Take-Two stock price target raised to $300 by Benchmark on GTA VI outlook

Published 16/10/2025, 14:18
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Investing.com - Benchmark raised its price target on Take-Two Interactive (NASDAQ:TTWO) to $300.00 from $275.00 on Thursday, while maintaining a Buy rating on the video game publisher’s stock. The new target represents potential upside from the current price of $261.50, with the stock already showing impressive gains of nearly 69% over the past year.

The research firm cited Take-Two’s "solid momentum" following a strong fiscal first quarter and raised full-year guidance, despite acknowledging that recent titles Mafia: The Old Country and Borderlands 4 likely underperformed expectations.

Benchmark noted that management’s outlook appears achievable given strength in NBA 2K26 engagement and continued mobile growth across Take-Two’s portfolio of games.

The firm characterized fiscal year 2026 as a "transitional year" ahead of the highly anticipated Grand Theft Auto VI release scheduled for May 2026 and the expected reveal of GTA Online 2.

Benchmark predicted these upcoming releases "will mark the start of a multi-year earnings inflection" for Take-Two and suggested that "opportunistic buyers" would likely emerge if the company reports any quarterly weakness.

In other recent news, Electronic Arts will be acquired by an investor consortium, which includes Saudi Arabia’s Public Investment Fund, Silver Lake, and Affinity Partners, for $210 per share in cash. This deal values the video game publisher at approximately $36 billion in equity. Meanwhile, Take-Two Interactive has seen its stock price target raised by two different firms. DA Davidson increased its price target to $300, citing record engagement levels for the game NBA 2K in September 2025. Rothschild Redburn also raised its price target for Take-Two Interactive to $260, as anticipation builds for the release of Grand Theft Auto VI. Additionally, Take-Two Interactive announced the adoption of a nonqualified deferred compensation plan for certain key employees, effective September 1, 2025. This plan allows a select group of management or highly compensated employees to defer a portion of their compensation. In other developments, OpenAI is planning to monetize its video generation technology and share revenue with content rightsholders, following higher-than-expected user engagement with its tools.

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