Take-Two Interactive Software (TTWO) Buy,…

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Take-Two Interactive Software (TTWO)

254.99

-0.00 (0.00%)

as of Jul 2, 2026, 11:16:27 pm Market Open.

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Investor Insights

Jul 5, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Take-Two Interactive Software (TTWO-Q) is facing mixed opinions from experts, especially in light of recent developments. While the company has reported a solid quarter and the anticipated release of Grand Theft Auto 6 could be a significant catalyst, the stock fell due to concerns over competition from AI advancements. Some analysts highlight the impressive 31% rise in the stock this year and maintain a bullish outlook, urging investors to buy in stages. However, there are serious concerns about the company's heavy reliance on Grand Theft Auto, especially since the game's release has been delayed. Critics point out that without diversified offerings, the stock is overvalued based on the expectations set for GTA 6. Overall, the sentiment surrounding Take-Two seems cautious as it navigates both promising opportunities and looming threats.

Consensus

Cautious

Valuation

Overvalued

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COMMENT

Down 16.5% year-to-date. TTWO almost always reports a great quarter and conservative guidance. But when they did that in February, the stock plunged from $213 to $161 in one month. Since then, shares have struggled despite their booming business and a fine slate of new releases. Covid winners are unfairly pigeonholed as reopening losers. This includes fellow videogame stocks, EA and ATVI, unless they can prove that more people got hooked on their games this quarter.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly TTWO is the maker of the world famous "Grand Theft Auto" video game, which has benefitted through the pandemic. Recently reported earnings were up over 40% and are expected to continue that trend next year. It's cash position is growing and now is estimated to exceed $2 billion. We would buy this with a stop loss at $160, looking to achieve $222 -- upside potential over 20%. Yield 0% (Analysts’ price target is $221.82)

BUY

Almost every quarter, they report a blow-out then offer conservative guidance in order to deliver another blow-out. Last night, they reported a monster earnings beat and yes offered cautious guidance again, though added a slate of promising releases next year and a marketing campaign to back that. There's room to run.

BUY

They report Tuesday. It can run here. A fabulous pandemic stock when people were stuck at home, but investors see it as a old lockdown stock. He disagrees.

BUY

The new Grand Theft Auto is coming among other big titles which drive this videogame stock. Buy.

DON'T BUY

Allan Tong’s Discover Picks TTWO itself warns that its revenue will flatten and net income to decline 4%, although net bookings could increase 5-9%. Further, TTWO stock trades at a 44x PE, higher than its peers, and doesn’t pay a divvy. As of this writing, the stock is making a 52-week high of $184, though the entire space is rallying too. This is just $7 shy of its price target. TTWO stock will likely reach that, but I don’t see much upside here. That high PE gives me pause. If you own this already, take come profits. Otherwise, there are better gaming stocks to play. Read 4 More Alluring Gaming Stocks for the Win for our full analysis.

BUY

He has long liked this. This wasn't supposed to be a good year for TTWO, then Covid happened and triggered the stay-at-home trend. TTWO has taken off. They reported a huge top and bottom beat last night and management raising guidance for the full fiscal year. The stock had run up but still added 4% gain today. It's near its August highs that he expects them to retrace next week.

PARTIAL BUY

He predicts a strong holiday season for videogames, and TTI is his favourite way to play videogames (so to speak). They own the best-selling Grand Theft Auto. They report next week. If the stock pulls back in weak numbers, maybe buy some Thursday, then more on Friday.

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BUY

Part of his Fear Factor portfolio of stocks that will thrive with or without government stimulus during Covid This videogame maker boast evergreen content, starting with Grand Theft Auto, the greatest entertainment property of all time. The CEO has broadened the company's portfolio.

BUY

Likes it though he took some money off the table recently after a big move up. He's holding onto the rest. A winner. Is up 36% in the last two months.

COMMENT

He follows the gaming and e-sports space. He owns Take-Two instead of EA, thanks to the longer runway on the publishing side.

BUY

Esports? He picked up TTWO, following the recent earnings results. They are different in that they have a strong track record in the sustainability of the games they bring to market. They may be behind in some aspects of digitization, but they are catching up.

DON'T BUY

These guys all tend to move as a group. They have had a bit of a run. There is volatility from when games are released and that is how the business model works. With how things are changing it is really risky to try to call things in a three month timeframe. It's a wild ride. This is the strongest season of the year, however. He would avoid it on the volatility. He might take profits on this if he had it.

COMMENT

Video game companies? When video game companies found the advantage to after sales revenues, he got interested. Gaming is a growth industry now. Now that membership revenues have been introduced, it has made earnings less predictable. This is a structural change in the industry, which will create some investor anxiety. He would prefer IGV -A as an ETF basket of gaming companies for now.

WAIT

They are having a tough day -- down 12%. They have a really tough road with competition, despite the in-game spending success of their platform. The valuations are looking expensive.

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Take-Two Interactive Software (TTWO)