Take-Two Interactive Software, Inc.

NasdaqGS:TTWO 株式レポート

時価総額：US$41.6b

Take-Two Interactive Software 過去の業績

過去 基準チェック /06

Take-Two Interactive Softwareの収益は年間平均-53.4%の割合で減少していますが、 Entertainment業界の収益は年間 増加しています。収益は年間26.1% 13.4%割合で 増加しています。

主要情報

-53.40%

収益成長率

-53.57%

EPS成長率

Entertainment 業界の成長18.06%
収益成長率13.42%
株主資本利益率-8.49%
ネット・マージン-4.48%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

Seeking Alpha • May 21

Take-Two Interactive: Buying More Than Just GTA 6

Summary Take-Two Interactive Software, Inc. confirmed GTA 6’s November 19th launch, significantly reducing delay risk and driving strong after-hours gains. TTWO's Q4 delivered a double beat on revenue and EPS, with robust growth in recurrent consumer spending and strong performances from NBA 2K and GTA Online. FY 2027 guidance of $8 billion in net bookings is notably below market expectations, raising questions about management’s conservatism or underlying risks. I maintain a Buy rating on TTWO stock, optimistic about GTA 6 and the company’s long-term pipeline, but remain cautious on short-term valuation. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • Jun 13

Estimating The Intrinsic Value Of Take-Two Interactive Software, Inc. (NASDAQ:TTWO)

Key Insights The projected fair value for Take-Two Interactive Software is US$252 based on 2 Stage Free Cash Flow to...
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
Seeking Alpha • Nov 08

Take-Two Interactive Q2: The Stock Is Still Appealing For 2025

Summary Take-Two Interactive stock has gained nearly 25% since my August Strong Buy rating, with further growth expected from GTA VI's release in Fiscal 2026. Q2 earnings exceeded expectations, with strong sales from Grand Theft Auto, Red Dead Redemption, and NBA 2K25, and robust growth in the Zynga and Mobile Segment. Management's guidance for record net bookings in Fiscal 2026 and 2027, driven by high-profile releases, supports the near-term Buy thesis. Read the full article on Seeking Alpha
Seeking Alpha • Oct 20

Take-Two: GTA VI Blockbuster Hopes Keep Current Share Price Up

Summary Zynga acquisition shows mixed picture despite growth potential. The growth characteristics of Take-Two are excellent, and GTA VI could be a big blockbuster. The near-term growth is fully priced in by the market. At this level, it's not worth getting in. Read the full article on Seeking Alpha
User avatar
新しいナラティブ • Aug 19

Grand Theft Auto VI Launch To Propel Revenue Amidst Strategic Acquisitions And Mobile Gaming Expansion

Expansion and innovation in franchises like NBA 2K24, along with strategic acquisitions, aim to diversify and strengthen revenue streams.
Seeking Alpha • Aug 05

Take-Two Interactive Q1 Preview: Buy Now For GTA VI Exposure (Rating Upgrade)

Summary Anticipated sales for the GTA VI release in fall 2025 makes TTWO a Strong Buy; 16-month CAGR of 50%+ possible, aiming for a $40B market cap target. TTWO faces reduced fiscal 2025 forecasts, game delays, and costs but expects significant fiscal 2026 growth with a potential EPS boost of over 200%. GTA VI competes with existing titles like Cyberpunk 2077 and potential 2025 releases like Avowed, amid market hype concerns and potential "woke" content issues. Read the full article on Seeking Alpha

収支内訳

Take-Two Interactive Software の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:TTWO 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 266,656-2982,6451,075
31 Dec 256,559-3,9652,6311,110
30 Sep 256,220-3,9972,5581,068
30 Jun 255,799-4,2292,5111,047
31 Mar 255,634-4,4792,5671,005
31 Dec 245,451-3,6562,559953
30 Sep 245,457-3,6222,512944
30 Jun 245,403-3,8002,311929
31 Mar 245,350-3,7442,266948
31 Dec 235,396-1,4512,228935
30 Sep 235,438-1,5132,312941
30 Jun 235,532-1,2272,458954
31 Mar 235,350-1,1252,396888
31 Dec 224,834-4032,074751
30 Sep 224,329-1051,724630
30 Jun 223,7941621,329487
31 Mar 223,5054181,027407
31 Dec 213,414526943394
30 Sep 213,372564916364
30 Jun 213,355653857337
31 Mar 213,373589835317
31 Dec 203,294493793302
30 Sep 203,363474776299
30 Jun 203,380447797301
31 Mar 203,089404777296
31 Dec 192,867339768284
30 Sep 193,186355778264
30 Jun 192,821308713248
31 Mar 192,668334673230
31 Dec 182,580368634228
30 Sep 181,812213547215
30 Jun 181,763185524205
31 Mar 181,793173504196
31 Dec 171,914180494179
30 Sep 171,910126498166
30 Jun 171,886165490146
31 Mar 171,78066497138
31 Dec 161,58514479135
30 Sep 161,5232439125
30 Jun 161,45018414120
31 Mar 161,414-8391120
31 Dec 151,337-297399122
30 Sep 151,454-218441125
30 Jun 151,233-309429125

質の高い収益: TTWOは現在利益が出ていません。

利益率の向上: TTWOは現在利益が出ていません。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: TTWOは利益が出ておらず、過去 5 年間で損失は年間53.4%の割合で増加しています。

成長の加速: TTWOの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: TTWOは利益が出ていないため、過去 1 年間の収益成長をEntertainment業界 ( -2% ) と比較することは困難です。

株主資本利益率

高いROE: TTWOは現在利益が出ていないため、自己資本利益率 ( -8.49% ) はマイナスです。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/30 14:45
終値2026/05/29 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Take-Two Interactive Software, Inc. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。52

アナリスト機関
David MakArete Research Services LLP
Colin SebastianBaird
X. LuBarclays