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TTWOTake-Two Interactive Software, Sell4.4·$213.04+1.23%
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Take-Two Interactive Software, (TTWO) Stock Analysis

Falling Knife setup

SellVALUE-TRAP 1/5Moderate Confidence

Communication Services · Electronic Gaming & Multimedia

Sell if holding. Engine safety override at $213.04: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.4/10 and A.R:R 2.2:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 2.34; Below-average business quality; Negative price momentum.

Take-Two Interactive develops and publishes video games through Rockstar Games (Grand Theft Auto, Red Dead), 2K (NBA 2K, BioShock, Civilization), and Zynga (mobile free-to-play) across console, PC, and mobile platforms globally. Revenue is primarily digital; 81% of fiscal 2025... Read more

$213.04+17.8% A.UpsideScore 4.4/10#5 of 5 Electronic Gaming & Multimedia
QualityF-score4 / 9FCF yield3.71%
Stop $199.82Target $251.19(analyst − 10%)A.R:R 2.2:1
Analyst target$279.11+31.0%29 analysts
$251.19our TP
$213.04price
$279.11mean
$170
$320

Sell if holding. Engine safety override at $213.04: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.4/10 and A.R:R 2.2:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 2.34; Below-average business quality; Negative price momentum. Chart setup: Death cross, below all MAs, RSI 25, MACD bearish. Score 4.4/10, moderate confidence.

Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 60d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-11
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Mon, Aug 10, 202660d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Customer: top-5 customers (Apple, Sony, Google, Microsoft each >10%) (81.0%)
Concentration risk — Customer: Apple and Google mobile platforms (92.9%)
Quality below floor (3.2 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)20.9
Mkt Cap$39.1B
EV/EBITDA50.8
Profit Mgn-4.5%
ROE-10.6%
Rev Growth6.1%
Beta0.98
DividendNone
Rating analysts37

Quality Signals

Piotroski F4/9

Options Flow

P/C2.34bearish
IV51%elevated
Max Pain$165-22.5% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHCustomertop-5 customers (Apple, Sony, Google, Microsoft each >10%)81%
    10-K Item 1: 'Sales to our five largest customers during the fiscal year ended March 31, 2025, accounted for 81.0% of our net revenue, with Apple, Sony, Google, and Microsoft each accounting for more than 10.0% of our net revenue.'
  • HIGHCustomerApple and Google mobile platforms93%
    10-K Item 1A: 'we derived 92.9% of our mobile revenue on Apple and Google platforms'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

3 floor-breakers

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Volume
0.0
Obv
1.0
Ma Position
1.5
Rsi
3.0
Capitulation risk (RSI 25, below 200MA)Volume distribution (falling OBV)Below 200-MA, MA slope flat

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Value Rank
2.0
Quality Rank
2.0
Growth Rank
2.0

Unprofitable operations — net margin -4.5%. Quality floor flags this regardless of sector context.static

Roe
0.0
Roa
0.0
Net Margin
0.0
Operating Margin
0.9
Piotroski F
4.4
Current Ratio
4.7
Moat
5.1
Fcf Quality
6.0
Gross Margin
7.5
FCF-positive but moderate margins (FCF margin 22%, FCF yield 3.7%)No competitive moat
GatesMomentum 1.1<4.5Death cross (50MA < 200MA)A.R:R 2.2 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 60d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARFalling KnifeSuitability: Moderate
RSI
25 · Oversold
20D MA 50D MA 200D MADEATH CROSSSupport $206.00Resistance $247.00

Price Targets

$200
$251
A.Upside+17.9%
A.R:R2.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (3.2 < 4.0)
! momentum at 1.1 (below the engine's 4.5 threshold)
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-08-10 (60d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is TTWO stock a buy right now?

Sell if holding. Engine safety override at $213.04: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.4/10 and A.R:R 2.2:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 2.34; Below-average business quality; Negative price momentum. Chart setup: Death cross, below all MAs, RSI 25, MACD bearish. Prior stop was $199.82. Score 4.4/10, moderate confidence.

What is the TTWO stock price target?

Take-profit target: $251.19 (+17.8% upside). Prior stop was $199.82. Stop-loss: $199.82.

What are the risks of investing in TTWO?

Concentration risk — Customer: top-5 customers (Apple, Sony, Google, Microsoft each >10%) (81.0%); Concentration risk — Customer: Apple and Google mobile platforms (92.9%); Quality below floor (3.2 < 4.0).

Is TTWO overvalued or undervalued?

Take-Two Interactive Software, trades at a P/E of N/A (forward 20.9). TrendMatrix value score: 6.0/10. Verdict: Sell.

What do analysts say about TTWO?

37 analysts cover TTWO with a consensus score of 4.2/5. Average price target: $279.

What does Take-Two Interactive Software, do?Take-Two Interactive develops and publishes video games through Rockstar Games (Grand Theft Auto, Red Dead), 2K (NBA...

Take-Two Interactive develops and publishes video games through Rockstar Games (Grand Theft Auto, Red Dead), 2K (NBA 2K, BioShock, Civilization), and Zynga (mobile free-to-play) across console, PC, and mobile platforms globally. Revenue is primarily digital; 81% of fiscal 2025 net revenues came from the top 5 customers (Apple, Sony, Google, and Microsoft each exceeded 10%), with 39.5% from outside the U.S.

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