If GTA VI Delivers, Take-Two Could Hit $300 in 2026

2 hours ago 3

William Temple

Thu, December 18, 2025 astatine 7:35 AM CST 4 min read

A fiscal graphic titled 'Can Take-Two Interactive (TTWO) Hit $300 connected GTA VI Hype? Wall Street Sees 15% Upside'. It features 3 panels: 1 for 'TTWO Stock Potential' with a $300 people and expected 60% net growth, a 2nd for 'GTA VI Launch 2026' with the game's logo, and a 3rd for 'NBA 2K Strength' detailing 7M units sold and accrued idiosyncratic engagement.

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Take-Two absorbed implicit $9B successful nett losses from fiscal 2023 done 2025 processing GTA VI and different titles.
Analysts task 60% year-over-year net maturation arsenic dense concern costs end.
Grand Theft Auto VI launches November 2026. GTA V has sold implicit 210 cardinal units.
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Take-Two Interactive (NASDAQ: TTWO) has delivered a coagulated 2025, with shares up astir 36% from their 52-week debased of $177.35 and trading adjacent caller highs. The rally has been fueled by beardown NBA 2K show and mounting anticipation for Grand Theft Auto VI, launching November 2026. With the banal astatine $240.55, investors are asking whether shares tin propulsion to $300 successful the twelvemonth ahead.

Analysts are bullish connected Take-Two's prospects. The statement terms people sits astatine $277.40, implying 15% upside from existent levels. Sentiment is overwhelmingly positive, with 25 of 28 analysts standing the banal a bargain oregon beardown buy. Wall Street expects gross maturation to proceed accelerating, with quarterly gross up 31% year-over-year.

Analysts are projecting 60% year-over-year net maturation arsenic the institution emerges from its dense concern cycle. Take-Two has absorbed implicit $9 cardinal successful nett losses crossed fiscal years 2023 done 2025 portion processing GTA VI and different large titles. With those costs mostly down them, the institution is positioned to person that concern into gross without proportional outgo increases. CEO Strauss Zelnick reinforced this outlook connected the caller net call, stating the institution remains "highly assured that we'll execute sequential increases successful and grounds levels of nett bookings successful fiscal 2026 and 2027."

At $240.55, Take-Two trades astatine 28x guardant earnings. At $300, shares would commercialized astatine astir 35x guardant earnings—a premium valuation, but tenable for a institution projecting 60% net maturation and sitting connected the astir anticipated crippled merchandise successful implicit a decade.

Several catalysts could propulsion Take-Two to $300:

GTA VI motorboat momentum: Grand Theft Auto V has sold implicit 210 cardinal units. GTA VI launches November 2026, and Zelnick noted the "broad beingness of console owners" represents a monolithic addressable market.
NBA 2K strength: The franchise delivered a "phenomenal quarter," with implicit 7 cardinal units sold, recurrent spending up 30%, and regular progressive users up astir 20%.
Pipeline execution: Civilization VII, Mafia: The Old Country, and Borderlands 4 each motorboat earlier year-end 2026, providing aggregate gross drivers.
Institutional conviction: Institutional ownership stands astatine 95.46%, reflecting beardown smart-money backing.
Technical setup: The stock's RSI sits astatine 43.55, approaching oversold territory and suggesting a imaginable bounce if fundamentals cooperate.