Nintendo's Shares Dropping Daily Due to Unspecified Factors
In an unprecedented move, Nintendo's Switch 2 console has become the fastest-selling console in the U.S. ever, selling over 1.6 million units in its first month alone. This record-breaking launch has set the stage for a promising long-term sales performance.
The console's success is evident from early sales data for key software like Mario Kart World, which has shown very encouraging results. However, it's important to note that predicting the future sales trajectory of the Nintendo Switch 2 console involves a lot of guesswork due to various factors.
In its first month on sale in the U.S., the Switch 2 console sold 1.6 million units, surpassing the original Switch's first-month sales by a significant margin. This strong start has been mirrored in other regions as well, with the Americas reporting sales of 1.91 million units in June 2025, beating the original Switch’s first-month sales by approximately 0.87 million units in that region.
Analysts predict that the Switch 2 will ship 18-20 million units by March 31, 2026, exceeding the launch pace of its predecessor by 20-30%. Nintendo itself projected 15 million units sold by that date, and current rates suggest an even higher figure.
Due to persistent high demand despite supply shortages, some forecasts anticipate that the Switch 2 could exceed 100 million units sold by the end of 2029, which would surpass the original Switch’s lifetime total of approximately 122 million units. Ongoing parts shortages and manufacturing limits mean the Switch 2 remains difficult to purchase, but this could potentially sustain strong sales for years.
It's worth noting that the Nintendo Switch 2 console is no longer selling out at retail, which does not necessarily indicate a decline in demand. In fact, the ease of finding a Switch 2 system on the shelves could be a sign of Nintendo's efforts to increase production to meet the high demand.
Despite recent sell-offs, Nintendo's stock is still up approximately 49% in 2025. However, the news about the supply of the Switch 2 console is affecting Nintendo's stock price, with the stock experiencing a pullback during Friday's trading, down 1.9% as of 3:30 p.m. ET.
In conclusion, the Nintendo Switch 2 console is positioned for very robust long-term sales performance, potentially exceeding 100 million units sold over its lifecycle by the end of the decade. The record-breaking launch speed and volume, strong regional sales, optimistic analyst and Nintendo projections, and expectations of overcoming supply hurdles all contribute to this positive outlook.
Investors who are interested in the technology sector might find it prudent to consider investing in Nintendo's stocks, given the promising long-term sales performance of the Nintendo Switch 2 console. The console's sales figures, surpassing the first-month sales of the original Switch and beating its projections, indicate a strong potential for growth in the finance sector associated with gaming and gadgets.
