
TTWO Stock Forecast & Price Target
TTWO Analyst Ratings
Bulls say
Take-Two Interactive is supported by an unusually valuable IP portfolio led by Grand Theft Auto, which has sold more than 465 million units globally and still generates meaningful revenue through GTA Online more than 13 years after launch. The company’s recurring model is the key fundamental strength: FY26 recurrent consumer spending was about $5.2 billion, or 78% of revenue, while mobile generated roughly $3.33 billion in FY26 bookings and about half of total bookings after the 2022 Zynga acquisition. With GTA VI scheduled for November 19, 2026, management and analysts see a multi-year earnings inflection, potential EBITDA CAGR of 35%, and margin expansion from 17% in FY26 to 29% in FY29E.
Bears say
Take-Two Interactive is viewed negatively because its investment case depends heavily on GTA VI, yet any delay, weak launch, or underwhelming online monetization could materially miss expectations and compress valuation multiples. The company also faces mounting execution risk from a potentially less successful GTA Online follow-up, tougher mobile conditions after Zynga, and AI-enabled competition that could shorten premium-title lifecycles and pressure monetization. Recent data already points to downside, with 2Q27 bookings cut to $1.662B from $1.701B and PF EPS to $1.00 from $1.03, while weaker mobile engagement and softer NBA 2K reviews suggest the broader portfolio may not offset GTA-related risks.
This aggregate rating is based on analysts' research of Take-Two Interactive Software and is not a guaranteed prediction by Public.com or investment advice.
TTWO Analyst Forecast & Price Prediction
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TTWO Analyst Forecast & Price Prediction
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