Nintendo (NTDOY)

Published 2026-03-16 • by outperformingthemarket

GamingConsumer DiscretionaryGrowth
Original Post ↗SEC:
[All][10-K][10-Q]
Market Intel:
Yahoo Finance 📊TradingView 📈Koyfin 🎯

Thesis Summary

Nintendo shares surged following the surprise success of its new Pokémon game, which is selling out at major retailers despite concerns over margin pressure from memory costs.

Quantitative Overlay

Detailed Deep Dive

Nintendo shares gained as much as 10.5% in their steepest climb since April due to the surprise success of its new Pokémon game. Physical copies of Pokémon Pokopia have sold out at several major retailers in the US, with Amazon raising the price of the title to around $80. The success of Pokémon Pokopia is a welcome surprise for Nintendo investors, who have been concerned about rising memory costs squeezing the company’s margins.