Take-Two Interactive Software (NASDAQ:TTWO) Updates Q4 2026 Earnings Guidance

Take-Two Interactive Software (NASDAQ:TTWO) issued an update on its fourth quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 0.470-0.570 for the period, compared to the consensus estimate of -0.410. The company issued revenue guidance of $1.5 billion-$1.6 billion, compared to the consensus revenue estimate of $1.5 billion. Take-Two Interactive Software also updated its FY 2026 guidance to 3.790-3.900 EPS.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on TTWO shares. Wells Fargo & Company raised their price objective on shares of Take-Two Interactive Software from $277.00 to $288.00 and gave the stock an “overweight” rating in a research note on Thursday, January 8th. Benchmark restated a “buy” rating on shares of Take-Two Interactive Software in a research note on Monday. Arete Research upgraded shares of Take-Two Interactive Software from a “neutral” rating to a “buy” rating and set a $284.00 price target on the stock in a research report on Monday, December 1st. Wall Street Zen downgraded shares of Take-Two Interactive Software from a “buy” rating to a “hold” rating in a research note on Sunday, November 2nd. Finally, TD Cowen reissued a “buy” rating on shares of Take-Two Interactive Software in a report on Tuesday, November 25th. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $273.11.

Take-Two Interactive Software Trading Down 4.3%

NASDAQ:TTWO traded down $9.64 on Tuesday, reaching $212.17. The company’s stock had a trading volume of 5,256,551 shares, compared to its average volume of 1,799,660. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.15 and a current ratio of 1.15. The business’s 50-day moving average price is $245.71 and its two-hundred day moving average price is $243.51. The firm has a market cap of $39.20 billion, a PE ratio of -9.39, a PEG ratio of 3.54 and a beta of 0.92. Take-Two Interactive Software has a 1-year low of $181.86 and a 1-year high of $264.79.

Take-Two Interactive Software (NASDAQ:TTWO) last released its quarterly earnings data on Tuesday, February 3rd. The company reported ($0.50) EPS for the quarter, missing analysts’ consensus estimates of $0.83 by ($1.33). The company had revenue of $1.70 billion for the quarter, compared to the consensus estimate of $1.58 billion. Take-Two Interactive Software had a positive return on equity of 12.49% and a negative net margin of 64.26%.The company’s revenue for the quarter was up 28.5% compared to the same quarter last year. During the same period last year, the firm earned ($0.71) earnings per share. Take-Two Interactive Software has set its FY 2026 guidance at 3.790-3.900 EPS and its Q4 2026 guidance at 0.470-0.570 EPS. Equities research analysts anticipate that Take-Two Interactive Software will post 0.97 earnings per share for the current fiscal year.

Insider Activity

In related news, Director Michael Sheresky sold 182 shares of the business’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $235.11, for a total value of $42,790.02. Following the completion of the transaction, the director owned 65,781 shares of the company’s stock, valued at $15,465,770.91. The trade was a 0.28% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Ellen F. Siminoff sold 414 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $245.48, for a total transaction of $101,628.72. Following the transaction, the director owned 2,429 shares of the company’s stock, valued at approximately $596,270.92. This represents a 14.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,010 shares of company stock worth $242,102 over the last 90 days. 1.34% of the stock is currently owned by corporate insiders.

Take-Two Interactive Software News Roundup

Here are the key news stories impacting Take-Two Interactive Software this week:

• Positive Sentiment: Management issued upbeat guidance — Q4 FY‑2026 EPS of $0.47–$0.57 (vs. a Street consensus that was negative) and FY‑2026 EPS of $3.79–$3.90, with FY revenue ~ $6.7B — this materially improves the company’s forward earnings outlook and likely supports medium‑term upside.
• Positive Sentiment: Q3 revenue grew ~28.5% to $1.70B and beat expectations; cash and cash equivalents increased meaningfully, showing stronger top‑line momentum and balance‑sheet liquidity that underpin management’s guidance. QuiverQuant: TTWO Stock Rises on Q3 2026 Earnings
• Positive Sentiment: Analyst sentiment remains constructive — recent inclusion on Wedbush’s Best Ideas list and multiple buy/outperform ratings with price targets well above current levels provide support for the shares. ProactiveInvestors: Wedbush Best Ideas
• Neutral Sentiment: Coverage pieces and earnings‑call materials provide more detail on mix, bookings and metrics investors will parse for sustainability of guidance; listen to the call/slide deck for comp and booking assumptions. Take‑Two Q3 Slide Deck
• Negative Sentiment: Reported GAAP EPS was negative (-$0.50) and missed consensus, and the quarter showed an operating loss and net loss – this profit weakness is why the stock sold off despite the revenue beat. MarketBeat: Q3 Results
• Negative Sentiment: Unusually large put‑option activity and notable recent insider selling increase near‑term downside pressure and suggest some investors are hedging or bearish ahead of more clarity on GTA‑VI timing and margin recovery. QuiverQuant: Insider & Options Activity

Hedge Funds Weigh In On Take-Two Interactive Software

Several hedge funds have recently modified their holdings of the company. CIBC Private Wealth Group LLC grew its stake in Take-Two Interactive Software by 20.2% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 2,215 shares of the company’s stock worth $572,000 after buying an additional 373 shares in the last quarter. Coldstream Capital Management Inc. lifted its stake in Take-Two Interactive Software by 11.9% during the third quarter. Coldstream Capital Management Inc. now owns 2,965 shares of the company’s stock worth $766,000 after purchasing an additional 316 shares during the last quarter. Danske Bank A S purchased a new position in shares of Take-Two Interactive Software in the 3rd quarter worth about $28,516,000. Advisory Services Network LLC lifted its position in Take-Two Interactive Software by 44.9% in the 3rd quarter. Advisory Services Network LLC now owns 12,831 shares of the company’s stock worth $3,315,000 after buying an additional 3,978 shares during the last quarter. Finally, Kestra Private Wealth Services LLC grew its position in Take-Two Interactive Software by 9.9% during the third quarter. Kestra Private Wealth Services LLC now owns 2,263 shares of the company’s stock valued at $585,000 after acquiring an additional 203 shares during the last quarter. Institutional investors own 95.46% of the company’s stock.

Take-Two Interactive Software Company Profile

Take-Two Interactive Software is an American video game publisher headquartered in New York City. Founded in 1993 by Ryan Brant, the company is publicly traded on the NASDAQ under the ticker TTWO and is led by Chairman and CEO Strauss Zelnick. Take-Two operates through distinct publishing labels that manage development, marketing and distribution of interactive entertainment for a global audience.

Take-Two’s publishing portfolio includes Rockstar Games and 2K, as well as the Private Division label, which supports independent and mid-size developers.