Circana has released its October video game sales data, and there were two standout companies during that month. Before we get into that, investors will note that sales in the U.S. grew 3% year-over-year to $4.9 billion.
TipRanks Black Friday Sale
- Claim 60% off TipRanks Premium for the data-backed insights and research tools you need to invest with confidence.
- Subscribe to TipRanks' Smart Investor Picks and see our data in action through our high-performing model portfolio - now also 60% off
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. NTDOF 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%.
