Bruce MurrayTake-Two Interactive SoftwareTTWOPARTIAL BUYMar 11, 2026

They just reported a solid quarter and forecast. The next Grand Theft Auto comes out in November, but shares still fell 5% today because of a possible threat from Google's AI platform that can create video games.

Is up 31% this year. Is the greatest entertainment franchise. The CEO will deliver. Buy some now and more lower.

Grand Theft Auto 6 delayed until next year. Problem is, the company doesn't have much else. Despite having a soft spot for the game's Edinburgh origins, he doesn't like any company that's a one-hit wonder. Stock's priced for success of GTA 6 to exceed expectations.

Video game publisher. He likes entertainment as a theme because in periods of economic uncertainty, it becomes clear how much value you can get from streaming. Crown jewel is Rockstar Games. Makes 10/10 games almost every time. We're about a year away from Grand Theft Auto 6, which could be the biggest entertainment property ever. Upside on pricing and # of units sold. 

Trades at 30x PE. His price target is $340. No dividend.

The new Grand Theft Auto will come out this year which will push shares much higher.

It reports Thursday. He likes it because they will launch the hit Grand Theft Auto 6 next year.

A good stock, but should be great next year when the much-anticipated Grand Theft Auto 6 game comes out. Buy now.

Last month, they reported a a top and bottom line miss and downbeat guidance. Discouraging. But shares actually rallied, gave up some of that, but it remains up for the year.

They recently reported a weak quarter, but shares didn't go down a lot, so that's a good sign. They need new, fresh titles.