ChatGPT-5 predicts Take-Two stock price on GTA 6 release day

Core Viewpoint - Take-Two Interactive's shares declined following the announcement of a delay for Grand Theft Auto VI, now set to launch on November 19, 2026, with the delay aimed at ensuring the game meets Rockstar's quality standards [1][2] Financial Performance - Take-Two reported strong fiscal Q2 results with adjusted earnings per share of $1.46, exceeding analyst expectations of $0.94, and revenue of $1.96 billion, surpassing the consensus estimate of $1.74 billion [4] - Net bookings reached $1.96 billion, reflecting a 33% year-over-year increase, with recurrent consumer spending rising 20%, now accounting for 73% of total bookings, driven by titles like NBA 2K26 and Mafia: The Old Country [5] Market Reaction - The announcement of the GTA VI delay led to a significant market reaction, with shares initially dropping by up to 18%, and currently down over 5% in pre-market trading [2][5] Analyst Ratings and Price Targets - Analysts maintain a positive outlook on Take-Two, with several firms including Jefferies, Benchmark, and DA Davidson issuing Strong Buy ratings and targeting a price of $300, while Wells Fargo revised its target to $277 [6] - CICC initiated coverage with a target of $272, indicating a consensus view that Take-Two will benefit from long-cycle franchise economics despite the extended development timelines [6] Future Valuation Considerations - The focus now shifts to the valuation at launch, with forecasts suggesting Take-Two could trade at approximately $247.50 on November 19, 2026, assuming a successful launch and favorable reception of GTA VI [7] - If further delays occur, shares may retrace to the mid-$160s before stabilizing ahead of a new schedule [8]