Added to YB: 2026-07-08
Pitch date: 2026-07-04
TTWO [bullish]
Take-Two Interactive Software, Inc.
-17.24%
current return
Author Info
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Company Info
Take-Two Interactive Software, Inc. develops, publishes, and markets interactive entertainment solutions for consumers worldwide.
Market Cap
$39.9B
Pitch Price
$252.99
Price Target
1.1K (+406%)
Dividend
N/A
EV/EBITDA
48.62
P/E
-123.41
EV/Sales
6.14
Sector
Entertainment
Category
growth
Take Two Investment Thesis!
TTWO (new position): GTA6 launches Nov 2026; pre-orders reportedly $3B, likely crushing 40M unit yr-1 analyst est. Bull sees mgmt guidance ($7.9-8.1B FY27) as sandbagged, ignoring GTA Online/GTA+ recurring rev. Base/mid/bull: $13.6-17B rev, $2.8-4.1B NI by FY29 at 40-50x = 128-310% upside 2-3yr. 3.4% starter @ €222.
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