Take-Two Interactive Software (NASDAQ:TTWO) Given New $301.00 Price Target at Wells Fargo & Company

Take-Two Interactive Software (NASDAQ:TTWO) had its target price upped by Wells Fargo & Company from $288.00 to $301.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Wells Fargo & Company‘s price objective indicates a potential upside of 46.18% from the stock’s previous close.

A number of other equities research analysts have also commented on TTWO. BMO Capital Markets increased their price target on Take-Two Interactive Software from $252.00 to $275.00 and gave the company an “outperform” rating in a research report on Friday, November 7th. Jefferies Financial Group increased their target price on shares of Take-Two Interactive Software from $270.00 to $300.00 and gave the company a “buy” rating in a report on Monday, November 3rd. Wall Street Zen cut shares of Take-Two Interactive Software from a “buy” rating to a “hold” rating in a report on Sunday, November 2nd. DA Davidson increased their price objective on shares of Take-Two Interactive Software from $270.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, October 9th. Finally, Zacks Research raised shares of Take-Two Interactive Software from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 14th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $273.79.

Take-Two Interactive Software Stock Down 2.9%

Shares of NASDAQ TTWO traded down $6.26 during mid-day trading on Wednesday, reaching $205.92. 1,981,138 shares of the company’s stock traded hands, compared to its average volume of 1,967,850. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.15 and a quick ratio of 1.15. The business has a 50-day simple moving average of $245.71 and a 200 day simple moving average of $243.51. The stock has a market cap of $38.05 billion, a P/E ratio of -9.05, 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 announced its quarterly earnings results on Thursday, November 6th. The company reported $1.04 earnings per share for the quarter, beating the consensus estimate of $0.91 by $0.13. The business had revenue of $1.77 billion for the quarter, compared to analysts’ expectations of $1.71 billion. Take-Two Interactive Software had a negative net margin of 64.26% and a positive return on equity of 12.49%. The firm’s revenue for the quarter was up 33.3% compared to the same quarter last year. During the same quarter last year, the firm earned ($2.08) EPS. On average, analysts expect that Take-Two Interactive Software will post 0.97 EPS for the current fiscal year.

Insiders Place Their Bets

In other Take-Two Interactive Software news, Director Michael Sheresky sold 182 shares of the business’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $235.11, for a total value of $42,790.02. Following the sale, the director directly owned 65,781 shares in the company, valued at $15,465,770.91. The trade was a 0.28% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Ellen F. Siminoff sold 414 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $245.48, for a total value of $101,628.72. Following the transaction, the director directly owned 2,429 shares in the company, valued at $596,270.92. This represents a 14.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,010 shares of company stock valued at $242,102 over the last three months. Company insiders own 1.34% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in TTWO. Vanguard Group Inc. grew its position in shares of Take-Two Interactive Software by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 21,868,194 shares of the company’s stock valued at $5,598,914,000 after purchasing an additional 166,661 shares in the last quarter. State Street Corp boosted its stake in Take-Two Interactive Software by 4.1% in the third quarter. State Street Corp now owns 11,012,647 shares of the company’s stock worth $2,845,084,000 after buying an additional 429,083 shares in the last quarter. Massachusetts Financial Services Co. MA boosted its position in Take-Two Interactive Software by 3.1% during the second quarter. Massachusetts Financial Services Co. MA now owns 5,525,176 shares of the company’s stock valued at $1,341,789,000 after buying an additional 166,867 shares during the period. Geode Capital Management LLC grew its position in Take-Two Interactive Software by 8.9% during the 2nd quarter. Geode Capital Management LLC now owns 4,647,459 shares of the company’s stock worth $1,124,088,000 after acquiring an additional 378,371 shares during the last quarter. Finally, Invesco Ltd. raised its holdings in Take-Two Interactive Software by 17.3% during the 2nd quarter. Invesco Ltd. now owns 3,490,676 shares of the company’s stock valued at $847,711,000 after buying an additional 515,484 shares during the last quarter. Institutional investors own 95.46% of the company’s stock.

Key Take-Two Interactive Software News

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

• Positive Sentiment: Company raised guidance sharply: management issued Q4 FY26 EPS guidance of $0.470–$0.570 (vs. consensus ~-0.41) and full‑year EPS $3.79–$3.90 (vs. consensus ~-0.43), and FY revenue guidance of ~$6.7B (above street). This guidance boost is the primary positive catalyst. Company Press Release
• Positive Sentiment: Top-line beat and strong revenue growth: Q3 revenue was ~$1.7B, up ~25–28% YoY and above consensus — supports the narrative of healthy bookings and cash conversion even as margins lag. Zacks: Tops Q3 Estimates
• Positive Sentiment: Analyst bullishness: Wedbush added Take‑Two to its Best Ideas list and keeps an Outperform/$300 target — reinforces buy-side momentum after the results and guidance. Wedbush Best Ideas
• Neutral Sentiment: Earnings detail and calls — mixed signals: management commentary and the full Q3 transcript are available for deeper color on cadence for GTA VI, live services, and cost outlook (important for modeling). Earnings Call Transcript
• Negative Sentiment: GAAP profitability disappointed: several outlets report a GAAP net loss (~$92.9M; GAAP EPS -$0.50) and an operating loss — the EPS picture is muddled by non‑GAAP adjustments, which may keep volatility high while analysts reconcile numbers. WSJ: Loss Narrows
• Negative Sentiment: Market positioning risks and investor hedges: unusually large put-option activity and extensive recent insider selling were flagged by data providers — these are short-term bearish signals that can amplify downside if guidance or execution doubts resurface. Quiver Quant: Stock Rises on Q3 Earnings (options/insider data)

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.