Nintendo (OTCMKTS:NTDOY) Issues FY 2026 Earnings Guidance

Nintendo (OTCMKTS:NTDOY) updated its FY 2026 earnings guidance on Thursday 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 Price Performance

NTDOY traded down $0.18 during trading on Friday, hitting $12.72. The company’s stock had a trading volume of 1,241,068 shares, compared to its average volume of 5,313,710. Nintendo has a twelve month low of $10.18 and a twelve month high of $24.92. The firm’s 50 day moving average price is $11.18 and its 200-day moving average price is $12.82. The stock has a market cap of $65.50 billion, a PE ratio of 19.27 and a beta of 0.39.

Nintendo (OTCMKTS:NTDOY) last posted its quarterly earnings results on Thursday, August 6th. The company reported $0.20 earnings per share for the quarter, topping analysts’ consensus estimates of $0.10 by $0.10. The company had revenue of $3.29 billion for the quarter, compared to the consensus estimate of $2.72 billion. Nintendo had a net margin of 21.00% and a return on equity of 16.11%. Nintendo has set its FY 2026 guidance at 0.429-0.429 EPS. Equities analysts anticipate that Nintendo will post 0.51 earnings per share for the current year.

Analyst Ratings Changes

NTDOY has been the subject of several analyst reports. TD Cowen restated a “buy” rating on shares of Nintendo in a research note on Tuesday, April 14th. Benchmark restated a “buy” rating on shares of Nintendo in a research report on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Nintendo has a consensus rating of “Hold”.

Key Stories Impacting Nintendo

Here are the key news stories impacting Nintendo this week:

• Positive Sentiment: Nintendo reported first-quarter EPS of $0.20, twice the analyst consensus of $0.10, while revenue reached $3.29 billion versus expectations of $2.72 billion. Operating profit rose 150.5% year over year to approximately ¥142.6 billion, helped by foreign-exchange gains and the U.S. tariff refund. Nintendo Q1 operating profit jumps 151%, beating analyst estimates
• Positive Sentiment: The company recorded a roughly $300 million refund for U.S. tariffs, providing a substantial, unexpected boost to quarterly profit and helping explain the earnings beat. However, the benefit appears largely one-time. Nintendo just got a nice boost from tariff refunds
• Positive Sentiment: Digital software accounted for 61.5% of first-quarter software sales, supporting potentially higher-margin recurring revenue. Nintendo also reported 130 million annual playing users, indicating broad engagement across its ecosystem. Nintendo software sales were 61.5% digital Nintendo had 130 million annual playing users
• Neutral Sentiment: The profit surge was not entirely driven by core operating momentum: foreign-exchange gains and the tariff refund materially contributed, while overall sales declined. Tariff refund ignites profit spike at Nintendo
• Negative Sentiment: Nintendo’s FY 2026 guidance is below expectations, with EPS projected at approximately $0.429 versus consensus of $0.510 and revenue at $13.1 billion versus $14.8 billion. This is the clearest reason the stock remains under pressure despite the quarterly beat.
• Negative Sentiment: Switch 2 sales were described as weak during the quarter, and rising memory-component costs could pressure margins and make the hardware cycle less profitable. Nintendo profit and revenue beat estimates despite Switch 2 sales slump Nintendo earnings beat came with rising memory costs

Hedge Funds Weigh In On Nintendo

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

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.