Nintendo (OTCMKTS:NTDOY) Issues FY 2026 Earnings Guidance

Nintendo (OTCMKTS:NTDOY) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 0.429-0.429 for the period, compared to the consensus 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.

Wall Street Analyst Weigh In

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

Nintendo Price Performance

Nintendo stock traded down $1.31 during mid-day trading on Friday, hitting $10.47. 7,547,632 shares of the company’s stock traded hands, compared to its average volume of 3,109,979. The firm has a 50 day simple moving average of $13.79 and a two-hundred day simple moving average of $16.60. Nintendo has a fifty-two week low of $10.39 and a fifty-two week high of $24.92. The stock has a market cap of $53.91 billion, a price-to-earnings ratio of 18.37 and a beta of 0.41.

Nintendo (OTCMKTS:NTDOY) last issued its quarterly earnings data on Friday, May 8th. The company reported $0.10 earnings per share for the quarter, beating the consensus estimate of $0.09 by $0.01. Nintendo had a net margin of 18.91% and a return on equity of 13.03%. Nintendo has set its FY 2026 guidance at 0.429-0.429 EPS. On average, research analysts anticipate that Nintendo will post 0.51 earnings per share for the current fiscal year.

Key Stories Impacting Nintendo

Here are the key news stories impacting Nintendo this week:

• Positive Sentiment: Nintendo reported quarterly EPS of $0.10, beating the $0.09 consensus and showing healthy profitability (net margin ~18.9%, ROE ~13%). MarketBeat Earnings Report
• Neutral Sentiment: Management announced a planned price increase for the Switch 2 starting September 1 — this will lift ASPs and could support profits, but its net effect depends on how much it reduces unit demand. CNET: Nintendo Increases Switch 2 Price
• Negative Sentiment: FY2026 guidance materially missed consensus: EPS guidance of 0.429 vs. the ~0.51 street estimate, and revenue guidance (~$13.1B) well below the ~$14.8B expectation — a direct hit to investor forward earnings/revenue assumptions.
• Negative Sentiment: Nintendo is hiking Switch 2 prices but still expects console sales to decline next year, signaling weaker unit demand that could offset price-driven margin gains. CNBC: Nintendo hikes Switch 2 prices and expects console sales to decline
• Negative Sentiment: Rising memory-chip prices (linked to AI-driven demand) are squeezing component supply and costs for game consoles, a margin headwind Nintendo flagged alongside peers. Reuters: Memory price surge hits Sony, Nintendo

Institutional Inflows and Outflows

An institutional investor recently bought a new position in Nintendo stock. DRW Securities LLC purchased a new stake in Nintendo Co. (OTCMKTS:NTDOY) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 17,495 shares of the company’s stock, valued at approximately $295,000. 0.02% of the stock is owned by institutional investors and hedge funds.

About Nintendo

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.