Take-Two Interactive Software (TTWO) Buy,…

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Take-Two Interactive Software (TTWO)

215.88

+1.75 (0.82%)

as of Sep 4, 2026, 4:50:26 pm Market Open.

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Investor Insights

Sep 4, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Take-Two Interactive Software, known for its blockbuster franchise Grand Theft Auto, is set to release Grand Theft Auto 6 in November, which has sparked significant anticipation among gamers and analysts alike. With the last installment selling a staggering 225 million copies, expectations are high for this new release, with projections of 50 million units sold. Despite this optimism, the stock has faced some volatility, including a 5% drop due to concerns about competition from AI-driven platforms that could disrupt the gaming landscape. While some analysts view current valuations as dependent on the success of GTA 6, the company's solid quarterly performance and successful franchises exhibit resilience in the gaming industry, suggesting a cautious buy approach for investors. However, there are concerns about Take-Two's reliance on its hit titles, particularly if GTA 6's launch is delayed, which could impact investor confidence.

Consensus

Mixed

Valuation

Fair Value

Similar

EA,EA

COMMENT

His favourite videogame stock for ages. It reported good numbers--top and bottom decent beats--but cautious guidance on Monday; a couple of major releases are delayed. The stock got crushed this week, from $173 to $157 today. This has bottomed before, so it may come back again.

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

PAST TOP PICK

(A Top Pick May 25/21, Down 13.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TTWO has triggered its stop at $160. We recommend covering the position at this time. We will look for better opportunities elsewhere.

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.

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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.

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.

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Take-Two Interactive Software (TTWO)