TTWO trades at $214; author is adding shares and sees $230-$250 as realistic ahead of GTA VI. The market appears to underprice GTA VI contribution relative to FY2027 booking estimates, creating a mispricing opportunity. Long TTWO for upside from GTA VI sales, content monetization, and possible early PC release. GTA VI delays, weaker-than-expected online monetization, higher-than-modeled costs, or market already pricing the upside.
TTWO trades at $214; author is adding shares and sees $230-$250 as realistic ahead of GTA VI. The market appears to underprice GTA VI contribution relative to FY2027 booking estimates, creating a mispricing opportunity. Long TTWO for upside from GTA VI sales, content monetization, and possible early PC release. GTA VI delays, weaker-than-expected online monetization, higher-than-modeled costs, or market already pricing the upside.