TTWO

Hamlerhead

Honestly, I bought TTWO back in 2021 on GTA6 hype. When it was trading around $180 and then again when it dropped to $118. So I'm reasonably happy with my holdings, but... It's been nearly five years and I'm afraid the success of GTA6 is already priced in. I just don't know if it's gonna make me rich anytime soon. No big whoop.

terribletraderIG

No worries, man. I'm pretty cynical as well, and it seems like everyone else in this subreddit is too. This post has 21,000 views but literally no upvotes. People hate TTWO and they don't think GTA 6 will succeed. Honestly, it just makes me more confident in my position that the market hasn't appreciated what's about to happen.

Hamlerhead

When anything seems too good to be true...? Well, you know the rest. I remember waiting for Elden Ring to drop five years ago, desperate to invest in its success somehow. I'm still mad about missing out. I feel the same way about GTA6 and TTWO. But life never rewards my predictions. Sorry. I'm just a cynical shmuck.

After-Imagination-96

I like your thesis. I bought some shares of TTWO last May with the thought of "well if it goes up I'll use it to buy the game" and it went up like 50%. Now I have 1000$ or so that is supposed to be dedicated to GTA6. I think the current social climate wants escapism. I think GTA 6 may create an avenue for young to middle aged unfulfilled people to donate their paychecks and feel good about it.

Ghostjinn

$TTWO

hey_itsmeurbrother

but nvda still isn't a video game stock. it makes graphics cards, but so do other companies. a video game company would have been EA, TTWO, NTDOY etc...

ZeOs-x-PUNCAKE

>>I don’t know why you redditors like to be cute… Ok, redditor. I’m not denying that NVDA is a big player in the video game space, not sure where you got that assumption, but saying they’re a “video game company” doesn’t quite check out. They don’t make video games. It’s not about their AI stuff either, that’s not what makes them a tech company. The fact that they manufacture computer hardware, like they always have, is what makes them a tech company. TTWO and RBLX are video game companies, AMD and NVDA are tech companies. Clear distinction. That’s like saying Ford is an energy company because their cars consume oil and gas. Ford is a car company, Exxon-Mobil is an energy company. They’re deeply intertwined, but not the same thing.

Key_Kollection

Oh my god you’re not understanding. The kid doesn’t have to know previously that NVDA is a video game stock. The kid will say “I want to invest in video games stuff” and then their parent will elaborate on what those are. MSFT, NVDA, INTL, TTWO, etc.

bearhunter429

#Time to buy TTWO before the launch of the new GTA game LMAO🤌

ByahhByahh

Bought $TTWO today so I can sell it in 9 months and use the profits to buy a PS5 and GTA 6 and a lambo and a house.

Chrg88

I was opposite. Carvana at 20, TTWO at 20, and AMD at 3.75. Paper handed all of em and now I’m chasing the dragon

Limp_Career6634

TTWO

PassiveF1st

yeah I'm big on EA and TTWO for the next 2 years.

LowLimitPlayer

More TTWO

ImpressiveAmount4684

And it's still going up, while EA is taking a shit. TTWO will reach 270 easily before the release of VI.

rbnsncrs

It can't be TTWO as long as I'm holding it lol

Putrid_Programmer_89

[https://finance.yahoo.com/quote/TTWO/holders/](https://finance.yahoo.com/quote/TTWO/holders/) look at holders almost no retail owners.

PassiveF1st

TTWO is killing me, I sold some 230 calls after earnings dip and it fucking immediately bounces back 6% and blows through my strike. I need a good red day :(

diablo4megafan

> I'd rather stake into TTWO early enough well it might already be too late for that lol it's up like 70% since gta 6 announcement

ImpressiveAmount4684

I'd rather stake into TTWO early enough. GTA VI will break insane records and then some on release. Only to further enrich Rockstar with shark cards or other mtx for at least a decade.

EngRookie

I bought shares last winter and I'll probably sell a few weeks after the game comes out. I don't expect much growth potential out of TTWO once the game comes out and as you can see from the gains the stock has had the past year, any increase in revenue has for the most part already been priced in. Im shooting for a sell point of $250/share.

EngRookie

>GTA 6 would curbstomp switch 2 not the other way around nobody even cares about switch 2 when 90% of gamers are playing games from 10 years ago The switch 2 has already sold over 5 million units, there was a line of over 100 people at Best Buy in my area for midnight launch. Both gamestops in my area had a line of 80 each for midnight launch preorders. Preorder globally sold out within 15 minutes. The original launch window for GTA 6 was the same month the switch 2 came out. Nintendo announced the release date after GTA 6 announced theirs, yet GTA 6 was the one that delayed, not Nintendo, and TTWO announced the delay the same week the switch 2 launch date was announced. That's not a coincidence. That was them understanding that a lot of people were going to drop their entire video game budget buying the switch 2. The switch 2 is already projected to outsell the switch 1, the switch 1 is the greatest selling console of all time, it was so great the Sony "magically" found that they sold 10 million more Ps2's that they have reported for the past 20 years in a sad attempt to try to keep the title. Which btw the ps2's main selling point was that it was $200 cheaper than a standalone DVD player. Best Buy saw a 70% increase in sales due to the switch 2, gamestop saw a 300% increase in sales bc of the switch 2 (gamestop bought most of the inventory that was headed stateside). So GTA would in fact not curbstomp the switch 2 because the switch 2 won before the competition even started and forced TTWO to delay their flagship series. The first quarter earnings for TTWO sucked as because they delayed GTA 6, their entire studio was banking the game coming out and when it didn't it posted a -$21.03EPS with a $3.73 BILLION LOSS. Yet the stock price didn't move an inch, which gives credence to shareholders not selling bc the gains have already been realized at this point and people are just going to hold until the game releases b4 selling. FYI, TTWO has a market cap of $40B, Nintendo has a market cap of $113B and has IP on par with Disney when it comes to brand recognition and popularity. It's utterly laughable that you would think TTWO could actually compete with Nintendo. The amount of monetization opportunities that are present to Nintendo absolutely dwarfs anything the one trick pony that is TTWO could ever hope to achieve.

TrueGritty21

TTWO WILL rebound next week dammit… it’s ludicrous that they crushed earnings including all the fundamentals, and the market maker babies destroyed it (with gta pricing as the incredibly weak rationale) next day after teasing an after hour run up. You won’t shake me out that easy Gordon Gecko.

Creeping_Death_89

Obviously the scope of the game and the sentiment in the market is different but I remember being super excited to watch the price when RDR2 released and it was pretty bad actually. In the 2 weeks leading up to the release it gradually dropped from $133 in mid-October to around $116 on release day and then it dropped further down to $109 in the next few days after the release. I only hold TTWO so I’m not sure if this is common across other gaming releases but it seems like big money will start to sell off in the weeks leading up to the release.

Least-Cup79

Keep seeing people say priced in without knowing dick all. TTWO putting out \~1.5b and \~.25-1$ prints out. GTA6 will do 5b min(likely 10b over shelf life) and give them 5-10$ EPS in FY27. How the fuckshit is that priced in at 217 a share?

dvdmovie1

IMO, people are not willing to wait months for the promotion to start up and would rather the dozen other things that are going up every day. Bought TTWO in recent days, added a little more and am happy to wait until later this year. People will buy in advance of the game's release, especially if the promotion goes over well. If the game does as well or better than hoped combined with online, you could have another multi-year run a la how the stock did with GTAV.

Haccmantis

25k TTWO 25K SOXX 25K RKLB 25k VOO

LegitimateShameHands

Hat daily candle on TTWO looks tremendous lmfao

PassiveF1st

I was good until TTWO cratered this morning alongside PLTR pumping.

wilhelm96

Why did TTWO dump 10% from morning highs? Was GTA6 delayed again 🤣

Same-Fox9304

Market so manipulated. DDOG, TTWO, LLY all beat earnings and they go down. They're not even the most overvalued stocks. AND they raised guidance. The market either decided "we don't care about guidance" or they are no longer following their duty and intentionally manipulating stocks. They go and pump Tesla, PLTR, and BTC more. Times are getting desperate for market makers

elrealnexus

Could someone explain why is TTWO tanking after a solid earnings report?

LegitimateShameHands

Apparently TTWO is going down due to comments on GTA 6 pricing that‘s pure comedy lmfao

alexbananas

Might get some TTWO, guaranteed to reach ATH when gta6 releases

NatteZeeKoe

How can TTWO just go from +6% to -3% on the same day with good earnings lmao.

PositiveNo7994

wtf TTWO is tanking, went from +6% at open to -3%

LegitimateShameHands

What happened to TTWO did they cancel GTA 6?

Representative_Ad312

The dump on TTWO 😂

PositiveNo7994

damn TTWO from +6% to -1% in 30min on great earnings

LegitimateShameHands

TTWO really turning negative

vanting_too_much

Did TTWO dangle the gta carrot 🫤

DrSeuss1020

Please gentlemen I need a vibe check on TEM for earnings tomorrow. I paperhanded TTWO and PTON this week that would have made a lot. Now I’m emotionally putting it into TEM. Logic says I won’t hit 3/3 so I think I’m kinda fucked

dvdmovie1

Recommended TTWO in the mid $220's on here the other day, now $240 after hours.

PositiveNo7994

TTWO is literally free money for the upcoming 8 years, just sell at gta6 launch and buy again in the dip to launch to the stratosphere

PureSun4208

TTWO🚀🚀

PositiveNo7994

TTWO is gonna make me rich in the upcoming 8 years

PassiveF1st

Go uppies TTWO don't let me down.

Dismal-Structure4427

if gta6 is already priced in. Why was there 0 TTWO mention on the busiest reddit forums past years

Representative_Ad312

What's going on with TTWO?

Same-Brilliant2014

Lol TTWO with a legit W chart today

ImHungryAsFuck

Going with KTOS calls for earnings, really consider TTWO calls but not sure.

bobstaman

TTWO creates GTA. TTWO has earnings AH. GTA may be having those legal battles with Visa/Mastercard which could throw a wrench into profitability. Not financial advice but wouldn't be surprised to see it under 200 tomorrow. But also could be 250. God speed.

CanIMarginThat

if TTWO does something as simple as reaffirming GTA release date during earnings, does it shoot up 10%

Mailar2

So Noob Question i say to buy bit by bit to get more in dont buy everything by one price tag instead keep shifting buying more when its low TTWO was \~240$ one week and then it went down 8% so these price drops get more people in and new investors making the market better

sSHh772

TTWO owns GTA, good enough for me.

susanin76

TTWO long

PositiveNo7994

TTWO gonna dump or gonna pump after market earnings

ajw827

I regret not getting TTWO at $140. I thought the constant GTA 6 delays would hurt it, but it's now $225. Oh well, can read them all right.

MaskMM

Actually I lied but this ones a bit priced in already but TTWO which is gta 6. Somewhat of a different circumstance but follows a similar principle but slightly different

Embarrassed_Crow_720

Something like gta 6 isnt fully priced in. The mania that will follow once they release gameplay and open up pre-orders. And don't forget, they havent even mentioned gta online yet which is a cash printer. Get into TTWO now

PassiveF1st

I'm all in TTWO because when we're all unemployed next year we can stay home and play GTA6

PositiveNo7994

Don't mind me, just shilling TTWO

PositiveNo7994

TTWO down 8% past month into earnings. Might be a good play

dvdmovie1

Gradually buying a bit of NVO for a trade. Not bullish on it returning to the growth story it has been and continue to prefer other names for obesity theme, but the selling is excessive at this point and it's technically very oversold. LVMUY would be interesting if it gets to $100. The railroads are kind of interesting - CP in the low 70's, CSX as if (again, *if*) UNP is allowed to buy NSC, BNSF might take a look at CSX. Some life science/CRO names seem like they're finally turning a bit. I like TTWO in the low $220's (or less) with GTA VI next May. Is there anything that I'm excitedly buying atm? No. The stuff that is very hot I've been trimming a bit and there's some mildly compelling stuff in terms of what's been out of favor, but nothing particularly thrilling.

PassiveF1st

my TTWO leaps hope GTA6 release lol

Xzlk

I think so can EA and TTWO

cbusoh66

RBLX with a market cap bigger than EA and TTWO combined and still can't fucking turn a profit. Efficient market indeed. 🤡🤡🤡

CadetCovfefe

To be fair, this is exactly what everyone here was saying about TTWO in 2024 and 2023. "Everyone knows GTA 6 is coming, it's already priced in." I bought in 2023 and I'm up 103%.

dvdmovie1

I've been trimming PLTR so I'm not going to suggest that. So much of tech and even tech-adjacent things (industrials, nuclear energy, etc) have gotten overextended. The only tech thing that seems reasonable to me and that I've added is a starter position in TTWO in the mid/low 220's with GTA VI coming out in May (and I'm sure an increasing amount of promotion between now and then.)

LegitimateShameHands

TTWO with the 8th red day in a row, is GTA 6 canceled or what‘s going on?

9monkeypunches

Please buy TTWO

ThemanPablo

TTWO potentially, hit ATH recently, but I think there’s still a lot more upside

dvdmovie1

There are worse things than buying TTWO in the mid $220's with GTAVI about 10 months out (and an increasing ramp in promotion between now and then.)

Rel3ntl3ss42

What are your comments on [TTWO.us](http://TTWO.us) ?

GamblerTechiePilot

Maybe ask them. I use it and it has been a gem spotting stocks. CRS and TTWO other big ones that have been good investments

GamblerTechiePilot

GTA 6 play $TTWO, this thing is goging to keep increasing for a year into the game launch [https://www.gptplots.com/?ticker=TTWO](https://www.gptplots.com/?ticker=TTWO)

W8tLifrN00b

If you had the mentality to hold Palantir so aggressively at the time in spite of your analysis telling you not to, you probably would’ve done the same with another investment and had that blow up in your face. Also, the timeline you gave sounds like you cashed in right before PLTR dipped down to $7. Would you have been comfortable holding the -10K bag for almost two years? Only invest money you’d be okay losing. Even though I managed to catch PLTR and RKLB, I struck out on at least 5 other growth stock targets. I also sold TTWO for gain right before it reached $200. Am I kicking myself? Maybe a little. However, I sleep soundly knowing that my decisions will not put me at risk of losing my entire portfolio in the blink of an eye. Maybe if you want to be a little more aggressive with a future growth stock, you could cash in for just the cost-basis you put in and let the remainder sit and see what happens.

Low_Committee6119

You're seriously comparing them to TTWO?

ZHISHER

I think everyone is expecting it to break records. I started buying TTWO in 2015 when I saw how much they had monetized GTA Online and how much staying power it has. That’s one of the stocks I’ve been DCA a thousand or two a year for the last 10 years. It’s definitely paid off.

Wikibrainz

I highly agree with what people have already said in general about the gaming stocks but .... GTA 6.. i really believe in it, the private server with the RP plays made GTA5 viral, years after the initial release. And its not gone be just a game, especially with the in game advertisement possibilities etc. Anyway, i might be a delusional gamer but i am thinking at least 2X on $TTWO.

DeansFrenchOnion1

I think so. in general i think video game publishers are over-valued but TTWO is in a class of their own. the CFA or Costco of video game publishers. I bought last year, I bought this year, and I'm glad the game was delayed so I can buy more next year.

LegitimateShameHands

Was GTA 6 canceled? TTWO collapsing since 2 days

LegitimateShameHands

Why is TTWO dying today?

SorbetOwn9638

Bought TTWO back in late 2023, still buying small amounts weekly

taimychoo

I'm going to assume that's a typo, as the stock price today is $236. That's a 3.51% increase since OP made the post. TTWO has been lagging behind all 3 major indices (S&P +10.6%, NASDAQ +16.3%, DJIA +8.96%). I'll check in later a year from now. RemindMe! 1 year

mcj1ggl3

Why is TTWO my best performing stock

Same-Brilliant2014

Imagine not buying TTWO all year long

GhostsinGlass

[Based Fontaines DC](https://www.reddit.com/r/pics/comments/1lsn0v2/fontaines_dc_in_finsbury_park/) To make this market related. Gearbox uses Fontaine DC's "starburster" in their [First Look trailer for Borderlands 4](https://www.youtube.com/watch?v=26vY2GMfYTw) and it's and absolute gem of a trailer. They're cooking and if they can keep Randy Pitchford from opening his mouth too much sales are gonna be sweet. Borderlands 4, GTA VI, Calls on TTWO

housetheimpaler

My portfolio consists of SPY. BROs. VICI. XLV. and TTWO I’m a long term investor and I am just looking for advice i guess

LegitimateShameHands

What‘s happening to TTWO?

edmundamore1

Just start stacking TTWO now for when GTA6 drops.

dustnbonez

I agree there is I was talking out of my ass. I’m just convinced that rockstar won’t be doing anything like that. I would think gta6 will break tons of records. FYI: Six Months Before Release (March – September 2013) • On September 17, 2013, TTWO opened at $17.70 just as GTA V launched . • Six months earlier—in mid-March 2013—TTWO traded notably lower. The company’s fiscal year 2013 average was $16.18, with a year low of $11.48 . • This suggests a rise of approximately 25–35% in that period, driven by growing anticipation and pre-order buzz ahead of the September release. Twelve Months After Release (September 2013 – September 2014) • The fiscal year-end in 2014 closed with TTWO’s stock at $28.03, up from $17.37 in 2013—a gain of around 61% . • This spike reflects GTA V’s blockbuster launch (over $1 billion in sales in 3 days), followed by sustained revenue from continued sales and GTA Online DLC . • Analysts also highlighted that Take-Two stocks historically return a median of 30% in the 12 months around major GTA launches —and GTA V notably exceeded that benchmark.

JelisHermes

Haha, I’m not the Oracle of Delphi or the prophet Calchas — I can’t predict the future 😄 But here’s how I’d think about it: The stock could drop before release, especially if there are delays, weak marketing, or just market noise. Stocks sometimes go up before big events, and then drop when the event actually happens (“buy the rumor, sell the news”). If you want to buy, maybe start small now and watch how it moves as the game release gets closer. **Personally**, **I wouldn’t buy TTWO** ***right now*** **and here’s why** — in simple terms: It’s **very expensive** right now, close to its highest price. The company **isn’t making profit** at the moment (they expect future growth). No dividend — so the only way to make money is if the price keeps going up. Some technical signals (like RSI) say it might be **overbought** — meaning it could fall soon. That’s just my own opinion, of course — I’m not here to tell anyone what to do or what to buy 😊

JelisHermes

Not financial advice — just did a quick look at TTWO since your post caught my eye. You're right that GTA 6 is a major catalyst. But here's the broader picture: * Price is \~$238, very close to 52-week highs * Fair value estimates (like Investing.com) put it closer to **$169**, meaning it’s potentially **\~29% overvalued** * EPS forecast is very strong (**+110%**), but current earnings are negative (P/E around **-8.8**) * Technically it’s in a strong uptrend: RSI near 72, MACD still bullish, and price riding above both the 50- and 200-day MAs * Gross profit margin is solid (**58%**), but **ROE and ROA are deeply negative** right now * No dividend, pure growth play So: hype is justified — but price may already reflect a lot of future success. If you're long-term and believe in Rockstar delivering a hit *and* future recurring revenue, it's worth tracking. Otherwise, maybe wait for a pullback. Hope that helps!

Tadeh1337

Dude doesn’t understand the difference between a company’s future innovations taking into account of its stock price. TTWO is barely making profit, meanwhile its stock is up like 80% past year because of upcoming GTA 6 releasing next year. Same with Tesla.

jyusku

TTWO gonna drill down

Heavy_Special_477

Tmmr i will be checking if APLD is gonna be the next PLTR. Selling TSLA still. Selling AMC. Buying NBIS, and TTWO. Maybe buying ASML, Reddit, SMCI

TheHiveMindSpeaketh

Trimming my top positions ($TTWO, $PAC, $OMAB) for the first time in a while as valuations have gone from very attractive to reasonable. Shifting the cash to some more speculative positions in $SKYH and $PERF. Also still researching $YOU

Same-Brilliant2014

i expected a bad time this year and videogames and make up do well during bad times. So I started to buy TTWO anticipating the next GTA to do extremely well. So it's worked out so far. Gonna hold and keep buying till 2027~ when people buy multiple copies of GTA and they spend billions on GTA online.

Kyrptix

Nice what made you go for TTWO? I just came across them recently actually. Was looking to go for the gaming stocks myself.