Core Insights - Take-Two Interactive Software, Inc. (TTWO) is a leading video game developer and publisher with a market cap of $43.4 billion, known for franchises like Grand Theft Auto and Max Payne [1] Performance Overview - TTWO has outperformed the broader market, with stock prices increasing by 27.7% year-to-date and 29.5% over the past 52 weeks, compared to the S&P 500 Index's gains of 14.5% in 2025 and 13.2% over the past year [2] - However, TTWO has lagged behind the VanEck Video Gaming and eSports ETF, which saw a 32.7% increase in 2025 and 38.9% returns over the past year [3] Recent Financial Results - Following the Q2 results released on November 6, TTWO's stock prices fell by 8.1% due to the delay in the launch of Grand Theft Auto VI, despite impressive financial performance [4] - The company's revenue for the quarter rose by 31.1% year-over-year to $1.8 billion, exceeding market expectations, and it reported a non-GAAP EBITDA of $116.7 million [4] - Cash flow from operations for the first two quarters of 2026 was $83.7 million, a significant improvement from a negative $319.4 million in the same period last year [4] Future Projections - Analysts project an adjusted EPS of $1.46 for the full fiscal 2026, representing a 160.7% year-over-year increase, with a strong earnings surprise history [5] - The consensus rating among 27 analysts is a "Strong Buy," with 21 "Strong Buys," three "Moderate Buys," and three "Holds" [5] Analyst Ratings - UBS analyst Christopher Schoell maintained a "Buy" rating on TTWO and raised the price target from $285 to $292, indicating a 17.6% premium to current price levels [7] - The mean price target of $276.37 suggests a potential upside, while the street-high target of $316 indicates a notable 34.5% upside potential [7]