BTIG Reiterates Buy as Take-Two Prepares to Post Fiscal Q2 Results
Published on 11/09/2026 at 15:21 | Editorial boerse-global.de
Take-Two Interactive faces its quarterly test today with a buy call intact and a mixed chorus of analyst opinion behind it. BTIG has kept its purchase recommendation on the video game publisher, according to media reports, with analyst Clark Lampen pointing to softer mobile gaming data and cut forecasts for NBA 2K as the backdrop to the decision.
The company will release results for the second quarter of fiscal 2027 after the U.S. market close, covering the three months ended September 30. Management has scheduled a conference call for 16:30 Eastern Time, giving investors both the numbers and a chance to question executives directly. Take-Two had announced the reporting date on October 13.
BTIG's tweak touches both the mobile data set and expectations for NBA 2K, though the report on the analyst's move did not disclose specific new revenue or earnings estimates.
Should investors sell immediately? Or is it worth buying Take-Two Interactive?
A Split Verdict From the Research Desk
The buy-side conviction arrives alongside diverging moves elsewhere on the Street. Macquarie initiated coverage of Take-Two on Friday with an "Outperform" rating and a $300 price target, leaning on the growth it expects Grand Theft Auto VI to deliver. Roth Capital, by contrast, trimmed its target for the stock that same day, from $300 to $272.
Two other research houses had already confirmed positive ratings, with price targets spanning $262 to $290. The lower figure stems from a cut made on Wednesday; the higher one from a confirmation dated November 2. Wednesday's reduction came with an unchanged buy recommendation, citing the same weaker mobile data and lower NBA 2K forecasts that BTIG flagged. The overweight rating reaffirmed on November 2 rested instead on survey findings about interest in Grand Theft Auto VI.
That poll, conducted roughly two weeks ago, found 70% of owners of current-generation consoles saying they intend to buy the game. About 9,000 teenagers took part in the survey. Of those console owners, 55% planned to purchase immediately, with a further 15% intending to buy a few months down the line.
Preloads and a Portfolio Pitch
Rockstar Games said on Tuesday that pre-downloading for Grand Theft Auto VI will begin on November 10, ahead of the game's scheduled release on November 19. Chief executive Strauss Zelnick, meanwhile, described the company's collection of owned franchises as the best in the industry — a claim aimed at the portfolio as a whole rather than at GTA VI alone.
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Take-Two Interactive Stock: New Analysis - 9 November
Fresh Take-Two Interactive information released. What's the impact for investors? Our latest independent report examines recent figures and market trends.
