Analysts maintained a positive outlook on Take-Two Interactive Software due to Q1 outperformance, an upgraded fiscal 2026 outlook, and confidence in upcoming game releases, resulting in an unchanged fair value estimate of $262.02.
Analyst Commentary
- Q1 results exceeded expectations, prompting a raised fiscal 2026 outlook.
- Strong upcoming game releases, including Mafia: The Old Country and Borderlands 4, are on schedule and meeting expectations.
- Positive consumer demand for high-quality gaming content remains evident.
- Upgraded price target reflects higher near-term confidence in financial performance.
- Continued Outperform rating supported by visible content pipeline and execution.
What's in the News
- Cloud Chamber, the studio developing "BioShock 4," is laying off staff and bringing in former "Diablo" boss Rod Fergusson as the new studio head (Bloomberg).
- Raymond James raised its Take-Two price target to $260 from $250, highlighting stronger-than-expected Q1 results, an improved fiscal 2026 outlook, and positive momentum for Mafia: The Old Country and Borderlands 4 (Raymond James).
- Take-Two is overhauling and revamping the next "BioShock" game following dissatisfaction from senior executives, with management changes at Cloud Chamber after the new title's story failed internal review (Bloomberg).
- Take-Two has not released a new installment in the "BioShock" franchise since 2013's "BioShock Infinite" (The Fly).
- A known leaker suggests "Grand Theft Auto 6" may face another delay, shifting its expected release from May 2026 to September 2026 (Tom's Guide).
Valuation Changes
Summary of Valuation Changes for Take-Two Interactive Software
- The Consensus Analyst Price Target remained effectively unchanged, at $262.02.
- The Consensus Revenue Growth forecasts for Take-Two Interactive Software remained effectively unchanged, at 14.8% per annum.
- The Discount Rate for Take-Two Interactive Software remained effectively unchanged, at 9.18%.
Disclaimer
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