Core Viewpoint - Pomerantz LLP is investigating claims of potential securities fraud or unlawful business practices involving Take-Two Interactive Software, Inc. and its officers or directors [1]. Group 1: Company Developments - On May 2, 2025, Take-Two's subsidiary Rockstar Games announced a new release date for Grand Theft Auto VI, moving it to May 26, 2026, from a previously projected fall 2025 release [3]. - Following the announcement of the delayed release, Take-Two's stock price dropped by $15.67 per share, or 6.66%, closing at $219.50 per share on the same day [3]. Group 2: Legal Investigation - Pomerantz LLP is actively seeking investors of Take-Two who may have been affected by the alleged securities fraud and unlawful business practices [1]. - The firm has a long history in corporate, securities, and antitrust class litigation, having recovered numerous multimillion-dollar damages awards for victims of securities fraud [4].

Core Insights - Take-Two Interactive (TTWO) is experiencing growth due to a strong product portfolio and innovative pipeline, with net bookings increasing 17% year-over-year to $1.58 billion in Q4 fiscal 2025, driven by a 14% rise in recurrent consumer spending, which constituted 77% of total net bookings [1][9] Group 1: Financial Performance - In fiscal 2026, net bookings are projected to be between $5.9 billion and $6 billion, reflecting confidence in the company's growth trajectory [2][9] - The Zacks Consensus Estimate for TTWO's 2026 revenues is $5.99 billion, indicating a 6.10% year-over-year growth, with earnings estimated at $3.27 per share, representing a 59.51% increase from the previous year [14] Group 2: Product Pipeline - Upcoming releases include major titles such as Mafia: The Old Country, Borderlands 4, NBA 2K26, WWE 2K26, CSR 3, Civilization VII for Switch, and the highly anticipated Grand Theft Auto VI, set for May 2026 [3] Group 3: Competitive Landscape - Take-Two faces significant competition from Electronic Arts (EA) and Microsoft, with EA reporting a net bookings increase of 8% year-over-year to $1.8 billion in its fiscal Q4 2025, and Microsoft leveraging its broader portfolio to maintain a competitive edge [4][5][6] Group 4: Stock Performance and Valuation - TTWO shares have appreciated 25.5% year-to-date, outperforming the Zacks Gaming industry's return of 1.8% [7] - The company appears overvalued with a forward price-to-sales ratio of 6.09, higher than the industry average of 3.22, and carries a Value Score of F [11]

Core Viewpoint - The Schall Law Firm is investigating claims against Take-Two Interactive Software, Inc. for potential violations of securities laws related to misleading statements and failure to disclose important information to investors [1][2]. Group 1: Investigation Details - The investigation centers on whether Take-Two issued false or misleading statements or failed to disclose relevant information to investors [2]. - Take-Two's Rockstar Games announced a delay for the highly anticipated video game Grand Theft Auto VI, moving the release date from fall 2025 to May 26, 2026 [2]. - Following the announcement of the delay, Take-Two's shares dropped by over 6.6% on the same day [2].

Core Viewpoint - Take-Two Interactive Software reported mixed fiscal fourth-quarter results, leading to a decline in share price despite some positive analyst ratings and guidance for future performance [1][2]. Financial Performance - The company declared net bookings of $1.582 billion, exceeding consensus estimates of $1.550 billion and reaching the high end of its guidance [2]. - Recurrent consumer spending grew by 14% year-on-year, contributing 77% of total net bookings [7]. - NBA 2K25 sold nearly 10 million units, reflecting a 7% year-on-year increase [6]. Analyst Ratings and Guidance - Wedbush analyst Michael Pachter maintained an Outperform rating and raised the price target from $253 to $269, noting the solid performance across various segments [2]. - Raymond James analyst Andrew Marok reiterated an Outperform rating and increased the price target from $240 to $250, highlighting strong results and positive fan reception for major titles [4]. - Benchmark analyst Mike Hickey reaffirmed a Buy rating with a price target of $250, citing broad-based performance across core franchises and mobile [6]. Future Outlook - Management guided for net bookings of $5.9 billion to $6 billion and earnings of $2.45 to $2.70 per share for fiscal 2026, which was below expectations due to the delay of Grand Theft Auto VI's launch to May 26, 2026 [3]. - Fiscal 2026 is expected to have a solid release slate, with positive responses to major titles like Mafia and Borderlands 4, which should support bookings momentum [5].

Here's our initial take on Take-Two Interactive's (TTWO 1.35%) financial report.Key MetricsMetricQ4 2024Q4 2025Changevs. ExpectationsRevenue$1.40 billion$1.58 billion+13%BeatEarnings per share($17.02)($21.08)N/AMissedNet Bookings$1.35 billion$1.58 billion+17%n/aEBITDA($19.6 million)$161 millionN/An/aTreading Water in Fiscal 2026Take-Two Interactive finished out fiscal 2025 on a strong note, with double-digit revenue and net bookings growth. Around three-quarters of net bookings came from recurrent consumer ...

Take-Two Interactive (TTWO) Q4 2025 Earnings Call May 15, 2025 04:30 PM ET Company Participants Nicole Shevins - SVP of IR & Corporate CommunicationsStrauss Zelnick - Chairman and CEOKarl Slatoff - PresidentLainie Goldstein - CFODoug Creutz - Managing DirectorChristopher Schoell - Equity Research AssociateAndrew Marok - DirectorJames Heaney - SVP - Equity Research Conference Call Participants Eric Handler - MD & Senior Research AnalystColin Sebastian - Senior Research AnalystMatthew Cost - AnalystEric Sheri ...

Take-Two Interactive (TTWO) Q4 2025 Earnings Call May 15, 2025 04:30 PM ET Speaker0 Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the Take Two Interactive Fourth Quarter twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer If you would like to ask a question during that time, simpl ...

Video game company Take-Two Interactive TTWO reported fourth-quarter financial results after market close Thursday.Here are the key highlights.What Happened: Take-Two announced fourth-quarter net bookings of $1.58 billion, up 17% year-over-year. The total beat a Street consensus estimate of $1.55 billion according to data from Benzinga Pro.The company reported adjusted earnings pre share or $1.08 for the quarter, missing a Street consensus estimate of $1.10 per share.Net bookings from recurrent consumer spe ...

NEW YORK, May 09, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Take-Two Interactive Software, Inc. (“Take-Two” or the “Company”) (NASDAQ: TTWO).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Take-Two and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class act ...

Summary:⚈ TTWO could hit $364.68 by GTA 6 launch if it mirrors GTA 5 gains⚈ Post-launch, stock may rise to $493.19 by mid-2027 with similar momentum⚈ Retail investor influence may amplify price swings around GTA 6 releaseTake-Two Interactive (NASDAQ: TTWO) stock’s 2.89% climb on May 6 session and 1.78% May 7 pre-market rally on the release of the Grand Theft Auto VI (GTA 6) trailer 2 demonstrated the video game’s potential to serve as a powerful bullish catalyst even after Rockstar announcing another delay ...