Take-Two, Xometry: JPMorgan's Bets On Gaming, Manufacturing In 2025

Group 1: Take-Two Interactive Software, Inc. (TTWO) - Take-Two is highlighted as a top video game pick for 2025, with a price target of $225 and a 22% upside, driven by a strong game lineup including GTA 6, Borderlands 4, Civilization 7, and Mafia: The Old Country [1][2] - GTA 6 is expected to be a primary driver of TTWO's share performance, with the second trailer anticipated to generate significant pre-release hype and pre-orders [2][3] - Take-Two has a history of exceeding market forecasts, with projections of 46% bookings growth in FY26, supported by a robust mobile strategy and over 30 planned titles through FY27 [3] Group 2: Xometry, Inc. (XMTR) - Xometry is positioned as a leading player in the custom manufacturing marketplace, with a price target of$ 45 and a 23% upside, benefiting from potential tariffs and supply chain uncertainties [1][4] - The company is expected to achieve revenue growth acceleration of 19% in 2025, driven by initiatives such as instant quoting and international expansion [5] - Despite challenges in the manufacturing environment, Xometry is viewed positively for its potential to capitalize on the onshoring trend and has multiple avenues for growth in 2025 [4][5]