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Wells Fargo Raises Take-Two Interactive (TTWO) PT To $301 Following Q3 Bookings Beat
Yahoo Finance· 2026-02-05 12:19
Take-Two Interactive Software Inc. (NASDAQ:TTWO) is one of the stocks that should double by 2030. On February 4, Wells Fargo raised the firm’s price target on Take-Two to $301 from $288 while maintaining an Overweight rating. This sentiment was announced as the firm stated that, as expected, Q3 2025 bookings and EBITDA outperformed meaningfully. Contrary to investor fears heading into the print, management sounded constructive on hitting the November 19, 2026, release date for Grand Theft Auto VI. The fi ...
富国银行上调Take-Two目标价至301美元
Ge Long Hui· 2026-02-05 09:46
富国银行将Take-Two互动软件的目标价从288美元上调至301美元,维持"增持"评级。(格隆汇) ...
谷歌新模型“暴击”游戏股,全球厂商“慌”了
21世纪经济报道 吴立洋 近日,谷歌DeepMind推出了Project Genie模型,再次引起市场对AI工具影响游戏行业的广泛担忧。 在模型发布的1月30日当天,游戏引擎公司Unity股价重挫24.22%,创2022年以来最大单日跌幅;《侠盗 猎车手》系列开发商Take-Two股价下跌7.93%,元宇宙社区Roblox跌13.17%。 作为一款生成类AI模型,Project Genie可根据用户提供的图片素材和提示词生成一个实时渲染、可互动 的3D虚拟场景,支持每秒24帧和720P的清晰度。 尽管依然存在使用时长、声音缺失、细节粗糙等问题,但Project Genie的生成效率和成本显然远优于传 统游戏研发,这也使得早已对AI使用争论不休的全球游戏行业再次陷入争议中——此前,已有多家厂 商先后就是否使用AI进行游戏生产及对AI的态度发声音。 目前,尽管不少厂商依旧态度暧昧,但游戏行业已经意识到AI大模型的革命性影响。 如何看待未来大模型在游戏领域的应用,哪些从业者会更容易从中获益,怎样解决潜在的知识产权和隐 私保护等合规问题,或许将是很长一段时间内行业需要在技术进步中,不断磨合与消化的课题。 应用方式决定 ...
Take-Two Misses Q3 Earnings Estimates, Raises FY26 Sales View
ZACKS· 2026-02-04 18:11
Key Takeaways TTWO posted a Q3 GAAP loss of 50 cents per share, improved Y/Y and revenues rose 24.9% to $1.7B.Take-Two saw Net Bookings rise 27.9%, led by digital channels that made up 97.4% of revenues.TTWO raised FY26 guidance, lifting GAAP revenue outlook to $6.55-$6.60B and net bookings to $6.65-$6.70B.Take-Two Interactive Software (TTWO) posted a third-quarter fiscal 2026 GAAP net loss of 50 cents per share, narrower than a loss of 71 cents reported in the year-ago quarter. The Zacks Consensus Estimate ...
Take-Two Stock Drops Despite Raised Outlook. Why It Could Be a Buying Opportunity.
Barrons· 2026-02-04 17:03
Take-Two Stock Drops Despite Raised Outlook. Why It Could Be a Buying Opportunity. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Take-Two Stock Drops Despite Raised Outlook. Why It Could Be a Buying Opportunity.By [Angela Palumbo]ShareRes ...
Take-Two Interactive raises 2026 guidance as Q3 bookings surge
Proactiveinvestors NA· 2026-02-04 16:33
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Take-Two Interactive Q3: Live Service Funding A Major Release Every Decade, Boring
Seeking Alpha· 2026-02-04 14:28
Take-Two Interactive Software, Inc. ( TTWO ) just reported its Q3 numbers , which were quite underwhelming, with some boost due to the success of its live service games, which are aimed at funding the futureMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Di ...
无限期推迟还不够:Take-Two 宣布暂停开发 Switch 2 版《无主之地 4》游戏
Xin Lang Cai Jing· 2026-02-04 12:25
IT之家 2 月 4 日消息,科技媒体 Variety 报道,2K 母公司 Take-Two 在 2 月 3 日的财报会议上宣布,已暂停开发《无主之地 4》Switch 2 版本。 该游戏版本原定于 2025 年 10 月 3 日发布,但在 2025 年 9 月 23 日被无限期推迟。 Take-Two 发言人艾伦 · 刘易斯(Alan Lewis)接受 Variety 采访时称:"我们做出了艰难的决定:暂停开发该产品。我们的重点依然是为玩家持 续改进游戏,提供高品质的增量内容,我们将继续与任天堂密切合作"。 《无主之地 4》Switch 2 版公布以来一直表现不佳,根据 2025 科隆游戏展上的试玩反馈,该游戏版本在运行帧率、输入延迟和画质表现上存 在挑战。Gearbox 总裁兰迪・皮奇福德(Randy Pitchford)也证实:该游戏版本的目标帧数仅 30 帧,复杂场景下可能更低。 Take-Two 发言人艾伦 · 刘易斯(Alan Lewis)接受 Variety 采访时称:"我们做出了艰难的决定:暂停开发该产品。我们的重点依然是为玩家持 续改进游戏,提供高品质的增量内容,我们将继续与任天堂密切合作" ...
美股异动丨Take-Two互动软件盘前涨超5%,爆款游戏定档+上调全年净预订额指引
Ge Long Hui· 2026-02-04 09:27
游戏发行商Take-Two互动软件(TTWO.US)盘前涨超5%,报223.07美元。消息面上,Take-Two互动软件 公布2026财年第三季度业绩,净预订额同比增长28%至17.6亿美元,高于分析师预期的15.9亿美元;录 得每股亏损0.5美元,较去年同期的0.71美元亏损有所收窄。展望2026财年,公司预计预订额将在66.5亿 至67亿美元之间,较之前预测的64亿至65亿美元有所上调。此外,备受期待的《侠盗猎车手VI》定档 11月19日发布。(格隆汇) ...
Take-Two CEO泽尔尼克回应股价下跌:我们正在积极拥抱生成式AI
Sou Hu Cai Jing· 2026-02-04 05:50
IT之家 2 月 4 日消息,PC Gamer 报道,在 R 星母公司 Take-Two 今日的财报电话会议中,CEO 施特劳斯 · 泽尔尼克(Strauss Zelnick)谈到了谷歌 Genie 3 导 致公司股价下跌。他表示自己并不担心生成式 AI,并且对其他人的担忧"感到有点困惑"。 值得注意的是,报道指出泽尔尼克对生成式 AI 的表态前后不一:2025 年 10 月,他说 AI 是"数据与戏法的结合",在此之前,他还说过"AI 不会凭空创造"; 2025 年 2 月,他宣称"AI 根本不存在"。 报道分析,Take-Two 总裁卡尔 · 斯洛夫(Karl Slatoff)在会上的发言解读了泽尔尼克的态度转变。斯洛夫认为 Genie 是一项非常令人兴奋的新技术,重点在 于它可以让开发者获益:"如果这个工具能证明其价值,它就能是我们的各方面工作都变得更加高效和出色。" 尽管如此,泽尔尼克认为 Genie 不会对 Take-Two 构成威胁,他表示电子游戏行业基于机器学习和人工智能建立,公司对新工具的前景感到兴奋。 "我们正在积极拥抱生成式 AI,包括工作室在内,我们在各个领域有数百个试点和实践项目,"泽 ...