Nintendo: The Upward Game Should Start Soon

Nintendo Co., Ltd. is rated a buy after a sharp 40% drop, with valuation now considered cheap and early bullish divergence signals emerging. Switch 2 sales surged 67.66% QoQ, driving net sales up 99.3% YoY to ¥1.906T for the first three quarters of FY 2026, despite inflation and tariffs. Robust liquidity, strong customer loyalty, and successful franchises like Pokémon and Super Mario underpin NTDOY's resilience and growth prospects.