Take-Two Rises as GTA VI Momentum and Earnings Positioning Support Shares

Take-Two Interactive Software, Inc. (TTWO) is up 3.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is continued investor optimism around Grand Theft Auto VI, whose pre-orders opened in late June and whose launch remains set for November 19, 2026. Shares also appear to be benefiting from positioning ahead of Take-Two’s next earnings report on August 7, as investors look for updates on early demand signals, fiscal 2027 bookings, and the broader release slate.

Details:

Take-Two has scheduled its fiscal first-quarter 2027 earnings report for August 7, 2026, giving investors a near-term catalyst for updated guidance and management commentary.

Grand Theft Auto VI pre-orders began on June 25, 2026, and digital buyers can pre-load the game before its planned November 19, 2026 launch.

In its most recent annual results, Take-Two listed Grand Theft Auto VI and NBA 2K27 as major upcoming releases in fiscal 2027.

Take-Two’s fiscal 2027 outlook called for net bookings of $8.0 billion to $8.2 billion, reinforcing expectations for a major step-up tied to its release pipeline.

Sources:

Take-Two Interactive Investor Relations, SEC, Benzinga

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 57 times in the past 6 months. Of those trades, 0 have been purchases and 57 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 22 sales selling 338,969 shares for an estimated $75,924,313.
KARL SLATOFF (President) has made 0 purchases and 14 sales selling 249,327 shares for an estimated $56,228,879.
DANIEL P EMERSON (Chief Legal Officer) has made 0 purchases and 6 sales selling 41,290 shares for an estimated $9,028,492.
LAINIE GOLDSTEIN (Chief Financial Officer) sold 31,060 shares for an estimated $6,821,086
MICHAEL DORNEMANN has made 0 purchases and 2 sales selling 2,541 shares for an estimated $545,985.
WILLIAM B GORDON sold 2,500 shares for an estimated $521,725
ELLEN F SIMINOFF has made 0 purchases and 6 sales selling 1,160 shares for an estimated $252,708.
JON J MOSES has made 0 purchases and 2 sales selling 1,000 shares for an estimated $229,912.
LAVERNE EVANS SRINIVASAN sold 373 shares for an estimated $85,547
MICHAEL SHERESKY has made 0 purchases and 2 sales selling 286 shares for an estimated $58,775.

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.

EARLY ACCESS

Receive TTWO Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

$TTWO Hedge Fund Activity

We have seen 503 institutional investors add shares of $TTWO stock to their portfolio, and 460 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

1832 ASSET MANAGEMENT L.P. added 1,598,200 shares (+3196.4%) to their portfolio in Q1 2026, for an estimated $315,644,500
ALYESKA INVESTMENT GROUP, L.P. removed 1,261,033 shares (-68.4%) from their portfolio in Q1 2026, for an estimated $249,054,017
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
AQR CAPITAL MANAGEMENT LLC added 1,042,570 shares (+91.6%) to their portfolio in Q1 2026, for an estimated $205,907,575
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

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 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.

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

REPRESENTATIVE THOMAS H. KEAN, JR. sold up to $15,000 on 04/21.
SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
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 Analyst Ratings

Wall Street analysts have issued reports on $TTWO in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BTIG issued a "Buy" rating on 06/24/2026
Wells Fargo issued a "Overweight" rating on 05/22/2026

To track analyst ratings and price targets for $TTWO, check out Quiver Quantitative's $TTWO forecast page.

$TTWO Price Targets

Multiple analysts have issued price targets for $TTWO recently. We have seen 7 analysts offer price targets for $TTWO in the last 6 months, with a median target of $293.0.

Here are some recent targets:

Alec Brondolo from Wells Fargo set a target price of $289.0 on 07/07/2026
Clark Lampen from BTIG set a target price of $293.0 on 07/02/2026
Brian Pitz from BMO Capital set a target price of $285.0 on 06/25/2026
Omar Dessouky from B of A Securities set a target price of $368.0 on 06/23/2026
Wyatt Swanson from DA Davidson set a target price of $300.0 on 06/15/2026
James Callahan from Piper Sandler set a target price of $280.0 on 06/02/2026
Alicia Reese from Wedbush set a target price of $300.0 on 01/29/2026

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.