Nintendo: Switch 2 Is Repeating The Switch's Early Playbook [Seeking Alpha]
NINTENDO CO LTD UNSP/ADR (NTDOY)
NASDAQ:AMEX Investor Relations:
nintendo.co.jp/ir/en
Company Research
Source: Seeking Alpha
FY2026 revenue growth remains strong, supported by reaffirmed guidance for 19 million Switch 2 units and 48 million software units. Gross and operating margins remain compressed due to hardware mix, currency effects, and elevated SG&A during the launch phase. First-party software performance indicates the foundation for margin recovery is already in place as the cycle matures. Nintendo's valuation has reset near pre–Switch 2 levels, despite improving earnings quality and software engagement. winhorse/iStock Unreleased via Getty Images Investment Thesis I assign Nintendo ( NTDOY NTDOF NTDO:CA ) a strong buy rating because the Switch 2 cycle currently matches the Switch's early software trajectory and has delivered record-breaking hardware This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article
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News
- PlayStation State of Play February 2026: all the news and trailers [Verge, The]Verge, The
- ??????? Manny's(????)? Nintendo SwitchTM??????! PlayStationTM5??Xbox Series X|S???????! [CNET News]CNET News
- Nintendo (OTCMKTS:NTDOY) was downgraded by analysts at Zacks Research from a "strong-buy" rating to a "hold" rating.MarketBeat
- Assessing Nintendo (TSE:7974) Valuation As Fisher-Price Mario Collaboration Expands Merchandising Reach [Yahoo! Finance]Yahoo! Finance
- PlayStation’s next big games showcase is on February 12th [Verge, The]Verge, The
NTDOY
Sec Filings
- 12/1/25 - Form EFFECT
- 11/21/25 - Form F-6
- NTDOY's page on the SEC website