Take-Two rises as investors position for May earnings and potential GTA VI updates

Take-Two Interactive Software (TTWO) is up 3.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks tied to renewed event-driven positioning after Take-Two set its fiscal Q4 and full-year 2026 earnings date for May 21, a report that investors often associate with fresh commentary on the company’s release slate. Recent analyst price-target increases may also be contributing to the upside momentum.

Details:

Take-Two announced it will report fourth quarter and full-year fiscal 2026 results after the market close on Thursday, May 21, 2026, with a webcast scheduled the same day.

With the earnings date now public, traders may be repositioning ahead of potential updates on major upcoming titles and longer-term bookings expectations.

Recent analyst actions have included maintained bullish ratings alongside higher price targets, reinforcing optimism into the next catalyst window.

This could also be partly technical, with short-term buying pressure amplified by options activity and momentum strategies following last week’s news flow.

Sources:

Take-Two Interactive Software (Investor Relations), TipRanks, 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 22 times in the past 6 months. Of those trades, 0 have been purchases and 22 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 3 sales selling 60,000 shares for an estimated $12,862,211.
DANIEL P EMERSON (Chief Legal Officer) has made 0 purchases and 3 sales selling 3,615 shares for an estimated $810,295.
WILLIAM B GORDON sold 2,500 shares for an estimated $521,725
ELLEN F SIMINOFF has made 0 purchases and 10 sales selling 2,067 shares for an estimated $467,914.
LAINIE GOLDSTEIN (Chief Financial Officer) sold 1,612 shares for an estimated $399,953
LAVERNE EVANS SRINIVASAN sold 1,350 shares for an estimated $321,664
MICHAEL DORNEMANN sold 1,390 shares for an estimated $296,195
MICHAEL SHERESKY has made 0 purchases and 2 sales selling 337 shares for an estimated $72,973.

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.

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$TTWO Hedge Fund Activity

We have seen 528 institutional investors add shares of $TTWO stock to their portfolio, and 448 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
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 7,241,119 shares (-82.8%) from their portfolio in Q4 2025, for an estimated $1,853,943,697
CAPITAL WORLD INVESTORS removed 2,190,104 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $560,732,327
BLACKROCK, INC. added 1,073,222 shares (+6.0%) to their portfolio in Q4 2025, for an estimated $274,777,028
NINETY ONE UK LTD removed 769,716 shares (-39.9%) from their portfolio in Q1 2026, for an estimated $152,018,910
AQR CAPITAL MANAGEMENT LLC added 704,316 shares (+162.1%) to their portfolio in Q4 2025, for an estimated $180,326,025
MACQUARIE GROUP LTD removed 619,815 shares (-95.6%) from their portfolio in Q4 2025, for an estimated $158,691,234

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.

$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 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.

$TTWO Analyst Ratings

Wall Street analysts have issued reports on $TTWO in the last several months. We have seen 4 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

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 8 analysts offer price targets for $TTWO in the last 6 months, with a median target of $300.0.

Here are some recent targets:

Alec Brondolo from Wells Fargo set a target price of $293.0 on 04/06/2026
Wyatt Swanson from DA Davidson set a target price of $300.0 on 02/04/2026
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
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

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.