New York-based Take-Two Interactive Software, Inc. (TTWO) develops, publishes, and markets interactive entertainment solutions. Valued at $41 billion by market cap, the company's products are for console systems, handheld gaming systems and personal computers and are delivered through physical retail, digital download, online, and cloud streaming services. The leading game publisher is expected to announce its fiscal first-quarter earnings for 2026 after the market closes on Thursday, Aug. 7.
Ahead of the event, analysts expect TTWO to report a loss of $0.11 per share on a diluted basis, up 63.3% from a loss of $0.30 per share in the year-ago quarter. The company has consistently surpassed Wall Street’s EPS estimates in its last four quarterly reports.
For the full year, analysts expect TTWO to report EPS of $1.13, up 101.8% from $0.56 in fiscal 2025. Its EPS is expected to rise 530.1% year over year to $7.12 in fiscal 2027.
TTWO stock has outperformed the S&P 500 Index’s ($SPX) 14.5% gains over the past 52 weeks, with shares up 50.8% during this period. Similarly, it outperformed the Communication Services Select Sector SPDR ETF’s (XLC) 27.1% gains over the same time frame.
Take-Two's strategic focus on player engagement and franchise updates yielded a 6% increase in bookings for fiscal 2025, reaching $1.58 billion. Strong performances from titles like NBA 2K25 contributed significantly, with 80% of bookings coming from in-game spending. Although GTA VI's release was delayed to May 2026, it remains a key growth driver. The company's established franchises continue to generate substantial revenue.
On May 15, TTWO reported its Q4 results, and its shares closed down more than 2% in its following trading session. The company’s revenue was $1.58 billion, beating Wall Street forecasts of $1.55 billion. TTWO expects full-year net bookings in the range of $5.9 billion to $6 billion.
Analysts’ consensus opinion on TTWO stock is bullish, with an overall “Strong Buy” rating. Out of 25 analysts covering the stock, 20 advise a “Strong Buy” rating, three suggest a “Moderate Buy,” and two give a “Hold.” TTWO’s average analyst price target is $251.31, indicating a potential upside of 9.9% from the current levels.
On the date of publication, Neha Panjwani 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.
