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Take-Two Interactive Software, (TTWO) Stock Analysis

Recovery setup · Catalyst-Driven edge

SellVALUE-TRAP 1/5Moderate Confidence

Communication Services · Electronic Gaming & Multimedia

Sell if holding. Engine safety override at $211.50: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10 and A.R:R 2.0:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 2.37; Below-average business quality; Below long-term trend.

Take-Two Interactive develops and publishes interactive entertainment through Rockstar Games (Grand Theft Auto), 2K (NBA 2K, Civilization), and Zynga (mobile games) for console, PC, and mobile platforms globally. Revenue is earned via game sales and in-game purchases; 92.9% of... Read more

$211.50+17.6% A.UpsideScore 5.4/10#3 of 5 Electronic Gaming & Multimedia
Stop $199.75Target $249.39(analyst − 10%)A.R:R 2.0:1
Analyst target$277.10+31.0%28 analysts
$249.39our TP
$211.50price
$277.10mean
$165
$305

Sell if holding. Engine safety override at $211.50: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10 and A.R:R 2.0:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 2.37; Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 67. Score 5.4/10, moderate confidence.

Passes 7/8 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 21d clear, semi cycle peak clear). Suitability: moderate.

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Supplier: Apple and Google platforms (92.9%)
Concentration risk — Product: Grand Theft Auto products
Quality below floor (3.1 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)27.3
Mkt Cap$39.9B
EV/EBITDA49.9
Profit Mgn-60.4%
ROE-86.2%
Rev Growth24.9%
Beta0.96
DividendNone
Rating analysts37

Quality Signals

Piotroski F4/9

Options Flow

P/C2.37bearish
IV57%elevated
Max Pain$260+22.9% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHSupplierApple and Google platforms93%
    10-K Item 1A: 'we derived 92.9% of our mobile revenue on Apple and Google platforms'
  • HIGHProductGrand Theft Auto products
    10-K Item 1A: 'We are dependent on the future success of our Grand Theft Auto products and other hit titles'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

Unprofitable operations — net margin -60.4%. Quality floor flags this regardless of sector context.static

Roe
0.0
Roa
0.0
Operating Margin
0.0
Net Margin
0.0
Current Ratio
4.4
Piotroski F
4.4
Moat
5.0
Fcf Quality
6.0
Gross Margin
7.9
FCF-positive but moderate margins (FCF margin 23%, FCF yield 3.7%)No competitive moat

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
0.0
Value Rank
4.0
Growth Rank
6.0
GatesDeath cross (50MA < 200MA)Momentum 5.9>=5.5A.R:R 2.0 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 21d clearSEMI CYCLE PEAK CLEARRecoverySuitability: Moderate
RSI
67 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $193.79Resistance $221.22

Price Targets

$200
$249
A.Upside+17.9%
A.R:R2.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (3.1 < 4.0)

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-05-21 (21d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is TTWO stock a buy right now?

Sell if holding. Engine safety override at $211.50: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10 and A.R:R 2.0:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 2.37; Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 67. Prior stop was $199.75. Score 5.4/10, moderate confidence.

What is the TTWO stock price target?

Take-profit target: $249.39 (+17.6% upside). Prior stop was $199.75. Stop-loss: $199.75.

What are the risks of investing in TTWO?

Concentration risk — Supplier: Apple and Google platforms (92.9%); Concentration risk — Product: Grand Theft Auto products; Quality below floor (3.1 < 4.0).

Is TTWO overvalued or undervalued?

Take-Two Interactive Software, trades at a P/E of N/A (forward 27.3). TrendMatrix value score: 4.5/10. Verdict: Sell.

What do analysts say about TTWO?

37 analysts cover TTWO with a consensus score of 4.2/5. Average price target: $277.

What does Take-Two Interactive Software, do?Take-Two Interactive develops and publishes interactive entertainment through Rockstar Games (Grand Theft Auto), 2K...

Take-Two Interactive develops and publishes interactive entertainment through Rockstar Games (Grand Theft Auto), 2K (NBA 2K, Civilization), and Zynga (mobile games) for console, PC, and mobile platforms globally. Revenue is earned via game sales and in-game purchases; 92.9% of mobile revenue flows through Apple and Google platforms.

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