Take-Two Rises as Investors Refocus on GTA VI and FY2027 Outlook

Take-Two Interactive Software (TTWO) is up 3.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is renewed investor focus on Take-Two’s late-2026 release slate and management’s still-bullish fiscal 2027 outlook. This could be because a fresh company update put attention back on next week’s shareholder meeting just as investors continue to weigh the November launch of Grand Theft Auto VI, record bookings potential, and the recent release of NBA 2K27.

Details:

Take-Two issued a new announcement on September 10 saying it will webcast its 2026 annual stockholder meeting on September 17, creating a near-term event for investors to watch.

In its proxy materials, management described fiscal 2027 as a potential major inflection point, led by the planned November 19, 2026 release of Grand Theft Auto VI, record Net Bookings, and expected operating cash flow of more than $1 billion.

At its August 7 quarterly report, the company said fiscal first-quarter Net Bookings came in slightly above guidance and it reiterated fiscal 2027 Net Bookings outlook of $8.0 billion to $8.2 billion while highlighting excitement around Grand Theft Auto VI.

Take-Two also launched NBA 2K27 worldwide on September 4, adding another current sales catalyst to the broader narrative around its release pipeline.

Sources:

Take-Two Interactive, SEC, Investing.com

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 64 times in the past 6 months. Of those trades, 0 have been purchases and 64 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 30 sales selling 318,969 shares for an estimated $73,167,694.
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 40,443 shares for an estimated $8,853,910.
LAINIE GOLDSTEIN (Chief Financial Officer) has made 0 purchases and 2 sales selling 32,395 shares for an estimated $7,111,649.
ELLEN F SIMINOFF has made 0 purchases and 6 sales selling 1,081 shares for an estimated $251,050.
MICHAEL DORNEMANN sold 1,151 shares for an estimated $249,790
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 258 shares for an estimated $59,708.

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 624 institutional investors add shares of $TTWO stock to their portfolio, and 533 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 11,034,093 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,758,302,568
TIGER GLOBAL MANAGEMENT LLC removed 4,029,908 shares (-69.0%) from their portfolio in Q2 2026, for an estimated $1,007,396,401
INVESCO LTD. added 3,885,711 shares (+159.0%) to their portfolio in Q2 2026, for an estimated $971,350,035
D. E. SHAW & CO., INC. removed 1,691,689 shares (-72.9%) from their portfolio in Q2 2026, for an estimated $422,888,416
1832 ASSET MANAGEMENT L.P. removed 1,648,200 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $412,017,036
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,420,005 shares (+inf%) to their portfolio in Q2 2026, for an estimated $354,972,849
AMERIPRISE FINANCIAL INC added 1,239,933 shares (+58.1%) to their portfolio in Q2 2026, for an estimated $309,958,451

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 2 times in the past 6 months. Of those trades, 1 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 THOMAS H. KEAN, JR. sold up to $15,000 on 04/21.
SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.

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 6 analysts offer price targets for $TTWO in the last 6 months, with a median target of $291.0.

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

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.