Take-Two Rose 6% Today. Here’s How Much the Stock Could Rise in 2026

Key Stats for TTWO Stock

• Today’s Performance: 6%
• 52-Week Range: $188 to $265
• Valuation Model Target Price: Around $290
• Implied Upside: 27%

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What Happened?

Take-Two Interactive Software stock rose about 6% today, recently trading near $230 per share as investors grew more confident that the company’s next major growth cycle is getting closer. The move was driven by renewed optimism around Grand Theft Auto VI, stronger analyst support, and expectations that Take-Two’s 2026 release pipeline can set up a much larger fiscal 2027.

The stock moved higher because buyers are increasingly focused on the earnings power that could arrive when GTA VI launches on November 19, 2026. Take-Two has guided for fiscal 2027 net bookings of $8.0 billion to $8.2 billion, up from $6.72 billion in fiscal 2026, which signals that management expects Rockstar’s biggest franchise to drive a record year.

At TD Cowen’s May 27 conference, Take-Two CEO Strauss Zelnick said Rockstar’s GTA ecosystem remains strong ahead of GTA VI, with Grand Theft Auto V selling 230 million units across 3 console generations while GTA Online, GTA+, and FiveM continue to support recurring spending. He said Take-Two has “guided to significant recurrent consumer spending going forward for Rockstar,” referring to ongoing player purchases such as virtual currency, add-on content, and online services, while also noting strength beyond GTA, including a huge year for NBA 2K and 13% growth in mobile.

Analyst and institutional updates added more context to the move. Piper Sandler initiated coverage with an Overweight rating and a $280 price target, while UBS reiterated a Buy rating with a $300 target and DA Davidson also maintained a Buy rating. Rakuten Investment Management cut its Take-Two stake by about 22% in the fourth quarter, and the Public Employees Retirement Association of Colorado reduced its position by about 20%, but institutions still own about 95% of the stock.

Compared with Electronic Arts, which reported about $7.5 billion in fiscal 2026 revenue, and Roblox, which now expects 2026 bookings of about $7.3 billion to $7.6 billion, Take-Two’s near-term story is more concentrated around GTA VI and whether Rockstar can turn one blockbuster launch into a multi-year spending cycle.

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Is Take-Two Undervalued?

Under valuation assumptions, the stock is modeled using:

• Revenue Growth (CAGR): Around 14%
• Operating Margins: 21%
• Exit P/E Multiple: 30x

Take-Two appears moderately undervalued based on the model, but the setup depends on GTA VI turning fiscal 2027 into a real earnings inflection rather than just a one-time launch spike.

The assumption for around 14% revenue growth is tied mainly to GTA VI, because a successful release could lift full-game sales, digital add-ons, and online engagement across several years.

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Recurrent consumer spending also matters because stronger activity in GTA Online, NBA 2K, and mobile games can help turn a larger revenue base into more repeatable cash flow.

The 21% operating margin assumption depends on Take-Two gaining leverage from higher bookings after years of heavy development and marketing spending, especially if mobile and recurring digital revenue remain healthy.

At current levels, Take-Two looks undervalued, with future performance likely driven by GTA VI execution, recurring digital revenue, mobile performance, and whether management can turn record bookings into stronger profits.

How Much Upside Does TTWO Stock Have From Here?

Investors can estimate Take-Two Interactive Software’s potential share price, or what any stock could be worth, in under a minute using TIKR’s New Valuation Model tool.

All it takes is three simple inputs:

1. Revenue Growth
2. Operating Margins
3. Exit P/E Multiple

From there, TIKR calculates the potential share price and total returns under Bull, Base, and Bear scenarios so you can quickly see whether a stock looks undervalued or overvalued.

If you’re not sure what to enter, TIKR automatically fills in each input using analysts’ consensus estimates, giving you a quick, reliable starting point.

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