Jul. 1 at 5:40 PM
$NTDOY
The market is pricing Nintendo as if its best days were left behind in 2025, rather than recognizing a transitional year setting up a massive software and IP monetization cycle in 2027.
The market is still valuing Nintendo purely as a cyclical console manufacturer. Following the massive success of the 2023 Mario movie, April 2026's Super Mario Galaxy Movie and continued theme park expansions represent a structural shift. Nintendo is finally monetizing its IP outside of the traditional boom-and-bust console cycle, generating billions in high-margin revenue that smooths out earnings.