Take-Two Interactive Software (TTWO) Buy,…

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Take-Two Interactive Software (TTWO)

231.65

+1.40 (0.61%)

as of Jul 24, 2026, 8:00:00 pm Market Open.

57 watching

Investor Insights

Jul 25, 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) has received mixed reviews from industry experts. While one expert notes a potential threat from AI-driven gaming platforms, others emphasize the company's strong fundamentals, particularly following a solid quarterly report and positive forecasts surrounding the highly anticipated Grand Theft Auto 6 release in November. However, the delay of this flagship product may raise concerns, as the company is seen as heavily reliant on its success. Despite a notable year-to-date increase of 31%, some analysts display skepticism, questioning the company's ability to maintain growth without a diverse portfolio of successful games. Investors may consider buying in increments as market sentiments fluctuate, especially with external pressures affecting the stock's performance.

Consensus

Mixed

Valuation

Fair Value

Similar

EA, ERTS

DON'T BUY

It bottoms above $100 consistently. Careful: holders could be heading for the exits. Hold if you own. If it falls below $96, he fears a BIG drop. Be cautious if it falls below $100. Watch the downside more than the up.

WATCH

The gaming space is great but you have to have a real stomach for it. They used to be known for one hit wonders. The gaming in-buys business kind of flattened out the model because it was a recurring revenue model. It is 22 times earnings. It will probably take some time. They have a good pipeline and a good model but this one will take some torque. Wait for the right time. This is a more stable story now.

DON'T BUY

The gaming industry has seen a massive transition from the console games to the mobile games. Trading at 25 times earnings with 10% growth rate.

BUY

He does not have exposure to this sector but keeps an eye on it. The sector as a whole is solid. The video game sector is relatively recession proof.

PARTIAL SELL

He doesn’t have any name in the software gaming space. Trading at 3 times PEG ratio with 10% growth rate. Valuation is a little stretched. If you have a profit on this one you might want to put a stop-loss on this one.

PARTIAL SELL

Sell Take-Two Interactive Software (TTWO-Q) or Electronic Arts (EA-Q)? Why not just sell half of each? Looking at the math, it looks like they both could go higher. They are trading at the same valuation relative to BV.

HOLD

The chart looks wonderful. It’s moved up nicely and stayed above the 200-day moving average. Recently just broke below the 50-day moving average, and is now above the 100-day moving average. Technically, this looks pretty interesting. However, it is a bit expensive. Trading above 25X forward earnings with a 10% growth rate, so you have about a 2.5X PEG ratio. If you want, continue to hold.

BUY ON WEAKNESS

It rallied from $10 to $100. This is a great sector. It has gone through this transition over the last number of years. Now you buy extra weapons and tools on line with real money. He does not think it is over yet. He would average his way into something like this. He owns three of these in a basket. He would buy any of the three. It has a PE of 25 but is a highly predictable business model.

COMMENT

Chart shows a little resistance around $80 in May and June. Some risks have been reduced at around $73-$74. A lot of indicators are starting to move up. It looks like it’s going to want to go through $80.35. Good risk/reward. Expects it will be $81-$82 pretty soon.

BUY

The video game phenomenon is getting another boost. We are at the beginning of the next phase. He likes it.

COMMENT

This has had a good run in the last 5 years. Probably one of the least volatile names in the individual gaming space. It is a creative engine. They are well known for Grand Theft Auto, or for any entertainment platform whether it is film, video, music that reached $1 billion. A good name to own.

WEAK BUY

They are cyclical. It is not a very big company, but in terms of execution, it is a very good company. Technically it is setting up very well. He prefers ATVI-Q.

PAST TOP PICK

(A Top Pick Oct 26/05. Down 43%.) Had to pull a game because it was too violent. Sold his shares at $16.

TOP PICK

Manufactures games for XBox, etc. A new version of XBox is being launched and will be unbelievable. Expect Christmas sales will be huge. Expects that this next boom will create 10% net margiins for this company. Has $200 million cash and no debt.

WEAK BUY

A one trick pony. Cheap. Would buy in the mid to high $20's.

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Take-Two Interactive Software (TTWO)