Take-Two rises as analyst target hike adds to GTA VI optimism

Take-Two Interactive Software (TTWO) is up 3.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be a fresh analyst price-target increase layered on top of continuing enthusiasm for Grand Theft Auto VI ahead of its scheduled November 19, 2026 launch. There does not appear to be a major new company filing or earnings release today, so the move looks tied more to sentiment, valuation support, and the market’s focus on the company’s biggest upcoming release.

Details:

Market data pages tracking analyst actions show a Buy rating was maintained on October 8 and the price target was raised to $300 from $295.

Take-Two has previously reiterated fiscal 2027 net bookings guidance of $8.0 billion to $8.2 billion, with management keeping Grand Theft Auto VI central to that outlook.

Company materials and prior announcements list Grand Theft Auto VI for release on November 19, 2026, keeping investor attention fixed on launch execution and early demand.

This could also be because investors are rotating back into names with visible near-term catalysts, and Take-Two has one of the clearest event-driven stories in gaming over the next several weeks.

Sources:

Take-Two Investor Relations, Yahoo Finance, 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 70 times in the past 6 months. Of those trades, 0 have been purchases and 70 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.
WILLIAM B GORDON has made 0 purchases and 3 sales selling 10,000 shares for an estimated $2,023,895.
ELLEN F SIMINOFF has made 0 purchases and 8 sales selling 1,415 shares for an estimated $324,373.
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.
MICHAEL SHERESKY has made 0 purchases and 3 sales selling 742 shares for an estimated $158,294.
LAVERNE EVANS SRINIVASAN sold 373 shares for an estimated $85,547

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.

$TTWO Hedge Fund Activity

We have seen 602 institutional investors add shares of $TTWO stock to their portfolio, and 421 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 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 THOMAS H. KEAN, JR. sold up to $15,000 on 04/21.

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.