Gaming stocks are exploding — and many still have room to run.
The Global X Video Games and eSports ETF (HERO) is up about 44% since April 2025, compared to the S&P 500’s 34% gain in the same period. That kind of outperformance highlights the strength of the gaming sector and the opportunities still ahead.
Among the standout names, Take-Two Interactive (TTWO) is one to watch.
Why Take-Two Stands Out
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Stock performance: Since bottoming near $190 in April, TTWO has surged to around $232.40. We believe it has the potential to test $250 near term.
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Catalyst ahead: The much-anticipated launch of Grand Theft Auto VI (GTA VI) is expected to be a game-changer.
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Its predecessor, Grand Theft Auto V, sold 210 million copies, ranking as the third best-selling video game ever.
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Analysts project GTA VI could top that success with 250 million copies sold.
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Strong Fundamentals Back the Hype
Take-Two isn’t just riding the hype cycle — it’s backing it up with strong results:
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Earnings: EPS loss of just 7 cents — beating estimates by 65 cents.
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Revenue: $1.5 billion, up 12% year-over-year, and ahead of forecasts by $190 million.
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Guidance:
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Raised net bookings guidance for FY 2026 to $6.05–$6.15B, above consensus of $6.04B.
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Adjusted EBITDA now projected at $827M–$886M, up from prior $793M–$847M.
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This shows strong management confidence and consistent demand across both the GTA and NBA2K franchises.
The Bottom Line
Take-Two Interactive continues to build momentum, with both technical strength and fundamental support. With GTA VI on the horizon, the company is positioned for potentially record-breaking results.
Trading near $230.82, we’re looking for a move toward $250.
📌 Ian Cooper is an experienced trader who combines technical, fundamental, and news-driven analysis to help individual investors grow their wealth. His Premium Options Strategies are designed to capture opportunities just like this one.