Jim Cramer Discusses GTA & Take-Two (TTWO) Interactive

Core Viewpoint - Take-Two Interactive Software Inc. (NASDAQ:TTWO) is facing a challenging market environment, with its shares down 9% over the past year and 24% year-to-date, despite positive performance indicators in its recent financial results [2]. Group 1: Stock Performance and Analyst Ratings - Take-Two's share price target has been raised by Wells Fargo to $301 from $288, maintaining an Overweight rating, citing strong performance in third quarter 2025 bookings and operating income [2]. - BMO Capital also increased its price target for Take-Two to $280 from $275, keeping an Outperform rating, highlighting successful execution across mobile, NBA, and other platforms, as well as the potential for AI implementation [2]. Group 2: Market Challenges and Commentary - Jim Cramer has previously discussed Take-Two, describing it as a great stock, but noted that its struggles are partly due to the impact of Google's AI products on the market [2][4]. - Cramer emphasized the need for Take-Two to defend itself against negative perceptions, while also suggesting that some AI stocks may offer better investment returns with lower risk [4].