Take-Two Heads Into Earnings With Wall Street Split on GTA VI's Payoff
Published on 11/09/2026 at 12:01 | Editorial boerse-global.de
Take-Two Interactive wraps up its strongest stretch of trading in almost five months on the same day it reports quarterly results — and on the same day its coverage list gained a fresh bull while another house trimmed its target. The stock finished Friday up 1.5% at €193.10, capping a week that media reports described as the publisher's best on the market since roughly five months ago, with investors squaring positions ahead of the numbers and any further Grand Theft Auto VI details. No single catalyst was confirmed as the driver.
A New Bull Arrives
Macquarie initiated coverage of the video game maker on Friday with an "Outperform" rating and a $300 price target. The brokerage's case rests on the earnings and free cash flow growth it expects Grand Theft Auto VI to deliver, putting the financial contribution of the title at the center of its thesis.
The same day brought a move in the opposite direction: Roth Capital cut its target on Take-Two from $300 to $272, leaving the two analyst actions pulling in different directions — a positive first take paired with a reduced valuation.
Should investors sell immediately? Or is it worth buying Take-Two Interactive?
Targets Drift Lower Even as Buy Calls Hold
Two other research houses had already reaffirmed their bullish stances, with price targets spanning $262 to $290. The lower figure traces back to a Wednesday cut; the higher one to a confirmation on November 2.
Wednesday's reduction came with an unchanged buy recommendation. The firm behind it pointed to softer mobile gaming data and lower forecasts for NBA 2K. The overweight rating reaffirmed on November 2 leaned instead on survey findings about interest in Grand Theft Auto VI. A separate house also trimmed its target on November 2, from $300 to $280, while keeping "Outperform" — citing a lowered profit estimate for fiscal 2029.
What Roughly 9,000 Teenagers Say
That survey, cited about two weeks ago, polled approximately 9,000 teenagers. Among owners of current-generation consoles, 70% said they intend to buy GTA VI. Of those, 55% planned to pick it up right away, with a further 15% eyeing a purchase a few months down the line. The figures reflect stated purchase intent, not reported sales.
The Report Lands After the Close
Take-Two has scheduled the release of its fiscal 2027 second-quarter results for today after the market closes. The company announced the date on October 13. The reporting period ended September 30.
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