TTWO Take-Two Interactive Software, Inc. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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21:45
Jul 16
Jul 16
Author notes GTA VI catalyst already priced into TTWO; street PT implies only 15% upside ceiling, framing it as less attractive than SONY.
MED
22:30
Jul 14
Jul 14
EA boycott precedent threatens GTA 6 microtransactions
The successful consumer boycott that forced EA to remove paid microtransactions from College Football 27 sets a precedent for gamers to push back on aggressive microtransaction models. This creates a significant risk for Take-Two Interactive, whose upcoming GTA 6 is heavily reliant on a microtransaction casino for long-term revenue, potentially threatening the stock's positive outlook.
MED
15:49
Jul 14
Jul 14
Microtransactions backlash threatens GTA 6 revenue
EA's removal of paid microtransactions after a creator boycott sets a precedent that could spread to other publishers. With GTA 6 heavily reliant on microtransactions, Take Two faces a risk that backlash might disrupt this major revenue stream, making the stock vulnerable.
MED
19:23
Jul 13
Jul 13
GTA 6 microtransaction backlash risk, avoid TTWO.
Take-Two Interactive is banking GTA 6 on massive microtransaction revenue, but recent EA boycott success over NCAA microtransactions sets a precedent for user backlash, putting TTWO's decade-long revenue stream at risk.
MED
15:38
Jul 13
Jul 13
Take-Two faces microtransaction backlash risk
The successful protest against microtransactions in EA's NCAA game sets a dangerous precedent for Take-Two Interactive, which is heavily reliant on microtransaction revenue from GTA 6. Future player backlash could hurt the stock.
MED
16:36
Jul 09
Jul 09
GTA 6 microtransactions make Take-Two a buy
GTA 6 will be a massive cash cow because Take-Two will heavily monetize it through microtransactions ('the modern playbook'), far beyond the $80 box price, making Take-Two Interactive a long.
HIGH
15:21
Jul 09
Jul 09
GTA 6 makes Take-Two a cash machine.
GTA 6 will be a massive cash machine for Take-Two, with tens of millions of men with money spending heavily on microtransactions, turning the game into a long-term platform.
MED
12:53
Jul 09
Jul 09
Wells Fargo raises Take-Two price target to $289, flagging gaming as a favored sector.
MED
19:23
Jul 07
Jul 07
New all-time high, chart is very strong.
Take-Two Interactive just made a new all-time high and the chart looks very strong. He explicitly says 'If you're not long, take two. You're trolling yourself.'
LOW
13:47
Jul 07
Jul 07
Author notes TTWO GTA 6 trade is already priced in with limited street upside (~15%), flagging it as less attractive than SONY for the same catalyst.
MED
20:00
Jul 03
Jul 03
One highly-upvoted comment (+8) argues that despite GTA’s impending microtransactions and subscription model, bearishness on TTWO is misguided. The comment implies that Take-Two’s revenue model from future GTA releases supports upside, contrary to bearish views. A single, unsubstantiated bullish remark with no supporting data or community echo. No broader consensus; thread is memetic; no valuation or catalyst discussed. *Note: No other actionable trade ideas met the minimum confidence or community agreement thresholds.*
LOW
12:37
Jun 27
Jun 27
Author dismisses the TTWO/GTA6 trade as too obvious but does not take a directional stance or mention a ticker in his own text.
LOW
14:00
Jun 26
Jun 26
GTA 6 microtransactions may boost Take-Two.
The speaker is interested in Take-Two Interactive as a future trade because of the massive recurring microtransactions and GTA Online bookings (Bank of America models $2.2B by fiscal 2028) plus the upcoming GTA 6 release. He acknowledges it is a long way away and a lot can change, but he is open to entering at some stage, making it a watch-and-wait setup.
MED
13:00
Jun 26
Jun 26
GTA VI will generate billions for Take-Two.
Grand Theft Auto VI is expected to be an enormous commercial success, selling 38 million copies and generating $3-3.2 billion in revenue in the first 12 months, adding to Take-Two's existing $5 billion annual revenue. The game leverages digital distribution and recurrent microtransactions, creating a deep online community and brand loyalty comparable to major cultural events. This massive revenue event could drive significant upside for Take-Two Interactive, though the stock may already have some of this priced in.
MED
05:39
Jun 26
Jun 26
Take-Two set for GTA VI blockbuster
Grand Theft Auto VI is a massive cultural and commercial event, expected to sell 38 million copies and generate $3-3.2 billion in the first 12 months; Take-Two benefits from digital recurrent revenue, premium pricing, and a platform-like online ecosystem that will dominate the market and crowd out competitors.
HIGH
13:57
Jun 25
Jun 25
Author notes GTA VI catalyst is already priced into TTWO with limited remaining upside per street price targets; no directional commitment made.
MED
13:52
Jun 25
Jun 25
Article states Take-Two has a $45B market cap against negative trailing earnings, priced almost entirely on a single fiscal year guide, with consensus PT implying only 15% upside. 'The upside is known
Article states Take-Two has a $45B market cap against negative trailing earnings, priced almost entirely on a single fiscal year guide, with consensus PT implying only 15% upside. 'The upside is known, the downside isn’t.'
Risk: If GTA VI misses expectations, the stock could decline sharply; limited margin of safety.
21:38
Jun 24
Jun 24
Take Two hurts without GTA online
Take Two Interactive is down despite GTA 6 announcement; the lack of multiplayer at launch is a major negative because the company's recurring microtransaction casino model depends heavily on online modes, putting revenue at risk.
MED
18:40
Jun 24
Jun 24
Grand Theft Auto VI pre-orders begin Thursday, prompting Wall Street analysts to respond to the upcoming release.
12:55
Jun 24
Jun 24
Take-Two will sell the standard version of Grand Theft Auto VI at 80 dollars, locking in a traditional price after speculation of a higher cost.
11:46
Jun 24
Jun 24
Pre-market movers show Mag 7 stocks mixed with HTZ falling 20.5% on a share offering and disappointing guidance while TTWO rises 3% on GTA 6 pre-order news.
20:00
Jun 23
Jun 23
One user declares “I’m full porting TTWO and calling it a day” with +6 upvotes, suggesting a bullish stand on Take-Two Interactive. The thread’s general risk‑on mood (Korean pump, rate cut hopes) could lift growth/entertainment names. TTWO may benefit from upcoming game releases or a sector rotation. Go long TTWO as a contrarian growth play within the broader dip‑buying frenzy. Only a single comment with moderate upvotes; no fundamental catalyst mentioned. Could be a meme pick without follow‑through.
MED
20:00
Jun 21
Jun 21
User "Tweaky88" directly says "TakeTwo Calls since Pre-Order starts on the 25th." This likely refers to GTA VI pre-orders, a major catalyst for the video game publisher. The comment received +5 upvotes, indicating community resonance. A known catalyst (pre-order launch) combined with WSB interest can drive a short-term momentum play, especially if the broader market is bullish. Buy TTWO calls ahead of the June 25 pre-order event, expecting a pop on retail anticipation. Only one comment; no corroborating analysis. Pre-order hype might already be priced in. Game release delays or disappointment could hurt.
MED
00:55
Jun 19
Jun 19
GTA 6 will break all pre-sale records.
Take-Two Interactive (TTWO) will benefit massively from the GTA 6 release on November 19th. Historically, Take-Two equity has delivered strong positive returns around major game releases: GTA 4 up 66% two years after release, GTA 5 up 30% a year and 10 months after, Red Dead Redemption 2 up 200% in 2 years. GTA 6 is already up 48% since announcement. Pre-sales will break every record—total number, revenue, and amount—and will likely crush the current record held by Cyberpunk 2077. The game will be 'incomprehensively big.'
MED
22:56
Jun 18
Jun 18
GTA VI launch supercharges Take-Two stock
Grand Theft Auto VI preorders are a major catalyst for Take-Two Interactive, with launch probability over 90%. The stock will run up into and through launch. Any post-launch pullback is a buying opportunity because over 80% of revenue is recurring, making this a stronger, longer cycle than prior GTA cycles.
HIGH
22:25
Jun 18
Jun 18
GTA 6 pre-sales to boost Take-Two.
GTA 6 pre-orders are expected to break every record, and historically Take-Two stock has rallied into major game releases. The chart looks good, and the pre-release momentum should push TTWO higher.
MED
17:56
Jun 18
Jun 18
Pre-orders for Grand Theft Auto VI will officially begin on June 25, according to a breaking report from Unusual Whales.
17:08
Jun 18
Jun 18
Take-Two Interactive shares are rising as pre-orders for Grand Theft Auto VI are set to open next week.
13:35
Jun 18
Jun 18
Take-Two Interactive will open pre-orders for Grand Theft Auto VI on June 25, launching one of the most anticipated video games of all time.
13:29
Jun 18
Jun 18
Rockstar Games' Grand Theft Auto VI pre-orders are set to begin on June 25 according to the reported headline.
About TTWO Analyst Coverage
Buzzberg tracks TTWO (Take-Two Interactive Software, Inc.) across 16 sources. 22 bullish vs 2 bearish calls from 22 analysts. Sentiment: predominantly bullish (36%). 55 total trade ideas tracked. Past 7 days: 5 watch. Latest voices: michaelsikand, Thread Guy, asklivermore.