TTWO
All eyes on the after-hours print
Take-Two Interactive is set to report fiscal Q4 earnings after the closing bell on Thursday, May 21, and Wall Street has already done the usual pre-show rituals: adjust expectations, polish spreadsheets, and pretend they’re not nervous.
Analysts are looking for earnings of $2.52 per share on revenue of about $2.52 billion, which would be a nice step up from the year-ago quarter. For a gaming company, that’s not just about the numbers — it’s a referendum on whether the hit machine is still humming.
Why investors care
Take-Two already gave investors a little confidence boost back on Feb. 3, when it posted better-than-expected third-quarter results and raised FY26 guidance. So tonight’s report is less about whether the company can talk a good game and more about whether it can keep delivering one.
A miss here could sour the vibe fast, especially with the stock already drifting 0.6% lower to $236.62 on Wednesday. A beat, though, could give the bulls another excuse to stick around and argue that the company’s long-term growth story is still intact.
The analyst chorus is getting louder
The Street has also been tweaking its Take-Two playbook lately:
- Wells Fargo trimmed its price target to $293 from $295 and kept an Overweight rating
- Wedbush held an Outperform rating with a $300 target
- UBS nudged its target up to $300 and kept a Buy rating
- B. Riley started coverage with a Buy rating and a $300 target
- BMO raised its target to $275 and kept an Outperform rating
Big picture: this is one of those earnings reports where the headline numbers matter, but the real action is whether management sounds confident enough to keep the market from spiraling into “great franchise, now prove it” mode.