Take-Two (TTWO) jumps as GTA VI pre-order leak fuels renewed hype ahead of earnings

Take-Two Interactive Software (TTWO) is up 7.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to renewed Grand Theft Auto VI excitement after a widely shared Best Buy affiliate-marketing email suggested a near-term physical pre-order window. With Take-Two’s fiscal Q4 and full-year results also due soon, traders may be positioning for incremental GTA VI commentary or forward-looking bookings signals.

Details:

Leaked affiliate campaign materials circulating online referenced a “GTA 6 Pre Order (Physical Game)” promotional window running roughly May 18–May 21, 2026, which investors interpreted as a possible pre-order start.

The rumor-driven rally gained traction as the pre-order window dates overlapped with Take-Two’s scheduled earnings date, increasing expectations for an update on the GTA VI launch and marketing cadence.

Take-Two has already set a public timetable for its next earnings release and conference call, making the period particularly sensitive to any GTA VI-related headlines.

This could also be momentum/short-covering behavior, as GTA VI remains the company’s dominant near-term catalyst and even unconfirmed retail signals can move sentiment.

Sources:

Take-Two Interactive Investor Relations, Game Informer, Yahoo Finance

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$TTWO Insider Trading Activity

$TTWO insiders have traded $TTWO stock on the open market 22 times in the past 6 months. Of those trades, 0 have been purchases and 22 have been sales.

Here’s a breakdown of recent trading of $TTWO stock by insiders over the last 6 months:

STRAUSS ZELNICK (Chairman, CEO) has made 0 purchases and 3 sales selling 60,000 shares for an estimated $12,862,211.
DANIEL P EMERSON (Chief Legal Officer) has made 0 purchases and 3 sales selling 3,615 shares for an estimated $810,295.
WILLIAM B GORDON sold 2,500 shares for an estimated $521,725
ELLEN F SIMINOFF has made 0 purchases and 10 sales selling 2,067 shares for an estimated $467,914.
LAINIE GOLDSTEIN (Chief Financial Officer) sold 1,612 shares for an estimated $399,953
LAVERNE EVANS SRINIVASAN sold 1,350 shares for an estimated $321,664
MICHAEL DORNEMANN sold 1,390 shares for an estimated $296,195
MICHAEL SHERESKY has made 0 purchases and 2 sales selling 337 shares for an estimated $72,973.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$TTWO Hedge Fund Activity

We have seen 522 institutional investors add shares of $TTWO stock to their portfolio, and 507 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

PUBLIC INVESTMENT FUND removed 11,414,680 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $2,922,500,520
CAPITAL WORLD INVESTORS added 1,182,767 shares (+inf%) to their portfolio in Q1 2026, for an estimated $233,596,482
CAPITAL INTERNATIONAL INVESTORS removed 1,181,044 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $233,256,190
JANE STREET GROUP, LLC added 1,013,258 shares (+8633.8%) to their portfolio in Q1 2026, for an estimated $200,118,455
VOYA INVESTMENT MANAGEMENT LLC removed 997,074 shares (-65.4%) from their portfolio in Q1 2026, for an estimated $196,922,115
NINETY ONE UK LTD removed 769,716 shares (-39.9%) from their portfolio in Q1 2026, for an estimated $152,018,910
AQR CAPITAL MANAGEMENT LLC added 704,316 shares (+162.1%) to their portfolio in Q4 2025, for an estimated $180,326,025

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$TTWO Congressional Stock Trading

Members of Congress have traded $TTWO stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $TTWO stock by members of Congress over the last 6 months:

REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 02/12.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$TTWO Price Targets

Multiple analysts have issued price targets for $TTWO recently. We have seen 6 analysts offer price targets for $TTWO in the last 6 months, with a median target of $300.0.

Here are some recent targets:

Alec Brondolo from Wells Fargo set a target price of $293.0 on 04/06/2026
Wyatt Swanson from DA Davidson set a target price of $300.0 on 02/04/2026
Alicia Reese from Wedbush set a target price of $300.0 on 01/29/2026
Christopher Schoell from UBS set a target price of $300.0 on 01/28/2026
Brian Nowak from Morgan Stanley set a target price of $280.0 on 01/13/2026
Drew Crum from B. Riley Securities set a target price of $300.0 on 12/10/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.