Nintendo (OTCMKTS:NTDOY) Announces Earnings Results, Beats Expectations By $0.10 EPS

Key Points

• Nintendo beat quarterly expectations: EPS came in at $0.20 versus the $0.10 consensus, while operating profit rose 150.5% year over year to ¥142.6 billion. Strong software sales, foreign-exchange gains and a U.S. tariff refund contributed to the results.
• Digital business and engagement remained strong: Digital software represented 61.5% of first-quarter software sales, and Nintendo reported approximately 130 million annual playing users.
• Full-year expectations remain a concern: Updated EPS guidance of 0.429 is below the 0.510 analyst consensus, with slowing sales, rising memory-component costs and potentially nonrecurring benefits clouding the earnings outlook.

Nintendo (OTCMKTS:NTDOY - Get Free Report) issued its quarterly earnings data on Thursday. The company reported $0.20 earnings per share for the quarter, topping analysts' consensus estimates of $0.10 by $0.10, Zacks reports. Nintendo had a return on equity of 13.74% and a net margin of 18.33%. Nintendo updated its FY 2026 guidance to 0.429-0.429 EPS.

Nintendo Stock Performance

Shares of NTDOY stock traded up $1.13 on Thursday, hitting $12.90. The company had a trading volume of 3,504,816 shares, compared to its average volume of 5,270,806. Nintendo has a twelve month low of $10.18 and a twelve month high of $24.92. The firm has a market cap of $66.42 billion, a P/E ratio of 21.50 and a beta of 0.39. The stock's 50-day moving average is $11.15 and its two-hundred day moving average is $12.82.

Nintendo News Roundup

Here are the key news stories impacting Nintendo this week:

• Positive Sentiment: Fiscal first-quarter profit exceeded expectations: EPS was $0.20 versus a $0.10 consensus estimate, while net profit rose roughly 54% year over year and operating profit increased 150.5% to ¥142.6 billion. Software strength, foreign-exchange gains and a U.S. tariff refund contributed to the outperformance. Nintendo Q1 operating profit jumps 151%, beating analyst estimates
• Positive Sentiment: Digital software accounted for 61.5% of first-quarter software sales, supporting higher-margin revenue and demonstrating continued strength in Nintendo’s digital business. Nintendo software sales were 61.5% digital in Q1 FY27
• Positive Sentiment: Nintendo reported approximately 130 million annual playing users, indicating a broad and engaged user base that could support future software sales and ecosystem monetization. Nintendo had 130 million annual playing users at the end of Q1 FY27
• Neutral Sentiment: The earnings beat was partly driven by potentially nonrecurring items, including the U.S. tariff refund and foreign-exchange benefits, making the underlying trend less clear. Trump tariffs refund ignites profit spike at Nintendo
• Negative Sentiment: Nintendo’s updated full-year guidance is below analyst expectations, with EPS projected at 0.429 versus 0.510 consensus and revenue at approximately $13.1 billion versus $14.8 billion expected.
• Negative Sentiment: Overall sales declined and Switch 2 sales reportedly slowed, while rising memory-component costs could pressure margins and hardware profitability. Nintendo's earnings beat came with one big catch: Memory costs are rising fast

Institutional Trading of Nintendo

An institutional investor recently bought a new stake in Nintendo stock. DRW Securities LLC purchased a new position in shares of Nintendo Co. (OTCMKTS:NTDOY - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 17,495 shares of the company's stock, valued at approximately $295,000. Institutional investors and hedge funds own 0.02% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. TD Cowen restated a "buy" rating on shares of Nintendo in a report on Tuesday, April 14th. Benchmark reiterated a "buy" rating on shares of Nintendo in a report on Monday, May 11th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, Nintendo currently has a consensus rating of "Hold".

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source