moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-08-18 MINOR
▼ Score Change

NKE's Committee score moved from 56.65 to 55.45 (-1.20, 1 day(s) apart).

56.65 → 55.45 (-1.2)

2026-08-16 MINOR
▲ Agreement Shift

NKE's Committee agreement moved from 75.00% to 80.00% (+5.00pp, 1 day(s) apart).

75.00 → 80.00 (+5.0)

2026-08-16 MINOR
▼ Score Change

NKE's Committee score moved from 60.50 to 56.65 (-3.85, 1 day(s) apart).

60.50 → 56.65 (-3.9)

2026-08-14 MINOR
▲ Score Change

NKE's Committee score moved from 53.65 to 56.65 (+3.00, 1 day(s) apart).

53.65 → 56.65 (+3.0)

2026-08-13 MAJOR
▲ Agreement Shift

NKE's Committee agreement moved from 60.00% to 80.00% (+20.00pp, 1 day(s) apart).

60.00 → 80.00 (+20.0)

2026-08-13 MINOR
▼ Score Change

NKE's Committee score moved from 55.81 to 53.65 (-2.16, 1 day(s) apart).

55.81 → 53.65 (-2.2)

2026-08-13 MATERIAL
— Conviction Change

NKE's Committee conviction moved from moderate to high (1 day(s) apart).

moderate → high

2026-08-13 MAJOR
— Rating Change

NKE moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-08-12 MINOR
▼ Score Change

NKE's Committee score moved from 57.89 to 55.81 (-2.08, 1 day(s) apart).

57.89 → 55.81 (-2.1)

2026-08-11 MATERIAL
▲ Agreement Shift

NKE's Committee agreement moved from 50.00% to 60.00% (+10.00pp, 1 day(s) apart).

50.00 → 60.00 (+10.0)

2026-08-11 MINOR
▼ Score Change

NKE's Committee score moved from 60.70 to 57.89 (-2.81, 1 day(s) apart).

60.70 → 57.89 (-2.8)

2026-08-11 MATERIAL
— Conviction Change

NKE's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-08-10 MATERIAL
▲ Agreement Shift

NKE's Committee agreement moved from 50.00% to 60.00% (+10.00pp, 1 day(s) apart).

50.00 → 60.00 (+10.0)

2026-08-10 MINOR
▼ Score Change

NKE's Committee score moved from 59.62 to 56.81 (-2.81, 1 day(s) apart).

59.62 → 56.81 (-2.8)

2026-08-10 MATERIAL
— Conviction Change

NKE's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-08-09 MAJOR
▼ Agreement Shift

NKE's Committee agreement moved from 80.00% to 60.00% (-20.00pp, 1 day(s) apart).

80.00 → 60.00 (-20.0)

2026-08-09 MINOR
▲ Score Change

NKE's Committee score moved from 54.65 to 55.95 (+1.30, 1 day(s) apart).

54.65 → 55.95 (+1.3)

2026-08-09 MATERIAL
— Conviction Change

NKE's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-08-08 MINOR
▲ Agreement Shift

NKE's Committee agreement moved from 75.00% to 80.00% (+5.00pp, 1 day(s) apart).

75.00 → 80.00 (+5.0)

2026-08-08 MINOR
▼ Score Change

NKE's Committee score moved from 58.00 to 54.65 (-3.35, 1 day(s) apart).

58.00 → 54.65 (-3.4)

2026-08-07 MAJOR
▲ Agreement Shift

NKE's Committee agreement moved from 60.00% to 80.00% (+20.00pp, 1 day(s) apart).

60.00 → 80.00 (+20.0)

2026-08-07 MINOR
▼ Score Change

NKE's Committee score moved from 56.74 to 54.65 (-2.09, 1 day(s) apart).

56.74 → 54.65 (-2.1)

2026-08-07 MATERIAL
— Conviction Change

NKE's Committee conviction moved from moderate to high (1 day(s) apart).

moderate → high

2026-08-07 MAJOR
— Rating Change

NKE moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-08-06 MATERIAL
▲ Agreement Shift

NKE's Committee agreement moved from 50.00% to 60.00% (+10.00pp, 1 day(s) apart).

50.00 → 60.00 (+10.0)

2026-08-06 MINOR
▼ Score Change

NKE's Committee score moved from 60.61 to 56.74 (-3.87, 1 day(s) apart).

60.61 → 56.74 (-3.9)

2026-08-06 MATERIAL
— Conviction Change

NKE's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-08-05 MAJOR
▼ Agreement Shift

NKE's Committee agreement moved from 75.00% to 60.00% (-15.00pp, 1 day(s) apart).

75.00 → 60.00 (-15.0)

2026-08-05 MINOR
▲ Score Change

NKE's Committee score moved from 56.27 to 56.74 (+0.47, 1 day(s) apart).

56.27 → 56.74 (+0.5)

2026-08-05 MATERIAL
— Conviction Change

NKE's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-08-04 MINOR
▼ Score Change

NKE's Committee score moved from 55.44 to 53.26 (-2.18, 1 day(s) apart).

55.44 → 53.26 (-2.2)

2026-08-03 MAJOR
▲ Agreement Shift

NKE's Committee agreement moved from 60.00% to 80.00% (+20.00pp, 1 day(s) apart).

60.00 → 80.00 (+20.0)

2026-08-03 MINOR
▼ Score Change

NKE's Committee score moved from 56.30 to 55.44 (-0.86, 1 day(s) apart).

56.30 → 55.44 (-0.9)

2026-08-03 MATERIAL
— Conviction Change

NKE's Committee conviction moved from moderate to high (1 day(s) apart).

moderate → high

2026-08-02 MATERIAL
— Model Version Conflict

NKE's Committee scoring methodology changed from version 1.2.0 to 1.3.0 between 2026-08-01 and 2026-08-02. Score and agreement comparisons are skipped for this window because they are not comparable across methodology versions.

1.2.0 → 1.3.0

2026-08-01 MAJOR
▼ Agreement Shift

NKE's Committee agreement moved from 83.30% to 66.70% (-16.60pp, 1 day(s) apart).

83.30 → 66.70 (-16.6)

2026-08-01 MINOR
▲ Score Change

NKE's Committee score moved from 52.33 to 54.42 (+2.09, 1 day(s) apart).

52.33 → 54.42 (+2.1)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →