Take-Two Interactive Software, Inc.

TTWO · NASDAQ

Company research

Take-Two Interactive Software, Inc. (NASDAQ: TTWO) is a leading global developer, publisher, and marketer of interactive entertainment, incorporated in 1993 and headquartered in New York City, New York. The company operates through prominent labels including Rockstar Games, 2K, Private Division, and Zynga, offering an expansive portfolio of titles spanning action/adventure, shooter, role-playing, strategy, sports, and mobile genres across major platforms such as PlayStation, Xbox, Nintendo Switch, PC, and mobile devices. Its flagship franchises include Grand Theft Auto, Red Dead Redemption, NBA 2K, BioShock, Borderlands, and Sid Meier's Civilization, complemented by a robust free-to-play mobile gaming portfolio featuring titles like Toon Blast, Empires & Puzzles, and Words With Friends. With approximately 12,371 full-time employees and a market capitalization of approximately $45.2 billion, Take-Two distributes its products through physical retail, digital download, online platforms, and cloud streaming services to consumers worldwide.

Research reports

Analystock.ai · November 24, 2025Take-Two Interactive Software, Inc. (TTWO) Investment Case Report

The report presents TTWO as a growth-focused gaming publisher with record Q2 FY26 net bookings of 1.96 billion, EPS of 1.46 versus 0.939 expected, and a raised fiscal 2026 net bookings outlook to 6.4–6.5 billion, driven by NBA 2K26 and strong mobile performance, alongside a robust pipeline including Grand Theft Auto VI, BioShock and other major franchises, and notes supportive sentiment such as Wedbush’s 290 USD price target and 19 buy ratings from other analysts. It concludes that despite attractive long‑term momentum, valuation already embeds high growth expectations and flags key risks around dependence on flagship titles, intense competition from large publishers, high development costs, limited exposure to emerging markets, and regulatory and piracy threats.

Documents

MorningstarTake-Two Earnings: Market Ignores Underwhelming 2027 Outlook as GTA VI Release Nears

MorningstarTake-Two Is Shining Throughout Its Business, but Grand Theft Auto VI Is the Key to Its Valuation

MorningstarTake Two Earnings: Mobile Sales Are on Fire, but the Stock Still Trades on GTA VI Anticipation

MorningstarGrand Theft Auto VI Is the Key to Take Two’s Value, but Other Areas of Strength Include Mobile

MorningstarTake-Two Earnings: Stellar Results Overshadowed by Another Grand Theft Auto VI Delay

MorningstarDelay in Grand Theft Auto VI, Key to Take-Two’s Value, Keeps Stock in Limbo

MorningstarTake-Two Earnings: It's Still All About Grand Theft Auto VI but the Quarter Was Fantastic

MorningstarTake-Two Earnings: Good Results; 2026 Outlook Disappoints Some, but GTA VI Is All That Matters