Take-Two Interactive Software, Inc. (TTWO) earnings on May 21, 2026

After the market closes Q1 2026

More Take-Two Interactive Software, Inc. earnings

Prior outlook: Optimistic Outcome: Partial

The stock rose early in the day after earnings were released, then fell sharply and ended down over 4%. Analysts changed their view of the company's outlook.

TTWO price around the earnings

227.79

Change: -4.3%

2026-05-23, 00:00 UTC

Start of the measured window End of the measured window
220.71 233.43 246.15 258.87 238.08
Price series around the eventClosing price per minute from before the event to the end of the measured window.No trading (market closed)
May 21, 2026 May 22, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • Start of the measured window
  • End of the measured window
  • Market open
  • No trading (market closed)
  • Starting price
Price series around the event

Prior thesis

Prior outlook: Optimistic Outcome: Partial

Thesis published

Strong optimistic setup with risks

Analysts are very optimistic with a 16% upside target and the company has beaten earnings every time. However, the stock has been volatile and retail investors are overly excited, which can be risky.

Context analyzed before publication

Summary
Strong optimistic setup with risks
Reasoning
Analysts are very optimistic with a 16% price target and the company has beaten earnings in recent quarters. However, the stock has been volatile and retail investors are overly excited, which can be risky.
Playbook
High retail enthusiasm could lead to sharp moves, though the long-term story remains intact.
Trend
Expert sentiment improving recently

Analysts

Drivers

  • Analysts Positive

    Strong buy consensus with a $277 target, offering 16% upside. Analysts are very optimistic.

Evidence

Analyst consensus
Strong buy
Consensus average (1-5)
1.19
Analysts covering the stock
27
Average price target
277.06
Lowest price target
165
Highest price target
320
Upside to price target
16.1%
Revenue growth
24.9%
Forward EPS
7.9
Trailing EPS
-22.57
Analyst moves in the last 60 days
1
  • Strong buy: 2
  • Buy: 24
  • Hold: 0
  • Sell: 0
  • Strong sell: 1
Strong buy
2
Buy
24
Hold
0
Sell
0
Strong sell
1
  • April 6, 2026 · Wells Fargo: Maintains rating (Overweight → Overweight)

News and sentiment

Evidence

Sentiment
Sentiment
Constructive
Mention volume
Low
Normalized volume
33%
News
Sources (5)
  • Top Wall Street Forecasters Revamp Take-Two Interactive Expectations Ahead Of Q4 Earnings — Benzinga
  • $1000 Invested In Take-Two Interactive 10 Years Ago Would Be Worth This Much Today — Benzinga
  • Tiger Global Management Decreases Stake In Apollo Global Management From 6,200,000 To 3,293,334 Shares; AppLovin From 1,300,000 To 1,000,000 Shares; Block From 6,350,000 To 4,000,000 Shares; Chime Financial From 14,200,000 To 11,081,780 Shares; CoStar Group From 2,272,727 To 1,500,000 Shares; Microsoft From 5,434,783 To 2,500,000 Shares; ServiceNow From 2,112,676 To 1,500,000 Shares; Take-Two Interactive From 5,882,352 To 2,000,000 Shares; UnitedHealth Group From 422,235 To 350,445 Shares — Benzinga
  • $1000 Invested In Take-Two Interactive 10 Years Ago Would Be Worth This Much Today — Benzinga
  • Elon Musk Agrees GTA 6 Could Be Made 'In Minutes' With AI — Take‑Two CEO Fires Back: 'Wouldn't It Take His Job?' — Benzinga

Technicals

Drivers

  • Technical Positive

    Strong recent price momentum, up 10.7% in 14 days and 17.1% in 30 days, indicating positive trend.

Evidence

Average true range (ATR)
2.9%
Distance to 52-week high
-9.8%
14-day change (14d)
+10.7%
30-day change (30d)
+17.1%
30-day relative strength
+17.1%
Benchmark change (0d)
+0.0%
Nearest support
236.32
Nearest resistance
238.12
Volume accumulation ratio (14d / 46d)
3.38

Trends

Evidence

Average earnings surprise
+62.7%
  • February 3, 2026: actual EPS 1.23 vs estimate 0.83 (surprise +47.5%)
  • November 6, 2025: actual EPS 1.46 vs estimate 0.93 (surprise +56.5%)
  • August 7, 2025: actual EPS 0.61 vs estimate 0.27 (surprise +128.1%)
  • May 15, 2025: actual EPS 1.3 vs estimate 1.09 (surprise +18.9%)

Expected move

Drivers

  • Past earnings Positive

    Perfect 100% beat rate with an average surprise of 62.7%, showing consistent outperformance.

There is no implied-move data available for this event.

Reactions over its last 19 earnings

Median move
5.2%
75th percentile move
8.4%
90th percentile move
12.2%
Up / down moves
9 / 10
Average up move
+7.3%
Average down move
-5.6%

Monitoring and close

What Take-Two Interactive Software, Inc. reported

There is no monitoring data available for this event.

Pre-market second reading after the results

There is no second reading available for this event.

How the stock reacted

Outcome
Partial
Consolidated
-4.4%
Max favorable move (MFE)
9.2%
Max adverse move (MAE)
7.4%