Polymarket
GTA 6 launch postponed again?
GTA 6 launch postponed again?
7.5%Volume 576.70K
Take-Two Interactive Software, Inc.
TTWO · NASDAQ
Analyst ratings
strong_buy · 10 ratings
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| July 7, 2026 | Wells Fargo | Maintains | Overweight | $289.00 |
| July 2, 2026 | BTIG | Reiterates | Buy | $293.00 |
| June 25, 2026 | BMO Capital | Maintains | Outperform | $285.00 |
| June 24, 2026 | BTIG | Maintains | Buy | $293.00 |
| June 23, 2026 | B of A Securities | Maintains | Buy | $368.00 |
| June 15, 2026 | DA Davidson | Maintains | Buy | $300.00 |
| May 22, 2026 | Wells Fargo | Maintains | Overweight | $287.00 |
| April 6, 2026 | Wells Fargo | Maintains | Overweight | $293.00 |
| March 4, 2026 | Wells Fargo | Maintains | Overweight | $295.00 |
| February 4, 2026 | DA Davidson | Maintains | Buy | $300.00 |
| February 4, 2026 | Wells Fargo | Maintains | Overweight | $301.00 |
| January 29, 2026 | Wedbush | Reiterates | Outperform | $300.00 |
| January 28, 2026 | UBS | Maintains | Buy | $300.00 |
| January 13, 2026 | Morgan Stanley | Maintains | Overweight | $280.00 |
| January 8, 2026 | Wells Fargo | Maintains | Overweight | $288.00 |
| November 7, 2025 | UBS | Maintains | Buy | $292.00 |
| November 7, 2025 | Wedbush | Maintains | Outperform | $300.00 |
| November 7, 2025 | BMO Capital | Maintains | Outperform | $275.00 |
| November 3, 2025 | Jefferies | Maintains | Buy | $300.00 |
| October 16, 2025 | Benchmark | Maintains | Buy | $300.00 |
| October 9, 2025 | DA Davidson | Maintains | Buy | $300.00 |
| October 7, 2025 | Wells Fargo | Maintains | Overweight | $277.00 |
Prediction markets
Live event probabilities associated with this company or market.
Polymarket
What will happen before GTA VI?
Russia-Ukraine Ceasefire
100.0%Volume 23.32M
Polymarket
Will GTA 6 cost $100+?
Will GTA 6 cost $100+?
2.5%Volume 358.65K
GTA VI launch execution and revenue impact
Bull case
Grand Theft Auto VI pre-orders launched on June 25, 2026, at $79.99, generating strong positive sentiment. Analysts project a consensus price target of $302.50, with firms like DA Davidson, BTIG, and Wedbush issuing buy ratings and targets up to $300, reflecting high confidence in GTA VI as a transformative revenue catalyst.
Bear case
Despite optimism around GTA VI, Take-Two carries a negative net income margin of -4.48% and high debt levels, raising concerns about whether the launch can translate into sustained profitability. Technical indicators show selling pressure, and the stock's Financhill Score sits at 34/100, signaling elevated execution risk.
Profitability and debt sustainability amid heavy investment
Bull case
Take-Two's revenue grew to $5.63B in 2025, and Q1 2026 EPS of $0.80 surpassed the $0.563 estimate, demonstrating consistent earnings beats. The company maintains a solid cash position of $1.47B, and BMO Capital Markets raised its price target to $285 with an outperform rating, citing strong price appreciation potential of over 22%.
Bear case
Take-Two continues to post a negative net income margin and carries significant debt, raising concerns about long-term financial sustainability. Technical analysis flags persistent sell signals from both short- and long-term moving averages, and the stock has fallen across multiple recent sessions, suggesting investor concern over the cost structure.
Institutional confidence versus insider selling signals
Bull case
Institutional investors own over 95% of Take-Two's shares, reflecting deep conviction from sophisticated market participants. The broad analyst community has issued a 'Moderate Buy' consensus with an average price target of $292.71, with 17 of 20 analysts assigning buy or outperform ratings, underscoring widespread confidence in the company's trajectory.
Bear case
Recent insider selling by both the CEO and a director introduces caution, as insiders offloading shares can signal concerns about near-term valuation or business outlook. Combined with a Financhill Stock Score of 34/100 — well below the historic median of 50 — this raises questions about whether current price levels are justified.