Nintendo Co., Ltd. (NTDOY)
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.
Nintendo: Stay The Course For Years Of Dominance
Nintendo is breaking records with Switch 2's unprecedented sales and robust software attach rates, reinforcing its dominant industry position. Despite short-term headwinds from DRAM cost inflation and yen volatility, NTDOY's diversified IP monetization and cost advantages underpin long-term resilience. Switch 2's strong third-party support, blockbuster software pipeline, and upcoming Super Mario Galaxy movie are poised to drive further revenue growth.
Nintendo: Switch 2 Is Repeating The Switch's Early Playbook
Nintendo's (NTDOY) Switch 2 has achieved record hardware adoption while software sales closely track the original Switch's early cycle. FY2026 revenue growth remains strong, supported by reaffirmed guidance for 19 million Switch 2 units and 48 million software units. Gross and operating margins remain compressed due to hardware mix, currency effects, and elevated SG&A during the launch phase.
Nintendo Stock Falls 20%—But the Rebound Case Is Growing
In the first half of 2025, Nintendo OTCMKTS: NTDOY was not only one of the best-performing consumer discretionary stocks but a market standout as well. It surged 76% in anticipation of the company's long-awaited Switch2 release.
Nintendo shares sink 10% as gaming giant faces memory shortage concerns
Investors remain concerned about the impact memory costs could have on the sales of Nintendo's gaming consoles. The share drop comes after Nintendo's quarterly revenue missed market estimates, despite an 84% surge from last year.
Nintendo Keeps Switch 2 Sales, Earnings Forecasts Despite Strong Results
The Japanese videogame maker reported sharply higher nine-month results.
Nintendo keeps its full-year sales guidance as Switch 2 momentum continues
Nintendo maintained its full-year sales and profit guidance on Tuesday as investors look to see if momentum for the Switch 2 can be maintained. Investors are weighing the impact of rising memory prices and the strength of Nintendo's games pipeline ahead of the Switch 2.
Is LuxExperience B.V. - Sponsored ADR (LUXE) Stock Outpacing Its Consumer Discretionary Peers This Year?
Here is how LuxExperience B.V. - Sponsored ADR (LUXE) and Nintendo Co. (NTDOY) have performed compared to their sector so far this year.
Nintendo (NTDOY) Upgraded to Strong Buy: What Does It Mean for the Stock?
Nintendo (NTDOY) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
With Record Breaking Success, Nintendo Reigns Atop The Gaming Throne
Nintendo (NTDOY) is rated STRONG BUY due to the record-breaking success of the Switch 2 and robust long-term IP strategy. Switch 2 sales have shattered industry records, with 10.36 million units sold in four months and a revised forecast of 19-20 million for FY26. NTDOY's software sales are booming, driven by hits like Mario Kart World, Donkey Kong Bananza, and Pokémon Legends: Z-A plus strong third-party support.
