Investors Put GTA VI Launch Ahead of Take-Two Earnings as FY2027 Revenue Target Tops $7.9 Billion
Updated
Updated · Simply Wall St · Jul 18
Investors Put GTA VI Launch Ahead of Take-Two Earnings as FY2027 Revenue Target Tops $7.9 Billion
3 articles · Updated · Simply Wall St · Jul 18
Summary
Jefferies said Take-Two’s upcoming fiscal first-quarter results should be broadly in line, but investor attention has shifted to any management update on Grand Theft Auto VI’s launch timing, scope and online rollout.
GTA VI has become the key near-term catalyst because Take-Two’s growth case depends heavily on keeping players engaged long after release, with the online component seen as central to sentiment.
Take-Two’s FY2027 outlook calls for $7.9 billion to $8.1 billion in revenue and a return to profitability, so any softer tone on GTA VI could undermine confidence in that trajectory.
Longer term, the company’s narrative points to $8.8 billion revenue and $1.1 billion earnings by 2028, while some bullish analysts project $10.6 billion revenue and $2.0 billion earnings by 2029.
That leaves the stock’s outlook increasingly tied to one franchise, with delays or weaker GTA Online adoption posing the biggest risk to how investors value Take-Two against steadier series like NBA 2K and WWE 2K.