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Schwab Network 对 $TTWO 的判断变化

频道资料 →频道引用的来源:BFA and JP Morgan、Baird、Bank of America、Barclays、Berenberg、Bernstein, with a Jefferies target cut noted、Bird (analyst firm)、CEO、CEO Joe Dominguez、Caner、Citi、Citigroup、Citizens、Daiwa、Dan Deming and Michael Monahan、Dan Ives、Deutsche Bank、Erit Research、Evercore ISI、Evercore ISI; Dan Ives、Goldman Sachs、JP Morgan Chase、JPMorgan、JPMorgan Chase、Jefferies、Jefferies, UBS and Citigroup、Jensen Huang; Dan Ives、Loop Capital、Mattie Natsson、Michael Saylor、Milius (analyst)、Morgan Stanley、Northrop、Oppenheimer、Oppenheimer, Freedom Broker、Oracle、Reddit CEO、Rothschild Redburn、SK Hynix、Seth、Tim Bigham、Tim and KG、Truist、UBS、Wall Street Journal、Wedbush、Wells Fargo、analysts共 3 条

Schwab Network 自 2026-11-09 起在 3 个视频里谈过 $TTWO,最近一次(2026-11-10)为看涨。

2026-11-10看涨
《Tuesday's First Moves: RKLB Widens Loss, GTA VI Leads TTWO, ONON Earnings》
AI 摘要 · 接下来 Take-Two 的故事核心其实是 GTA 6:该游戏将于 11 月 19 日发售,预购量已超 770 万份,版本定价从 79.99 美元到约 100 美元,构成不错的顺风。公司业绩超预期(每股 99 美分,预期 94 美分),营收 16 亿美元,并将 2027 财年营收指引两端均上调至 79.8 亿至 81.8 亿美元。

Take Two 是一个因财报而波动的标的。是的,Take Two 的故事从现在起真正围绕的是 GTA 6。就公司财报表现而言,他们在利润端超出了预期。每股收益为99美分,好于预期的94美分。

营收为16亿美元,略超预期。股价正在大幅上涨,目前涨超8%,大约8.5%左右,上下浮动。

Take Two is a name and an earnings mover. Yeah, the story with Take Two is really about GTA 6 from here. Uh in terms of how the company did on earnings, they beat expectations on the bottom line.

Earnings coming in at 99 cents per share, better than the 94 cents expected. Revenue coming in at 1.6 billion. That's a slight beat. You are seeing shares off to the races, rallying more than 8% right now.

About 8 and a half% roughly, uh, give or take there.

2026-11-09看涨
《McKay: "All Eyes" on GTA VI, TTWO Earnings to Set Bar for Release》
AI 摘要 · 说话者确信,一旦 GTA VI 于 11 月 19 日发售并公布早期数据,TTWO 股价将在未来几个月内正面反应;他预计该游戏首个财年销量约 3000 万份,目前预购量已约 800 万份。担忧在于市场对这款游戏的预期过高,以及 NBA 业务增长缓慢;该股目前仍较 7 月历史高点低 19-20%。他认为看涨的 215/235 看涨价差是在财报和发售前布局上涨的良好风险回报机会。

来看一下 Take-Two 的一年走势图,该公司定于今天收盘后发布财报。股价本月上涨了12%,但在2026年下跌了16%。这一路走来经历了不少起伏。

looking at the one-year chart for Take-Two, which is scheduled to report earnings after the market close today. The share price rose 12% this month, but fell 16% in 2026. The journey has been through some ups and downs.

年初时我们离开了高位,但最近几个交易日已经反弹得不错。让我们来获取 Take-Two 的内部消息,并看看今天的财报预测。

We moved away from high prices at the beginning of the year, but have rebounded nicely in recent sessions. Let's get insider news from Take-Two and take a look at today's earnings report forecast.

2026-11-09看涨
Options Corner: Can TTWO Earnings Add Confidence into GTA VI Release?
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