Nintendo's Stock Recovery Likely Deferred Without Mario Game -- Market Talk

Dow Jones06-11

2347 GMT - Nintendo may find meaningful operating profit growth, one that exceeds guidance, harder to achieve this fiscal year without a tent-pole Mario game, according to Jefferies analyst Atul Goyal. With no 3D Mario game in the 2026 pipeline to offset an estimated 100 billion yen memory cost headwind, nor a visible catalyst to close that gap in the next two quarters, the stock's recovery toward late-2025 levels will likely be deferred, Goyal writes. He notes that while the timeline has been extended by roughly one fiscal year, Nintendo's thesis remains intact. Jefferies maintains a buy rating on the stock and is reviewing its estimates pending a management follow-up. Shares last ended 6.8% lower at Y7,215. (farah.elias@wsj.com)

(END) Dow Jones Newswires

June 10, 2026 19:47 ET (23:47 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2642474496?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-11 07:47","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2642474496","market":"hk","top_or_hot":-1,"title":"Nintendo's Stock Recovery Likely Deferred Without Mario Game -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2347 GMT - <a href=\"https://laohu8.com/S/NTDOY\">Nintendo</a> may find meaningful operating profit growth, one that exceeds guidance, harder to achieve this fiscal year without a tent-pole Mario game, according to Jefferies analyst Atul Goyal. With no 3D Mario game in the 2026 pipeline to offset an estimated 100 billion yen memory cost headwind, nor a visible catalyst to close that gap in the next two quarters, the stock's recovery toward late-2025 levels will likely be deferred, Goyal writes. He notes that while the timeline has been extended by roughly one fiscal year, Nintendo's thesis remains intact. Jefferies maintains a buy rating on the stock and is reviewing its estimates pending a management follow-up. Shares last ended 6.8% lower at Y7,215. (farah.elias@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 10, 2026 19:47 ET (23:47 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nintendo's Stock Recovery Likely Deferred Without Mario Game -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNintendo's Stock Recovery Likely Deferred Without Mario Game -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-11 07:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2347 GMT - <a href=\"https://laohu8.com/S/NTDOY\">Nintendo</a> may find meaningful operating profit growth, one that exceeds guidance, harder to achieve this fiscal year without a tent-pole Mario game, according to Jefferies analyst Atul Goyal. With no 3D Mario game in the 2026 pipeline to offset an estimated 100 billion yen memory cost headwind, nor a visible catalyst to close that gap in the next two quarters, the stock's recovery toward late-2025 levels will likely be deferred, Goyal writes. He notes that while the timeline has been extended by roughly one fiscal year, Nintendo's thesis remains intact. Jefferies maintains a buy rating on the stock and is reviewing its estimates pending a management follow-up. Shares last ended 6.8% lower at Y7,215. (farah.elias@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 10, 2026 19:47 ET (23:47 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2642474496","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2642474496","pubTimestamp":1781135220,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2347 GMT - Nintendo may find meaningful operating profit growth, one that exceeds guidance, harder to achieve this fiscal year without a tent-pole Mario game, according to Jefferies analyst Atul Goyal. With no 3D Mario game in the 2026 pipeline to offset an estimated 100 billion yen memory cost headwind, nor a visible catalyst to close that gap in the next two quarters, the stock's recovery toward late-2025 levels will likely be deferred, Goyal writes. He notes that while the timeline has been extended by roughly one fiscal year, Nintendo's thesis remains intact. Jefferies maintains a buy rating on the stock and is reviewing its estimates pending a management follow-up. Shares last ended 6.8% lower at Y7,215. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","NTDOY":"任天堂","BK4085":"互动家庭娱乐","BK4554":"元宇宙及AR概念"},"translate_title":"如果没有马里奥游戏，任天堂的股价复苏可能会推迟——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NTDOY":1.5},"content_text":"2347 GMT - Nintendo may find meaningful operating profit growth, one that exceeds guidance, harder to achieve this fiscal year without a tent-pole Mario game, according to Jefferies analyst Atul Goyal. With no 3D Mario game in the 2026 pipeline to offset an estimated 100 billion yen memory cost headwind, nor a visible catalyst to close that gap in the next two quarters, the stock's recovery toward late-2025 levels will likely be deferred, Goyal writes. He notes that while the timeline has been extended by roughly one fiscal year, Nintendo's thesis remains intact. Jefferies maintains a buy rating on the stock and is reviewing its estimates pending a management follow-up. Shares last ended 6.8% lower at Y7,215. (farah.elias@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 10, 2026 19:47 ET (23:47 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2642474496","isCrawlerRequest":true}