Take-Two InteractiveTTWO
About: Take-Two is one of the largest global developers and publishers of video games, with labels including Rockstar, 2K, and Zynga. Grand Theft Auto is the firm's biggest franchise, accounting for about 30% of total sales for the past decade. NBA 2K is the industry's dominant basketball video game, with Take-Two releasing a new version annually. Other notable franchises include Red Dead Redemption, Borderlands, and Civilization. Typically, more than three quarters of the firm's sales are from in-game spending, with the remainder coming from initial game sales. Since acquiring Zynga in 2022, mobile makes up about half of total sales.
Employees: 12,928
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
87% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 78
70% more funds holding in top 10
Funds holding in top 10: 10 [Q4 2024] → 17 (+7) [Q1 2025]
11% more capital invested
Capital invested by funds: $31B [Q4 2024] → $34.2B (+$3.25B) [Q1 2025]
6% more funds holding
Funds holding: 828 [Q4 2024] → 880 (+52) [Q1 2025]
10% more repeat investments, than reductions
Existing positions increased: 316 | Existing positions reduced: 288
2.21% less ownership
Funds ownership: 95.76% [Q4 2024] → 93.55% (-2.21%) [Q1 2025]
29% less call options, than puts
Call options by funds: $672M | Put options by funds: $948M
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Morgan Stanley Brian Nowak | 9%upside $265 | Overweight Maintained | 19 May 2025 |
UBS Christopher Schoell | 14%upside $275 | Buy Maintained | 16 May 2025 |
Raymond James Andrew Marok | 3%upside $250 | Outperform Reiterated | 16 May 2025 |
Baird Colin Sebastian | 5%downside $230 | Outperform Maintained | 16 May 2025 |
Wedbush Michael Pachter | 11%upside $269 | Outperform Maintained | 16 May 2025 |
Financial journalist opinion
Based on 17 articles about TTWO published over the past 30 days
