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Take-Two stock rating upgraded to Strong Buy by Raymond James
| USA | economy

Take-Two stock rating upgraded to Strong Buy by Raymond James

#Take-Two Interactive #Raymond James #Grand Theft Auto VI #Stock Upgrade #Investment #GTA 6 #Video Game Industry

📌 Key Takeaways

  • Raymond James has officially upgraded Take-Two Interactive to a 'Strong Buy' rating.
  • The upgrade is primarily driven by the high earning expectations for the upcoming Grand Theft Auto VI.
  • Analysts believe the stock is currently undervalued relative to its fiscal 2026 growth projections.
  • The publisher's diverse portfolio, including sports titles, provides a stable foundation for this growth.

📖 Full Retelling

Financial analysts at Raymond James upgraded the stock rating for video game publisher Take-Two Interactive Software, Inc. to a "Strong Buy" on Monday following a comprehensive review of the company's upcoming product pipeline. The analysts, operating out of the firm’s investment research division, raised their outlook from "Outperform" based on the anticipated massive financial success of Grand Theft Auto VI (GTA VI). This strategic upgrade reflects growing confidence in the publisher's ability to dominate the entertainment market during the fiscal year 2026, driven by unprecedented consumer demand for its flagship franchise. The core of the Raymond James thesis centers on the immense economic potential of the next installment in the Grand Theft Auto series, which is scheduled for release in late 2025. Market experts view this title not just as a standard game release, but as a generational cultural event capable of generating billions of dollars in initial sales and sustained recurring revenue through online components. The upgrade suggests that the current market price of Take-Two shares does not yet fully reflect the monumental earnings growth expected once the title hits store shelves. Beyond the immediate impact of GTA VI, the analysts highlighted Take-Two's broader portfolio, which includes successful franchises like NBA 2K and Red Dead Redemption. The firm believes that the company has successfully navigated the post-pandemic industry stabilization and is now positioned for significant margin expansion. By moving the stock to a "Strong Buy" category, Raymond James is signaling to institutional investors that Take-Two represents one of the most compelling growth opportunities in the technology and media sectors over the next 18 to 24 months.

🏷️ Themes

Finance, Gaming, Stock Market

📚 Related People & Topics

Raymond James Financial

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Video game industry

Video game industry

Economic sector of video games

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Grand Theft Auto VI

Grand Theft Auto VI

Upcoming video game

# Grand Theft Auto VI **Grand Theft Auto VI** is an upcoming action-adventure game developed and published by **Rockstar Games**. It serves as the eighth primary installment in the *Grand Theft Auto* series, following the 2013 release of *Grand Theft Auto V*, and is the sixteenth entry in the franc...

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Investment

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📄 Original Source Content
try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry As Claude disrupts stock market, Anthropic researcher warns ’world is in peril’ Gold, silver prices rise amid U.S.-Iran tensions, blowout January payrolls data Dow halts three-day win streak as blowout jobs data curbs rate cut bets Citi pushes back Fed rate cuts to May after blowout January jobs report (South Africa Philippines Nigeria) Take-Two stock rating upgraded to Strong Buy by Raymond James Analyst Ratings Published 02/10/2026, 04:16 AM Take-Two stock rating upgraded to Strong Buy by Raymond James 0 TTWO -3.24% Investing.com - Raymond James upgraded Take-Two Interactive (NASDAQ:TTWO) from Outperform to Strong Buy while maintaining its price target of $285.00, representing a potential 39% upside from the current price of $205.03. The upgrade comes after Take-Two shares fell 15% since January 29, driven by concerns about Google’s Project Genie and potential impacts of AI creation tools on established publishers. InvestingPro data shows the stock has declined nearly 20% year-to-date, with technical indicators suggesting the stock may be in oversold territory. Raymond James characterized the market reaction as "overdone," citing strong fundamentals outlined in Take-Two’s F3Q26 report released last week. This assessment aligns with Take-Two’s impressive 20.3% revenue growth over the last twelve months. The firm specifically addressed AI concerns, stating that "world models are complements, not replacements for game engines" and that worries about AI replacement in video gaming are "misplaced" given the human factors involved in game creation. Raymond James further explained that AI world models "cannot supplant game engines in what makes games fun" nor can they "replace engines in what makes games money" through user acquisition, distribution, and monetization mechanics. In other recent news, Take-Two Interactive reported impressive financial results for its third quarter of fiscal 2026, with net bookings o...

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