Nintendo: Mario 2 A Megahit And Profit In J-Curve With Improvement Ahead
Nintendo (NTDOY) is rated a buy, supported by upcoming software and IP-driven profit growth starting in the next fiscal year. Lower margin sales have been frontloaded in our view. Pokopia's strong sales and the Mario 2 movie are set to deliver significant margin and profit boosts over the next fiscal year, with the former also helping in Q4. Switch 2 hardware margins are pressured by region-locked Japanese models, but due to the low price of these models these sales have likely been aggressively frontloaded.
Nintendo: The Upward Game Should Start Soon
Nintendo Co., Ltd. is rated a buy after a sharp 40% drop, with valuation now considered cheap and early bullish divergence signals emerging. Switch 2 sales surged 67.66% QoQ, driving net sales up 99.3% YoY to ¥1.906T for the first three quarters of FY 2026, despite inflation and tariffs. Robust liquidity, strong customer loyalty, and successful franchises like Pokémon and Super Mario underpin NTDOY's resilience and growth prospects.
Did Nintendo Just Say Checkmate to Disney?
Nintendo may once again have the biggest movie of the year with the Super Mario Galaxy Movie. It is competing directly with Disney and driving more customers to its popular game franchises.
‘Pokémon Pokopia's' Surprising Sales Top 2 Million In 4 Days—Lifting Nintendo Shares Nearly 20%
Nintendo released “Pokémon Pokopia” on March 5, the second Pokémon game released for Nintendo's Switch 2 console. Nintendo previously released “Pokémon Legends: Z-A” in December, part of the main series of Pokémon games, which sold 5.8 million copies in its first week of release.
Nintendo Seeks Refunds From Trump Administration After Supreme Court Struck Down Tariffs
Nintendo of America is seeking a refund from the Trump administration after the Supreme Court ruled that the president lacked sweeping authority to impose tariffs under a 1977 emergency powers law. The lawsuit, filed in the U.S. Court of International Trade late last week, seeks an unspecified amount og a refund, plus interest.
Nintendo Sues US in Hopes of Scoring Tariff Refund
Nintendo of America has become the latest company going to court over U.S. tariffs. The videogame maker on Friday (March 6) filed suit against the U.S. government in hopes of recouping the money it paid in tariffs following last month's Supreme Court ruling that declared the levies illegal.
Will the Super Mario Movie Make It Showtime for Nintendo Stock?
Mario and Luigi are two of the most iconic characters in the Nintendo Co. Ltd. OTCMKTS: NTDOY universe.
Nintendo sues the U.S. government for a refund on tariffs
Nintendo filed a lawsuit against the U.S. government on Friday over its extraction of tariffs from global businesses. The gaming giant is seeking a refund for any duties it paid due to President Donald Trump's executive orders that invoke the International Emergency Economic Powers Act (IEEPA).
Turtle Beach: Why It Could Be The Winner Of Nintendo Switch 2 Launch
Turtle Beach is positioned for upside following its PDP acquisition and exposure to Nintendo Switch 2 peripherals. TBCH achieved more than $13 million in annual synergy savings, exceeding initial management estimates and accelerating EPS improvement. Gross margin expanded 120 bps YoY to 37.4% in Q3 2025, with FY25 guidance reaffirmed at $350M revenue and $50M adjusted EBITDA.
Exclusive: Nintendo plans around $1.9 billion share sale by Kyoto bank and others, sources say
Nintendo plans an unwinding of strategic shareholdings that would see companies including MUFG Bank and the Bank of Kyoto selling shares of the "Super Mario" maker, according to three sources familiar with the situation.
Nintendo: Pullback On Non-Issues Makes It A Buy
Nintendo is rated a buy, driven by the Switch 2 launch and robust free cash flow yield above historical levels. Switch 2 sales are pretty strong, with expectations for a long sales tail and significant deferred demand as the game library matures. Major upcoming catalysts include new Mario and Zelda movies, each with the potential to add over 20% to run-rate net profit in their respective years.
Nintendo Upgrade: IP Quality Over AI Quantity
Nintendo is upgraded to a Buy after a 40% stock correction restores valuations to historical averages. Switch 2's launch allowed sales to double YoY, with robust margins and a strong cash position backing 25% of market cap. Dividend yield is projected at 3.4% for mid-2027, supported by healthy payout ratios and expected earnings growth through the Switch 2 cycle.
