Take-Two Interactive Software Inc. (TTWO) Stock Rises on Q3 2026 Earnings

Take-Two Interactive Software Inc. (TTWO) reported third-quarter 2026 revenue of $1.7 billion, up 24.9% year over year, with gross profit of $945.5 million (up 24.4%). Operating profit was a loss of -$38.7 million (down 70.7% YoY) and net loss attributable to common shareholders was -$92.9 million (down 25.8%). Diluted earnings per share came in at -$0.50, a decline of 29.6% versus the prior year.

Revenue beat the consensus estimate of $1.62 billion.

EPS missed the estimate of $0.85.

Shares were up 4.19% since market close.

Cash from operating activities was $305.2 million, down 6,458.3% year over year.

Cost of sales totaled $753.5 million, up 25.6% YoY.

Purchases of property, plant and equipment were $69.0 million, up 59.0% YoY.

Cash and cash equivalents on the balance sheet rose to $2.16 billion, up 79.0% YoY.

Total liabilities were about $6.51 billion, down 6.6% year over year.

Overall, Take-Two (TTWO) posted strong top-line growth and a healthier cash balance, while profitability metrics and EPS moved into negative territory for the quarter.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Take-Two Interactive Software Inc. Insider Trading Activity

Take-Two Interactive Software Inc. insiders have traded $TTWO stock on the open market 37 times in the past 6 months. Of those trades, 0 have been purchases and 37 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 7 sales selling 65,000 shares for an estimated $15,017,562.
KARL SLATOFF (President) has made 0 purchases and 3 sales selling 48,995 shares for an estimated $11,155,031.
LAINIE GOLDSTEIN (Chief Financial Officer) has made 0 purchases and 5 sales selling 43,191 shares for an estimated $10,286,707.
DANIEL P EMERSON (Chief Legal Officer) has made 0 purchases and 4 sales selling 25,572 shares for an estimated $5,862,065.
LAVERNE EVANS SRINIVASAN has made 0 purchases and 2 sales selling 3,675 shares for an estimated $850,532.
ELLEN F SIMINOFF has made 0 purchases and 12 sales selling 2,477 shares for an estimated $604,150.
JON J MOSES has made 0 purchases and 2 sales selling 2,000 shares for an estimated $470,900.
MICHAEL SHERESKY has made 0 purchases and 2 sales selling 380 shares for an estimated $89,017.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Take-Two Interactive Software Inc. Hedge Fund Activity

We have seen 550 institutional investors add shares of Take-Two Interactive Software Inc. stock to their portfolio, and 423 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,632,613 shares (+59.5%) to their portfolio in Q3 2025, for an estimated $421,801,894
AMERIPRISE FINANCIAL INC removed 893,030 shares (-30.1%) from their portfolio in Q3 2025, for an estimated $230,723,230
MARINER, LLC removed 799,544 shares (-88.8%) from their portfolio in Q3 2025, for an estimated $206,570,187
BLACKROCK, INC. added 784,935 shares (+4.6%) to their portfolio in Q3 2025, for an estimated $202,795,806
NEUBERGER BERMAN GROUP LLC removed 744,136 shares (-67.5%) from their portfolio in Q3 2025, for an estimated $192,254,976
INVESCO LTD. removed 618,290 shares (-17.7%) from their portfolio in Q3 2025, for an estimated $159,741,404
BALYASNY ASSET MANAGEMENT L.P. added 572,112 shares (+1140.4%) to their portfolio in Q3 2025, for an estimated $147,810,856

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Take-Two Interactive Software Inc. Analyst Ratings

Wall Street analysts have issued reports on $TTWO in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BMO Capital issued a "Outperform" rating on 11/07/2025
Wedbush issued a "Outperform" rating on 11/07/2025
UBS issued a "Buy" rating on 11/07/2025
Jefferies issued a "Buy" rating on 11/03/2025
Benchmark issued a "Buy" rating on 10/16/2025
DA Davidson issued a "Buy" rating on 10/09/2025
CICC issued a "Outperform" rating on 09/30/2025

To track analyst ratings and price targets for Take-Two Interactive Software Inc., check out Quiver Quantitative's $TTWO forecast page.

Take-Two Interactive Software Inc. Price Targets

Multiple analysts have issued price targets for $TTWO recently. We have seen 13 analysts offer price targets for $TTWO in the last 6 months, with a median target of $288.0.

Here are some recent targets:

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
Alec Brondolo from Wells Fargo set a target price of $288.0 on 01/08/2026
Drew Crum from B. Riley Securities set a target price of $300.0 on 12/10/2025
Brian Pitz from BMO Capital set a target price of $275.0 on 11/07/2025
James Heaney from Jefferies set a target price of $300.0 on 11/03/2025