EA & Nintendo Crush October Game Sales—Proving Gamers Still Spend More Than Investors Lose on Meme Stocks

Gaming giants Electronic Arts and Nintendo just schooled the market—again.

October's sales data dropped like a loot box full of wins, with EA and NTDOF dominating charts while Wall Street hedge funds blew their microtransactions on speculative trash. No surprise—gamers vote with their wallets, while 'disruptors' keep chasing the next pump-and-dump.

Key drivers? Franchise powerhouses and holiday-season pre-orders. Meanwhile, crypto 'gaming' tokens still can't render a decent NPC.

Bottom line: When real revenue meets pixels, the house always wins. Just ask the shorts who bet against Mario.

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Digging into the data, Electronic Arts (EA) and Nintendo (NTDOF) largely contributed to these gains. In EA’s case, this came from the release of Battlefield 6 on October 10, 2025. This game has already become the best-selling game of 2025 in the U.S. Nintendo contributed to the U.S. sales growth with its latest Pokémon title, Pokémon Legends: Z-A, which has already topped physical game sales in 2025.

Nintendo also performed well with hardware sales in October. According to Circana, the Switch 2 sold 328,000 units last month and is 3% ahead of Sony’s (SONY) PlayStation 4, which previously set sales speed records. Nintendo’s Switch 2 has already become the fastest-selling console after its release in June 2025. The video game company projects it will sell roughly 19 million units by the end of its fiscal year in March.

Video Game Stock Movements Today

Electronic Arts stock was up 0.08% on Thursday and has rallied 38.71% year-to-date. The company’s stock has also rallied 20.01% over the past 12 months.

Nintendo stock gained 1.27% today and has increased 45.68% year-to-date. The shares have also soared 58.65% over the past 12 months.

Sony stock was down 1.93% on Thursday but was still up 35.99% year-to-date. The stock has also climbed 29.71% over the past 12 months.

EA vs. NTODF vs. SONY: Which Video Game Stock Do Analysts Prefer?

Turning to the TipRanks stock comparison tool, traders can see which of these three stocks analysts favor. Sony has the best consensus rating at Moderate Buy, compared to Hold ratings for Electronic Arts and Nintendo. SONY also has the highest upside potential at 21.56%, followed by NTDOF at 9.43%, and EA at 0.96%.