Take-Two Interactive Software, Inc. (TTWO) is one of the world's largest independent video game publishers, home to Rockstar Games' Grand Theft Auto and Red Dead Redemption franchises, 2K's NBA 2K series, and mobile publisher Zynga. With the launch of Grand Theft Auto VI approaching, investors are debating how high the shares can climb. This article examines whether a move toward a roughly $290 price target is realistic.
This analysis reviewed roughly 16 recent, individually attributable analyst targets, each with a named firm and date. Recent actions have clustered tightly: Macquarie initiated coverage at $300 (Nov. 6), Roth MKM trimmed its target to $272 from $300 (Nov. 6), BTIG cut to $262 from $313 (Nov. 4), Piper Sandler set $290 and BMO Capital set $285 (both Nov. 3), and Bank of America lowered its target to $330 from $368 while keeping a Buy. Other current targets include Raymond James at $300, J.P. Morgan at $310, Wedbush at $300, Oppenheimer at $280, UBS at $300, and Morgan Stanley at $280.
The mean of these targets is near $293, which rounds to a central target of $290, with an approximate range of $262 to $330. The consensus posture is strongly bullish, but the roughly $68 spread between the low and high reflects different assumptions about GTA VI unit sales, live-service monetization, and the durability of the non-GTA portfolio. A separate S&P Global aggregation of 29 analysts reports a slightly lower average near $284, underscoring that the precise "consensus" figure varies by source and date.
After closing at $214.87 in early November, TTWO pulled back to trade near $211 around its fiscal second-quarter report, leaving the stock well below its 52-week high of $265.94 and above its 52-week low of $183.86. Reaching $290 implies about a 37% upside, a substantial move that would require the shares to exceed their prior 52-week high.
The likely path depends on execution around the GTA VI launch. Management has guided fiscal 2027 net bookings (the industry's key revenue measure) to $8.0–$8.2 billion and described GTA VI pre-order demand as "unprecedented." If launch results and initial monetization exceed expectations, analysts could raise targets further; if the broader portfolio underwhelms, valuation may compress despite a strong flagship release.
The central catalyst is Grand Theft Auto VI, widely considered one of the most anticipated entertainment launches in years, following a predecessor that has sold over 200 million units since 2013. Macquarie framed the launch as the start of a multi-year period of accelerating earnings growth and free cash flow. The company's forward P/E (price-to-earnings) ratio of roughly 26 reflects expectations for a sharp profit inflection, with consensus EPS (earnings per share) projected to nearly double in the next fiscal year. Take-Two's status as the last major independent AAA publisher also gives it scarcity value amid industry consolidation.
The principal risks are concentration and valuation. A single franchise launch carries execution risk, and several analysts trimmed targets in early November — BTIG cited softer mobile data and reduced NBA 2K forecasts, while Roth MKM trimmed its outlook — signaling that non-GTA segments are underperforming. The stock already trades at a premium forward multiple, leaving limited room for disappointment. A broader pullback in consumer discretionary spending or interest-rate-sensitive growth valuations could also weigh on the shares regardless of launch success.
The chart shows meaningful levels worth watching. Support emerged near the 52-week low of $183.86, with resistance at the 52-week high of $265.94 — a level the stock must reclaim before approaching $290. The round $200 and $250 figures serve as psychological markers, and a sustained move above the prior high would be required to confirm a longer-term uptrend toward the target.
Analyst price targets generally reflect a research horizon of roughly 12 months, though individual firms apply different assumptions. The key items to monitor are the GTA VI launch and early sales data, the company's next earnings report and any updates to its fiscal 2027 bookings guidance, analyst target revisions following launch, and broader consumer spending and rate trends.
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Can Take-Two Interactive Software (TTWO) reach $290? The target, derived as the mean of roughly 16 current analyst targets spanning $262 to $330, sits about 37% above the recent share price near $211. The bull case rests squarely on the GTA VI launch and a multi-year earnings inflection, while the bear case highlights valuation, franchise concentration, and softness outside the flagship title. The wide analyst range reflects genuine uncertainty about how much of the launch upside is already priced in. Investors should watch launch performance and subsequent analyst revisions for the clearest signal on the path toward the target.
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A.I.dvisor indicates that over the last year, TTWO has been loosely correlated with NET. These tickers have moved in lockstep 50% of the time. This A.I.-generated data suggests there is some statistical probability that if TTWO jumps, then NET could also see price increases.
| Ticker / NAME | Correlation To TTWO | 1D Price Change % | ||
|---|---|---|---|---|
| TTWO | 100% | +0.71% | ||
| NET - TTWO | 50% Loosely correlated | +9.91% | ||
| COIN - TTWO | 50% Loosely correlated | -1.51% | ||
| PANW - TTWO | 48% Loosely correlated | -0.26% | ||
| DOCS - TTWO | 48% Loosely correlated | -2.02% | ||
| CLSK - TTWO | 46% Loosely correlated | +8.45% | ||
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| Ticker / NAME | Correlation To TTWO | 1D Price Change % |
|---|---|---|
| TTWO | 100% | +0.71% |
| Electronics/Appliances industry (21 stocks) | 16% Poorly correlated | +1.39% |
| Consumer Durables industry (204 stocks) | 7% Poorly correlated | +2.10% |