Nintendo's stock price fell by 33% in several months — investors are concerned about slowing Switch 2 sales

In early summer 2025, the hybrid console Nintendo Switch 2 was released, and in just a few months, it became the fastest-selling platform in many markets, surpassing the previous model's performance. Against this backdrop, Nintendo's stock price soared, as did the expectations of its investors.

However, the situation began to change drastically later, with a crisis and shortage of memory chips and drives in the market, leading to increased electronics prices. This caused a sharp drop in the stock price of the Japanese giant.

What is known

Esteemed analyst Serkan Toto from Kantan Games agency points out that from August to mid-January, Nintendo's securities lost 33% of their value — falling from 14,795 yen to 9,950 yen.

The expert associates the decline with major investor concerns that Nintendo will have to raise the price of the Switch 2 to compensate for the increased cost of components, a move that could lead to a drop in console sales, which already underperformed during its first Christmas period compared to the Switch 1 and was too expensive for many buyers, despite selling for $450.

Furthermore, investors are nervous because Nintendo has already released all the announced major exclusives and has nothing to interest potential buyers.

It is currently unknown how the company will navigate this situation, but at the moment, it does not plan to increase the price of the Switch 2.

Meanwhile, despite the stock price drop, Nintendo is currently 9.5% more expensive than in January 2025.

Source: @serkantoto