
TTWO Stock Forecast & Price Target
TTWO Analyst Ratings
Bulls say
Take-Two Interactive has seen a positive adjustment in FY'27 revenue and EBITDA estimates, primarily driven by impressive engagement metrics from the NBA 2K franchise, which is on track to achieve the highest level of annual net bookings and revenue contribution in its history. The company's revenue contribution from in-game spending has remained robust, accounting for over three-fourths of total sales, while mobile gaming has surged to represent approximately half of total sales following the acquisition of Zynga. With expectations of a 17% growth in recurring consumer spending (RCS) for the year and engaging developments in franchises, including a notable increase in player engagement time and participation in NBA 2K, Take-Two's outlook appears strong.
Bears say
Take-Two Interactive faces a challenging market environment, as its reliance on the Grand Theft Auto franchise and upcoming releases, such as GTA VI, contribute to a precarious financial outlook, especially given the potential for delays or disappointments that could lead to significant downward revisions in consensus estimates. Additionally, the gaming community's backlash against over-monetization and formulaic annual franchise releases poses risks of commercial underperformance of upcoming projects, further pressing the company's revenue streams. The increasing competition in the mobile gaming sector also represents a significant challenge, as it may affect both margins and overall sales as larger publishers enter the space, thereby complicating Take-Two's dependence on maintaining player engagement ahead of major game launches.
This aggregate rating is based on analysts' research of Take-Two Interactive Software and is not a guaranteed prediction by Public.com or investment advice.
TTWO Analyst Forecast & Price Prediction
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