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16 handpicked stocks

The Software Shift: Beyond The Console Price Hike

Nintendo is increasing the price of its Switch consoles, a move that could shift consumer spending from hardware to software. This creates a potential opportunity for video game publishers and digital entertainment platforms.

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Han Tan | Market Analyst

Updated today | Published at Aug 2

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

EA

Electronic Arts Inc.

EA

Current price

$157.08

TTWO

Take-Two Interactive Software Inc.

TTWO

Current price

$220.58

GME

GameStop Corp.

GME

Current price

$22.10

About This Group of Stocks

1

Our Expert Thinking

Nintendo's unusual price increase for its ageing Switch console could trigger a shift in consumer spending patterns. As hardware becomes more expensive, gamers may redirect their budgets towards software and digital content, creating opportunities for publishers and platforms in the gaming ecosystem.

2

What You Need to Know

This group focuses on companies positioned to benefit from potential changes in gaming spending habits. It includes major video game publishers, digital distribution platforms, and developers specialising in in-game content - all areas that could see increased revenue as hardware costs rise.

3

Why These Stocks

These companies were handpicked by professional analysts based on their exposure to the gaming software ecosystem. They represent firms that could directly benefit if consumers shift their discretionary spending from expensive hardware to games and digital experiences.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+56.20%

Group Performance Snapshot

56.2%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 56.2% over the next year.

10 of 12

Stocks Rated Buy by Analysts

10 of 12 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🎮

Gaming's New Economics

Nintendo's price hike signals a shift in the gaming industry's value chain. As hardware becomes pricier, software companies could capture more of consumers' gaming budgets.

📈

Digital Revenue Boost

When console prices rise, gamers often spend more on digital content and in-game purchases. These companies are perfectly positioned to benefit from that trend.

Market Timing Opportunity

This shift is happening right now, ahead of the Switch 2 launch. Early positioning in software-focused gaming stocks could capture this emerging trend.

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