Take-Two jumps as fresh bullish coverage and GTA VI optimism lift sentiment

Take-Two Interactive Software, Inc. (TTWO) is up 6.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to renewed Wall Street optimism ahead of Grand Theft Auto VI, including a new bullish coverage initiation and supportive price-target updates after the company’s latest results. With marketing and pre-order milestones still ahead, investors may be repricing the earnings power implied by the next major release cycle.

Details:

A major sell-side firm initiated coverage with a bullish rating and a $280 price target, emphasizing the long gap since GTA V and highlighting upcoming potential catalysts such as additional trailers, marketing, and pre-orders.

Recent analyst commentary also referenced continued confidence in the GTA VI launch timeline and the expected step-change in fiscal 2027 performance tied to the release.

In the company’s latest annual filing and related summaries, Take-Two reported fiscal 2026 revenue growth and pointed to key franchises and mobile titles as drivers, while noting GTA VI as a major upcoming contributor to future periods.

Separate analyst notes around the same post-earnings window included price-target increases while maintaining buy-equivalent ratings, reinforcing the positive sentiment backdrop.

Sources:

Investing.com, StockAnalysis.com, TradingView (SEC filing summary)

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 54 times in the past 6 months. Of those trades, 0 have been purchases and 54 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 5 sales selling 36,871 shares for an estimated $8,012,122.
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 1,240 shares for an estimated $269,992.
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.

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$TTWO Hedge Fund Activity

We have seen 546 institutional investors add shares of $TTWO stock to their portfolio, and 561 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
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

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, 0 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.
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 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

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 $293.5.

Here are some recent targets:

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
Alec Brondolo from Wells Fargo set a target price of $287.0 on 05/22/2026
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

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.