How Parkev Tatevosian, CFA’s view on $TTWO changed

2026-09-27Bullish
“Is This the Biggest Stock Opportunity in Gaming History?”
TTWO is a good buy now; trades near fair value ($202 vs $207) and low multiple (20x fwd PE), though confidence is low due to single-game dependency.

For Take Two Interactive, its success largely depends on the release of GTA 6. GTA 5 is, without a doubt, the most successful game series in history. Since its release in 2013, GTA 5 has sold more than 230 million copies.

This is in addition to the recurring online sales that take place through the platform.

2026-09-01Bullish
“Should You Buy Take Two Stock Before the GTA 6 Release? | TTWO Stock Analysis”
Upgrade TTWO to Buy with low conviction ahead of GTA 6 launch; valuation mixed (forward PE undervalued vs DCF overvalued) but catalysts present.

And investors are asking me if they should buy Take-Two Interactive stock before this game launches. Grand Theft Auto is arguably the most successful gaming franchise in history.

They've sold collectively 230 million units worldwide in Grand Theft Auto 5 and before.

So, investors are highly anticipating this launch as a catalyst that could boost the company's revenue and profits and cash flow. So, even before the launch of GTA 6, Take-Two Interactive has done a solid job increasing revenue.