Nintendo Stock (NTDOF) Surges on September Direct Hype - Traders Bet Big on Rumored Announcements

Nintendo shares are climbing as speculation mounts about potential blockbuster reveals in the upcoming September Direct event.

Market Momentum

Traders are piling into NTDOF ahead of the anticipated showcase, betting that new game announcements or hardware updates will drive consumer excitement—and share prices higher. The pattern's familiar: rumors spark rallies, announcements deliver volatility.

Gaming Meets Gains

When Nintendo talks, markets listen. Historical Direct events have moved needles—and portfolios. This time, whispers of long-awaited titles and possible Switch successor teases have investors gaming the system before the official broadcast.

Speculation Pays—For Now

It’s the classic play: buy the rumor, sell the news. And in a market where entertainment stocks often outperform traditional sectors, Nintendo’s blend of nostalgia and innovation keeps drawing bets. Just don’t expect Wall Street to understand why a cartoon plumber moves billions.

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Rumors have also spread about what Nintendo intends to cover in the September Direct. The main game expected in the Direct is Metroid Prime 4: Beyond. This game is set for a 2025 release, but hasn’t received a release date. With only a few months left in the year, it makes sense Nintendo would choose September to provide more details about the game. Additionally, it was recently rated by the ESRB, suggesting a release is on the horizon.

It’s also possible that Nintendo would use a September Direct to highlight a new Mario game. The iconic plumber celebrates his 40th anniversary next month, making it a perfect time for the video game developer to reveal a new title. If it does, such a game likely wouldn’t be released until at least 2026. This would allow Nintendo to build HYPE for a new Mario game without stealing Metroid Prime 4: Beyond’s thunder with a 2025 release.

Nintendo Stock Movement Today

Nintendo stock was up 0.32% on Monday, extending a 62.82% rally year-to-date. The shares have also increased 71.81% over the past 12 months. The success of the Switch 2 has largely fueled these gains.

Is Nintendo Stock a Buy, Sell, or Hold?

Turning to Wall Street, the analysts’ consensus rating for Nintendo is Moderate Buy, based on nine Buy, two Hold, and a single Sell rating over the past three months. With that comes an average NTDOF stock price target of $98.53, representing a potential 3.92% upside for the shares.