Added to YB: 2026-10-14
Pitch date: 2026-10-12
TTWO [bullish]
Take-Two Interactive Software, Inc.
+0.14%
current return
Author Info
No bio for this author
Company Info
Take-Two Interactive Software, Inc. develops, publishes, and markets interactive entertainment solutions for consumers worldwide.
Market Cap
$39.9B
Pitch Price
$209.09
Price Target
336.00 (+60%)
Dividend
N/A
EV/EBITDA
48.62
P/E
-123.41
EV/Sales
6.14
Sector
Entertainment
Category
growth
Take-Two: GTA VI is here, but the real game has only just begun
TTWO: Take-Two’s estimated $5.2B annual recurring-spending base and expected FY27 operating cash flow above $1B provide a foundation for GTA VI’s November 2026 launch and potential later monetization. Not cheap on FY27 figures, the shares at $202 are ~19.4x consensus FY28 EPS; the illustrative base case reaches $270 (+34%) with an on-time launch, consensus sales and 2027 online functionality, versus $168 (-17%) adversely. A prolonged delay, weak launch or multiple compression could produce materially greater downside.
Read full article (23 min)