Nintendo: Economic Uncertainty Puts Short Term Expectations In Check

Nintendo delivered record-breaking Switch 2 hardware and software sales, surpassing revised forecasts and cementing its market leadership. Nintendo projects lower Switch 2 sales and software units for FY2027 due to economic volatility and a $50 price increase. Robust cash reserves of $13.97B and minimal debt provide flexibility for innovation, dividends, and resilience against rising DRAM costs.

Seeking Alpha • May 19, 2026

Nintendo Switch 2: Choose Your Game Bundle Launches This Summer

REDMOND, Wash.--(BUSINESS WIRE)--Starting in early June, participating retailers will offer the Nintendo Switch 2: Choose Your Game Bundle for the suggested retail price of $499.99, which includes a Nintendo Switch 2 system and a download code that can be redeemed for a digital version of one select game.

Business Wire • May 12, 2026

Nintendo plunges 8% after Switch 2 price hike and weak sales forecast

Shares of Nintendo closed 8.4% lower in Tokyo, to 7,020 yen, the lowest since August 2024. Investors are concerned about Nintendo's outlook for lower Switch 2 sales in the current fiscal year, driven by price rises for the console amid higher memory costs.

CNBC • May 11, 2026

Nintendo shares slump as price hikes, games shortfall spook market

Nintendo's shares fell 8% in Tokyo on Monday after the company hiked Switch 2 prices and as ​the market frets over a lack of high-profile games ‌to build momentum.

Reuters • May 11, 2026

Polen International Growth Q1 2026 Portfolio Activity

In Q1 2026, Polen International Growth Portfolio returned -14.4% (net of fees) compared to -0.7% for the Index. We initiated new positions in TSMC, Rheinmetall, Saab, Mitsubishi Heavy Industries, AstraZeneca, AIA Group, Siemens Energy, Samsung Electronics, and Keyence. We sold our holdings in Nintendo, MakeMyTrip, Adidas, Globant, Amadeus IT Group, Monday.com, ICON plc, and HDFC Bank.

Seeking Alpha • May 10, 2026

Nintendo hikes Switch 2 prices and expects console sales to decline as memory crunch bites

Nintendo hikes Switch 2 prices and expects console sales to decline as memory crunch bites

CNBC • May 8, 2026

Sony, Nintendo grapple with memory price surge as AI boom constrains supply

Nintendo and Sony both flagged the impact ​from surging memory prices on their games businesses on Friday, as the artificial intelligence boom constrains chip supply and deepens disruptions ‌across the tech sector.

Reuters • May 8, 2026

Nintendo hiking Switch 2 prices by hefty amount — and still warns sales will fall next year

Japanese exporters are having to cope with President Trump's tariff hikes and other higher costs that have been worsened by the war in Iran.

New York Post • May 8, 2026

Nintendo Increases Switch 2 Price Starting September 1

It's not a matter on if it would happen, only a matter of when.

CNET • May 8, 2026

Nintendo's Switch 2 Gets A $50 Price Hike—Company Blames ‘Market Conditions'

In March, Sony announced it was hiking the prices of its PlayStation 5 family of consoles by between $100-$150. The PlayStation 5's cheapest model—the Digital Edition with no disc drive— now costs $599.99, while the version with the disc drive costs $649.99.

Forbes • May 8, 2026