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TTWONASDAQ/communication services

Take-Two Interactive Software, Inc.

$244.09Up+0.90 (+0.37%)
Research reviewed: 12 juil. 2026, 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Take-Two Interactive Software, Inc. operates in Interactive Home Entertainment within the communication services sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

시가
242.98
고가
246.70
저가
242.98
시가총액
453.2억
PER
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52주 최고가
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배당
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분기 배당금
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3-month price context

Le graphique présente la tendance récente sur 3 mois afin de comprendre la structure court terme avant d’ouvrir le workspace complet.

Investment thesis

Base case
The planned launch can drive a multiyear cycle of sales and recurrent spending. The base case remains conditional on release timing staying manageable.
Bull case
The planned launch can drive a multiyear cycle of sales and recurrent spending. Rockstar, 2K and Zynga provide diversified console, PC and mobile releases. Live services can extend franchise monetization between major launches.
Bear case
Delays or quality issues in major titles can materially shift earnings. Results depend heavily on a limited number of major franchises. User acquisition costs and platform policies can pressure Zynga economics.
Thesis invalidation
Reassess the thesis if delays or quality issues in major titles can materially shift earnings.

Key catalysts

  • Grand Theft Auto VI

    The planned launch can drive a multiyear cycle of sales and recurrent spending.

  • Broad release pipeline

    Rockstar, 2K and Zynga provide diversified console, PC and mobile releases.

  • Recurrent spending

    Live services can extend franchise monetization between major launches.

Principal risks

  • Release timing

    Delays or quality issues in major titles can materially shift earnings.

  • Hit concentration

    Results depend heavily on a limited number of major franchises.

  • Mobile execution

    User acquisition costs and platform policies can pressure Zynga economics.

Latest earnings research

Q4 FY2026

Take-Two ended fiscal 2026 with resilient recurrent consumer spending and a major fiscal 2027 release pipeline led by Grand Theft Auto VI.

Valuation interpretation

  • Execution quality: The valuation case depends on grand theft auto vi translating into durable cash-flow growth.
  • Risk balance: Expected returns should be weighed against release timing and capital requirements.

Peer research

RBLXDISGOOGL

Recent news

MT Newswires · 3일 전

Take-Two 'GTA VI' Pre-Order Data Indicate 'Robust' Demand, B. Riley Says

StockStory · 4일 전

1 Internet Stock for Long-Term Investors and 2 Facing Challenges

Simply Wall St. · 4일 전

Take-Two’s Shift Out of Russell Value Indices Might Change The Case For Investing In TTWO

MarketBeat · 5일 전

Sony Is Going All-Digital—But Investors Should Watch This Instead

Simply Wall St. · 5일 전

Take-Two Interactive Software (TTWO) Recast Beyond Value Indexes As GTA VI Keeps Valuation In Focus

Simply Wall St. · 5일 전

Take Two Interactive Software (TTWO) Stock Could Be Fully Priced Following GTA VI Pre Order Buzz

Data and research sources

Research updated: 12 juil. 2026, 00:00 UTC
3 verified sources
Take-Two Interactive Software, Inc. Reports Results for Fourth Quarter and Fiscal Year 2026Take-Two Interactive Software, Inc. · earningsVerified

Fetched: 12/07/2026 0:00:00 UTC

Published: 21/05/2026 00:00:00

Open original source
Take-Two Interactive Software, Inc. Investor RelationsTake-Two Interactive Software, Inc. · companyVerified

Fetched: 12/07/2026 0:00:00 UTC

Open original source
Take-Two Interactive Software, Inc. SEC filings and company factsU.S. Securities and Exchange Commission · filingVerified

Fetched: 12/07/2026 0:00:00 UTC

Published: 21/05/2026 00:00:00

Open original source

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