Added to YB: 2026-09-07
Pitch date: 2026-09-04
TTWO [neutral]
Take-Two Interactive Software, Inc.
Author Info
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Company Info
Take-Two Interactive Software, Inc. develops, publishes, and markets interactive entertainment solutions for consumers worldwide.
Market Cap
$40.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
48.77
P/E
-123.81
EV/Sales
6.16
Sector
Entertainment
Category
growth
The $8 Billion GTA 6 Bet:$TTWO Valuation & Netflix Partnership
TTWO (pass): Take-Two’s GTA 6 upside appears largely priced in at $215-$220 and roughly 26x forward earnings. Fiscal 2027 bookings guidance of $7.9-$8.1B relies almost entirely on an on-time launch, while the stock also needs strong recurring spending after release; any delay or weak monetization would disappoint. A credible bull case exists, but requires far higher unit sales, a successful PC release and another major Rockstar title later in the forecast.
Read full article (14 min)