TTWO is stupidly cheap atm, no?

u/sopunkuHalomo · Reddit — r/ValueInvesting · February 12, 2026 at 15:54 · ⬆ 3 pts · 💬 1 comments  | View on Reddit ↗
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Author argues Take-Two Interactive is undervalued after a 30% drop, with GTA VI as the catalyst and institutional accumulation supporting the thesis.

TTWO — LONG The author argues TTWO is 'stupidly cheap' after falling roughly 30% from $250 to $194, attributing the loss mainly to GTA VI development spending while revenue rises. The catalyst is GTA VI's release, which the author expects to deliver without further delay and trigger a re-rating as validation draws in retail and GTA fans. The main stated risk is that a delay or disappointment may already be priced in, and the author notes Google's AI-gaming fear as overdone.

TTWO is stupidly cheap atm, no?

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u/sopunkuHalomo Reddit r/ValueInvesting
TTWO cheap; GTA VI release catalyst
The author argues TTWO is 'stupidly cheap' after falling roughly 30% from $250 to $194, attributing the loss mainly to GTA VI development spending while revenue rises. The catalyst is GTA VI's release, which the author expects to deliver without further delay and trigger a re-rating as validation draws in retail and GTA fans. The main stated risk is that a delay or disappointment may already be priced in, and the author notes Google's AI-gaming fear as overdone.
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This Reddit post, published February 12, 2026, features u/sopunkuHalomo discussing TTWO. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/sopunkuHalomo  · Tickers: TTWO