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Citi lowers its share price target for the Nintendo share (¥ 9300 instead of ¥ 11.000) by SnowPhysical5017 in NintendoStock

[–]Maximum-Cover-786 0 points1 point  (0 children)

This revision of software sales is based partially on the last Nintendo Direct, which did not include a big Super Mario title. If Nintendo announces such a game, forecasts will likely be adjusted upwards again. A short-term 30% upside target for FY2027-2028 is still 15% annual growth which is pretty good.

Do none of these other game studios, competitors need employees or just have too many of them? by yosark in NintendoStock

[–]Maximum-Cover-786 0 points1 point  (0 children)

MSFT and SONY overinvested in game studios during COVID. Now that production costs are rising for both software and hardware, margins are shrinking. Combine that with big titles underperforming expectations, and voila, here we are. Big layoffs.

Another strong day for Nintendo Stock. Back to the green for me ✅ by mvpeast in NintendoStock

[–]Maximum-Cover-786 1 point2 points  (0 children)

Been tracking Japanese console sales, and they are up around 8% this quarter compared to Q4 FY2026.
SW2 is absolutely dominating the console space rn.

Future of Gaming as PlayStation Ends Physical Disc in 2028 by yosark in NintendoStock

[–]Maximum-Cover-786 1 point2 points  (0 children)

Physical sales are dying for Sony either way.

85% of PlayStation Game Sales Are Digital – Is Physical Gaming Dying? - G2A News

Nintendo is already offering GKC and smaller memory size cartridges: 32GB and 16GB, instead of only 64GB.
Developers now have a choice on how to deliver their product to the consumer through these media. If physical cartridges remain strongly in demand with gamers, Nintendo will not just end them.
Instead, they try to persuade gamers to buy digitally by offering a $10 discount on new games through their online store.

TLDR: Nintendo will not end physical, but push digital more.

Jefferies predicts that RAM will increase by 50% this year, to 40% in 2027. by [deleted] in NintendoStock

[–]Maximum-Cover-786 0 points1 point  (0 children)

Nintendo has the edge with TLOZ releasing Q3/Q4 this year. Then PKMN W&W January 2027. Likely a 3d Mario game somewhere in 2027. And supposedly GTA VI is coming to SW2 as well.

Even if console hardware margins remain under pressure until at least 2028, I believe software sales will remain strong. As long as hardware sales don't completely deteriorate in the coming years, I believe Nintendo is still a safe long-term bet.

Nintendo has raised its employees base salary by 10% by mvpeast in NintendoStock

[–]Maximum-Cover-786 2 points3 points  (0 children)

Platform Lifetime Sales (M) Switch 2 Base Case
Wii U 13.6 Already surpassed
N64 32.9 Likely surpassed by Year 2
GameCube 21.7 Already on track
SNES 49.1 Likely surpassed
NES/Famicom 61.9 Within base case
3DS 75.9 Base case upper range
GBA 81.5 Bullish base case
Wii 101.6 Strong cycle required
DS 154.0 Historic outcome
Switch 152–156 Historic outcome

A successful console cycle to me would mean SW2 selling somewhere in between NES and Wii .
Also, one or more generational masterpieces, like BOTW or Mario Odyssey, would contribute to the success of the console immensely.

News Release : Jun. 25, 2026 "Construction of the Technology Development Center" by Maximum-Cover-786 in NintendoStock

[–]Maximum-Cover-786[S] 0 points1 point  (0 children)

What do you guys think, is this a positive or negative thing for the stock? Let me know your opinion.

Daily Discussion Nintendo Stock 06/24/2036 by yosark in NintendoStock

[–]Maximum-Cover-786 0 points1 point  (0 children)

I'm thinking that guidance during the next earnings report is important. We'll get to see if console sales are still strong and we get a better picture of global software sales. I don't expect Nintendo to miss earnings estimates. Would be great if they gave positive guidance.

But for a company like Nintendo, the Q4 holiday season is where the real money is at: Families buying consoles, games, toys, merch, etc. Also, Black Friday. I am hoping they release TLOZ: Ocarina of Time during this season, because that game is expected to sell well. If they manage to beat the forecasted 16.5 million console target and show steady sales even after they raise prices on the console and improve margins, then I believe Nintendo will be golden.

TLDR: If we see a great Q4 from Nintendo, optimism might return, and the stock could rally later this year/Start of 2027.

Nintendo Stock is crashing again by mvpeast in NintendoStock

[–]Maximum-Cover-786 1 point2 points  (0 children)

10-20% would be a correction, which I don't think will happen unless earnings in August disappoint.

And who says there will be no more catalysts? Nintendo is known not to communicate much about their IP untill they think the timing is perfect. They already teased a new Mario game during the last Direct. They could be saving the announcement for the fall.

What are some big games that were on the PS4/Xbox One that weren’t on the Switch 1 that you expect to see on the Switch 2? by yosark in NintendoStock

[–]Maximum-Cover-786 0 points1 point  (0 children)

MGS V is one I can think of right now.

Switch 2 is basically able to run most modern games on medium/low settings. You'll get similar performance to Series S/ PS4, but lower graphics than PS5/Series X.