Tokyo trading saw Nintendo Co Ltd. jump 5.7% to ¥10,520, outpacing the Nikkei’s modest 0.3% rise. The rally followed data showing the Switch 2 topped U.S. hardware sales in 2025, making it the market’s best‑selling console for the year and reinforcing investor confidence after a weak December in Japan.

Research firm Circana reported the Switch 2 moved roughly 4.4 million units in the United States over the seven months since its mid‑2025 launch, nearly double the original Switch’s install base in the same span. Strong console demand helped offset concerns from soft Japanese holiday sales and a dip in overall video‑game spending.

Analysts see the data as a catalyst for renewed optimism on Nintendo’s growth trajectory, especially as the company eyes a full‑year fiscal 2026 outlook. Market participants will monitor upcoming quarterly results for signs that U.S. momentum translates into higher margins, and watch whether the firm can sustain sales amid intensifying competition from Sony and Microsoft.