Take-Two (TTWO) Stock Jumps 5% After Q4 Beat and GTA VI Date Locked In

TLDR

• Take-Two beat Q4 estimates, posting a net loss of $59.5 million — narrower than the expected 57 cents per share loss
• Net bookings of $1.58 billion came in above Wall Street’s $1.55 billion forecast
• FY2027 net bookings guidance of $8–$8.2 billion missed analyst estimates of $9.13 billion
• Take-Two confirmed GTA VI will launch November 19, 2026, after a leaked Best Buy pre-order email caused speculation
• TTWO stock was up 5% in Friday premarket trading, opening at $238.08

Take-Two Interactive (TTWO) delivered a stronger-than-expected Q4, and the market noticed. The stock jumped 5% in Friday premarket trading, opening at $238.08.

Take-Two Interactive Software, Inc., TTWO

The company reported a net loss of $59.5 million, or 32 cents per share. That’s narrower than the 57-cent loss analysts had pencilled in. Net bookings came in at $1.58 billion, topping the $1.55 billion estimate.

Fiscal year 2026 revenue rose 6% overall. The company also guided FY2027 EPS of $5.75 to $6.00, above analyst expectations — a bright spot on the profitability front.

But not everything landed cleanly. Take-Two’s FY2027 net bookings guidance of $8 billion to $8.2 billion came in well below Wall Street’s $9.13 billion estimate. First-quarter FY2027 guidance also came in under consensus.

GTA VI: November 19 Is Locked In

The headline catalyst everyone’s been waiting on got a formal reaffirmation. GTA VI is still on track for a November 19, 2026 release — a date the company confirmed again on Thursday.

The road to that date has been bumpy. The game was originally slated for 2025 before a series of delays. Then last week, a Best Buy affiliate email leaked, appearing to reference GTA VI pre-orders running from May 18 to May 21. Those pre-orders never went live.

Institutional Interest Picking Up

On the institutional side, Nano Cap New Millennium Growth Fund initiated a new position in TTWO during Q4, buying 5,000 units valued at roughly $1.28 million — about 1.1% of its portfolio.

Vanguard Group raised its holdings by 0.8% in Q4, now owning over 21.8 million units valued at $5.6 billion. Bessemer Group made a more aggressive move, increasing its position by 53.1% in the same period.

Analysts remain largely bullish. Raymond James upgraded TTWO to “strong buy” with a $285 price target. Wedbush and DA Davidson both hold “outperform” and “buy” ratings with $300 targets. The consensus sits at “Moderate Buy” with an average price target of $287.93.

Insider activity has gone the other way. CEO Zelnick sold 7,946 units in March at an average of $214.16, totalling over $1.7 million. Director Ellen Siminoff sold 413 units in April at $207.66. Total insider sales over the past three months reached $13.8 million.

TTWO has a 52-week range of $187.63 to $264.79. Its 50-day moving average sits at $211.59, and the 200-day at $225.86.

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