Take-Two Interactive Software, Inc.

Report azionario NasdaqGS:TTWO

Capitalizzazione di mercato: US$43.0b

Take-Two Interactive Software Crescita futura

Criteri Future verificati 4/6

Take-Two Interactive Software prevede che gli utili e i ricavi cresceranno rispettivamente di 48% e 8.4% all'anno. Si prevede che l'EPS crescerà di 49.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 29.3% in 3 anni.

Informazioni chiave

48.0%

Tasso di crescita degli utili

49.61%

Tasso di crescita dell'EPS

Entertainment crescita degli utili22.2%
Tasso di crescita dei ricavi8.4%
Rendimento futuro del capitale proprio29.30%
Copertura analitica

Good

Ultimo aggiornamento17 Jul 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi Nov 11

Earnings Update: Take-Two Interactive Software, Inc. (NASDAQ:TTWO) Just Reported And Analysts Are Boosting Their Estimates

Take-Two Interactive Software, Inc. ( NASDAQ:TTWO ) shareholders are probably feeling a little disappointed, since its...

Recent updates

Seeking Alpha 14h

Take-Two Interactive: After November 19th, The Gaming World Won't Be The Same

Summary Take-Two Interactive is rated a Buy, driven by underappreciated GTA VI potential and robust existing franchises. TTWO projects FY2027 net bookings of $8–8.2B, with diversified revenue from Rockstar, Zynga, and 2K labels. GTA VI's groundbreaking patents and community gaming create a durable competitive moat and recurring revenue streams. Valuation is attractive relative to forward growth; asymmetric upside exists if GTA VI outperforms, though risks include execution, valuation compression, and macro headwinds. Read the full article on Seeking Alpha
Aggiornamento narrativa Jul 21

TTWO: Upcoming Franchise Launch And Online Monetization Will Drive Future Return Potential

Analysts have nudged their fair value estimate for Take-Two Interactive Software higher to about $284 per share from roughly $278, reflecting a lower assumed discount rate and renewed confidence in the earnings potential of Grand Theft Auto VI and related online monetization highlighted across recent Street research. Analyst Commentary Recent Street research around Take-Two Interactive Software centers heavily on expectations for Grand Theft Auto VI and its online ecosystem, with a series of price target tweaks and new initiations framing how analysts view the stock's risk and reward profile.
Aggiornamento narrativa Jul 07

TTWO: 2026 Flagship Release And Online Ecosystem Will Drive Future Repricing

Analysts have lifted the fair value estimate for Take-Two Interactive Software from $320.00 to about $344.03, reflecting updated models that factor in higher assumed profit margins, a richer future P/E multiple and evolving views on Grand Theft Auto VI pricing and live-service monetization. Analyst Commentary Recent Street research around Take-Two Interactive Software centers heavily on Grand Theft Auto VI and how pricing, unit expectations and live-service monetization could influence the stock's valuation.
Aggiornamento narrativa Jun 23

TTWO: 2026 Franchise Launch And Online Platform Will Drive Future Repricing

Analysts kept their average price target for Take-Two Interactive Software broadly steady around $320, as slightly lower discount rate assumptions and marginally higher revenue growth and profit margin forecasts were balanced against a modestly lower future P/E multiple. This reflected Street research that highlights strong "GTA VI" interest, conservative longer term guidance, and active debate on launch pricing and unit demand.
Articolo di analisi Jun 19

Take Two Interactive Software (TTWO) Stock Could Be 13.6% Undervalued After GTA VI Preorder Date

Take-Two Interactive Software (TTWO) is back in the spotlight after Rockstar confirmed that Grand Theft Auto VI preorders will open on June 25, a milestone that helped lift the stock by about 5%. See our latest analysis for Take-Two Interactive Software. The preorder news comes after a strong recent run, with Take-Two Interactive Software’s share price showing a 13.0% 7 day return and a 19.26% 90 day return. This is despite the year to date share price return being down 4.90% and the 1 year...
Aggiornamento narrativa Jun 05

TTWO: Confirmed 2026 Flagship Release And Online Engagement Will Drive Future Repricing

Analysts have raised the fair value estimate for Take-Two to $320 from $305, citing a lower discount rate, slightly stronger modeled revenue growth, higher expected profit margins, and a reduced future P/E multiple supported by recent Street research on Grand Theft Auto VI and ongoing franchise momentum. Analyst Commentary Recent Street research has generally framed Take-Two as a high conviction content story with Grand Theft Auto VI at the center of the long term equity thesis.
Aggiornamento narrativa May 21

TTWO: Balanced GTA Expectations And GenAI Efficiency Will Shape Long Term Outlook

Analysts have reduced their average price target on Take-Two Interactive Software by about $4.50 to $219.09, reflecting updated assumptions around discount rates, revenue growth, margins and future P/E after recent mixed target revisions from BofA and Wells Fargo. Analyst Commentary Recent research shows a mixed but increasingly cautious tone around Take-Two Interactive Software, with some Bearish analysts trimming price targets and updating models around key upcoming releases.
Aggiornamento narrativa May 17

Take-Two Set to Revolutionize Gaming with GTA VI's Massive Launch

Take-Two Interactive Software Inc. is a company which develops and makes action games, particularly mobile, console, computer and on-line games.
Nuova narrativa May 15

Take-Two Interactive: The Calm Before the Storm NASDAQ: TTWO Last Price: $242.41 Date: May 15, 2026

Take-Two Interactive Software Inc. is a company which develops and makes action games, particularly mobile, console, computer and on-line games.
Aggiornamento narrativa Apr 27

TTWO: Upcoming GTA Guidance And Online Engagement Will Drive Future Repricing

Analysts have nudged the fair value estimate for Take-Two Interactive Software up by $5 to $305, reflecting updated views on discount rates, margins, and future P/E following recent recalibrations to price targets related to the expected GTA 6 guidance and the GTA Online opportunity. Analyst Commentary Recent Street research around Take-Two Interactive Software has centered on expectations for upcoming guidance, the impact of the next Grand Theft Auto release, and the earnings power of GTA Online.
Aggiornamento narrativa Apr 13

TTWO: GTA Franchise And GenAI Efficiency Hopes Will Drive Long Term Upside

Analysts have trimmed their average price target on Take-Two Interactive Software by $2.64 to reflect slightly lower fair value and profit expectations, while still factoring in potential upside from GTA 6 and GTA Online over the coming years. Analyst Commentary Recent Street research reflects a mix of optimism around the Grand Theft Auto franchise and more cautious views on valuation and execution risk, especially as guidance for future years comes into focus.
Aggiornamento narrativa Mar 30

TTWO: GenAI Returns And GTA Guidance Will Drive Repricing Potential

Analysts have modestly reduced their average price target on Take-Two Interactive Software to about $295, reflecting updated views on Grand Theft Auto unit economics, GTA Online potential, and upcoming guidance that is expected to include the planned GTA 6 release window. Analyst Commentary Bullish analysts are generally framing the updated US$295 average price target within a wider pattern of positive sentiment on Take-Two, even as some models are recalibrated around Grand Theft Auto unit economics and GTA Online assumptions.
Aggiornamento narrativa Mar 16

TTWO: GenAI And GPU Adoption Will Shape Repricing As GTA Guidance Arrives

Analysts have trimmed the fair value estimate for Take-Two Interactive Software by $1 to $300, reflecting updated unit economics for GTA 5, a reassessment of GTA Online's potential, and mixed price target moves across the Street. Analyst Commentary Recent Street research shows that while some targets have been trimmed at the margin, many bullish analysts remain constructive on Take-Two Interactive Software, pointing to upcoming catalysts and reinforcing higher fair value ranges.
Aggiornamento narrativa Mar 02

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.
Nuova narrativa Feb 27

Take Two Interactive Software TTWO Valuation Analysis

Company Overview and Investment Thesis Take Two Interactive Software, Inc. NASDAQ: TTWO currently presents a favourable risk reward profile for portfolios allocating capital to the interactive entertainment sector.
Aggiornamento narrativa Feb 16

TTWO: GenAI Efficiency And GPU Adoption Will Drive Future Repricing

Analysts have raised their implied fair value estimate for Take-Two Interactive Software from $275.00 to $301.00, citing recent price target increases across the Street along with updated assumptions for discount rate, revenue growth, profit margin, and future P/E multiples. Analyst Commentary Recent Street research around Take-Two Interactive Software has leaned constructive, with several bullish analysts revisiting their models, price targets, and ratings in light of updated assumptions on growth, profitability, and valuation multiples.
Aggiornamento narrativa Feb 02

TTWO: GenAI Efficiencies And Content Engagement Will Drive Future Return Potential

Analysts have nudged their price targets on Take-Two Interactive Software higher by about US$1, supported by updated views on GenAI related efficiencies, slightly stronger revenue and margin assumptions, as well as a modestly lower discount rate and future P/E expectations. Analyst Commentary Recent Street research on Take-Two Interactive Software has focused on how GenAI tools and new content drops could influence execution, efficiency and the multiples investors are willing to pay for the stock.
Aggiornamento narrativa Jan 19

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.
Aggiornamento narrativa Jan 05

TTWO: Engagement Strength And Upcoming Launch Will Shape Balanced Return Outlook

Analysts have nudged their average price target on Take-Two Interactive modestly higher to approximately $280, reflecting increasing confidence in growing engagement trends in NBA 2K, steady mobile expansion, and a sizable earnings step up ahead of the anticipated GTA 6 launch, even as at least one firm has shifted to a more neutral stance. Analyst Commentary Analysts remain broadly constructive on Take Two's multi year growth setup, even as some voices turn more cautious on near term risk reward following the recent share price strength and higher expectations into the GTA 6 cycle.
Aggiornamento narrativa Dec 19

TTWO: Rising Engagement And Scarcity Value Will Drive Shares Higher

Analysts have nudged their blended price target on Take-Two Interactive slightly higher to about $277 from roughly $277 previously, reflecting increased confidence in margin expansion and long term earnings power from a revitalized NBA 2K franchise, improving mobile trends, and the sizable step up anticipated around the GTA 6 launch, despite at least one recent downgrade to Neutral. Analyst Commentary Recent Street research paints a broadly constructive picture on Take-Two, with upbeat calls on engagement trends and long term earnings potential tempered by some valuation and execution concerns.
Aggiornamento narrativa Dec 05

TTWO: Record Engagement And Scarcity Value Will Drive Shares Higher

Analysts have nudged our Take-Two Interactive Software fair value estimate slightly higher to approximately $276.59 per share, reflecting increased Street price targets in the high-$200s, driven by strengthening NBA 2K engagement, resilient mobile trends, and rising scarcity value as the last major independent AAA publisher, even as at least one firm has turned more cautious in the near term. Analyst Commentary Recent Street commentary reflects a generally constructive view on Take Two's multi year earnings trajectory, tempered by emerging concerns around near term risk reward after a strong run in the shares.
Aggiornamento narrativa Nov 21

TTWO: Upcoming Franchise Launch And Record Engagement Will Drive Shares Higher

Analysts have raised their fair value estimate for Take-Two Interactive Software to $276.45 from $274.49. They cite solid momentum in key franchises, an improving profit outlook, and a strong long-term growth trajectory, which support higher price targets despite a mixed rating backdrop.
Articolo di analisi Nov 11

Earnings Update: Take-Two Interactive Software, Inc. (NASDAQ:TTWO) Just Reported And Analysts Are Boosting Their Estimates

Take-Two Interactive Software, Inc. ( NASDAQ:TTWO ) shareholders are probably feeling a little disappointed, since its...
Aggiornamento narrativa Nov 05

TTWO: New Releases And Competitive Landscape Will Shape Risk-Reward In The Months Ahead

Take-Two Interactive's analyst fair value target has been raised slightly from $270.34 to $274.49. This change reflects increased confidence among analysts due to higher anticipated revenue growth and record engagement levels in key franchises.
Aggiornamento narrativa Oct 22

Analysts Weigh Optimism and Risks as Take-Two Interactive Adjusts Valuation on Game Pipeline News

Take-Two Interactive’s fair value estimate has increased modestly from $266 to $270 per share, as analysts cite robust NBA 2K engagement, steady mobile growth, and optimism around upcoming releases as key drivers of the higher price target. Analyst Commentary Recent Street research has highlighted both optimism and caution among analysts regarding Take-Two Interactive Software's outlook.
Aggiornamento narrativa Oct 08

Mobile Expansion And Global Gaming Trends Will Unlock Future Potential

Take-Two Interactive Software’s analyst price target has increased modestly from $262.02 to $266.16. Analysts cite recent outperformance, an improved fiscal 2026 outlook, and the company’s heightened strategic value following industry consolidation.
Aggiornamento narrativa Sep 04

Mobile Expansion And Global Gaming Trends Will Unlock Future Potential

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.
Articolo di analisi Jul 31

Why Take-Two Interactive Software, Inc. (NASDAQ:TTWO) Could Be Worth Watching

Today we're going to take a look at the well-established Take-Two Interactive Software, Inc. ( NASDAQ:TTWO ). The...
Seeking Alpha Apr 16

GTA 6 Gold Rush: How Take-Two's Blockbuster Bet Is Set To Explode

Summary Take-Two Interactive stock is up 8% in the past week, driven by anticipation for Grand Theft Auto 6, despite broader market downturns. CEO Strauss Zelnick reassures investors, emphasizing the company's commitment to quality and the potential for record-breaking sales with GTA 6’s upcoming release. Analysts predict 30% upside, with GTA 6 potentially generating $2.2 to $2.98 billion in its first year, significantly boosting Take-Two’s financials. Despite risks like overlapping console ownership and pricing variations, Take-Two’s strong track record and GTA’s enduring appeal make the stock a clear buy. Read the full article on Seeking Alpha
Seeking Alpha Mar 20

What Makes A Blockbuster: The Value Of GTA 6 For Take-Two Interactive

Summary Repeating success in gaming is the largest production challenge. Understanding what drives games beyond entertainment value is a key indicator. The gaming industry has left a demand vacuum, making it ideal for GTA 6 to step in. GTA 6 could significantly boost Take-Two Interactive's revenue, but the game's quality and reception are not a given. Despite potential short-term gains, TTWO's high valuation and unpredictable future revenues make it suitable for traders, not long-term investors. Scenario analysis indicates the market expects over 70M GTA 6 copies sold, with an average $100 spend per customer in the first year. Read the full article on Seeking Alpha
Seeking Alpha Mar 11

Take-Two's Blockbuster Year: GTA 6, Strong Gaming Slate, And A Bullish Setup

Summary Take-Two Interactive stock has risen 11% since December, driven by GTA 6 hype and a strong video game lineup, justifying a Buy rating. Take-Two's diverse portfolio, including Red Dead Redemption, BioShock, and NBA 2K25, proves it's not reliant solely on GTA for success. Despite mixed Q3 earnings, strong recurrent spending and mobile gaming growth highlight Take-Two's resilience, with GTA 6 expected to boost future performance. Valuation suggests a 35% upside, with a fair value estimate of $273.37, supported by Wall Street's positive revisions and long-term growth potential. Read the full article on Seeking Alpha
Seeking Alpha Feb 15

Take-Two Interactive: Vice City On The Way, Fasten Your Seatbelts!

Summary I maintain a STRONG BUY rating on TTWO due to its diversified revenue streams, strong pipeline, and the highly anticipated release of GTA VI. TTWO's Q3 results showed a slight revenue miss but a strong EPS beat, driven by the NBA 2K franchise and mobile segment growth. GTA VI is expected to surpass GTA V's success due to high anticipation, digital sales shift, and strategic release timing. I anticipate a 25% upside potential for TTWO with a $263 target price, driven by GTA VI and other upcoming titles. Read the full article on Seeking Alpha
Seeking Alpha Feb 02

Take-Two: Once In A Decade Opportunity

Summary GTA 5's success in creating virtual economies and RP showcases the potential for GTA 6 to revolutionize gaming ecosystems with next-gen technologies. GTA 6 could become a platform akin to Facebook for gamers, offering a vast universe where players can engage in limitless activities. The game may serve as a virtual reality hub, especially relevant as entertainment gains importance in an era where AI can the potential to free up leisure time. Take-Two is taking a major risk by investing so much into GTA 6, as a poor launch could the company's stock to plummet. Read the full article on Seeking Alpha
Seeking Alpha Dec 30

Wall Street Lunch: Game Like A Rockstar

Summary Take-Two Interactive's GTA 6 is expected to generate nearly $3 billion in its first year, with pre-orders topping $1 billion. December’s Chicago PMI fell unexpectedly to 36.9 from 40.2. Apple says Apple TV streaming service will be free over the coming weekend. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:TTWO - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
3/31/20299,1781,2302,2202,4109
3/31/20289,2039871,8772,17819
3/31/20278,5863681,1441,32420
3/31/20266,656-298434624N/A
12/31/20256,559-3,965484668N/A
9/30/20256,220-3,997201358N/A
6/30/20255,799-4,229-58101N/A
3/31/20255,634-4,479-235-45N/A
12/31/20245,451-3,656-511-333N/A
9/30/20245,457-3,622-568-405N/A
6/30/20245,403-3,800-357-212N/A
3/31/20245,350-3,744-185-16N/A
12/31/20235,396-1,451-204-42N/A
9/30/20235,438-1,513-249-84N/A
6/30/20235,532-1,227-288-95N/A
3/31/20235,350-1,125-2031N/A
12/31/20224,834-403112275N/A
9/30/20224,329-105-17130N/A
6/30/20223,79416296211N/A
3/31/20223,50541899258N/A
12/31/20213,414526-18144N/A
9/30/20213,372564414569N/A
6/30/20213,355653469615N/A
3/31/20213,373589843912N/A
12/31/20203,2944939751,033N/A
9/30/20203,3634741,1151,168N/A
6/30/20203,3804479701,023N/A
3/31/20203,089404632686N/A
12/31/20192,867339N/A893N/A
9/30/20193,186355N/A1,194N/A
6/30/20192,821308N/A963N/A
3/31/20192,668334N/A844N/A
12/31/20182,580368N/A643N/A
9/30/20181,812213N/A155N/A
6/30/20181,763185N/A432N/A
3/31/20181,793173N/A494N/A
12/31/20171,914180N/A333N/A
9/30/20171,910126N/A515N/A
6/30/20171,886165N/A429N/A
3/31/20171,78066N/A408N/A
12/31/20161,58514N/A312N/A
9/30/20161,5232N/A190N/A
6/30/20161,45018N/A109N/A
3/31/20161,414-8N/A261N/A
12/31/20151,337-297N/A341N/A
9/30/20151,454-218N/A365N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che TTWO diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che TTWO diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede TTWO diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di TTWO ( 8.4% all'anno) crescerà più lentamente rispetto al mercato US ( 12.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di TTWO ( 8.4% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di TTWO sarà elevato tra 3 anni ( 29.3 %)


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/26 02:20
Prezzo dell'azione a fine giornata2026/07/24 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Take-Two Interactive Software, Inc. è coperta da 51 analisti. 20 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
David MakArete Research Services LLP
Colin SebastianBaird
X. LuBarclays