Nintendo's Short-Term Profit Outlook Pressured by Rising Memory Costs -- Market Talk

Dow Jones12-11

0555 GMT - Nintendo's short-term profitability is set to be affected by rising memory-chip prices, which could last until at least next year, says Morningstar director Kazunori Ito in a note. The company's shares have fallen more than 10% over the past two weeks on memory shortage concerns, he notes. However, he expects shortages won't constrain game console production or shipments, with Switch 2 shipments forecast to reach 24 million units in the next fiscal year. Nintendo is also unlikely to raise console prices as it prioritizes growing users over near-term profits, he says. Morningstar maintains its midterm margin assumptions and fair value estimate at Y14,000, adding that shares are undervalued. The stock last traded at Y11,410. (jason.chau@wsj.com)

(END) Dow Jones Newswires

December 11, 2025 00:55 ET (05:55 GMT)

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However, he expects shortages won't constrain game console production or shipments, with Switch 2 shipments forecast to reach 24 million units in the next fiscal year. Nintendo is also unlikely to raise console prices as it prioritizes growing users over near-term profits, he says. Morningstar maintains its midterm margin assumptions and fair value estimate at Y14,000, adding that shares are undervalued. The stock last traded at Y11,410. 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The company's shares have fallen more than 10% over the past two weeks on memory shortage concerns, he notes. However, he expects shortages won't constrain game console production or shipments, with Switch 2 shipments forecast to reach 24 million units in the next fiscal year. Nintendo is also unlikely to raise console prices as it prioritizes growing users over near-term profits, he says. Morningstar maintains its midterm margin assumptions and fair value estimate at Y14,000, adding that shares are undervalued. The stock last traded at Y11,410. 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