TTWO and GTA VI release
With the upcoming release of the new GTA game TTWO is around a $40B company today, with FY26 net bookings of $6.72B and management guiding for $8.2B in FY27. Recurrent consumer spending is already doing a lot of the heavy lifting it was 82% of Q4 bookings. GTA VI is currently scheduled for November 19, 2026.
From your opinion how much of that GTA VI upside is already priced into a \~$215 stock and how durable it is?
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