NTDOY Nintendo Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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06:42
Aug 28
Aug 28
Increased memory capacity will benefit downstream users.
The current memory chip shortage is prompting companies to ramp up capacity, which will eventually ease the shortage and create downside risk for memory makers like SK Hynix, while benefiting downstream users like Nintendo and Sony.
MED
12:00
Aug 27
Aug 27
Best Buy's gaming sales decline is purely a lap of Nintendo's successful Switch 2 launch last year, highlighting the massive impact that product had in the prior year.
HIGH
23:48
Aug 25
Aug 25
Nintendo has a $52B EV, $2.7B TTM operating profit, and Switch 2 sold ~20M units in its first year, above guidance. If attach rates reach 3-4 games per console, operating income could rise by $0.75-2.25B, making the forward multiple more attractive. The stock is not cheap, but it has a credible growth runway; worth watching for attach-rate and margin recovery before taking a position. Memory pricing and tariffs remain a cost drag, game catalogue may disappoint, and movie/media revenue contribution is still speculative.
MED
13:17
Aug 15
Aug 15
Nintendo safe long with Switch 2 ramp
Buy NTDOY as a safe high-upside long: Switch 2 sales are still ramping, Nintendo owns the biggest TCG and one of the strongest IPs, and its capital discipline plus dividends should drive a continued recovery after an unjustified pullback.
HIGH
08:25
Aug 14
Aug 14
Nintendo shares surge after global sales of its hit game Pokémon Pokopia topped five million.
Nintendo shares surge after global sales of its hit game Pokémon Pokopia topped five million units.
13:49
Aug 06
Aug 06
Nintendo reports strong Q1 earnings beat
Reports Nintendo's fiscal first-quarter earnings beat on both revenue and net profit, driven by strong game sales.
MED
14:15
Aug 05
Aug 05
Switch 2 reportedly had the best new console launch in Nintendo history; massive unreleased pipeline includes Pokemon, 3D Mario, Animal Crossing, Zelda, Smash, and Mario Kart DLC, plus a possible FromSoftware exclusive. These catalysts should drive revenue growth and re-rate the stock from what the author calls a buy range; the holiday demand window adds timing support. LONG NTDOY with a medium-term horizon through major game releases; risk/reward is skewed favorable even if the EOY $16 target is not guaranteed. Game delays, weaker Switch 2 demand, FX exposure, ADR liquidity, and broader market sentiment could invalidate the trade.
HIGH
18:44
Jul 28
Jul 28
Memory relief and AI IP monetization.
Nintendo stock is down 60% year-on-year due to memory bottlenecks preventing console launches. If memory costs break, the stock could rebound. Additionally, Nintendo's strong IP franchise (Mario) stands to benefit as AI models face copyright enforcement, forcing platforms to pay for IP usage.
MED
01:15
Jul 22
Jul 22
Nintendo's Animal Crossing sequel becomes a global hit as players seek escape from rising.
Nintendo's Animal Crossing sequel becomes a global hit as players seek escape from rising anxiety and isolation, six years after the original lockdown phenomenon.
13:23
Jul 21
Jul 21
Short Nintendo due to bearish view on its gaming segment with no diversified profit buffer.
MED
08:30
Jul 21
Jul 21
New licensing deal expands Hasbro's IP-based product lineup, leveraging Nintendo's popular franchise; signals continued strength in premium licensing partnerships.
HIGH
08:43
Jul 14
Jul 14
Nintendo is reportedly considering releasing an OLED model for its upcoming Switch 2 console.
Nintendo is reportedly considering releasing an OLED model for its upcoming Switch 2 console according to ZDNet.
13:00
Jun 26
Jun 26
Premium game publishers gain pricing power.
The success of GTA VI's $80 price tag signals that top-shelf games can command higher prices, creating a luxury category. Premium publishers like Take-Two, Electronic Arts (already charging $80 for titles), and Nintendo (with Mario Kart World) are well-positioned to benefit from this pricing power, while other publishers will have to keep prices modest. This bifurcation favors companies with strong franchise IP.
MED
00:50
Jun 10
Jun 10
Nintendo shares fell sharply after the company's game showcase lacked major new titles from key.
Nintendo shares fell sharply after the company's game showcase lacked major new titles from key franchises like Mario.
13:05
Jun 06
Jun 06
Nintendo oversold despite near-term headwinds
Nintendo stock has fallen nearly 50% due to memory price headwinds and a weak 2026 game slate. However, sentiment is overly pessimistic; the Switch 2 is a strong console, and a strong 2027 lineup (Zelda movie, potential 3D Mario) should drive a recovery. The risk/reward is favorable at current levels.
MED
02:53
May 31
May 31
Buy NTDOY ahead of the Zelda Ocarina of Time remake.
Buy NTDOY ahead of the Zelda Ocarina of Time remake; author argues the title's status as a peak-millennial cultural phenomenon will drive demand beyond consensus expectations.
MED
12:00
May 28
May 28
Strong demand for the Switch 2, alongside software tie-ins, is driving a significant gaming category comp, suggesting Nintendo is seeing a blockbuster product cycle.
HIGH
19:57
May 27
May 27
A +5 comment notes Steam Deck’s huge price hike (1TB OLED $649→$949) is “bullish for Nintendo” and they are “buying the dip today.” Competitor pricing power loss shifts demand to Nintendo’s Switch, especially with potential Q1 surprise. Nintendo benefits from a relative value advantage; the market may be underestimating Switch sales. No direct bearish comments; however, Switch is aging and Nintendo needs new hardware soon.
MED
20:30
May 21
May 21
Porting PGA Tour 2K25 to Switch 2 suggests Take-Two is actively supporting the new platform, reflecting confidence in its install base growth.
HIGH
12:00
May 20
May 20
Target is flagging that the launch of the Switch 2 created a massive boost to its sales in Q2 last year, which it will be comping against, indicating a slower quarter for Target but a data point on the success of Nintendo's product.
HIGH
23:33
May 17
May 17
Author states strong conviction buy for Nintendo, no further data. If overlooked, potential market mispricing; but lack of analysis makes this speculative. Pure opinion with no fundamental backing; high risk. No earnings quality, competitive pressures, cyclicality in gaming.
MED
10:20
May 14
May 14
Nintendo faces a grim FY2027 outlook with sales down 11% and net profit down 27%.
Nintendo faces a grim FY2027 outlook with sales down 11% and net profit down 27%, driven by rising memory costs, but the tweet asks for turnaround thoughts without a clear directional call.
HIGH
22:58
May 13
May 13
Bearish view on NTDOY because absence of an M&A catalyst combined with persistent industry.
Bearish view on NTDOY because absence of an M&A catalyst combined with persistent industry headwinds will continue to pressure sentiment.
HIGH
02:00
May 11
May 11
Nintendo shares decline as the market reacts negatively to price increases and a lack of new.
Nintendo shares decline as the market reacts negatively to price increases and a lack of new game releases.
HIGH
04:01
May 10
May 10
Bearish view on NTDOY due to excessive bullish consensus among retail/investor crowd.
Bearish view on NTDOY due to excessive bullish consensus among retail/investor crowd, creating disappointment risk.
HIGH
21:30
May 09
May 09
Bearish view on Nintendo due to structural headwinds: aging console buyer base.
Bearish view on Nintendo due to structural headwinds: aging console buyer base, zero growth outside Roblox/China, regulatory threat to 30% platform fees after Apple's Japan loss, and strong hold of forever games.
HIGH
07:02
May 08
May 08
The author notes Nintendo's price increases for the Switch 2 in the U.S.
The author notes Nintendo's price increases for the Switch 2 in the U.S. and Japan while observing the stock's decline from its peak, but expresses no explicit forward-looking directional view.
HIGH
06:46
May 07
May 07
The author expresses a bearish view on the gaming industry overall but notes Nintendo is.
The author expresses a bearish view on the gaming industry overall but notes Nintendo is a premium brand with platform advantages, though they remain hesitant to go long.
HIGH
06:16
Apr 27
Apr 27
Author pivots from crypto to photonics stocks but quotes his own past bullish thesis.
Author pivots from crypto to photonics stocks but quotes his own past bullish thesis on TCG-related stocks like Hasbro and Konami without a current directional call.
HIGH
05:55
Apr 26
Apr 26
No actionable direction; the tweet is a hypothetical observation about memory headwinds.
No actionable direction; the tweet is a hypothetical observation about memory headwinds affecting Nintendo's stock, lacking a clear trade stance.
HIGH
About NTDOY Analyst Coverage
Buzzberg tracks NTDOY (Nintendo Co., Ltd.) across 23 sources. 18 bullish vs 0 bearish calls from 39 analysts. Sentiment: predominantly bullish (33%). 54 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Winnie Hsu, Corie Barry, u/jackandjillonthehill.