Take-Two Interactive Software

NBA 2K Success And Mobile Weaknesses Will Define Future Performance

AN

AnalystLowTarget

AnalystLowTarget

Not Invested

Community Contributor

Published

15 Apr 25

Updated

02 Mar 26

Views

115

n/a

n/a

AnalystLowTarget's Fair Value

n/a

1Y

0.6%

7D

-3.2%

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1Y

0.6%

7D

-3.2%

You can edit this narrative until Mar 3 3:10 PM. Then, changes will post as Updates.

Author's Valuation

US$226.248.2% undervalued

AnalystLowTarget Fair Value

Shared on 02 Mar 26

Fair value Increased 0.022%

TTWO: Fair Value View Weighs GenAI Efficiency Hopes Against Execution Risks

Analysts have inched up their blended fair value estimate for Take-Two Interactive Software to about $226.24, citing higher profit margin expectations, a lower discount rate, and Street price target increases ranging from $5 to $13 that reflect optimism around upcoming releases and GenAI related efficiency gains. Analyst Commentary Recent Street research on Take-Two Interactive Software has generally leaned constructive, with a series of higher price targets tied to expectations around upcoming content releases, GenAI related efficiency gains, and bookings assumptions for key titles like Grand Theft Auto Online and Toon Blast.

14 views

Shared on 19 Jan 26

Fair value Increased 24%

TTWO: Fair Value View Balances Content Pipeline Hopes And Execution Risks

Analysts have raised their fair value estimate for Take-Two Interactive Software to US$226.19 from US$181.99, reflecting higher assumed revenue growth, margins, and future P/E multiples, in line with recent Street price target increases into the US$280 to US$288 range. Analyst Commentary Recent Street research shows a mix of optimism around Take-Two Interactive Software's content pipeline and cautious views around valuation and execution risk.

36 views

Shared on 07 May 25

Fair value Decreased 4.52%

1 view

Shared on 30 Apr 25

Fair value Increased 0.91%

AnalystLowTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 23 Apr 25

Fair value Increased 4.96%

AnalystLowTarget made no meaningful changes to valuation assumptions.

0 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$226.24

8.2% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

12.67%

Historical revenue growth rate

13.66%

Entertainment revenue growth rate

0.35%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.29%

Calculation

US$1.23b

Earnings '29

x

50.32x

PE Ratio '29

=

US$61.68b

Market Cap '29

US$61.68b

Market Cap '29

/

210.52m

No. shares '29

=

US$292.98

Share Price '29

US$292.98 Share Price '29

Discounted to 2026 @ 9.09% p.a.

=

US$225.69

Fair Value '26