TTWO Stock Forecast & Price Target

Take-Two Interactive has seen significant increases in player engagement, particularly with its NBA 2K franchise, where hours played per player rose approximately 27% year-over-year as of September 2025, reflecting a deepening commitment among the gaming audience. The company's strategic acquisition of Zynga in 2022 has successfully expanded its mobile gaming segment, which now comprises about half of total sales, contributing to a robust financial profile. With expectations for NBA 2K to be the largest contributor to net bookings in the upcoming quarter, and a continued upward trajectory in both sessions and hours played, Take-Two is well-positioned to outperform consensus estimates moving forward.

Take-Two Interactive faces a negative outlook due to its heavy reliance on a few key franchises, particularly Grand Theft Auto, which accounts for approximately 30% of total sales, making the company vulnerable to market fluctuations and product launch delays. Additionally, the backlash against perceived over-monetization and formulaic game releases could lead to further commercial disappointments, undermining user engagement and future sales. Lastly, increased competition in the mobile gaming sector poses a challenge for Take-Two, as it may struggle to maintain market share and profit margins amidst rising marketing expenditures and an influx of new players.