
TTWO Stock Forecast & Price Target
TTWO Analyst Ratings
Bulls say
Take-Two Interactive is well-positioned in the video game industry due to its strong portfolio of popular and successful franchises, such as Grand Theft Auto and NBA 2K. The recent acquisition of Zynga has also diversified the company's revenue streams, with mobile now accounting for half of total sales. Despite concerns about their new generative AI technology, the company's strong performance in FY26 and the upcoming release of GTA VI in 2026 suggest a solid outlook for the company. We believe the current valuation of TTWO is justified given its shift towards a recurring revenue model, and we have a BUY rating on the stock with a $300 price target (30x our FY28 EPS estimate). However, risks to achieving our price target and rating include competition, macroeconomic factors, and consumer demand for video games.
Bears say
Take-Two Interactive is currently facing a negative outlook, mainly due to our revised estimates reflecting deeper gross margin compression in FY:27, driven by upfront launch amortization, and a gradual margin recovery in FY:28. Additionally, while the company's NBA 2K franchise continues to see strong growth and monetization, there are concerns over potential saturation and the reliance on annual releases, as well as a shift towards mobile gaming and the associated impact on margins.
This aggregate rating is based on analysts' research of Take-Two Interactive Software and is not a guaranteed prediction by Public.com or investment advice.
TTWO Analyst Forecast & Price Prediction
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