Grand Theft Auto VI, the most hotly anticipated title in gaming history, has been delayed.Take-Two Interactive pushed the release of the blockbuster title to May 2026 on Friday. The video game was previously expected to be released in autumn this year and is expected to be an instant hit with billions in sales every year, according to analysts.Its predecessor, Grand Theft Auto V, is one of the best-selling video games of all time, selling more than 200 million copies since its release in 2013."With every ga ...

Core Viewpoint - Take-Two Interactive's stock experienced a significant drop of 10.91% in pre-market trading following the announcement of the delay for Grand Theft Auto 6 to May 2026, presenting a potential buying opportunity for investors [1][9]. Group 1: Stock Performance and Reactions - The stock price fell from $235.17 to $209.52 after the announcement [1]. - Historically, Take-Two Interactive shares are highly reactive to news regarding Grand Theft Auto titles, leading to notable price fluctuations based on rumors and announcements [2]. - For instance, the stock dropped 6% in September 2022 due to a leak, surged in late 2023 with positive news, and increased by 11% in early 2025 when a release schedule was confirmed [3]. Group 2: Market Trends and Analysis - The recent drop in stock price is expected to be temporary, with a likelihood of recovery on future positive news related to Grand Theft Auto [4]. - Year-to-date, Take-Two has shown strong performance, rallying 28.46% despite broader market volatility [5]. - Even after the recent decline, the stock remains above its New Year price of $183.07, indicating resilience [8]. Group 3: Investment Considerations - The current situation presents a potential "buy the dip" scenario, although it is not without risks, as future positive developments regarding GTA 6 are uncertain [10].

Core Viewpoint - The release of Grand Theft Auto VI has been delayed to May 26, 2026, significantly later than the previously anticipated fall 2025 release, leading to a sharp decline in Take-Two Interactive's stock price [1][2]. Group 1: Company Impact - Take-Two's shares fell more than 10% to below $210 following the announcement of the delay [2]. - The delay was unexpected, as investors were prepared for a minor postponement rather than a shift to mid-2026 [3]. Group 2: Industry Context - The first trailer for Grand Theft Auto VI was released in December 2023, with initial projections suggesting a release by March 2025 [4]. - Grand Theft Auto V, the previous installment, was released in 2013 and has sold over 200 million copies, making it the third best-selling video game of all time [4].

Take-Two Interactive (TTWO) closed at $233.32 in the latest trading session, marking a +1.13% move from the prior day. The stock's performance was ahead of the S&P 500's daily gain of 0.15%. Meanwhile, the Dow gained 0.35%, and the Nasdaq, a tech-heavy index, lost 0.09%.Heading into today, shares of the publisher of "Grand Theft Auto" and other video games had gained 9.79% over the past month, outpacing the Consumer Discretionary sector's gain of 0.88% and the S&P 500's loss of 0.21% in that time.The invest ...

Group 1 - Investor excitement around GTA 6 has driven Take-Two's stock to all-time highs, indicating strong market sentiment [1] - The current valuation of Take-Two does not fully reflect the transformative earnings potential of GTA 6, suggesting a possible undervaluation [1] - Anticipation for GTA 6 is unprecedented and could significantly reshape Take-Two's financial outlook [1]

Take-Two Interactive (TTWO 4.37%) stock is moving higher Thursday amid bullish trading for the broader market. The company's share price was up 4.3% as of 1:40 p.m. In addition to the bullish stock market backdrop, Take-Two's valuation is being pushed higher by new analyst coverage today. The stock is now up 21% year to date despite substantial sell-offs for the broader market across the stretch. Take-Two stock rises on optimistic analyst coverageBefore the market opened today, BMO Capital Markets published ...

Core Insights - Take-Two Interactive Software is gaining investor attention due to strong market performance and an impressive portfolio, positioning it as a "top defensive play" in the entertainment sector with a one-year stock gain of over 50% [1][2] - The company's core intellectual properties, particularly franchises like Grand Theft Auto and Red Dead Redemption, provide financial stability through Recurrent Consumer Spending (RCS), which includes virtual currency and in-game purchases [2][3] - The upcoming release of Grand Theft Auto VI is anticipated to be a significant financial catalyst, with projections of selling 35 million units in fiscal year 2026 and a potential EPS growth of +465% [5][7][8] Financial Performance - Take-Two's stock price is currently at $210.24, with a 12-month price target averaging $213.86, indicating a potential upside of 1.62% [9] - The analyst community shows strong support with 21 out of 22 analysts issuing Buy or Strong Buy ratings, reflecting confidence in the company's growth prospects [10] - Institutional ownership stands at 95.46%, indicating strong belief in the company's long-term strategy and growth potential [10] Growth Potential - The combination of stable revenue from established franchises and the transformative growth potential of Grand Theft Auto VI makes Take-Two a compelling investment opportunity [11][12] - The anticipation for GTA VI is expected to drive record-breaking financial results starting from fiscal year 2026, enhancing the company's market position [12][13]

Core Viewpoint - Take-Two Interactive Software (TTWO) has shown strong performance in the year-to-date period, significantly outperforming the broader market and gaming industry despite facing challenges in its mobile segment and rising operating expenses [1][2][6]. Factors Benefiting TTWO Stock - TTWO shares have gained 15.6% YTD, outperforming the Zacks Consumer Discretionary sector and the S&P 500 index, which declined by 10.2% and 10.6% respectively [1]. - Key developments such as the partnership with Butterfinger for Borderlands 4 and the launch of WWE 2K25 are expected to enhance consumer engagement and revenue [2]. - The upcoming release of Grand Theft Auto VI is projected to significantly drive net bookings in fiscal 2026, alongside other anticipated titles like Borderlands 4 and Civilization VII [2][5]. - In Q3 of fiscal 2025, NBA 2K achieved over seven million units sold, with recurrent consumer spending increasing by 30% year-over-year [4]. - Strong sales from existing franchises like Grand Theft Auto V and Red Dead Redemption 2, which have sold over 210 million and 70 million units respectively, continue to support revenue generation [4]. Factors Weighing on TTWO Stock - Despite a promising pipeline, TTWO faces challenges in its mobile segment, with overall results missing internal targets due to underperformance in legacy games [6]. - Operating expenses rose by 10% year-over-year in Q3, driven by marketing and personnel costs, with some expenses shifting into the fourth quarter [6]. - The company faces significant competition from Electronic Arts, Nintendo, and Roblox, which could impact margins and market share [7]. Earnings Estimate Revisions - The Zacks Consensus Estimate for TTWO's fiscal 2025 earnings is $2.52 per share, indicating a year-over-year growth of 0.40% [8]. - Revenue estimates are pegged at $5.61 billion, reflecting a year-over-year increase of 5.27% [8]. - TTWO has consistently beaten earnings estimates in the past four quarters, with an average surprise of 206.58% [8]. Investment Outlook - Take-Two remains fundamentally strong with a robust pipeline and growing digital revenues, but operates in a highly cyclical and hit-driven industry [11]. - Rising operating expenses, declining demand post-pandemic, and intense competition add pressure to the company's performance [11]. - The current Zacks Rank for TTWO is 3 (Hold), suggesting a cautious approach for investors [12].

Group 1 - The release of the latest Grand Theft Auto is generating significant interest among investors in Take Two Interactive stock [1] - Stock prices referenced were from the afternoon of April 12, 2025, indicating a specific timeframe for investor sentiment [1] - The video discussing this release was published on April 14, 2025, suggesting ongoing media coverage and potential market impact [1]

Investors should load up on Take-Two Interactive Software Inc (NASDAQ: TTWO) as Trump tariffs and fears of a full-blown trade war continue to wreak havoc on global equities, says Adam Parker. He’s the founder and chief executive of Trivariate Research. Trump’s trade policies are broadly expected to push the US economy into a recession before the end of this year, and a slowing economy tends to weigh on discretionary spending. Still, Trivariate’s Parker believes TTWO has what it takes to weather the macro un ...