Take-Two Interactive Software, Nasdaq: TTWO
Communication Services · Interactive Home Entertainment
$216.36
+1.21%
Vol: 746K
Research Digest
Friday, May 1, 2026
Take-Two confirmed Grand Theft Auto 6 release date of November 19, 2026, but faces steep Q4 earnings decline of 72.6% year-over-year despite Strong Buy consensus.
Take-Two Interactive announced Grand Theft Auto 6 release date of November 19, 2026. Wall Street expects fiscal Q4 earnings of $0.20 per share, down 72.6% year-over-year from $0.73. May 21 earnings call will cover FY2026 results with projected EPS of $0.58 (down 46.79% YoY) and revenue of $1.55 billion (down 1.94% YoY). Stock currently $214.32 with market cap of $39.88 billion. Despite near-term profit pressure, analysts maintain Strong Buy consensus.
Previous Market Intelligence
13 daysApr 30Take-Two guides May 21 earnings amid GTA VI delay and analyst strong-buy positioningMixed▶
Take-Two Interactive Software will report Q4 fiscal 2026 earnings on May 21, 2026, with investor positioning ahead of potential GTA VI updates. Wall Street analysts project a 72.6% profit decline to $0.20 per share in fiscal Q4 (vs. $0.73 year-ago), though analysts maintain Strong Buy consensus highlighting longer-term optimism. The company delayed Grand Theft Auto VI by six months to November 2026. Vanguard boosted its stake by 0.8% in Q4 2025 and the stock carries a Forward P/E of 26.33, premium to industry average of 17.74.
Apr 29Take-Two to report FY2026 Q4 earnings May 21, Wall Street expects $0.20 EPS vs $0.73 prior yearNeutral▶
Take-Two Interactive will report fourth quarter and fiscal year 2026 results after market close on May 21, 2026. Wall Street analysts expect FY Q4 EPS of $0.20 per share, a 72.6% profit decline from $0.73 in the same quarter a year earlier. Net bookings and revenue exceeded 2026 guidance, driven by strong performance in NBA 2K, Grand Theft Auto, and mobile titles, with fiscal 2026 outlook raised. Notably, Take-Two delayed Grand Theft Auto VI release by six months to November 2026. Stock currently at $213.77, up 1.43% from prior day. Analyst consensus remains "Strong Buy" despite near-term earnings pressure, reflecting optimism about GTA VI and long-term potential.
Apr 16Take-Two Interactive rose 4.58% after Zacks highlighted strong game-release pipeline and reiterated fiscal 2026-2027 net bookings guidance.Positive▶
Despite Rockstar Games data breach involving GTA Online and Red Dead Online revenue metrics, TTWO gained over 3.5% and added $1 billion in market value. Stock gained 4.58% after Zacks highlighted strong game-release pipeline and expected revenue growth. Sumitomo Mitsui Trust raised position by 4.8%. 16 analysts rate as Strong Buy with 12-month target of $283.69 (+38.32%). Analysts project 46.79% quarterly EPS decline ahead of earnings.
Apr 15Take-Twos stock surged on April 14 following leaked GTA Online revenue insights, confirming strong cash generation from flagship franchise.Positive▶
Take-Two Interactive stock jumped on April 14, 2026, after revenue insights from GTA Online surfaced. The company confirmed Grand Theft Auto VI launches November 19 on PlayStation 5 and Xbox Series X|S, with PC version later. Wells Fargo maintains overweight rating with $293 target. Buy consensus among 15 analysts.
Apr 14Take-Two Rockstar Games suffered second cyber breach in three years; company confirmed GTA VI release November 19, 2026.Negative▶
Rockstar Games confirmed a cyber intrusion claiming unauthorized server access via third-party cloud service. This is the second breach in three years. Company confirmed Grand Theft Auto VI launch November 19, 2026 on PS5 and Xbox Series X|S. Unusual options activity: 13,823 put options traded.
Apr 13Take-Two stock down 25% in 2026; GTA VI launch confirmed for November 19 with strong pre-release marketing underway.Mixed▶
Take-Two confirmed Grand Theft Auto VI will launch on November 19, 2026. Raised FY 2026 net bookings guidance to $6.65-$6.7 billion after Q3 topped guidance with net bookings up 28%. Projects record net bookings in fiscal 2027 following GTA VI launch. Stock down 25% YTD despite analyst Buy consensus. WWE 2K26 released March 13.
Apr 10Take-Two Interactive faces 20% three-month pullback as Wells Fargo lowers price target to $293; GTA VI marketing campaign launching summer 2026.Mixed▶
Take-Two Interactive has experienced a 20% decline over the past three months. Wells Fargo lowered its price target to $293 from $295, maintaining Overweight. Insider selling totaled approximately $14 million in recent months. GTA VI marketing campaign begins summer 2026. The 30-analyst consensus price target is $274.20, implying 40% upside.
Apr 9Take-Two confirms GTA VI November 19 launch; Wells Fargo lowers price target to $293Mixed▶
Take-Two Interactive reaffirmed Grand Theft Auto VI launch date of November 19, 2026. Company raised fiscal 2026 net bookings outlook following Q3 earnings beat. Wells Fargo lowered price target from $295 to $293 on April 6, maintaining Overweight. Stock down ~20% in past 3 months amid sector headwinds but projects 27.7% revenue growth. Jim Cramer highlighted as strong buy ahead of GTA VI launch. Q4 FY2026 earnings next on May 14, 2026.
Apr 8Wells Fargo cuts TTWO price target to $293 amid GTA VI anticipation and mixed insider activity.Mixed▶
Take-Two Interactive reaffirmed Grand Theft Auto VI launch on November 19, 2026 and raised fiscal 2026 outlook with raised net bookings guidance, benefiting from recurrent consumer spending expectations across franchises. Q3 results exceeded guidance; however, insider selling and analyst concerns about earnings decline temper outlook. Wells Fargo lowered price target from $295 to $293 while maintaining overweight. GTA VI with ~$2B budget represents primary catalyst for multi-year elevated bookings and margin expansion.
Apr 7Take-Two reaffirms GTA VI November 2026 launch; raises FY2026 net bookings.Mixed▶
Take-Two Q3 FY26 results above guidance. GTA VI confirmed Nov 19, 2026 launch. Raised FY26 net bookings outlook. Stock $198.20. 15 analysts Buy at $284.80. Insider selling raises concerns.
Apr 6Take-Two Raises Guidance, Confirms GTA VI November LaunchMixed▶
Take-Two Interactive (TTWO) reported Q3 fiscal results that exceeded guidance and raised its fiscal 2026 net bookings outlook while reaffirming Grand Theft Auto VI launch on November 19, 2026. Stock closed at $199.87, up 0.84% in past 24 hours. Despite strong earnings beat and raised guidance, shares face headwinds from insider selling concerns and analyst projections of quarterly earnings decline. Stock shows 30-day decline of 6.61% and 90-day decline of 22.86%, reflecting market concerns about gaming sector risks and execution on the GTA VI launch. Key short-term catalyst remains the November release while execution risks and marketing costs pose concerns.
Apr 3Take-Two Interactive maintains GTA VI launch date of November 19, 2026; stock gains in after-hours trading.Positive▶
Take-Two confirmed November 19, 2026 launch date for Grand Theft Auto VI, the primary fundamental catalyst expected to drive multi-year cycle of elevated net bookings. Stock closed April 1 at $198.20 and reached $203.34 in after-hours. Q1 2026 earnings scheduled May 21. Director William B. Gordon received 91 shares as stock grant on April 1.
Apr 2Take-Two Interactive stock up 0.35% overnight as Grand Theft Auto 6 launch date (November 19, 2026) confirmed with estimated $5B development costs.Positive▶
Take-Two Interactive is trading at $199.87, up 0.35% in the past 24 hours. The stock has underperformed the S&P 500 and is down 9.73% over the past month. However, analysts remain optimistic with consensus rating of Strong Buy based on 16 Buy ratings and average price target of $287.31 (46.02% upside). Take-Two rallied on reports of $5 billion spent on Grand Theft Auto 6 development, with confirmed launch date of November 19, 2026. Analysts project Q1 2026 EPS of $0.58 with revenue of $1.55 billion.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| EAELECTRONIC | $202.07 | -0.15% | -0.9% | 21.9x | 0.72 | $50.6B |
| TTWOTAKE | $216.36 | +1.21% | +8.7% | 27.1x | 0.96 | $39.6B |
| GOOGLALPHABET | $385.59 | +0.21% | +28.3% | 28.4x | 1.13 | $4.66T |
| GOOGALPHABET | $382.99 | +0.27% | +28.3% | 28.2x | 1.13 | $4.62T |
| METAMETA | $609.01 | -0.47% | +6.8% | 16.9x | 1.31 | $1.55T |
Key Fundamentals
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52-Week Range
Moving Averages
Price below 200d MA — bearish structure.