Take-Two Interactive Software, Inc.

NasdaqGS:TTWO 주식 리포트

시가총액: US$39.3b

Take-Two Interactive Software 향후 성장

Future 기준 점검 4/6

Take-Two Interactive Software (는) 각각 연간 44.8% 및 10.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 50.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 29.4% 로 예상됩니다.

핵심 정보

44.8%

이익 성장률

50.85%

EPS 성장률

Entertainment 이익 성장21.8%
매출 성장률10.5%
향후 자기자본이익률29.42%
애널리스트 커버리지

Good

마지막 업데이트08 Jun 2026

최근 향후 성장 업데이트

분석 기사 • 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

내러티브 업데이트 • 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.
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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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
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
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새로운 내러티브 • 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.

이익 및 매출 성장 예측

NasdaqGS:TTWO - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/20299,8461,3232,1802,3198
3/31/20289,2011,0081,8082,13919
3/31/20278,5773361,0141,29020
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
6/30/20151,233-309N/A406N/A

애널리스트 향후 성장 전망

수입 대 저축률: TTWO 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: TTWO (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: TTWO 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: TTWO 의 수익(연간 10.5%)이 US 시장(연간 12.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: TTWO 의 수익(연간 10.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: TTWO의 자본 수익률은 3년 후 29.4%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/14 05:47
종가2026/06/12 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Take-Two Interactive Software, Inc.는 51명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David MakArete Research Services LLP
Colin SebastianBaird
X. LuBarclays