Nintendo (OTCMKTS:NTDOY) Raised to Neutral at UBS Group

Nintendo (OTCMKTS:NTDOY) was upgraded by UBS Group from a “sell” rating to a “neutral” rating in a research note issued on Wednesday.

A number of other equities analysts also recently weighed in on NTDOY. Freedom Capital raised shares of Nintendo from a “hold” rating to a “strong-buy” rating in a report on Monday, December 22nd. Macquarie upgraded shares of Nintendo from a “neutral” rating to an “outperform” rating in a research note on Tuesday. Zacks Research raised shares of Nintendo from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. China Renaissance reaffirmed a “sell” rating on shares of Nintendo in a report on Wednesday. Finally, Wolfe Research upgraded Nintendo from an “underperform” rating to a “peer perform” rating in a research note on Thursday, January 22nd. Three analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy”.

Nintendo Trading Down 6.2%

Shares of NTDOY opened at $15.25 on Wednesday. The stock has a 50 day moving average of $17.53 and a 200 day moving average of $20.49. The company has a market capitalization of $79.19 billion, a price-to-earnings ratio of 28.76 and a beta of 0.56. Nintendo has a 12 month low of $15.03 and a 12 month high of $24.92.

Nintendo (OTCMKTS:NTDOY) last announced its quarterly earnings data on Tuesday, November 4th. The company reported $0.15 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.08 by $0.07. The firm had revenue of $3.42 billion during the quarter, compared to the consensus estimate of $464.35 billion. Nintendo had a return on equity of 12.26% and a net margin of 21.10%. As a group, equities research analysts predict that Nintendo will post 0.44 earnings per share for the current year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. Salomon & Ludwin LLC grew its stake in Nintendo by 76.1% in the 3rd quarter. Salomon & Ludwin LLC now owns 1,872 shares of the company’s stock valued at $40,000 after buying an additional 809 shares in the last quarter. First Horizon Advisors Inc. boosted its holdings in shares of Nintendo by 34.9% in the second quarter. First Horizon Advisors Inc. now owns 2,462 shares of the company’s stock worth $59,000 after acquiring an additional 637 shares during the period. Thurston Springer Miller Herd & Titak Inc. boosted its holdings in shares of Nintendo by 322.5% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 4,225 shares of the company’s stock worth $71,000 after acquiring an additional 3,225 shares during the period. PNC Financial Services Group Inc. grew its position in shares of Nintendo by 13.6% in the second quarter. PNC Financial Services Group Inc. now owns 6,040 shares of the company’s stock valued at $145,000 after purchasing an additional 724 shares in the last quarter. Finally, Diversified Trust Co raised its stake in shares of Nintendo by 18.6% during the 3rd quarter. Diversified Trust Co now owns 11,980 shares of the company’s stock valued at $260,000 after purchasing an additional 1,882 shares during the period. 0.02% of the stock is owned by institutional investors.

More Nintendo News

Here are the key news stories impacting Nintendo this week:

• Positive Sentiment: Quarterly results beat expectations — Nintendo reported a strong quarter with revenue and EPS above consensus, driven by console demand and game sales. Nintendo Profit Rises 23% as Switch 2 Margins Come Under Pressure
• Positive Sentiment: Switch 2 demand lifted revenue — Third‑quarter sales jumped significantly as the Switch 2 rollout drove console and software sales, supporting near‑term earnings. Nintendo Stock: Q3 Revenue Jumps 86% on Console Demand
• Positive Sentiment: Strong software franchises — New releases continue to sell well (e.g., Pokemon Legends: Z‑A at 12.3M units), helping recurring revenue beyond hardware. Pokemon Legends: Z-A sells 12.3 million
• Neutral Sentiment: Analyst upgrade — Macquarie upgraded Nintendo to outperform, reflecting longer‑term confidence; this provides some support but has been outweighed by near‑term concerns. Macquarie upgrade
• Negative Sentiment: Memory shortage and rising component costs — Reports highlight a memory shortage and higher memory prices that could compress Switch 2 margins and limit console supply/affordability, a primary driver of the share drop. Nintendo shares sink 10% as gaming giant faces memory shortage concerns
• Negative Sentiment: Investor concerns over momentum — Coverage notes worries that early Switch 2 demand may fade, prompting a sharp intraday slide as traders question the sustainability of sales. Nintendo shares slide 10% as momentum fears grow
• Negative Sentiment: Guidance vs. consensus & margin pressure — Nintendo maintained its full‑year profit forecast but its revenue guidance was below some analysts’ expectations and management warned of margin pressure, reinforcing cautious sentiment. Nintendo keeps full-year guidance amid Switch 2 momentum

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.