Nintendo (OTCMKTS:NTDOY) Updates FY 2026 Earnings Guidance

Nintendo (OTCMKTS:NTDOY) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 0.429-0.429 for the period, compared to the consensus earnings per share estimate of 0.510. The company issued revenue guidance of $13.1 billion-$13.1 billion, compared to the consensus revenue estimate of $14.8 billion.

Nintendo Trading Down 11.3%

Shares of NTDOY opened at $10.45 on Friday. The business’s fifty day simple moving average is $13.79 and its two-hundred day simple moving average is $16.60. Nintendo has a 12 month low of $10.39 and a 12 month high of $24.92. The company has a market cap of $53.81 billion, a price-to-earnings ratio of 18.33 and a beta of 0.41.

Nintendo (OTCMKTS:NTDOY) last issued its earnings results on Tuesday, February 3rd. The company reported $0.22 EPS for the quarter, beating the consensus estimate of $0.20 by $0.02. Nintendo had a return on equity of 13.03% and a net margin of 18.91%.The business had revenue of $5.18 billion for the quarter, compared to the consensus estimate of $5.29 billion. As a group, research analysts forecast that Nintendo will post 0.51 EPS for the current year.

Analysts Set New Price Targets

NTDOY has been the topic of several recent analyst reports. TD Cowen reiterated a “buy” rating on shares of Nintendo in a research note on Tuesday, April 14th. China Renaissance reiterated a “sell” rating on shares of Nintendo in a research note on Wednesday, February 4th. UBS Group upgraded Nintendo from a “sell” rating to a “neutral” rating in a research note on Wednesday, February 4th. Wolfe Research upgraded Nintendo from an “underperform” rating to a “peer perform” rating in a research note on Thursday, January 22nd. Finally, Zacks Research cut Nintendo from a “strong-buy” rating to a “hold” rating in a report on Friday, February 6th. Two research analysts have rated the stock with a Strong Buy rating, one has issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy”.

More Nintendo News

Here are the key news stories impacting Nintendo this week:

• Positive Sentiment: Nintendo reported quarterly EPS of $0.10, topping analyst expectations of $0.09, and posted strong profitability with an 18.91% net margin and 13.03% return on equity.
• Neutral Sentiment: The company raised the Switch 2 price starting September 1, which could help offset higher costs but may also weigh on demand. Nintendo Increases Switch 2 Price Starting September 1
• Neutral Sentiment: Reports also noted Nintendo is facing higher memory prices and supply constraints tied to the AI boom, adding cost pressure across its games business. Sony, Nintendo grapple with memory price surge as AI boom constrains supply
• Negative Sentiment: Nintendo issued FY2026 guidance below Wall Street estimates, with EPS guidance of 0.429 versus 0.510 expected and revenue guidance of about $13.1 billion versus $14.8 billion expected, signaling slower growth ahead.
• Negative Sentiment: Management also warned that Switch 2 sales could decline next year, and media reports tied the weaker outlook to tariffs and broader cost inflation, which may limit investor enthusiasm. Nintendo Forecasts Weaker Switch 2 Sales, Net Profit

Hedge Funds Weigh In On Nintendo

An institutional investor recently raised its position in Nintendo stock. PNC Financial Services Group Inc. increased its stake in Nintendo Co. (OTCMKTS:NTDOY) by 13.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 8,964 shares of the company’s stock after purchasing an additional 1,073 shares during the quarter. PNC Financial Services Group Inc.’s holdings in Nintendo were worth $151,000 at the end of the most recent quarter. 0.02% of the stock is owned by institutional investors and hedge funds.

Nintendo Company Profile

Nintendo Co, Ltd., headquartered in Kyoto, Japan, is a global entertainment company best known for designing, manufacturing and marketing video game hardware and software. Founded in 1889 as a playing-card company, Nintendo transitioned into electronic entertainment in the latter half of the 20th century and has since become one of the most recognizable names in interactive entertainment. The company serves markets worldwide, with major operations and customer bases in Japan, North America and Europe, and it maintains a presence through regional subsidiaries, distribution partners and digital storefronts.

Nintendo’s business spans console and handheld hardware, first-party software titles, digital services and licensing.