TTWO Take-Two Interactive Software, Inc. Loading... : Bullish and Bearish Analyst Opinions
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00:30
Sep 03
Sep 03
Take-Two Interactive shares slide into correction territory as the investigation into the Grand.
Take-Two Interactive shares slide into correction territory as the investigation into the Grand Theft Auto leak intensifies.
15:42
Sep 01
Sep 01
TTWO called obvious GTA trade, not taken
Mentions TTWO as the obvious GTA trade but states he is not taking it, preferring the SONY setup instead.
MED
22:50
Aug 31
Aug 31
Take-Two shares fall sharply after BofA calls the Grand Theft Auto reveal impressive.
Take-Two shares fall sharply after BofA calls the Grand Theft Auto reveal impressive but unlikely to surprise the market.
22:23
Aug 31
Aug 31
Author analyzes GTA VI launch risk and BofA's bullish target but explicitly says it's not their.
Author analyzes GTA VI launch risk and BofA's bullish target but explicitly says it's not their setup, so no directional call.
LOW
18:00
Aug 31
Aug 31
Short Take-Two on poor profit conversion
Short TTWO: Take-Two has historically failed to convert huge game successes into shareholder profits, so the company is not an ideal holding even if GTA 6 may differ.
MED
17:58
Aug 31
Aug 31
Author questions whether GTA6 will change Take-Two's weak profitability despite its storied.
Author questions whether GTA6 will change Take-Two's weak profitability despite its storied history, expressing skepticism without a directional position.
LOW
05:19
Aug 30
Aug 30
The author argues Sony benefits more from GTA VI due to platform cuts and subscriptions.
The author argues Sony benefits more from GTA VI due to platform cuts and subscriptions, while TTWO faces PS5 supply constraints, framing it as an expectations game without taking a position.
LOW
16:14
Aug 28
Aug 28
GTA 6 massive but attention competition
GTA 6 is visually stunning and will be massive, but Thread Guy questions whether it can win the attention battle against TikTok, Pump.fun, and short-form dopamine competition. He is not short the Take-Two trade and notes Chris Camlo is long, but he frames the setup as mixed and possibly priced in after the trailer.
MED
14:27
Aug 28
Aug 28
Author argues Sony is mispriced with a 50% upside base case from GTA 6 digital revenue and PSN.
Author argues Sony is mispriced with a 50% upside base case from GTA 6 digital revenue and PSN subscriptions, while Take-Two's upside is already priced in.
LOW
06:00
Aug 28
Aug 28
TTWO up on GTA 6 preview
Notes TTWO surging overnight with SONY after the GTA 6 gameplay preview; speaker does not commit to a directional view on TTWO.
LOW
03:44
Aug 28
Aug 28
Mentions TTWO trading tool, no stance
Mentions using a Variational tool for TTWO trading in reply context where parent notes bullishness; no personal directional commitment or reasoning provided.
LOW
02:59
Aug 28
Aug 28
TTWO interesting but buyer hesitation remains
Author expresses genuine interest in TTWO following overwhelming positive reception to GTA VI trailer, noting record hype alongside sustained excitement, but stops short of committing capital due to hesitation.
MED
20:47
Aug 27
Aug 27
Author acknowledges GTA 6 trailer quality and universal purchase intent but expresses.
Author acknowledges GTA 6 trailer quality and universal purchase intent but expresses uncertainty about hype matching, with no explicit position or forward call.
LOW
12:00
Aug 27
Aug 27
Best Buy expects Grand Theft Auto VI to be a major driver of gaming category sales and accessory sales in Q4, signaling a major Q4 launch is expected to drive hardware sales.
HIGH
23:23
Aug 25
Aug 25
Buy TTWO: GTA VI success underpriced
Buy TTWO into the GTA VI launch; the market is pricing the game but not its upside, with a path to 50M copies at $80 (~$4B) in six months before recurring GTA Online/Shark Card spend.
MED
19:21
Aug 24
Aug 24
Take-Two expectations high, limited alpha.
Notes Take-Two may offer more limited alpha versus Sony into GTA 6 because expectations are already high.
MED
03:34
Aug 22
Aug 22
Author explains Sony's monetization role in GTA online sales but makes no directional call.
Author explains Sony's monetization role in GTA online sales but makes no directional call on either stock, only factual context.
20:13
Aug 21
Aug 21
Agrees with bullish TTWO thesis on GTA.
Author agrees with a bullish thesis on TTWO based on GTA VI leaked footage showing generational gameplay leaps.
MED
20:00
Aug 20
Aug 20
GTA6 gameplay is leaking daily, and the community consensus is that it is the "best looking game" ever. Extreme hype and positive reception to raw leaks indicate massive consumer demand and future sales. Go long on the publisher (Take-Two) ahead of official marketing cycles and release. Leaks could disrupt the official marketing timeline or cause internal delays.
LOW
02:34
Aug 20
Aug 20
Tencent and Take-Two face fundamental concerns.
Tencent's recent earnings showed slowing profit growth despite revenue beats, raising concerns about its fundamental earnings power. Take-Two is suffering from overvaluation concerns as expectations for new releases are too high while the company remains in a deficit.
MED
11:27
Aug 15
Aug 15
The author lists a massive basket of tickers without any directional commentary or position.
The author lists a massive basket of tickers without any directional commentary or position disclosure, so all are indexed as
LOW
16:47
Aug 10
Aug 10
GTA 6 pre-orders surpass all expectations.
Grand Theft Auto VI pre-orders have been unprecedented and much better than expected, with excitement continuing to grow. The company is diversified beyond GTA (the franchise represents less than 15% of revenue), expects over $1 billion in free cash flow this fiscal year, and is on track to become a net cash company.
HIGH
20:30
Aug 07
Aug 07
Take-Two Interactive declines to disclose pre-order figures for Grand Theft Auto VI despite.
Take-Two Interactive declines to disclose pre-order figures for Grand Theft Auto VI despite calling them unprecedented ahead of the game's release.
19:54
Aug 07
Aug 07
Take-Two sales up, loss widens
Reports Take-Two sales higher but loss widened; earnings headline, no directional view.
MED
18:12
Aug 07
Aug 07
Take-Two confirmed GTA 6 launch date and beat bookings estimates.
Take-Two confirmed GTA 6 launch date and beat bookings estimates, but the Seeking Alpha Quant rating remains neutral HOLD due to profitability headwinds and mixed analyst revisions.
12:00
Aug 07
Aug 07
Guidance is maintained despite strong momentum, framing FY27 as an inflection point driven by GTA VI and a robust pipeline, with a confident, forward-looking tone.
HIGH
18:45
Aug 05
Aug 05
Fears of a Grand Theft Auto VI delay resurface after a former Rockstar developer says he would.
Fears of a Grand Theft Auto VI delay resurface after a former Rockstar developer says he would not be shocked by a postponement.
10:00
Aug 05
Aug 05
TTWO recently dipped 2% on bad "vibes" but is already recovering ahead of its earnings report. Historical patterns show the stock tends to pump in the days leading up to its earnings release. Buy calls to capture the pre-earnings momentum run-up. Broader market weakness could drag it down, or the pre-earnings pump may fail to materialize.
LOW
08:00
Jul 31
Jul 31
Author notes TTWO's GTA VI upside is largely priced in with limited street PT headroom.
Author notes TTWO's GTA VI upside is largely priced in with limited street PT headroom; $8.0–8.2B FY27 net bookings guide already published.
MED
18:22
Jul 29
Jul 29
Author notes GTA VI catalyst is already priced into TTWO with limited upside per street price.
Author notes GTA VI catalyst is already priced into TTWO with limited upside per street price targets; no directional commitment from speaker.
MED
About TTWO Analyst Coverage
Buzzberg tracks TTWO (Take-Two Interactive Software, Inc.) across 25 sources. 27 bullish vs 3 bearish calls from 36 analysts. Sentiment: predominantly bullish (27%). 90 total trade ideas tracked. Past 7 days: 1 bearish, 11 watch. Latest voices: zerohedge, michaelsikand, ren_stocks.