GTA VI launches in 36 days, but Take-Two's stock has dropped more than 20% this year. Here's what experts think.

Oct 14, 2026, 9:04 AM ETOpinionRead the original at Benzinga

Neutral

Take-Two's quarterly estimates for NBA 2K and mobile were cut, but its $8.0 billion to $8.2 billion bookings forecast still depends on GTA VI. With the launch ahead, the story does not shift its outlook either way.

TTWO · Take-Two Interactive Software Inc.

AI read · Neutral

The AI's read

The company's expected growth still rests on a game that has not launched. At the same time, weaker NBA 2K and mobile expectations have pulled down its quarterly forecasts. Analysts expect leaked footage to have little effect, and Take-Two kept its fiscal 2027 bookings forecast. Those points balance the lower estimates and a 3% drop in first-quarter bookings.

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