Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell- side) analysts often affect a stock's price, do they really matter? Let's take a look at what these Wall Street heavyweights have to say about Take-Two Interactive (TTWO) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Take-Two currently has an a ...

Loading... Loading... J.P. Morgan analyst Cory A Carpenter reiterated an Overweight rating on the shares of Take-Two Interactive Software Inc TTWO with a price target of $200.00. The following are the analyst’s opinions from the company’s CEO and CFO meetings. The analyst noted TTWO sounded rather positive on mobile gaming trends, both for the industry and Zynga specifically. Management noted mobile feels ‘good and robust,’ with stable / slight industry growth in 2024 as consumers are showing a willingness ...

Take-Two Interactive Software (TTWO) is expected to benefit from the continued expansion of its gaming portfolio. Take-Two plans to launch 16 games in the current year. The company aims to innovate and offer some fresh and exciting games for gamers to enjoy. This plan would further solidify its gaming portfolio and boost its net bookings. The Zacks Consensus Estimate for TTWO's fiscal 2025 total net bookings is pegged at $6.12 billion, indicating year-over-year growth of 14.9%. The Zacks Consensus Estimate ...

Take-Two Interactive Software (TTWO) is expected to benefit from the continued expansion of its gaming portfolio. Shares of the company have gained 3.1% in the year-to-date period against the Zacks Consumer & Discretionary sector’s decline of 2.1% due to the anticipation of upcoming games. The company has launched Star Wars: Hunters, a competitive battle arena game under its wholly-owned private label, Zynga Inc., in collaboration with Lucasfilm Games. Available for free on Nintendo Switch, iOS and Android ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended March 31, 2024 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission file number 001-34003 TAKE-TWO INTERACTIVE SOFTWARE, INC. (Exact name of registrant as specified in its charter) Delaware 51-0350842 (State or Other Jurisdiction ...

Take-Two Interactive surpassed revenue targets in Q4 but struggled against profit expectations. Take-Two Interactive Software (TTWO 1.21%), the publisher behind blockbuster game franchises like "Grand Theft Auto" and "NBA 2K," released its earnings for the fourth quarter of fiscal year 2024 on May 16. The results showed both triumphs in revenue and challenges in profitability. Total net revenue for the quarter was $1.3994 billion, surpassing management's guidance of $1.323 billion to $1.373 billion. However ...

Take-Two Interactive Software, Inc (NASDAQ:TTWO) stock is up 2.2% to trade at $149.43, reversing premarket losses after the video game company reported a sharper-than-expected loss for the fiscal fourth quarter. More concerning though, Take-Two also slashed its bookings forecast for next year and pushed back its Grand Theft Auto release to the fall of 2025, instead of later this year. The stock is shrugging off three price-target cuts in response, the worst coming from BofA Global Research to $160 from $170 ...

Key Points Take-Two Interactive had a solid quarter but showed weakness in bookings and issued light guidance. The release of Grand Theft Auto 6 is impacting the outlook for 2025; results will pick up in 2026. Analysts are trimming targets, but the consensus is that this stock is still undervalued. Take-Two Interactive Software (NASDAQ: TTWO) turned a corner in 2022, which resulted in a 60% upswing in the stock price. The growth outlook is intact, but the Q4 results and 2025 guidance have reset the market. ...

Take-Two Interactive Software (TTWO) incurred fourth-quarter fiscal 2024 GAAP net loss of $17.02 per share, wider than a loss of $3.62 reported in the year-ago quarter. The Zacks Consensus Estimate for earnings was pegged at 7 cents per share. GAAP net revenues decreased 3% year over year to $1.45 billion. The figure beat the Zacks Consensus Estimate by 3.92%. Revenues from the United States declined 9.1% year over year to $861.4 million and accounted for 61.6% of GAAP net revenues. The rest came from inter ...

财务数据和关键指标变化 - 公司在第四季度和全年实现了强劲的业绩,第四季度净营收达到13.5亿美元,超出了公司的指引范围 [33] - 全年净营收达到53.3亿美元,略高于公司之前调整后的指引范围 [36] - 经常性消费支出占净营收的比重为78%,超出了公司的预期 [37] 各条业务线数据和关键指标变化 - NBA 2K24表现超预期,到目前为止已售出900万套 [12] - 《GTA》系列表现出色,GTA V全球累计销量超过2亿套,全年玩家群体分别增长35%和23% [13][15] - 《红Dead Redemption 2》也超出预期,全球累计销量近6400万套 [15] - Borderlands 3超出预期,Gearbox将正式加入2K旗下 [16] - WWE 2K24是该系列历史上最高评分的作品,玩家参与度也非常高 [17][18] - Zynga的Match Factory!和Toon Blast表现出色,带动了移动端的优秀业绩 [20][21] 各个市场数据和关键指标变化 - 公司预计2025财年地理分布为美国60%,国际40% [41] 公司战略和发展方向及行业竞争 - 公司正在执行大规模的成本削减计划,预计每年可节省1.65亿美元 [11] - 公司未来3年内将推出约40款新作,包括15款核心大作和6款体育类模拟游戏 [25][29] - 公司看好Gearbox的加入,认为可以带来很多增长机会 [16] - 公司看好移动端业务的发展前景,正在加大对Match Factory!等产品的营销投入 [20][48] 管理层对经营环境和未来前景的评论 - 管理层对公司的业务前景充满信心,预计未来3年内将实现连续的营收增长 [9][49] - 管理层对GTA VI的商业前景越来越乐观,发布窗口从2025年调整至2025年秋季 [10][45] - 管理层认为公司正处于一个非常有前景的发展阶段,未来将继续专注于创造力、创新和效率 [23] 问答环节重要的提问和回答 问题1 **Eric Handler 提问** 询问公司收购Gearbox的原因和预期 [53][54] **Strauss Zelnick 回答** 公司认为Gearbox是一家优秀的工作室,能够持续推出高品质的AAA产品,收购是一个很好的机会 [54][55] 问题2 **Doug Creutz 提问** 询问Rollic工作室的游戏生命周期和变现模式 [59][60] **Strauss Zelnick 回答** Rollic正在尝试"混合休闲"的模式,希望能够打造出更持久的游戏IP,未来有望实现"永续"运营 [60][61] 问题3 **Martin Yang 提问** 询问NBA系列在不同主机世代之间的过渡情况 [85][88] **Karl Slatoff 回答** NBA系列在新老主机世代之间的过渡确实存在一些挑战,但公司正在努力应对 [88]