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TTWONASDAQ/communication services

Take-Two Interactive Software, Inc.

$244.09上涨+0,90 (+0,37%)
研究复核截至: 2026年7月12日 上午12:00 [UTC]
研究概览近 3 个月价格投资论点关键催化剂最新财报研究近期新闻数据与研究来源

研究概览

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.

Abertura
242,98
Máxima
246,70
Mínima
242,98
Valor de mercado
45,32 bi
P/L
--
Máxima de 52 semanas
--
Dividendo
--
Dividendo trimestral
--

近 3 个月价格

這裡展示近 3 個月價格走勢，幫助使用者先理解短期結構，再決定是否進入完整研究工作台。

投资论点

基础情景
The planned launch can drive a multiyear cycle of sales and recurrent spending. The base case remains conditional on release timing staying manageable.
多头情景
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.
空头情景
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.
论点失效条件
Reassess the thesis if delays or quality issues in major titles can materially shift earnings.

关键催化剂

  • 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.

主要风险

  • 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.

最新财报研究

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.

估值解读

  • 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.

同行比较入口

RBLXDISGOOGL

近期新闻

MT Newswires · há 3 dias

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

StockStory · há 4 dias

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

Simply Wall St. · há 4 dias

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

MarketBeat · há 5 dias

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

Simply Wall St. · há 5 dias

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

Simply Wall St. · há 5 dias

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

数据与研究来源

研究更新: 2026年7月12日 上午12:00 [UTC]
3 个已核验来源
Take-Two Interactive Software, Inc. Reports Results for Fourth Quarter and Fiscal Year 2026Take-Two Interactive Software, Inc. · earnings已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

发布时间: 2026/5/21 上午12:00:00

查看原始来源
Take-Two Interactive Software, Inc. Investor RelationsTake-Two Interactive Software, Inc. · company已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

查看原始来源
Take-Two Interactive Software, Inc. SEC filings and company factsU.S. Securities and Exchange Commission · filing已核验

抓取时间: 2026/7/12 上午12:00:00 [UTC]

发布时间: 2026/5/21 上午12:00:00

查看原始来源

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