โ๏ธ Pre-Market Earnings Recap:
$Fluor(FLR.US) $Oklo(OKLO.US) $Take-Two Interactive Software(TTWO.US) $Under Armour-C(UA.US) $Wendys(WEN.US)What's on your mind?
$Take-Two Interactive Software(TTWO.US) | BTIG ๐ข๐ง๐ข๐ญ๐ข๐๐ญ๐๐ฌ ๐๐๐ค๐-๐๐ฐ๐จ ๐๐ง๐ญ๐๐ซ๐๐๐ญ๐ข๐ฏ๐ with a ๐๐ฎ๐ฒ rating, sets ๐๐ ๐๐ญ $๐๐๐
Analyst sees the upcoming Grand Theft Auto VI release as a major catalyst for a multi-year improvement in earnings power and potential multiple expansion.$Take-Two Interactive Software(TTWO.US) | BofA Securities reiterates ๐๐ฎ๐ฒ on ๐๐๐ค๐-๐๐ฐ๐จ, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐๐ ๐๐ซ๐จ๐ฆ $๐๐๐
Analyst sees significant upside to GTA Online monetization, expecting its 'pay-to-progress' model to drive higher player spend than Fortnite's.Returns from major game announcement to release $Take-Two Interactive Software(TTWO.US):
๐ข GTA 4: +66% (2 yrs)๐ข GTA 5: +30% (1 yr 10 months)๐ข RDR2: +200% (2 yrs)๐ข GTA6: +48% so far (2 yrs 6 months and counting)The pre-release is one thing...Could GTA6 pull another GTA5 and keep going post-launch?โข $Apple(AAPL.US) is expected to reintroduce a new version of Siri at WWDC 2026.
โข $Dell Tech(DELL.US)'s new XPS 14 laptop has received positive reviews for its performance and build quality. โข Grand Theft Auto VI's release is causing a logjam of major game releases in the fall. $Take-Two Interactive Software(TTWO.US)โข The Trump administration is allocating $2 billion for government grants.
โข $NVIDIA(NVDA.US) received over 20 price-target increases after a strong Q1 report. โข $Seagate Tech(STX.US) and $Western Digital(WDC.US) stocks rose due to $NVIDIA(NVDA.US)'s earnings report. โข $Eli Lilly(LLY.US)'s new obesity drug showed significant weight loss results in trials. โข Take-Two Interactive's fiscal 2027 guidance was lower than expected despite strong Q4 results. $Take-Two Interactive Software(TTWO.US) โข $Workday(WDAY.US) and $Zoom Communications(ZM.US) stocks increased after reporting better-than-expected earnings.