Take-Two Interactive Software Q1 Earnings: Analyst Estimates and Ratings

Take-Two Interactive Software (TTWO) has outperformed the broader market over the past year, gaining 47.7%. The company's Q1 results exceeded expectations, with adjusted EPS of $0.61 and revenue of $1.5 billion. Analysts expect EPS to grow 107.1% in the current fiscal year, and the consensus is a "Strong Buy." The mean price target of $261.70 represents a 14.4% premium to current levels.

Take-Two Interactive Software (TTWO) reported its Q1 2026 earnings on August 7, 2025, with an adjusted earnings per share (EPS) of $0.61, surpassing analysts' consensus estimates of $0.28 by $0.33. The company's quarterly revenue rose 16.4% year-over-year to $1.5 billion, also exceeding analysts' estimates of $1.31 billion. These results reflect a strong performance for the game publisher, which has seen its stock outperform the broader market over the past year.

The company's stock has gained 47.7% over the past year, compared to the S&P 500 Index's 14.3% rise. In 2025, TTWO's stock rose 24.2%, surpassing the S&P 500 Index's 8.7% gain on a year-to-date basis. However, the VanEck Video Gaming and eSports ETF (ESPO) has outperformed TTWO, gaining about 61.9% over the past year and 35.2% year-to-date.

Analysts remain bullish on TTWO, with 19 of 21 covering firms assigning a "Strong Buy" rating. The average 12-month price target stands at $269.40, implying a 15.85% upside from current levels, while the Street-high target of $285 signals a 24.6% potential gain. Analysts project full-year revenue between $6.1 billion and $6.2 billion and EPS growth of 107.1% for the current fiscal year. The company expects EPS to grow from $0.97 to $5.49 per share in the next year, representing a 465.98% increase.

TTWO's next earnings date is estimated for November 5, 2025, based on past reporting schedules. The company's financial performance supports the optimistic outlook, with Q1 revenue of $1.5 billion, up 12.4% year-over-year, and adjusted EPS of $0.61 exceeding estimates. However, investors should be aware of the market volatility highlighted by a backtested trading strategy of purchasing the top 500 volume stocks and holding for one day from 2022 to 2025. This strategy generated a 1.98% average daily return but faced a maximum drawdown of -29.16%.

References:

[1] https://www.marketbeat.com/stocks/NASDAQ/TTWO/earnings/
[2] https://www.ainvest.com/news/shares-dip-0-35-420th-ranked-trading-volume-analysts-push-strong-buy-269-price-target-2508/
[3] https://finance.yahoo.com/news/two-interactive-software-stock-analyst-112236936.html