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NTNTDOY

Nintendo Co., Ltd.

$NTDOY·$57B·Electronic Gaming & Multimedia·Technology
$12.52+0.7%YTD-26.3%1Y-42.4%
Price updated 7m ago·X counts updated 2d ago
NTNTDOY
$NTDOYNintendo Co., Ltd.
$12.52+0.72%32 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $NTDOY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

32X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $NTDOY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 87% of tracked names.

Bearish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-16

Nintendo shareholders read yesterday's Direct as disappointing — no new 3D Mario or Smash 6, Zelda 40th splitting a release month with GTA — and one poster is openly planning to dump. The one bullish counter cites 16M combined views on the Zelda 40th trailer and mocks the sellers, but the actionable emotion in the thread is frustration.

Read what X is saying about $NTDOY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NTDOY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-28

Catching its breath after a run — could pick back up or fade from here.

Nintendo -3.6% day on a disappointing Direct — no new 3D Mario or Smash 6; Zelda 40th splits release month with GTA.

Nintendo is a real-cashflow content compounder in an X-cycle disappointment moment — one Direct doesn't break the software payoff thesis.

  • Tape: -26.7% YTD, -42.0% t12m; 17% of 52w range, -4.0% vs 50-day, -8.5% vs 200-day.
  • Latest Direct: no new 3D Mario or Smash 6; Zelda 40th shares release month with GTA — X calls it 'planning to dump.'
  • Counter: Metroid Ravenous, Kirby and the World Beyond, It Takes Two on Switch 2 (10/15) — Switch 2 momentum intact.
  • Q1 EPS $0.20 vs $0.10 (+100%); four straight beats; FY27 (Mar '27) est ¥93.5 → FY28 ¥96.7 → FY29 ¥110.9 EPS.
  • 21.0x P/E, 12.8x EV/EBITDA, 3.0% FCF yield, D/E 0 (debt-free), gross margin 39%.
  • Zelda 40th trailer 16M combined views is the specific bull counter.
  • Beta 0.14 — defensive; float 4.5B mega.

Watch 11/5 print for Switch 2 unit sales, holiday-quarter guide, and software attach-rate.

Differs from X sentimentThe bearish Direct-reaction is real but under-weights that Nintendo's per-title unit-attach for Switch 2 is what actually matters; one calendar slip doesn't break a 10-year software pipeline.

What to watch: 11/5 earnings, Switch 2 hardware unit sales, holiday quarter software attach rates, and 3D Mario/Smash timing signals.

On the calendar: 2026-11-05

Read the AI verdict on $NTDOY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Japanese video game company making consoles (Switch), first-party games (Mario, Zelda, Pokemon), and entertainment IP worldwide.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electronic Gaming & Multimedia sits in its cycle right now — and what that implies for $NTDOY.

Electronic Gaming & Multimedia · Technology

No material change from last week — TTWO reaffirms GTA VI launch date at annual meeting, sustaining the pre-launch thesis.

What this means for $NTDOY

Neutral — Japanese video game company making consoles (Switch), first-party games (Mario, Zelda, Pokemon), and entertainment IP worldwide.

Top industry ETF

$HEROGlobal X Video Games & Esports ETF
-10.0%YTD
-18.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
21.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
15.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
39.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.20$0.10+100.0%
Q1 2026May 8, 2026$0.10$0.09+11.1%
Q4 2025Feb 3, 2026$0.22$0.20+10.0%
Q3 2025Nov 4, 2025$0.15$0.08+87.5%
Next earningsThu, Nov 5·consensus EPS $0.11

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$414.6B+98.7%48.3%14.7%$14.33$0
Q3 FY26$820.9B+89.6%38.9%19.2%$34.96$0
Q2 FY26$536.4B+93.9%40.5%16.7%$22.50$0
Q1 FY26$572.4B+132.1%32.3%9.9%$20.62$0

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$2.32T$2.11T – $2.52T$93.51$87.06 – $101.5715
FY28$2.55T$2.30T – $2.80T$96.72$90.27 – $104.7814
FY29$2.64T$2.19T – $3.71T$110.95$86.61 – $169.607
FY30$2.70T$2.25T – $3.80T$119.10$92.98 – $182.068
FY31$2.35T$1.95T – $3.30T$102.19$79.77 – $156.2111

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.18%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 4.5B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.145-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Nintendo: Why Even GTA 6 Can't Touch The House Of Marioseekingalpha.com·1d agoFinancial Review: TAL Education Group (NYSE:TAL) and Nintendo (OTCMKTS:NTDOY)defenseworld.net·4d agoNintendo: The Software Payoff Is Still Aheadseekingalpha.com·17d agoNintendo Direct Reveals Metroid Ravenous, Kirby and the World Beyond, and More Games for Nintendo Switch 2 and Nintendo Switchbusinesswire.com·20d agoIt Takes Two Launches on Nintendo Switch 2 with Free Upgrade Available for Nintendo Switch Players October 15businesswire.com·20d ago

More in Electronic Gaming & Multimedia

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

No standout posts about $NTDOY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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