New York-based Take-Two Interactive Software, Inc. (TTWO) develops, publishes, and markets interactive entertainment solutions for consumers worldwide. The company has a market capitalization of $45.3 billion and develops and publishes action/adventure products under the Grand Theft Auto, LA Noire, Max Payne, Midnight Club, and Red Dead Redemption names, as well as other franchises.
TTWO stock has underperformed the broader market over the past year and in 2026. TTWO stock has grown 3.8% over the past 52 weeks and declined 7.4% YTD. In comparison, the S&P 500 Index ($SPX) has returned 20.6% over the past year and risen 12.6% in 2026.
Narrowing the focus, TTWO has rallied the State Street Communication Services Select Sector SPDR ETF’s (XLC) 1% rise over the past 52 weeks and has underperformed XLC’s 5.4% fall this year.
On Aug. 7, TTWO stock rose 6% following the release of its Q1 2026 earnings. The company’s revenue for the quarter rose 7.8% from the prior year’s quarter to $1.5 billion and surpassed the Street’s estimates. Moreover, its adjusted EPS amounted to $0.36, also topping Wall Street’s forecasts. Despite beating estimates, the company’s EPS guidance for the full year came in at $0.65, significantly below what analysts expected.
For the current year, which ends in March 2027, analysts expect TTWO’s EPS to rise 100.4% to $5.51 on a diluted basis. It surpassed the consensus estimate in three of the last four quarters, while missing on one occasion.
TTWO has a consensus “Strong Buy” rating overall. Of the 30 analysts covering the stock, opinions include 27 “Strong Buys,” two “Moderate Buys,” and one “Hold.”
The configuration has grown slightly more bullish as the stock now has 27 “Strong Buy” ratings, compared to 25 a month ago.
On Aug. 18, Piper Sandler analyst James Callahan CFA maintained a “Buy” rating for TTWO stock and raised its price target from $280 to $290.
TTWO’s mean price target of $288.68 indicates a premium of 21.8% from the current market price. The Street-high target of $368 suggests a notable 55.2% upside potential.
On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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