Bullish on TTWO

9 nov. 2024

TTWO will be at 260 USD before Q1 2026 due to GTA 6 release and Trump's win.

9 nov. 2024

Note

Q1 FY26 Forecast
Promising potential due to Take-Two’s robust pipeline and anticipated releases in FY26, particularly the launch of Grand Theft Auto VI in fall 2025 and other anticipated titles such as Borderlands 4 and Mafia: The Old Country. These releases are expected to drive record-breaking revenue in FY26. Key forecast points include:

Revenue and Bookings Growth: With GTA VI expected in FY26, Q1 will likely benefit from heightened engagement and anticipation, which could see an uptick in pre-sales and digital engagements.
Cost Management: Although development and marketing costs may remain high due to these launches, Take-Two is well-positioned for long-term gains.

Given the success of recurrent spending across their portfolio, particularly in mobile and in-game purchases, Q1 FY26 is expected to show sequential growth, leveraging both franchise momentum and high consumer engagement in existing and new titles.

9 nov. 2024

Note

The anticipated release of Grand Theft Auto VI, featuring a Florida-inspired map, has gained significant attention with Trump’s presidential term, aligning with cultural and political themes that resonate in the current U.S. climate. By setting the game in a region reminiscent of Florida, Take-Two Interactive leverages both iconic landscapes and a politically charged backdrop, which could amplify the game's relevance and impact. This setting choice has already begun to boost interest and speculation around GTA VI, promising heightened engagement and potential record-breaking sales as players are drawn to explore themes that mirror real-world dynamics.