--- title: "Take-Two Interactive Software (NASDAQ:TTWO) Releases Q4 2026 Earnings Guidance" type: "News" locale: "en" url: "https://longbridge.com/en/news/274737799.md" description: "Take-Two Interactive Software (NASDAQ:TTWO) has updated its Q4 2026 earnings guidance, projecting EPS of 0.470-0.570, surpassing the consensus estimate of -0.410. Revenue guidance is set at $1.5 billion-$1.6 billion, aligning with the consensus. The company also revised its FY 2026 EPS guidance to 3.790-3.900. Despite a recent stock drop to $212.17, analysts maintain a positive outlook, with several upgrades and a consensus target price of $273.11. Insider trading activity has been noted, with directors selling shares recently." datetime: "2026-02-04T01:26:29.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/274737799.md) - [en](https://longbridge.com/en/news/274737799.md) - [zh-HK](https://longbridge.com/zh-HK/news/274737799.md) --- # Take-Two Interactive Software (NASDAQ:TTWO) Releases Q4 2026 Earnings Guidance Take-Two Interactive Software (NASDAQ:TTWO - Get Free Report) updated its fourth quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 0.470-0.570 for the period, compared to the consensus EPS estimate of -0.410. The company issued revenue guidance of $1.5 billion-$1.6 billion, compared to the consensus revenue estimate of $1.5 billion. Take-Two Interactive Software also updated its FY 2026 guidance to 3.790-3.900 EPS. ## Take-Two Interactive Software Price Performance - Unity’s 25% Drop: Gaming Crisis or Buying Opportunity? NASDAQ:TTWO traded down $9.64 during mid-day trading on Tuesday, reaching $212.17. The stock had a trading volume of 5,256,551 shares, compared to its average volume of 1,799,660. The firm has a 50 day moving average price of $246.30 and a two-hundred day moving average price of $243.64. The stock has a market capitalization of $39.20 billion, a P/E ratio of 87.33, a P/E/G ratio of 3.54 and a beta of 0.92. Take-Two Interactive Software has a one year low of $181.86 and a one year high of $264.79. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.15 and a current ratio of 1.15. Take-Two Interactive Software (NASDAQ:TTWO - Get Free Report) last announced its quarterly earnings data on Tuesday, February 3rd. The company reported ($0.50) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.83 by ($1.33). The business had revenue of $1.70 billion during the quarter, compared to analysts' expectations of $1.58 billion. Take-Two Interactive Software had a negative net margin of 64.26% and a positive return on equity of 12.49%. Take-Two Interactive Software's revenue for the quarter was up 28.5% on a year-over-year basis. During the same period last year, the company posted ($0.71) EPS. Take-Two Interactive Software has set its FY 2026 guidance at 3.790-3.900 EPS and its Q4 2026 guidance at 0.470-0.570 EPS. As a group, analysts expect that Take-Two Interactive Software will post 0.97 earnings per share for the current year. ## Wall Street Analyst Weigh In - MarketBeat Week in Review – 01/26 - 01/30 Several equities analysts recently issued reports on TTWO shares. Zacks Research upgraded Take-Two Interactive Software from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, January 14th. BMO Capital Markets raised their target price on shares of Take-Two Interactive Software from $252.00 to $275.00 and gave the stock an "outperform" rating in a report on Friday, November 7th. UBS Group lifted their target price on shares of Take-Two Interactive Software from $292.00 to $300.00 and gave the stock a "buy" rating in a research note on Wednesday, January 28th. Wedbush reissued an "outperform" rating and set a $300.00 price target on shares of Take-Two Interactive Software in a research report on Thursday, January 29th. Finally, Jefferies Financial Group raised their price target on shares of Take-Two Interactive Software from $270.00 to $300.00 and gave the stock a "buy" rating in a report on Monday, November 3rd. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, Take-Two Interactive Software presently has an average rating of "Moderate Buy" and a consensus target price of $273.11. **Get Our Latest Stock Report on Take-Two Interactive Software** ## Insider Activity - Is Take-Two Interactive the Last Pure-Play Gaming Stock? In other news, Director Ellen F. Siminoff sold 414 shares of the firm's stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $245.48, for a total value of $101,628.72. Following the completion of the sale, the director directly owned 2,429 shares of the company's stock, valued at approximately $596,270.92. This trade represents a 14.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Michael Sheresky sold 182 shares of the business's stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $235.11, for a total transaction of $42,790.02. Following the transaction, the director owned 65,781 shares in the company, valued at $15,465,770.91. This represents a 0.28% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 1,010 shares of company stock valued at $242,102. Corporate insiders own 1.34% of the company's stock. ## Take-Two Interactive Software News Summary Here are the key news stories impacting Take-Two Interactive Software this week: - Positive Sentiment: Revenue and cash strength — Take‑Two reported Q3 revenue of $1.70B, roughly +25% YoY and above Street estimates, and cash & cash equivalents rose to about $2.16B. Those topline and liquidity metrics support the argument the company can invest behind franchises and weather near‑term volatility. Take‑Two Stock Rises on Q3 2026 Earnings - Positive Sentiment: Analyst support / long‑term upside — Multiple firms (e.g., Wedbush, UBS) maintain Buy/Outperform ratings and high 12‑month targets (median ~ $288, several at $300), which underpins longer‑term investor optimism around GTA and other franchises. Take‑Two added to Wedbush's Best Ideas List - Neutral Sentiment: Narrower net loss but profitability still negative — Net loss narrowed to $92.9M (‑$0.50/sh) from a larger loss a year ago and gross profit rose, signaling operational improvements even as margins remain negative. Investors will focus on whether trends continue. Take‑Two Loss Narrows, Sales Climb - Negative Sentiment: Large EPS miss and continued operating loss — EPS came in at -$0.50 versus expectations well into positive territory (~$0.83–$0.85). The earnings shortfall is the clearest immediate catalyst for selling pressure despite the revenue beat. MarketBeat Earnings Summary - Negative Sentiment: Insider selling and bearish options flow — Company insiders have been net sellers (multiple high‑value sales reported) and there was an unusual spike in put option volume ahead of the report, both of which amplify near‑term bearish sentiment. Quiver Quant Insider & Options Data - Negative Sentiment: Sector tech/AI concerns — Recent AI demos (e.g., Google/Project Genie) and volatility at peers like Unity have pressured gaming stocks by raising questions about long‑term content/tool disruption; that headline risk adds to short‑term selling. Unity’s 25% Drop: Gaming Crisis or Buying Opportunity? ## Institutional Trading of Take-Two Interactive Software Hedge funds have recently modified their holdings of the business. Wexford Capital LP bought a new stake in Take-Two Interactive Software in the 3rd quarter worth about $70,000. Geneos Wealth Management Inc. grew its stake in shares of Take-Two Interactive Software by 118.7% in the first quarter. Geneos Wealth Management Inc. now owns 304 shares of the company's stock worth $63,000 after acquiring an additional 165 shares during the period. MUFG Securities EMEA plc purchased a new position in shares of Take-Two Interactive Software during the second quarter valued at approximately $121,000. Equitable Holdings Inc. bought a new position in Take-Two Interactive Software during the third quarter valued at approximately $212,000. Finally, L2 Asset Management LLC purchased a new stake in Take-Two Interactive Software in the third quarter worth approximately $217,000. Institutional investors own 95.46% of the company's stock. ## About Take-Two Interactive Software (Get Free Report) 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. ## Featured Stories - Five stocks we like better than Take-Two Interactive Software - The day the gold market broke - Forget AI, This Will Be the Next Big Tech Breakthrough - ALERT: Drop these 5 stocks before the market opens tomorrow! - Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company - Trump Planning to Use Public Law 63-43: Prepare Now _This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com._ ## Should You Invest $1,000 in Take-Two Interactive Software Right Now? Before you consider Take-Two Interactive Software, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Take-Two Interactive Software wasn't on the list. While Take-Two Interactive Software currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. 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