Benchmark Analyst Raises Price Target for TTWO to $275, Maintains Buy Rating

Benchmark analyst Mike Hickey maintains a "Buy" rating on Take-Two Interactive (TTWO) and raises the price target from $250 to $275, reflecting a 10% increase. The average one-year target price is $250.08 with an upside of 11.26% from the current price of $224.78. GuruFocus estimates the GF Value for TTWO in one year to be $186.65, suggesting a downside of 16.96%.

Benchmark analyst Mike Hickey has maintained a "Buy" rating on Take-Two Interactive (TTWO) and increased the price target from $250 to $275, reflecting a 10% increase. This move comes after a strong first-quarter fiscal year 2026 earnings report, where Take-Two exceeded expectations by posting robust revenue growth [1].

The new price target represents a potential upside of 11.26% from the current price of $224.78. This optimism is driven by Take-Two’s impressive performance across its portfolio, including mobile games, NBA 2K, and GTA Online, which have shown strong growth [1]. Additionally, upcoming game releases such as Mafia: The Old Country, NBA 2K26, Borderlands 4, and Grand Theft Auto VI are anticipated to further boost the company’s performance [1].

In contrast, GuruFocus estimates the GF Value for TTWO in one year to be $186.65, suggesting a downside of 16.96% from the current price. This discrepancy highlights the varying opinions among analysts regarding the stock’s potential future performance [1].

Analysts have expressed confidence in Take-Two’s future prospects, noting the company’s strong mobile gaming performance and upcoming premium releases [2]. Despite the recent earnings report, Take-Two’s stock price reacted positively in premarket trading, indicating investor optimism [3].

Take-Two’s management has also shown confidence in the company’s trajectory, with CEO Strauss Zelnick expressing optimism about the company’s future and CFO Lainie Goldstein highlighting the ambitious pipeline of upcoming releases [3].

References:
[1] https://ca.investing.com/news/analyst-ratings/jpmorgan-raises-taketwo-interactive-stock-price-target-to-275-on-strong-performance-93CH-4145821
[2] https://www.indexbox.io/blog/take-two-interactive-shares-rise-on-strong-mobile-gaming-forecast/
[3] https://www.investing.com/news/transcripts/earnings-call-transcript-taketwo-interactive-q1-2025-sees-revenue-beat-but-eps-miss-93CH-4179364