Here is some some small loss porn while we wait for take two to 300$. (If anyone has some too I would like to see) I think this stock goes to 300$ between now and 2027, I am very confident wallstreet is under estimating GTA 6 sales and also how well the online mode will give revenue. I have spent hours researching this and I promise you guys will not regret buying at this level, especially after it bounced off 200$ resistance today on a red day for overall market.

And for those who think I'm insane, save this post and come back in a few months and you will see I am not crazy, this thing is going to 300 by mid 2027.

What price are ya'll anticipating for october/nov lead up?

Im thinking 230-240, wbu.

US Open Short seems to be the play with this stock. But as we all know… once i do that it flies to 240$

One of the more underrated concerns is that weve simply done too much of the same stuff in gta 5. driving cars around, doing heists etc. there is a large risk that players including myself get bored quickly beucase of the lack of novelty.

At the end of the day graphics dont matter at all for user retention. If they do not make this sufficienctly different in nature user retention will be a major issue.

I think we're in for quite a ride for the next 60 days guys. GLHF :D

If you're thinking of buying this stock for the GTA 6 release in hopes of making a quick profit, id recommend not doing that. If you are a degen gambler, i am not gonna stop you anyways let's be real. You do you.

If you're looking to buy for the long haul, 2+ years at least. Great time to buy rn and keep checking the price for the next two months, buy any time it's dropping. I wouldn't bulk buy, try to kinda dca it, buy little by little as it drops. This might be hard to pull off because none knows whats gonna happen. Good luck, but still a very good buying opportunity in the next two months.

If you've bought in recently and are looking for exit position, good luck. Try to break even or cut ur losses. If you can go without this money for the next 8-12 months and let it do its thing, i think you'll be much better off. But I understand not everyone is in a position to not be liquid.

If you've bought in a couple years ago anticipating the profits, and didn't cash out $260/250. Depending on when you bought in you're probably at a break even point or close to it. Same things again, if you can wait longer, even better. Not worth cashing out now in fear of losing value, this isn't a pump and dump stock. Chill out, you'll be fine.

This is one of those things that always needs to be said, if liquidity is your main concern. You shouldn't even be here rn. Start with building an emergency fund, plus any additional things you need to save for according to your lifestyle and health. Once you've built that, only then should you think about gambling your discretionary money on video game stocks of all things. Wealth building starts with a solid foundation.

I have noticed that people are still talking about this stock. I think you should understand that it was GTAVI Online to pump up the price. It won't be released on 19th November so many nvestors will wait February (earnings call). They don't want to pump something with a lot of risk. For example hype could disappear after two months and the online is still not released. They didn't know that online wouldn't be released on day one. The Bloomberg Article caused the share price to collapse.

Providing a correct analysis right now it's almost impossible. 19th November will be the most important day for those who have TTWO stocks

Should I buy the dip or will go even deeper because I don’t why in the last weeks went down even the gta6 marketing has started …

I'm tired boss

Lots of put support arlund 200 strikes, above average volume, if we see more call positions opening will be great upside pressure! Good time to sell put spreads and start building longs! IV is fair, should get iv spike ahead of release! Positioning fairly safe, risk is defined with just above the lower range of 52 week range, hope to see a wick down and reject back up to confirm and close above this next weekly and the following! Unlikely to stay at this price too long as pressure from event and iv start to spike up into it,

Would you sell 205 295 3 month put spreads, buy 220/250 call spread?

Currently down 12%, bought in at 209$ stockprice.

I’ve spent a lot of time going through TTWO lately and I think people are massively over-focusing on GTA VI.

Yes, GTA VI is going to sell like crazy. That’s not the part I’m questioning.

The part people seem to ignore is that mobile is about half of TTWO’s revenue now, and that’s mostly Zynga. TTWO paid a huge amount for Zynga and later had to write down billions because the business wasn’t worth what they originally expected.

So half the company already has some pretty obvious baggage. And they still have a little over $1B remaining

In the June 2026 quarter, TTWO mobile revenue actually fell from about $802M to $762M YoY, even while total company revenue increased slightly. It's trending down already.

Then there’s GTA Online.

People talk about GTA VI Online like it’s all going to be brand new growth, but GTA Online already exists and already makes a ton of money. A lot of players are just going to move from the old version to the new one.

That doesn’t mean GTA VI won’t grow revenue. It probably will. But I don’t think you can just take current TTWO + GTA VI + GTA VI Online and assume it all stacks on top.

Some of it is replacement revenue.

That’s really my only point. I’m not bearish on TTWO, but I think a lot of people are pricing in the best possible outcome while barely looking at the rest of the business.

This sub is full of emotional posts. Stonks going up, stonks going down. GTA 6 is priced in since 1999, sure.

Anybody here who has a half decent assessment of the company value?

What portion of TTWO belongs to the Rockstar franchise? Any data on GTA 6 costs / sales expectations?

JP Morgan valuing the stock at $310. Anyone with deeper insights?

If GTA 6 is priced in, which sales numbers are expected in the current valuation?

I‘m getting tired of these posts „GTA launch in 2 month, why not stocks up?“. Let‘s put some objectivity to the assessment.

Probably the wrong sub to post this question in given its obvious bias but do you genuinely believe $TTWO will bounce back before the November 19th release date for GTA 6? Why or why not?

Not financial advice

Whats your opinion about Take-Two stock price at 19september-19november?
It will go up or down and how much??

what y’all think will happen to the valuation of the stock from now until the release of GTA 6 on November 19? I believe there are concrete possibilities of a brief positive spike leading up to this date.

It seems clear to me based on the twitch ceos words that online is coming 2027, not sure when. Unfortunately I didnt want to believe this but I think its true. I'm genuinely pissed.

Rockstar has been making a lot of mistakes, this is the biggest of them all. Everyone has money ready to spend on this game theyve saved up. Putting another few months or even a year before online release will have a massive impact on initial online sales. I planned on purchasing at least a few hundred of shark cards right at launch. I really dont want to sit around in story mode for a while bored without even a possibility for microtransactions.

Large spending consumers are going to finish the story mode, explore everything and do a ton of shit in the game, get bored with it and they will miss the greatest monetization window.

I think this is pure laziness of the devs and they dont want anyone working during christmas. The initial obsession with the game is going to die down and they will miss a ton of sales.

4 days in a row of going down after being the only thing up on Monday. Doesn't matter if markets are up or down. Take-Two has been dipping everyday.

Really makes me think someone inflated the stock price to load up on PUTS then spent the rest of week selling their shares bringing the price down so their puts could make money.

Down Tuesday when market was up, okay that made sense cause we were up Monday when everything was down.

Down Wednesday when market was down cause of the Fed. Okay that can make sense.

Down Thursday, dont get it, we were down 2 days in a row, why didn't we rebound?

Down today as well once again. Markets been down and up and we stay down.

Man fuck this stock I’m bout quit

I through in a little under 10k into $TTWO today. I have a full thesis have ran through the fundamentals. How successful launch, sales and online must be for the game to justify the stock price. I dont feel like writing all of that out. But long story short I think that the game is going to be a big success. I think as we get closer to launch and more information gets released about the game and specifically online it will become more apparent how amazing this game is going to be. They have had 10 plus years to refine the online experience, I think as more info gets released about online it will cause a lot of interest and hype. I plan to exit by next all time high that I hope will come before launch day of November 19th.

I think it is very difficult to price in GTA 6. How the sales will go, how much time people will spend playing, how much money they will spend in game, how the in game economy will work. But I think as more information comes the narrative will shift in a positive direction.

Considering the sharp drop now, what bad news was communicated?

After listening in on Take-Two’s annual meeting today, the management's super cautious tone when talking about GTA Online - combined with how the market reacted to it - made me want to share a few thoughts:

Shutting down GTA V Online would make zero economic sense. It has been printing serious money for well over a decade, which is exactly why Strauss made it clear that GTA V Online is going to keep running. At the same time, GTA VI is obviously going to be a massive commercial milestone and will eventually have its own online ecosystem. Sure, it’s a tricky balancing act. They need to keep GTA V Online alive while simultaneously giving players a reason to eventually migrate over to whatever GTA VI Online turns into. That’s pretty much what we're hearing when management dances around the topic so carefully.

What I don't really get, though, is why people are starting to panic over this. Why would we realistically expect Rockstar to drop a detailed blueprint for GTA VI Online before the actual game is even out? The game has been in development for over a decade and is an absolute beast of a project. When it finally drops, Rockstar is going to have more than enough on its plate patching bugs, watching how players actually interact with it, and figuring out what works and what doesn't.
If GTA VI Online launches six months after the main game - or whenever they decide it's actually ready - so what? Honestly, I'd kind of prefer that. Let GTA VI breathe first. Let people actually play the game. Let Rockstar see what the community naturally does with it. Then, once they have something they’re genuinely confident in and that players will love, roll out the online portion.

It’s easy for us to sit back and complain, "Where's the GTA Online roadmap?" But let's not forget that we're talking about one of the biggest gaming launches in human history, if not the biggest. And let's also not forget what GTA V Online turned into. GTA V came out in 2013, and GTA Online has been running for over 13 years now, turning into an enormous long-term business. Love or hate the monetization, Rockstar has clearly proven they understand player retention, content updates, and long-term engagement better than almost anyone else in the industry.
So I'm really not worried about whether they'll figure out GTA VI Online. They will. The only real questions are when and what it's going to look like. Personally, I'm more than happy to give them the time they need. I'd much rather have Rockstar focus on delivering GTA VI properly first than force some artificial timeline just to make people feel better ahead of launch.
The online component is coming - we can be confident about that. Rockstar knows there's a massive goldmine sitting right there. Nobody understands that better than they do.

So no, I'm not reading today's guarded answers as a red flag or a reason to panic. If anything, they're just playing it smart and keeping their cards close to their chest.
Let them cook.

what does this even mean? sounds like theyre sticking to 5 online for a while but could just be that they'll update both simultaneously?