Tae Kim Forecasts Battlefield 6 to Double Wall Street Estimates as Nintendo Stock Jumps 64%

Renowned financial analyst Tae Kim, a senior writer at Barron's and former U.S. technology columnist at Bloomberg Opinion, has made a bold prediction regarding Electronic Arts' (EA) upcoming title, Battlefield 6. In a recent social media post, Kim asserted his strong track record in video game stocks, highlighting Nintendo's impressive 64% surge this year alone, and stated, > "In my latest column, I predict EA will double Wall Street estimates for Battlefield 6." This forecast positions Battlefield 6 as a significant catalyst for EA's performance in the current fiscal year.

Nintendo Co. Ltd. (NTDOY) has indeed seen a robust performance in 2025, with its stock price appreciating by approximately 64.52% year-to-date as of August 13, 2025. This strong showing is partly attributed to the anticipation and recent launch of the Nintendo Switch 2 console, which hit the market in June 2025 and sold over 3.5 million units in its first four days. The company's fiscal year 2026 revenue and operating profit guidance remain unchanged, reflecting confidence in its new hardware and software lineup.

Electronic Arts' Battlefield 6 is officially slated for release on October 10, 2025, across PC, PlayStation 5, and Xbox Series X/S. The game has generated considerable buzz, with successful open beta periods in August drawing significant player interest, including over 500,000 players on Steam and nearly 900,000 concurrent Twitch viewers for its first weekend. Early pre-order figures on Steam alone indicate strong demand, with over 605,000 copies sold and 2.7 million wishlists.

The new Battlefield installment reintroduces the classic class system—Assault, Recon, Support, and Engineer—and features an enhanced tactical destruction system, allowing players to dynamically alter environments. EA's fiscal 2026 bookings forecast, which includes contributions from Battlefield 6, is projected to be between $7.60 billion and $8 billion, slightly above initial Wall Street expectations. Analysts, including Wedbush Securities' Michael Pachter and NYU's Joost van Dreunen, suggest the game could benefit from the delayed launch of Grand Theft Auto VI, creating a clearer market window.

Joost van Dreunen anticipates Battlefield 6 could sell between 4 million and 5 million units by the end of EA's fiscal year 2026, a higher projection partly due to the reduced competition. The game is seen as a critical release for EA to revitalize the franchise and maintain momentum in a competitive gaming landscape. The positive pre-release indicators and strategic market positioning underscore the importance of Battlefield 6 for EA's financial outlook and the broader video game industry.