Take-Two Interactive Software, Inc. (TTWO) - Stock Analysis

Last updated: Jun 21, 2026

TechnologyActive

Research Idea

Research content for general circulation. Not individualized advice. Methodology & Disclosures

Strong near-term catalyst with GTA VI pre-orders opening on 2026-06-25, plus positive momentum with shares up about 7.7% over 21 trading days and roughly 10% above the 21-day average after exceptional fiscal 2026 results and stronger net bookings/cash flow trends.

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Idea window: 6/23/2026 – 6/30/2026Sector: Technology

AI Analyst Overview

Last Price
$242.64
Market Cap
$41.01B
1D Return
+1.28%
YTD Return
-5.23%

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Valuation Metrics

P/E
-10.2
P/B
11.6
P/S
6.3
EV/EBITDA
-17.8
Div Yield
—

Fundamental Analysis

6.0

Key Financial Insights: • Cash Conversion • Weak Profitability • High Leverage TTWO delivers strong revenue, gross margin, and cash flow, but persistent losses, leverage, and a stretched valuation keep the investment case cautious.

cashflow
leverage

Price Behavior

6.5

Key Price Behavior Insights: • Sharp rebound • Breakout hold • Stretched rally Support Level: $210-$219 Resistance Level: $240-$243 TTWO has rebounded sharply from its June 10 bottom, but near-term upside now depends on holding the recent breakout area while pushing through low-240s resistance.

Momentum
Volatility

Sentiment & News

7.0

Key News Insights: • Earnings Beat • GTA VI Catalyst • Cautious Outlook Take-Two delivered a strong fiscal 2026 finish and confirmed GTA VI for 2026-11-19, but near-term upside was tempered by a conservative FY2027 bookings outlook despite broader portfolio strength and efficiency gains.

TTWO
GTAVI
AI

AI Summary

6.5
Positive

TTWO should now be viewed as a cash-generating portfolio business with GTA VI as the main catalyst, but at a rich valuation the stock likely only re-rates if launch execution translates into sustained monetization, margin expansion, and free-cash-flow growth rather than a one-time pop.

CashFlow
ExecutionRisk
Valuation
AI summary updated 2 days ago

Description

Take-Two Interactive is a developer, publisher and distributor of video games operating several labels including Rockstar Games, 2K, Private Division and T2 Mobile Games. Its catalogue spans major franchises across multiple genres—action/adventure, role-playing, strategy, sports and mobile free-to-play—and is released on consoles, PC and mobile through retail, digital storefronts and streaming services. The company was incorporated in 1993 and is headquartered in New York City.

Idea History

DateCloseTickerCompanySummaryStatusP/L
Jun 23Jun 30TTWOTake-Two Interactive Software, Inc.
Strong near-term catalyst with GTA VI pre-orders opening on 2026-06-25, plus positive momentum with shares up about 7.7% over 21 trading days and roughly 10% above the 21-day average after exceptional fiscal 2026 results and stronger net bookings/cash flow trends.
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Research content for educational purposes only. Not investment advice. All decisions are your responsibility.