Added to YB: 2026-08-10
Pitch date: 2026-08-06
NTDOY [neutral]
Nintendo Co., Ltd.
+2.92%
current return
Author Info
No bio for this author
Company Info
Nintendo Co., Ltd., together with its subsidiaries, develops, manufactures, and sells home entertainment products in Japan, the Americas, Europe, and internationally.
Market Cap
N/A
Pitch Price
JPY 7.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Entertainment
Category
growth
Nintendo Q1: The Old Console Just Outgrew the New One!
NTDOY (earnings): Q1 FY27 sales ¥517.8B (-9.5%), op profit +150% to ¥142.5B, 27.5% margin (~18% ex-tariff refund/FX). Software sell-in +31% while hardware -34% (launch comp). Bull: ecosystem monetization, pricing power (20% JP hike held), R&D reinvest. Bear: Switch 2 tie ratio 2.46 vs 3.7 bull case, weak AAA cadence, no 3D Mario. Guidance conservative; author sees Q1 as trough.
Read full article (9 min)