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

Last updated: Jul 26, 2026

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
$246.43
Market Cap
$41.01B
1D Return
-0.48%
YTD Return
-3.75%

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Valuation Metrics

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

Price Behavior

4.0

Key Price Behavior Insights: • Lower highs • Support holding • Rebound zone Support Level: $231-$230 Resistance Level: $238-$246 TTWO has rolled over over the last month from its early-July peak, losing momentum and the $240-$245 zone, but it is still holding late-June support near $231-$230 and could rebound toward $238-$246 if that floor holds.

downtrend
support

Sentiment & News

Key News Insights: • GTA VI hype • Mobile weakness • Valuation concerns Take-Two Interactive has been volatile as GTA VI hype supports the stock, but valuation concerns and signs of near-term weakness in mobile/bookings are tempering sentiment ahead of the Aug. 7 earnings report.

TTWO
GTAVI
AI

AI Summary

7.0
Positive

TTWO is no longer a simple GTA VI optionality trade—improving recurring monetization and higher cash flow guidance strengthen the core thesis, but with a rich valuation and weakening near-term price action, the stock now hinges on clean execution, margin control, and avoiding any franchise disappointment.

CashFlow
ExecutionRisk
GTAVI
AI summary updated 3 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.
Closed+3.0%
Research content for educational purposes only. Not investment advice. All decisions are your responsibility.