Take-Two Interactive Software, Inc.

(NASDAQ Global Select)
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Bullish +73

Take-Two (TTWO) Gets a Buy from B. Riley Securities

AI-generated analysis

🎮 Take-Two Interactive (TTWO) received a "Buy" rating from B. Riley Securities analyst Drew Crum.

💰 B. Riley set a price target of $300.00, slightly above the current market price implied by analyst consensus.

👤 Analyst Drew Crum holds a 5-star rating with a 10.4% average return and 56.36% success rate.

✅ The consensus recommendation for TTWO is "Strong Buy" with an average price target of $288.06.

📊 The company reported Q4 revenue of $1.7 billion, up from $1.36 billion in the prior year.

💸 GAAP net loss improved to $92.9 million compared to a $125.2 million loss last year.

⚠️ Corporate insider sentiment remains negative with increased share selling over the past quarter.

📉 Director Michael Dornemann recently sold 1,390 shares worth approximately $296,000 earlier this month.

🎮 'Resident Evil Requiem' debuted as the best-selling new game of 2026 in the U.S. market.

🚀 U.S. video game spending increased by 1% year-over-year in February according to Circana data.

Bullish Signals
  • Take-Two maintains a Strong Buy consensus among analysts with an average price target of $288.06, indicating sustained investor confidence in its growth prospects.
  • B. Riley Securities analyst Drew Crum reiterated a Buy rating with an elevated price target of $300.00, which represents upside potential above the current market consensus.
  • The company reported quarterly revenue of $1.7 billion for the quarter ending December 31, reflecting year-over-year growth compared to the previous year's $1.36 billion.
  • GAAP net loss narrowed to $92.9 million from a prior loss of $125.2 million last year, demonstrating improved financial performance despite current profitability challenges.
  • Analyst Drew Crum is ranked as a 5-star analyst with an impressive average return of 10.4% and a 56.36% success rate, lending credibility to the Buy recommendation.
Risk Factors
  • Take-Two reported a GAAP net loss of $92.9 million for the quarter ending December 31, which indicates ongoing profitability challenges despite revenue growth.
  • Corporate insider sentiment is negative with increased selling activity among 77 insiders over the past quarter, including Director Michael Dornemann selling 1,390 shares worth $296,195.10 earlier this month.
  • Wells Fargo recently lowered Take-Two's price target to $295 from $301, signaling a negative outlook from at least one major analyst despite the current 'Strong Buy' consensus.
Full Analysis
B. Riley Securities has reaffirmed its Buy rating on Take-Two Interactive Software Inc., ticker symbol TTWO, with analyst Drew Crum setting a price target of $300.00. According to TipRanks data, Mr. Crum holds a 5-star analyst designation with an average return of 10.4% and a success rate of 56.36%. This recommendation aligns with the broader market sentiment, as Take-Two maintains a Strong Buy consensus among analysts, supported by a collective price target of $288.06. In its financial reporting for the quarter ended December 31, Take-Two recorded quarterly revenue of $1.7 billion and reported a GAAP net loss of $92.9 million. This performance represents an improvement over the previous year, where the company reported revenue of $1.36 billion alongside a GAAP net loss of $125.2 million. Despite the positive earnings trend and analyst support, corporate insider sentiment toward the stock is currently negative. Recent activity among 77 corporate insiders indicates an increase in share selling over the past quarter compared to earlier in the year, highlighted by the recent sale of 1,390 shares for $296,195.10 by Michael Dornemann, a Director at TTWO. The article also notes conflicting analyst actions, as Wells Fargo has lowered its price target for Take-Two from $301 to $295. While the primary focus remains on the B. Riley Securities rating and insider trading data, the broader news stream accompanying the report includes unrelated market updates such as U.S. video game spending rising 1% year-over-year in February according to Circana, as well as commentary on Canadian wealth drivers shifting from housing to stocks.