Key Takeaways for Take-Two Interactive Stock as of July 2026
- Thirty of 32 rated analysts have Take-Two stock at buy or outperform, with just one hold and one underperform, yet the $284 mean target implies only 10% upside from here.
- TIKR’s mid-case model values Take-Two stock at $448 by March 2031, a 74% total return worth 12% annualized.
- November 19 brings GTA VI to shelves at $80, the industry’s highest base price yet.
Take-Two Stock Nears Highs as GTA VI Pricing Locks In November Launch
Take-Two Interactive (TTWO) priced Grand Theft Auto VI at $80 on June 24, confirming the November 19 launch date after more than a decade of anticipation. The move pushed the base price above the $69.99 ceiling that titles like Ghost of Yōtei and Tears of the Kingdom have held for years.
That pricing power matters because Take-Two stock has climbed toward its 52-week high of $266 since the announcement. Shares rose almost 3% on the news alone, extending gains that began with the May 21 fiscal fourth-quarter report.
Beneath the pricing news, that quarter itself topped estimates, with revenue landing at $1.58 billion.But management flagged near-term margin pressure, guiding fiscal 2027 operating expenses up roughly $300 million on marketing spend tied to the launch.
Take-Two Chief Financial Officer Lainie Goldstein addressed that tension directly on the Q4 earnings call: “Margin improvement remains a key priority in our financial strategy, but we recognize that margins will fluctuate over time based on a variety of factors.” That fluctuation, she said, traces to scaling the business ahead of Grand Theft Auto VI’s launch quarter, when operating leverage should show up fastest.
Consensus models embed a 180% jump in EBITDA for the December quarter that captures the launch, before growth normalizes.
Bank of America also raised its target to $368 from $320 on June 23, citing a fiscal 2028 GTA Online bookings forecast lifted by $900 million to $2.2 billion. The brokerage compared the title’s pay-to-progress model favorably to Fortnite’s purely cosmetic approach, expecting higher average spending per player.
Take-Two Stock Holds a Lopsided Buy Rating Ahead of the Holidays
Take-Two stock carries a consensus buy rating from 26 of 30 analysts covering the name, with two rating it outperform, one hold, and one underperform. The mean price target sits at $284, implying roughly 10% upside from the current $258 price.
Accordingly, that consensus already reflects Bank of America’s June 23 hike to $368, the high end of the range, after the brokerage lifted its fiscal 2028 GTA Online bookings forecast by $900 million.
Wall Street Expects TTWO Stock’s EBITDA to Nearly Triple in the December Quarter
EBITDA came in at $0.24 billion in the fiscal fourth quarter ended March 31, down 19% year over year as pre-launch investment ramped. The Street models a steeper dip to $0.12 billion in the June quarter, a 38% decline, as marketing spend for Grand Theft Auto VI front-loads before any offsetting revenue arrives.
That reverses sharply in the December quarter, when consensus expects EBITDA of $0.93 billion, up 180% year over year as the launch drives margins to 28%.
The next test comes with fiscal first-quarter results, which need to confirm the guided margin trough before the holiday quarter can prove the thesis right.
TIKR’s Model Sees TTWO Stock Worth $448 by 2031
TIKR’s mid-case model values Take-Two Interactive at $448 by March 2031, implying a 74% total return from the current price of $258, or 12% annualized over 4.7 years.
That return reflects the full business, from steady recurring spending across NBA 2K and Zynga’s mobile portfolio to the operating leverage building beneath Grand Theft Auto VI.
The target is grounded in more than the launch quarter. Management’s stated priority on operating expense leverage, a 29-title pipeline through fiscal 2029, and Grand Theft Auto Online’s proven staying power all extend the growth window well past November.
Should You Invest in Take-Two Interactive Software, Inc.?
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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!
