reddit · primary_subject · 1.00
$TTWO Take-Two Interactive long
2026-05-22T15:55:39+00:00
Options Märkte setzen auf steigende Kurse da voraussichtlich GTA 6 im November dann doch erscheinen wird. submitted by /u/Retirement_or_Lambo [link] [comments]
Ticker Detail
TTWO · Take-Two Interactive Software, Inc.
Score: 0.33
Latest event: 2026-05-22T15:55:39+00:00
WATCHING: 1 active source(s), confirmation 0.89.
Recent Events
Resolver-linked recent activity
reddit · primary_subject · 0.75
Lohnt sich nicht in den Take Two Rakete einzusteigen?
2026-05-22T05:01:28+00:00
Stock is 🚀 (+7% after market) nach dem earnings. Lohnt es sich noch rein oder lieber lassen? submitted by /u/Luisao593 [link] [comments]
reddit · primary_subject · 1.00
TTWO confirmed GTA 6 launch this November
2026-05-21T23:37:09+00:00
Take-Two just confirmed the GTA 6 launch this November. This is the biggest entertainment launch in the history of entertainment (bigger than any game, music, or movie in history). TTWO stock up 7% in after hours already. SONY stock also up, since PS5 is the default console to play GTA 6, and it's not coming out on Nintendo or PC. Looks like TTWO and SONY are the two key stocks to play GTA 6. I have no positions in either, but leaning strongly towards picking up SONY soon since they are more diversified with basically a call option on AI chips as well, search 'Sony physical AI chip' on YouTube to if you want to know what they're doing in AI chips. submitted by /u/Friendxx [link] [comments]
reddit · primary_subject · 0.75
take two earnings call
2026-05-21T20:09:46+00:00
submitted by /u/Bewirtungsbeleg [link] [comments]
reddit · primary_subject · 1.00
We're nearing the last time to buy TTWO at a discount before GTA
2026-05-21T16:48:54+00:00
10 days ago I wrote this and was lambasted in the comments, since then the stock is up 6% and today is their earnings https://www.reddit.com/r/stocks/comments/1tathkv/why_is_take_two_not_being_bought_ahead_of_gta/ People think this will not become the best selling video game in history? Wrong. That is not priced in. People think this will not become a game that leads to people NOT LEAVING THEIR HOUSE and instead living their entire life online? Not priced in. This is the real virtual AI. This is a game with multiple delays already knowing it needs to be perfect or risk obviously losing shareholder value. They know this. And... not priced in. For whatever reason, analysts have a tough time estimating entertainment projects. The MJ movie, Sinners, etc... They undersell it SPECIFICALLY so they can later get clicks and "upgrade" things whne it performs above expectations. Better to undersell and overdeliver, right? Just know any negative comment such as in the above thread talking about how GTA has nothing new to say and it's already priced in will be WRONG and look WRONG in the future when people look at this thread. Now is the virtually the last time to buy TTWO particularly today before their earnings and the stock goes up. Don't say I didn't warn you and I eagerly look forward to the negative comments that will be proven wrong by November. submitted by /u/RedditFan3510 [link] [comments]
reddit · primary_subject · 1.00
$TTWO is still extremely undervalued and NOT at all priced in
2026-05-21T02:41:28+00:00
Introduction Let me start off strong by saying anybody who thinks TTWO is priced in is completely retarded. Over the past month, I’ve extensively (mildly) researched, looked at the stock history, news, and r/wallstreetbets posts, and come to the conclusion that everybody commenting on other posts about TTWO saying “IT’S PRICED IN!!!!!” is retarded and, dare I say, a B**MER or SH*LL. Because it’s not. In fact, it is so not priced in that some may call it the most undervalued stock in history. Now, what do I mean by this? Let’s start with a brief overview of where TTWO stock has been since January, then move on to what GTA VI means for entertainment in general. What I mean to prove is not the fundamentals of the stock, but the sheer value of hype and momentum in driving price action in the modern day. Stock Price History and Context In January, TTWO reached its ATH of around ~265. Then Strauss Zelnick broke the bad news that GTA VI would be delayed from May 26, 2026 to November 19, 2026 , which dropped the stock down to the $180–$190 range. TTWO then proceeded to trade in the $180–$190 range until April. This is when guidance was given in which the launch date was affirmed for November, and that marketing would have a short but intense period beginning in summer 2026 . Summer officially begins in June, which was less than 2 months away. We then saw a steady increase up until last week (May 10), when there were rumours that Trailer 3 would be released before TTWO earnings on May 21. There was also preorder speculation tied to Best Buy and the May 18–21 window , which helped fuel more hype around the stock. Barron’s also reported that TTWO jumped on GTA VI preorder speculation , which subsequently pumped the stock >10%. Now, does that look like price action that says “IT’S PRICED IN!”? No. That looks like early algorithmic FOMO. The “get in before everybody realizes what’s going on” kind of FOMO. And now I’m telling you all because shit has yet to hit the fan. And to pump my calls. Trailer 3 hasn’t dropped yet, the multi-million-dollar marketing campaign hasn’t even begun yet, and most importantly, the gold-played mag-lev hype train has yet to leave the station. GTA VI as Entertainment Everybody has seen Trailers 1 and 2 already: the crisp quality, the cars, and most importantly, the jiggle physics. My dear god, the jiggle physics. But what do all three of these have in common? They are the result of a billion dollars’ worth of innovation and trying to make. some. fucking. money. Boomers will look at this and say, “It’s just another video game like that Minecraft or the Fortnites!” but they are COMPLETELY wrong. GTA VI is already being described as one of the most important upcoming game releases, with GameSpot noting the enormous hype surrounding it . The aim of this game is to take your life. Consume you. The graphics, the characters, and the online will be intricately engineered to sell you the American Dream, and you will LOVE every second of it. It will pull you in through the campaign, then when GTA Online rolls around, you’ll find some communities, niche or not, surrounding the mechanics of GTA V, which will have even greater depth in GTA VI, which will suck your soul away or maybe even get sucked away in the fucking game. In addition to mechanics of old, it wouldn’t be unreasonable for GTA VI to have new mechanics which will have new communities surrounding them. This matters because GTA Online has already proven itself as a long-term monetization machine. Zelnick has previously described GTA Online as “the gift that keeps on giving” , and Take-Two has also openly discussed the value of recurrent consumer spending across its games. More recently, Zelnick attributed GTA V’s insane longevity partly to the fact that it became a highly social experience through GTA Online . Not to mention, the map of GTA VI is estimated by fans to be 3–4 times the size of GTA V, and if Rockstar is not completely brain-dead like Bethesda, the map will have equal or greater complex content density than GTA V. Conclusion The entire video game industry is looking at TTWO with chattering teeth and hands covering eyes. Nobody wants to release their game near GTA VI. Nobody dares make the claim, “Our game is better!” And everyone wants GTA VI to set a higher industry standard for how much a video game can be charged for. This is especially relevant because there has already been industry discussion around whether GTA VI could push the ceiling higher for video game pricing, including speculation around a possible $100 price point . TTWO owns the entire industry. They are the leader, and everyone knows it. Remember CD Projekt and Cyberpunk 2077’s release? Yeah, CP wasn’t even live service. GTA VI is THE live service and it's not even remotely disputable after the hack and data leak last month . And to reiterate: TTWO hasn’t even begun to generate hype yet. Positions 1 x Jan 15 '27 $260 Call https://preview.redd.it/dsalatecle2h1.png?width=1471&format=png&auto=webp&s=de0bc37887d27ce97aa2c5eef19fae9a101621cc submitted by /u/CarrotFolder14 [link] [comments]
reddit · primary_subject · 0.94
TTWO - "GTA 6 stock is already priced in"
2026-05-20T23:50:19+00:00
https://preview.redd.it/4p99n3kiqd2h1.png?width=1917&format=png&auto=webp&s=cf1f814164c9971bfc1f5d6ca5e9e22586addc9e Regards saying TTWO was priced in over 2 years ago. This one played out well. submitted by /u/mid_nightz [link] [comments]
reddit · primary_subject · 0.85
take two take two aktien
2026-05-20T12:00:21+00:00
ok kleines unwitziges Wortspiel zu Beginn, aber jetzt zum Thema: Lohnt es sich heute in take two zu Investieren bzw hat das jemand gemacht? Morgen soll ja der Finanzreport sein, und wahrscheinlich auch der neue Trailer plus Vorbestellungen auf GTA 6 rauskommen. submitted by /u/pascacelona [link] [comments]
reddit · primary_subject · 0.75
Take Two vor Earnings einsteigen?
2026-05-19T18:03:12+00:00
Hab im linken Hoden das Gefühl, dass am Donnerstag was zu Gta 6 kommen wird und dann die Aktie abhebt, was denkt ihr? Ansonsten SL setzen submitted by /u/RApTor_1520 [link] [comments]
reddit · mention · 0.64
TTWO call gains!
2026-05-18T16:44:06+00:00
I was hoping for something sweet today to get extra out of these calls but took the w. +$40k submitted by /u/BJ_Fish2 [link] [comments]
reddit · primary_subject · 1.00
$TTWO Long morgen?
2026-05-17T16:32:03+00:00
submitted by /u/segasonic66 [link] [comments]
reddit · comparison · 0.82
Sony and Microsoft will Benefit from GTA 6 more than TTWO
2026-05-16T15:43:35+00:00
Why is no one talking about how GTA 6 for the first couple years being ONLY available on XBOX and Playstation both of which are own by Microsoft and Sony and will be getting 30 PERCENT of every sale of GTA 6 without spending a cent on developing GTA 6. Everyone is focusing in on TTWO when the real money makers are going to be the two platforms who will see a HUGE increase in players and active users and a huge jump in not only console sales but game sales. And if GTA 6 flops these players will continue to buy other games on the XBOX and Playstation store. Is everyone forgetting that GTA 6 will be exclusive to XBOX and Playstation for 1-3 years before coming to PC? Im bullish on GTA 6 but i’m loading the boat on Sony and Microsoft the two companies that benefit without spending a cent. submitted by /u/Drink_noS [link] [comments]
reddit · primary_subject · 1.00
$TTWO is the most undermodeled aaa bet of the decade
2026-05-16T12:29:51+00:00
ok regards listen up. ttwo at 244 and the math literally doesnt work for it to be priced this low. rockstar spent 2-3.4 BILLION on gta vi. gta v cost 265 million. read that again. 10x increase. heres the kicker. at 80 a copy minus platform fees you need 42m units to break even on 2B budget. 70m+ on 3.4B. gta 5 did 32m year one and that was RECORD BREAKING. no game ever has hit 70m year one. so what does that mean. they didnt just make a game. they built a platform. august 2023 rockstar bought the fivem guys. these are the modders rockstar SUED in 2015. now they own them. why do you buy the guys you sued unless youre building something with their tech. fivem had 270k concurrent users on a 10 YEAR OLD GAME running custom roleplay servers paying for premium hosts. rockstar just bought that whole user base + tech. bofa target 320 at 26x earnings. ttwos historical pe is 40.8x. reverting to its own normal multiple = 375. add any platform recognition = 450-650. may 21 earnings thursday. fy27 guidance is the trigger. they guide 9B+ rocket starts. they punt or delay knife catchers get sliced. position: 100 shares at 213 (isa wrapper, no tax broski) not financial advice gambling is bad etc submitted by /u/Harmieh [link] [comments]
reddit · primary_subject · 0.75
Jetzt schon in Take-Two investieren?
2026-05-15T06:42:24+00:00
Ich nutze ansonsten eigentlich nur ETFs für meine aktuelle Sparanlage. Doch durch den Best-Buy-Leak bezüglich GTA 6 ist die Aktie kurzzeitig um 7 % in die Höhe geschnellt. Was mag nur passieren, wenn das Spiel Ende des Jahres rauskommt? Die Bereitschaft der Menschen, Geld in so ein Spiel zu investieren, hat GTA 5 ja schon über alle Maßen bewiesen. Wie würde sich das eurer Meinung nach auf den Aktienkurs auswirken? Und hat vielleicht jemand anderes auch schon Pläne, jetzt in diese Aktie zu investieren? submitted by /u/Hofmannwith1fand2n [link] [comments]
reddit · primary_subject · 1.00
Heute $TTWO Long gehen?
2026-05-11T11:38:49+00:00
submitted by /u/segasonic66 [link] [comments]
reddit · primary_subject · 0.85
Take-Two Interactive - Umschichtungsüberlegung
2026-05-05T07:16:15+00:00
https://preview.redd.it/7lirw2svr9zg1.png?width=874&format=png&auto=webp&s=15b618002f27ccc057240df1e04270fb92ef1cab Moin zusammen, ich bin seit etwa einem Jahr mit einem großen Teil meines Depots in Take-Two Interactive investiert und liege aktuell rund 4 % im Plus. Aktuell überlege ich, mein Portfolio stärker umzuschichten und Gewinne aus dem Tech-Sektor in defensivere Werte zu verlagern. Bis zum Allzeithoch fehlen derzeit noch etwa 14 %. Grundsätzlich halte ich es für möglich, dass dieses Niveau noch in diesem Jahr überschritten wird. Trotzdem fällt es mir schwer, konsequent an dieser Prognose festzuhalten und die Position weiterhin unverändert zu halten. Daher würde mich eure Einschätzung interessieren: Ist jemand von euch ebenfalls investiert? Wie würdet ihr in meiner Situation vorgehen – insbesondere bei einer größeren Positionsgröße? Gerne auch mit euren Zielzonen bzw. Take-Profit-Strategien. Vielen Dank vorab! submitted by /u/mokuba20 [link] [comments]
reddit · mention · 0.64
Lohnt es sich noch TTWO zu Kaufen oder meint ihr Affen 🐒 der Kurs sinkt wieder?
2026-05-04T18:48:51+00:00
submitted by /u/EbbExcellent3928 [link] [comments]
reddit · primary_subject · 1.00
TTWO YOLO (GTA VI!!)
2026-04-30T12:50:49+00:00
GTA VI launches 19th of November 2026 - Was confirmed by their CEO on a conference on april 28th. No more excuses! Despite wars, inflation and literally anything else - gamers will game! And GTA VI is gonna be the biggest release in history. The only question is "How big?" Position: 446 shares @ 211,5 - About 95k (which equals all my allowance from my wifes boyfriend) Everybody and their grandma is gonna go balls deep into this when Take Two Entertainment decides its time for marketing! See you in November fellow regards! submitted by /u/Fair-Ad-5894 [link] [comments]
reddit · primary_subject · 1.00
Due Diligence on Take Two Interactive (TTWO) before Grand Theft Auto VI.
2026-04-15T14:45:15+00:00
TLDR: Bull case: GTA6 exceeds expectations by having millions of concurrent players living in a metaverse like environment competing with each other by spending real money on gta money to purchase in game items. Bear case: The game doesn't live up to the hype, gets delayed again, or even banned. _ My position: 1000 shares with covered calls and a cash secured put. I trade frequently and my specific position changes often, but am overall long term bullish. Adjusted cost average is 195 per share if you include my realized profits from trading. However, without including trading gains my true cost average is currently 247. _ DD on TTWO before GTA6 Everything here are my beliefs and I'm putting my money on the line for the play I have the most conviction on. Just know I can be wrong so please don't copy my trades or invest blindly just because you saw me post about it. I think the analysts covering this are under estimating the potential sales of this game. They are in their skyscrapers with 1 million different companies to report on, so when this relatively baby market cap video game company shows up on their desk I assume they just took the lazy route and set expectations it will sell the same as GTA 5 then moved on to more important things. I'm on the ground floor in the front lines for this, and believe it will outperform the expectations drastically. Unlike many others, I don't think this is priced in because Rockstar has been so quiet about it and I am betting on something revolutionary to be announced that can't be priced in since its a secret. I am biased on this due to my long position but will talk about downsides as well. _ Bull 1: GTA 6 is the most anticipated entertainment product of an entire generation. People have been waiting almost 15 years for this. Grand Theft Auto is the gold standard of video games and every game development and publishing company has their eyes on it. May even catch bigger companies eyes, (like a META buyout offer? I know they cancelled their metaverse project, but they are still called Meta, so they could be trying to figure out how to do it right, simply just buying a video game company would have been the better move in hindsight for them) 2: I think this will sell 100 million copies within a year of release and consistently 20 million copies per year after that for a decade. I speculate this will be the highest grossing video game of all time. 3: After releasing on PS5 and Xbox I am certain they will do the double dip then release again on next gen consoles and PC (also nintendo switch 2?). Possibly even releasing a third time for the console generation after that as well. Virtual reality and even mobile down the line is something I predict too. Basically they can keep releasing the game on newer platforms for at least 5-10 years before it starts getting stale. 4: Microtransactions: younger gamers are used to them as a standard practice in games more than the previous generation was. Kids these days are more accepting of paying for in game currencies and items. Rockstar learned from GTA5 online and will be adding cars, yachts, planes, clothes, and other items to GTA6 online for a long time. All of these barely cost anything to produce because they aren't real, just software development fees. What people aren't anticipating enough is the potential for this to be similar to the concept of the "metaverse" that facebook wanted to start. People are going to be living in this game, and paying real money to thrive in there. Especially showing off to others how cool they are with all the stuff they have in the game. I think this will be a multi billion dollar a year cash cow for the forseeable future. (Here are some numbers that were leaked from a recent hack. Rockstar still makes over $1 million per day from a 13 year old game, and over $5 billion since release. I think GTA6 online will make even more. https://kotaku.com/hackers-reveal-rockstar-earns-over-1-million-a-day-from-gta-online-2000687207 ) 6: Marketing hasn't even ramped up yet. You don't hear much about this game, unless its from GTA lovers. But once those trailers, gameplay showcases, and other info starts hitting, I think this game will be the most talked about subject across the internet for most of 2026. 7: Recession proof: once GTA 6 is available for purchase. I think people are going to be lining up for this and pouring money into shark cards no matter what their economic situation is. 8: Buy out candidate: Biggest publicly traded game company after Activision and EA(pending?) were bought out. 9: Lastly, TTWO's other games are selling well too and have more consistent releases. Their mobile game portfolio is growing more profitable especially. _ Neutral Its priced in: Rockstar didn't learn anything from its decade of running GTA5 online. Doesn't pioneer anything and just releases a game that matches the hype. _ Bear 1: GTA VI Delay risk: Each delay increases the chance of something else coming out that will change the industry. Think of AI becoming good enough to make a GTA 6 clone that goes viral before GTA 6. Or another game or product that comes out of no where and captures people, like Fortnite did right before Red Dead Redemption 2 almost a decade ago. The worst thing that can happen to TTWO is if some other form of entertainment comes out before GTA6 and makes it look like old news before its even released. This includes the AI game genie fears, that people might enjoy making and exploring those in the next generation, rather than playing traditional video games. 2: Doesn't meet expectations: Could potentially be not that good of a game and that will crater the company. Even not being the best game of all time will be disappointing due to the high expectations, and would make a significant negative impact to long term recurring spending. 3: Long cycle time: release dates between flagship games is starting to get into the 5-10 years. This is too long, despite the high quality and strong sales of the games. 4: Lower console sales: This PS5 generation has less units sold than the previous PS3/PS4 consoles and could lead to slower sales. The PS5 has also been going up in price since release due to component price increases which may hinder future console sales. 5: Payment processing hurdles: Its not super well known, but there is a underground push by transaction companies like VISA and Mastercard to not accept the purchase of certain lewd and violent games regardless of the terms of service on the merchant platform its for sale on. Its only happening to really small games but if they target GTA it could be a disaster for the company. 6: General government bans: Thailand, out of all the places, has banned Grand Theft Auto. If you go to Thailand and try to play your copy of GTA 4 you already bought on steam it will be region locked on the network. I experienced this, thats how I know. More fun things to do out there anyway. Saudi Arabia, South Korea, and other countries have placed a ban in the past, though not at the present time. Tajikistan has also banned it currently so if other countries for some reason decide to follow in Tajikistan's footsteps, and GTA becomes an acceptable scapegoat for violence then banned by more governments, thats terrible for the stock. 7: Low volume and liquidity: The stock itself is so unknown the bid ask spreads even for the shares are pretty wide. For options its anemic, bids can be .50c while ask can be $4.50. Zero open interest on almost the entire option chain for most strikes or expiration dates 90% of the time. Because of this, it might actually may be one of the worst stocks trade options on, but its my favorite stock so I'll deal with it. 8: Unfavorable risk adjusted returns: This one isn't one of those stocks that casually doubles, but it still gets 30% drawdowns frequently. For that reason its a high risk low reward stock. 9: Bad financials: At this point in time they have a growing net income loss for 3 years in a row. 10: Stock price has been negative since the start of 2026 and hasn't bounced back is also bearish technicals. _ My investment goal Price target end of 2026 if GTA6 releases: $300. For a longer term horizon, I think this one can outperform the typical 10% average annual rate of return for holding index funds. If they can really hit, I speculate a 20% compound annual growth rate for the next decade which would take it to $1600 per share at the end of 2035 (from $257 per share at the start of 2026). If GTA6 delayed again: Dead money. Might as well just wait for release to possibly invest again. _ I think we have about 1 month left until Rockstar confirms the release date or delays it again. I'm betting on them opening pre orders and starting the marketing campaign in May. Thats pretty much it. Let me know your opinions about this stock in the comments. Thanks for reading. submitted by /u/himanbansal [link] [comments]
reddit · primary_subject · 0.97
institutional investors are continuing to increase their stakes are upping their stake in Take-Two
2026-03-30T07:44:43+00:00
Of the 19 analysts covering the company, 17 currently recommend a "Buy" rating. Institutions now own 95% of TTWO’s outstanding shares. https://www.gurufocus.com/news/8753441/ubs-group-ag-buys-123044-shares-of-taketwo-interactive-software-inc-ttwo?utm_source=marketwatch&utm_medium=syndication&utm_campaign=headlines&r=4bf001661e6fdd88d0cd7a5659ff9748&mod=mw_quote_news submitted by /u/hustlemannn [link] [comments]
Catalyst
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reddit · primary_subject · 1.00
$TTWO Take-Two Interactive long
2026-05-22T15:55:39+00:00
Options Märkte setzen auf steigende Kurse da voraussichtlich GTA 6 im November dann doch erscheinen wird. submitted by /u/Retirement_or_Lambo [link] [comments]
reddit · primary_subject · 0.75
Lohnt sich nicht in den Take Two Rakete einzusteigen?
2026-05-22T05:01:28+00:00
Stock is 🚀 (+7% after market) nach dem earnings. Lohnt es sich noch rein oder lieber lassen? submitted by /u/Luisao593 [link] [comments]
reddit · primary_subject · 1.00
TTWO confirmed GTA 6 launch this November
2026-05-21T23:37:09+00:00
Take-Two just confirmed the GTA 6 launch this November. This is the biggest entertainment launch in the history of entertainment (bigger than any game, music, or movie in history). TTWO stock up 7% in after hours already. SONY stock also up, since PS5 is the default console to play GTA 6, and it's not coming out on Nintendo or PC. Looks like TTWO and SONY are the two key stocks to play GTA 6. I have no positions in either, but leaning strongly towards picking up SONY soon since they are more diversified with basically a call option on AI chips as well, search 'Sony physical AI chip' on YouTube to if you want to know what they're doing in AI chips. submitted by /u/Friendxx [link] [comments]
reddit · primary_subject · 0.75
take two earnings call
2026-05-21T20:09:46+00:00
submitted by /u/Bewirtungsbeleg [link] [comments]
reddit · primary_subject · 1.00
We're nearing the last time to buy TTWO at a discount before GTA
2026-05-21T16:48:54+00:00
10 days ago I wrote this and was lambasted in the comments, since then the stock is up 6% and today is their earnings https://www.reddit.com/r/stocks/comments/1tathkv/why_is_take_two_not_being_bought_ahead_of_gta/ People think this will not become the best selling video game in history? Wrong. That is not priced in. People think this will not become a game that leads to people NOT LEAVING THEIR HOUSE and instead living their entire life online? Not priced in. This is the real virtual AI. This is a game with multiple delays already knowing it needs to be perfect or risk obviously losing shareholder value. They know this. And... not priced in. For whatever reason, analysts have a tough time estimating entertainment projects. The MJ movie, Sinners, etc... They undersell it SPECIFICALLY so they can later get clicks and "upgrade" things whne it performs above expectations. Better to undersell and overdeliver, right? Just know any negative comment such as in the above thread talking about how GTA has nothing new to say and it's already priced in will be WRONG and look WRONG in the future when people look at this thread. Now is the virtually the last time to buy TTWO particularly today before their earnings and the stock goes up. Don't say I didn't warn you and I eagerly look forward to the negative comments that will be proven wrong by November. submitted by /u/RedditFan3510 [link] [comments]
reddit · primary_subject · 1.00
$TTWO is still extremely undervalued and NOT at all priced in
2026-05-21T02:41:28+00:00
Introduction Let me start off strong by saying anybody who thinks TTWO is priced in is completely retarded. Over the past month, I’ve extensively (mildly) researched, looked at the stock history, news, and r/wallstreetbets posts, and come to the conclusion that everybody commenting on other posts about TTWO saying “IT’S PRICED IN!!!!!” is retarded and, dare I say, a B**MER or SH*LL. Because it’s not. In fact, it is so not priced in that some may call it the most undervalued stock in history. Now, what do I mean by this? Let’s start with a brief overview of where TTWO stock has been since January, then move on to what GTA VI means for entertainment in general. What I mean to prove is not the fundamentals of the stock, but the sheer value of hype and momentum in driving price action in the modern day. Stock Price History and Context In January, TTWO reached its ATH of around ~265. Then Strauss Zelnick broke the bad news that GTA VI would be delayed from May 26, 2026 to November 19, 2026 , which dropped the stock down to the $180–$190 range. TTWO then proceeded to trade in the $180–$190 range until April. This is when guidance was given in which the launch date was affirmed for November, and that marketing would have a short but intense period beginning in summer 2026 . Summer officially begins in June, which was less than 2 months away. We then saw a steady increase up until last week (May 10), when there were rumours that Trailer 3 would be released before TTWO earnings on May 21. There was also preorder speculation tied to Best Buy and the May 18–21 window , which helped fuel more hype around the stock. Barron’s also reported that TTWO jumped on GTA VI preorder speculation , which subsequently pumped the stock >10%. Now, does that look like price action that says “IT’S PRICED IN!”? No. That looks like early algorithmic FOMO. The “get in before everybody realizes what’s going on” kind of FOMO. And now I’m telling you all because shit has yet to hit the fan. And to pump my calls. Trailer 3 hasn’t dropped yet, the multi-million-dollar marketing campaign hasn’t even begun yet, and most importantly, the gold-played mag-lev hype train has yet to leave the station. GTA VI as Entertainment Everybody has seen Trailers 1 and 2 already: the crisp quality, the cars, and most importantly, the jiggle physics. My dear god, the jiggle physics. But what do all three of these have in common? They are the result of a billion dollars’ worth of innovation and trying to make. some. fucking. money. Boomers will look at this and say, “It’s just another video game like that Minecraft or the Fortnites!” but they are COMPLETELY wrong. GTA VI is already being described as one of the most important upcoming game releases, with GameSpot noting the enormous hype surrounding it . The aim of this game is to take your life. Consume you. The graphics, the characters, and the online will be intricately engineered to sell you the American Dream, and you will LOVE every second of it. It will pull you in through the campaign, then when GTA Online rolls around, you’ll find some communities, niche or not, surrounding the mechanics of GTA V, which will have even greater depth in GTA VI, which will suck your soul away or maybe even get sucked away in the fucking game. In addition to mechanics of old, it wouldn’t be unreasonable for GTA VI to have new mechanics which will have new communities surrounding them. This matters because GTA Online has already proven itself as a long-term monetization machine. Zelnick has previously described GTA Online as “the gift that keeps on giving” , and Take-Two has also openly discussed the value of recurrent consumer spending across its games. More recently, Zelnick attributed GTA V’s insane longevity partly to the fact that it became a highly social experience through GTA Online . Not to mention, the map of GTA VI is estimated by fans to be 3–4 times the size of GTA V, and if Rockstar is not completely brain-dead like Bethesda, the map will have equal or greater complex content density than GTA V. Conclusion The entire video game industry is looking at TTWO with chattering teeth and hands covering eyes. Nobody wants to release their game near GTA VI. Nobody dares make the claim, “Our game is better!” And everyone wants GTA VI to set a higher industry standard for how much a video game can be charged for. This is especially relevant because there has already been industry discussion around whether GTA VI could push the ceiling higher for video game pricing, including speculation around a possible $100 price point . TTWO owns the entire industry. They are the leader, and everyone knows it. Remember CD Projekt and Cyberpunk 2077’s release? Yeah, CP wasn’t even live service. GTA VI is THE live service and it's not even remotely disputable after the hack and data leak last month . And to reiterate: TTWO hasn’t even begun to generate hype yet. Positions 1 x Jan 15 '27 $260 Call https://preview.redd.it/dsalatecle2h1.png?width=1471&format=png&auto=webp&s=de0bc37887d27ce97aa2c5eef19fae9a101621cc submitted by /u/CarrotFolder14 [link] [comments]
reddit · primary_subject · 0.94
TTWO - "GTA 6 stock is already priced in"
2026-05-20T23:50:19+00:00
https://preview.redd.it/4p99n3kiqd2h1.png?width=1917&format=png&auto=webp&s=cf1f814164c9971bfc1f5d6ca5e9e22586addc9e Regards saying TTWO was priced in over 2 years ago. This one played out well. submitted by /u/mid_nightz [link] [comments]
reddit · primary_subject · 0.85
take two take two aktien
2026-05-20T12:00:21+00:00
ok kleines unwitziges Wortspiel zu Beginn, aber jetzt zum Thema: Lohnt es sich heute in take two zu Investieren bzw hat das jemand gemacht? Morgen soll ja der Finanzreport sein, und wahrscheinlich auch der neue Trailer plus Vorbestellungen auf GTA 6 rauskommen. submitted by /u/pascacelona [link] [comments]
reddit · primary_subject · 0.75
Take Two vor Earnings einsteigen?
2026-05-19T18:03:12+00:00
Hab im linken Hoden das Gefühl, dass am Donnerstag was zu Gta 6 kommen wird und dann die Aktie abhebt, was denkt ihr? Ansonsten SL setzen submitted by /u/RApTor_1520 [link] [comments]
reddit · mention · 0.64
TTWO call gains!
2026-05-18T16:44:06+00:00
I was hoping for something sweet today to get extra out of these calls but took the w. +$40k submitted by /u/BJ_Fish2 [link] [comments]
reddit · primary_subject · 1.00
$TTWO Long morgen?
2026-05-17T16:32:03+00:00
submitted by /u/segasonic66 [link] [comments]
reddit · comparison · 0.82
Sony and Microsoft will Benefit from GTA 6 more than TTWO
2026-05-16T15:43:35+00:00
Why is no one talking about how GTA 6 for the first couple years being ONLY available on XBOX and Playstation both of which are own by Microsoft and Sony and will be getting 30 PERCENT of every sale of GTA 6 without spending a cent on developing GTA 6. Everyone is focusing in on TTWO when the real money makers are going to be the two platforms who will see a HUGE increase in players and active users and a huge jump in not only console sales but game sales. And if GTA 6 flops these players will continue to buy other games on the XBOX and Playstation store. Is everyone forgetting that GTA 6 will be exclusive to XBOX and Playstation for 1-3 years before coming to PC? Im bullish on GTA 6 but i’m loading the boat on Sony and Microsoft the two companies that benefit without spending a cent. submitted by /u/Drink_noS [link] [comments]
reddit · primary_subject · 1.00
$TTWO is the most undermodeled aaa bet of the decade
2026-05-16T12:29:51+00:00
ok regards listen up. ttwo at 244 and the math literally doesnt work for it to be priced this low. rockstar spent 2-3.4 BILLION on gta vi. gta v cost 265 million. read that again. 10x increase. heres the kicker. at 80 a copy minus platform fees you need 42m units to break even on 2B budget. 70m+ on 3.4B. gta 5 did 32m year one and that was RECORD BREAKING. no game ever has hit 70m year one. so what does that mean. they didnt just make a game. they built a platform. august 2023 rockstar bought the fivem guys. these are the modders rockstar SUED in 2015. now they own them. why do you buy the guys you sued unless youre building something with their tech. fivem had 270k concurrent users on a 10 YEAR OLD GAME running custom roleplay servers paying for premium hosts. rockstar just bought that whole user base + tech. bofa target 320 at 26x earnings. ttwos historical pe is 40.8x. reverting to its own normal multiple = 375. add any platform recognition = 450-650. may 21 earnings thursday. fy27 guidance is the trigger. they guide 9B+ rocket starts. they punt or delay knife catchers get sliced. position: 100 shares at 213 (isa wrapper, no tax broski) not financial advice gambling is bad etc submitted by /u/Harmieh [link] [comments]
reddit · primary_subject · 0.75
Jetzt schon in Take-Two investieren?
2026-05-15T06:42:24+00:00
Ich nutze ansonsten eigentlich nur ETFs für meine aktuelle Sparanlage. Doch durch den Best-Buy-Leak bezüglich GTA 6 ist die Aktie kurzzeitig um 7 % in die Höhe geschnellt. Was mag nur passieren, wenn das Spiel Ende des Jahres rauskommt? Die Bereitschaft der Menschen, Geld in so ein Spiel zu investieren, hat GTA 5 ja schon über alle Maßen bewiesen. Wie würde sich das eurer Meinung nach auf den Aktienkurs auswirken? Und hat vielleicht jemand anderes auch schon Pläne, jetzt in diese Aktie zu investieren? submitted by /u/Hofmannwith1fand2n [link] [comments]
reddit · primary_subject · 1.00
Heute $TTWO Long gehen?
2026-05-11T11:38:49+00:00
submitted by /u/segasonic66 [link] [comments]
reddit · primary_subject · 0.85
Take-Two Interactive - Umschichtungsüberlegung
2026-05-05T07:16:15+00:00
https://preview.redd.it/7lirw2svr9zg1.png?width=874&format=png&auto=webp&s=15b618002f27ccc057240df1e04270fb92ef1cab Moin zusammen, ich bin seit etwa einem Jahr mit einem großen Teil meines Depots in Take-Two Interactive investiert und liege aktuell rund 4 % im Plus. Aktuell überlege ich, mein Portfolio stärker umzuschichten und Gewinne aus dem Tech-Sektor in defensivere Werte zu verlagern. Bis zum Allzeithoch fehlen derzeit noch etwa 14 %. Grundsätzlich halte ich es für möglich, dass dieses Niveau noch in diesem Jahr überschritten wird. Trotzdem fällt es mir schwer, konsequent an dieser Prognose festzuhalten und die Position weiterhin unverändert zu halten. Daher würde mich eure Einschätzung interessieren: Ist jemand von euch ebenfalls investiert? Wie würdet ihr in meiner Situation vorgehen – insbesondere bei einer größeren Positionsgröße? Gerne auch mit euren Zielzonen bzw. Take-Profit-Strategien. Vielen Dank vorab! submitted by /u/mokuba20 [link] [comments]
reddit · mention · 0.64
Lohnt es sich noch TTWO zu Kaufen oder meint ihr Affen 🐒 der Kurs sinkt wieder?
2026-05-04T18:48:51+00:00
submitted by /u/EbbExcellent3928 [link] [comments]
reddit · primary_subject · 1.00
TTWO YOLO (GTA VI!!)
2026-04-30T12:50:49+00:00
GTA VI launches 19th of November 2026 - Was confirmed by their CEO on a conference on april 28th. No more excuses! Despite wars, inflation and literally anything else - gamers will game! And GTA VI is gonna be the biggest release in history. The only question is "How big?" Position: 446 shares @ 211,5 - About 95k (which equals all my allowance from my wifes boyfriend) Everybody and their grandma is gonna go balls deep into this when Take Two Entertainment decides its time for marketing! See you in November fellow regards! submitted by /u/Fair-Ad-5894 [link] [comments]
reddit · primary_subject · 1.00
Due Diligence on Take Two Interactive (TTWO) before Grand Theft Auto VI.
2026-04-15T14:45:15+00:00
TLDR: Bull case: GTA6 exceeds expectations by having millions of concurrent players living in a metaverse like environment competing with each other by spending real money on gta money to purchase in game items. Bear case: The game doesn't live up to the hype, gets delayed again, or even banned. _ My position: 1000 shares with covered calls and a cash secured put. I trade frequently and my specific position changes often, but am overall long term bullish. Adjusted cost average is 195 per share if you include my realized profits from trading. However, without including trading gains my true cost average is currently 247. _ DD on TTWO before GTA6 Everything here are my beliefs and I'm putting my money on the line for the play I have the most conviction on. Just know I can be wrong so please don't copy my trades or invest blindly just because you saw me post about it. I think the analysts covering this are under estimating the potential sales of this game. They are in their skyscrapers with 1 million different companies to report on, so when this relatively baby market cap video game company shows up on their desk I assume they just took the lazy route and set expectations it will sell the same as GTA 5 then moved on to more important things. I'm on the ground floor in the front lines for this, and believe it will outperform the expectations drastically. Unlike many others, I don't think this is priced in because Rockstar has been so quiet about it and I am betting on something revolutionary to be announced that can't be priced in since its a secret. I am biased on this due to my long position but will talk about downsides as well. _ Bull 1: GTA 6 is the most anticipated entertainment product of an entire generation. People have been waiting almost 15 years for this. Grand Theft Auto is the gold standard of video games and every game development and publishing company has their eyes on it. May even catch bigger companies eyes, (like a META buyout offer? I know they cancelled their metaverse project, but they are still called Meta, so they could be trying to figure out how to do it right, simply just buying a video game company would have been the better move in hindsight for them) 2: I think this will sell 100 million copies within a year of release and consistently 20 million copies per year after that for a decade. I speculate this will be the highest grossing video game of all time. 3: After releasing on PS5 and Xbox I am certain they will do the double dip then release again on next gen consoles and PC (also nintendo switch 2?). Possibly even releasing a third time for the console generation after that as well. Virtual reality and even mobile down the line is something I predict too. Basically they can keep releasing the game on newer platforms for at least 5-10 years before it starts getting stale. 4: Microtransactions: younger gamers are used to them as a standard practice in games more than the previous generation was. Kids these days are more accepting of paying for in game currencies and items. Rockstar learned from GTA5 online and will be adding cars, yachts, planes, clothes, and other items to GTA6 online for a long time. All of these barely cost anything to produce because they aren't real, just software development fees. What people aren't anticipating enough is the potential for this to be similar to the concept of the "metaverse" that facebook wanted to start. People are going to be living in this game, and paying real money to thrive in there. Especially showing off to others how cool they are with all the stuff they have in the game. I think this will be a multi billion dollar a year cash cow for the forseeable future. (Here are some numbers that were leaked from a recent hack. Rockstar still makes over $1 million per day from a 13 year old game, and over $5 billion since release. I think GTA6 online will make even more. https://kotaku.com/hackers-reveal-rockstar-earns-over-1-million-a-day-from-gta-online-2000687207 ) 6: Marketing hasn't even ramped up yet. You don't hear much about this game, unless its from GTA lovers. But once those trailers, gameplay showcases, and other info starts hitting, I think this game will be the most talked about subject across the internet for most of 2026. 7: Recession proof: once GTA 6 is available for purchase. I think people are going to be lining up for this and pouring money into shark cards no matter what their economic situation is. 8: Buy out candidate: Biggest publicly traded game company after Activision and EA(pending?) were bought out. 9: Lastly, TTWO's other games are selling well too and have more consistent releases. Their mobile game portfolio is growing more profitable especially. _ Neutral Its priced in: Rockstar didn't learn anything from its decade of running GTA5 online. Doesn't pioneer anything and just releases a game that matches the hype. _ Bear 1: GTA VI Delay risk: Each delay increases the chance of something else coming out that will change the industry. Think of AI becoming good enough to make a GTA 6 clone that goes viral before GTA 6. Or another game or product that comes out of no where and captures people, like Fortnite did right before Red Dead Redemption 2 almost a decade ago. The worst thing that can happen to TTWO is if some other form of entertainment comes out before GTA6 and makes it look like old news before its even released. This includes the AI game genie fears, that people might enjoy making and exploring those in the next generation, rather than playing traditional video games. 2: Doesn't meet expectations: Could potentially be not that good of a game and that will crater the company. Even not being the best game of all time will be disappointing due to the high expectations, and would make a significant negative impact to long term recurring spending. 3: Long cycle time: release dates between flagship games is starting to get into the 5-10 years. This is too long, despite the high quality and strong sales of the games. 4: Lower console sales: This PS5 generation has less units sold than the previous PS3/PS4 consoles and could lead to slower sales. The PS5 has also been going up in price since release due to component price increases which may hinder future console sales. 5: Payment processing hurdles: Its not super well known, but there is a underground push by transaction companies like VISA and Mastercard to not accept the purchase of certain lewd and violent games regardless of the terms of service on the merchant platform its for sale on. Its only happening to really small games but if they target GTA it could be a disaster for the company. 6: General government bans: Thailand, out of all the places, has banned Grand Theft Auto. If you go to Thailand and try to play your copy of GTA 4 you already bought on steam it will be region locked on the network. I experienced this, thats how I know. More fun things to do out there anyway. Saudi Arabia, South Korea, and other countries have placed a ban in the past, though not at the present time. Tajikistan has also banned it currently so if other countries for some reason decide to follow in Tajikistan's footsteps, and GTA becomes an acceptable scapegoat for violence then banned by more governments, thats terrible for the stock. 7: Low volume and liquidity: The stock itself is so unknown the bid ask spreads even for the shares are pretty wide. For options its anemic, bids can be .50c while ask can be $4.50. Zero open interest on almost the entire option chain for most strikes or expiration dates 90% of the time. Because of this, it might actually may be one of the worst stocks trade options on, but its my favorite stock so I'll deal with it. 8: Unfavorable risk adjusted returns: This one isn't one of those stocks that casually doubles, but it still gets 30% drawdowns frequently. For that reason its a high risk low reward stock. 9: Bad financials: At this point in time they have a growing net income loss for 3 years in a row. 10: Stock price has been negative since the start of 2026 and hasn't bounced back is also bearish technicals. _ My investment goal Price target end of 2026 if GTA6 releases: $300. For a longer term horizon, I think this one can outperform the typical 10% average annual rate of return for holding index funds. If they can really hit, I speculate a 20% compound annual growth rate for the next decade which would take it to $1600 per share at the end of 2035 (from $257 per share at the start of 2026). If GTA6 delayed again: Dead money. Might as well just wait for release to possibly invest again. _ I think we have about 1 month left until Rockstar confirms the release date or delays it again. I'm betting on them opening pre orders and starting the marketing campaign in May. Thats pretty much it. Let me know your opinions about this stock in the comments. Thanks for reading. submitted by /u/himanbansal [link] [comments]
reddit · primary_subject · 0.97
institutional investors are continuing to increase their stakes are upping their stake in Take-Two
2026-03-30T07:44:43+00:00
Of the 19 analysts covering the company, 17 currently recommend a "Buy" rating. Institutions now own 95% of TTWO’s outstanding shares. https://www.gurufocus.com/news/8753441/ubs-group-ag-buys-123044-shares-of-taketwo-interactive-software-inc-ttwo?utm_source=marketwatch&utm_medium=syndication&utm_campaign=headlines&r=4bf001661e6fdd88d0cd7a5659ff9748&mod=mw_quote_news submitted by /u/hustlemannn [link] [comments]
Alerts
Ticker alerts
TTWO · early_signal · 0.52
$TTWO Take-Two Interactive long
2026-05-22T15:55:39+00:00
TTWO: $TTWO Take-Two Interactive long (early_signal, score 0.52)
Risk flags: rumor