Key Takeaways for Take-Two Interactive Stock as of July 2026
- Valuation Gap: TIKR’s mid case model values Take-Two stock at $412, implying 78% upside and a 13% annualized return through March 2031.
- Analyst Split: Wall Street backs Take-Two stock with 26 buy and 2 outperform ratings against just 1 underperform rating.
- Bookings Guide: Take-Two guided fiscal 2027 net bookings to as high as $8.2 billion, a 20% jump tied directly to Grand Theft Auto VI’s confirmed November 19 launch.
- Trough Reversal: Take-Two stock has clawed back most of its March slide already.
TIKR’s model sees Take-Two stock climbing 78% from here, yet the shares still sit 12% below their high. Pull up the full valuation breakdown on TIKR for free →
Take-Two Stock Guides to $8.2 Billion as GTA VI’s November 19 Launch Locks In
Take-Two Interactive (TTWO) guided fiscal 2027 net bookings to a range of $8.0 billion to $8.2 billion on its May 21 earnings call, a jump of roughly 20% from fiscal 2026’s record $6.72 billion, with nearly all of that increase pinned to Grand Theft Auto VI’s now-confirmed November 19 release date. It’s the first time management has attached a formal financial framework to a specific GTA VI ship date, after years of declining to discuss timing at all. The guide follows a fiscal 2026 that itself closed roughly $750 million above the outlook the company gave twelve months earlier.
CEO Strauss Zelnick tied the outlook directly to the date on the Q4 2026 earnings call: “Fiscal 2027 is poised to be a breakout year for Take-Two, led by the November 19 release of Grand Theft Auto VI, arguably the most anticipated entertainment property of all time, and we’re excited that Rockstar Games will start their marketing campaign this summer.” CFO Lainie Goldstein put a harder number on that framing, guiding net bookings growth of approximately 20% “primarily due to the launch of Grand Theft Auto VI on November 19,” with Rockstar Games expected to make up 36% of the label mix for the year against 35% for Zynga and 29% for 2K.
The guide leans on units, not recurring spend. Management expects recurrent consumer spending to stay flat year over year at 65% of net bookings, meaning the growth case rests on Grand Theft Auto VI actually selling copies in its launch window rather than on existing live-service momentum. Take-Two also guided operating cash flow above $1 billion and expects to reach a net cash position by fiscal year end, giving Zelnick room to call GTA VI’s marketing spend, which starts this summer, a deliberate front-loaded bet rather than a defensive one.
Rockstar confirmed that unit math on June 24, pricing Grand Theft Auto VI at $80, the highest base price the industry has set and above the $69.99 ceiling most console titles have held for years. That pricing power extends the fiscal 2027 guide’s growth case, but it also explains the near-term margin trough Take-Two flagged for the same stretch, with EBITDA guided to compress before the launch quarter’s marketing spend converts into bookings.
A specific date attached to a specific dollar guide is what separates this cycle from the “always 12 to 18 months away” jokes that trailed the stock for years. That number, not the launch hype around it, is what the market now has to reprice against.
TIKR’s model sees a business already tracking toward that guide. See how Take-Two’s pipeline stacks up on TIKR for free →
Take-Two Stock Sits 12% Off Its High While Wall Street Lifts Targets to $284
Take-Two stock hit a maximum drawdown of 28% on March 27, 2026, when shares fell to roughly $195 during a broader growth-stock selloff.
TTWO has since clawed back to a drawdown of 12% as of July 24, trading at $232 and that recovery began well before the May 21 guidance landed, suggesting part of the market had already started pricing in the GTA VI setup that management later confirmed with hard numbers.
Wall Street’s positioning is decisively one-sided: 26 buy ratings and 2 outperform ratings against a single underperform and zero holds among the 29 analysts TIKR tracks. The mean target price has climbed to $284, up from $198 at the end of March, and now sits about 23% above the current $232 share price.
That target has risen every quarter since the fiscal 2027 outlook took shape, moving in step with the guidance cadence rather than lagging it.
TIKR Values Take-Two Stock at $412, Pricing In the Full GTA VI Cycle
TIKR’s mid case model values Take-Two stock at $412 by March 2031, implying a 78% total return from the current price of $232, or 13% annualized over 4.7 years.
That 13% annualized path implies TIKR sees Take-Two re-rating higher than a mature entertainment franchise business typically commands, a premium built almost entirely on execution against the guide already on the table. The $8.2 billion top end of management’s own fiscal 2027 outlook, delivered with a specific November 19 date attached, is the same growth TIKR’s model is pricing toward. That makes the $412 target look like a function of Rockstar hitting a release date it has already locked in, not a speculative reach.
Wall Street’s targets already assume execution. TIKR’s model goes further. Compare both against Take-Two stock on TIKR for free →
Should You Invest in Take-Two Interactive Software, Inc.?
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Pull up Take-Two Interactive Software, Inc. stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
