RJ Hamster
GTA 6 Looms as TTWO Stock Hits Key Support…

Central banks are lying to you about gold(From Behind the Markets)
Is Take-Two Interactive the Last Pure-Play Gaming Stock?
Written by Dan Schmidt on January 29, 2026
Key Takeaways
- EA’s privatization and Ubisoft’s troubled release schedule have created an opportunity for Take-Two Interactive.
- Take-Two’s three-point business strategy drove the company to record booking revenue in its previous quarter, and it’s quickly becoming the best pure-play video game stock on U.S. markets.
- However, the release of Grand Theft Auto 6 looms in November, and Take-Two needs smooth sailing and a flawless launch to maintain momentum.
European video game developer UbiSoft Entertainment (OTCMKTS: UBSFY) saw its stock plummet last week following a wave of cancellations, most notably of the “Prince of Persia: Sands of Time Remake.”
UbiSoft cancelled six games in total and announced a major business reset to shrink its studio count, causing the stock to drop more than 30% in just three days. With Ubisoft in trouble and Electronic Arts Inc. (NASDAQ: EA) soon to become a private entity under the Saudi Public Investment Fund (PIF), Take-Two Interactive Software Inc. (NASDAQ: TTWO) might be the last pure gaming stock left on U.S. exchanges. But does that make it a buy?
“Ominous day” coming to stocks… (Ad)
JC Parets has spent more than 20 years tracking the market’s most important technical signals, and he’s now warning that a key date on the calendar could mark the next major turning point for stocks. After calling the 2008 crash, the 2020 collapse, and the exact bottom in 2022, he’s sounding the alarm again — and he’s sharing the specific day he believes investors need to prepare for.See JC’s latest market forecast here
A Bifurcated and Shrinking Video Game Industry
The gaming industry has split into two distinct factions: mobile and console/PC. Mobile is the fastest-growing sector, but console and PC gaming remain crucial markets and are increasingly dominated by large-scale intellectual property (IP) franchises.
In the early days of the console wars, independent developers had specialties, such as Squaresoft’s role-playing games like “Final Fantasy.” Today, developers like Ubisoft, EA, and Take-Two own numerous studios that produce a wide variety of games, from sports to first-person shooters to action RPGs.
With Ubisoft cutting to five studios and EA going private and tethering itself to sports conglomerates like the NFL and WWE-parent TKO Group Holdings Inc. (NYSE: TKO), Take-Two is quickly becoming the best pure-play for investors who want exposure to the industry.
However, there’s an elephant in the room: the long-awaited arrival of “Grand Theft Auto VI” (GTA6), scheduled for release on Nov. 19. GTA6 has been rife with delays and setbacks, and now the company’s prospects increasingly depend on a smooth launch.
Take-Two’s 3 Pillar Strategy
Take-Two has built itself into a $45 billion company using a multi-pronged strategy that produces massive (but risky) world-building games alongside consistent revenue drivers for both console and mobile gaming platforms. The company focuses on three distinct pillars:
Prestige Games: Take-Two’s biggest winners have come from the renowned studio Rockstar Games, home to classic series like “Grand Theft Auto,” “Red Dead Redemption,” and “Max Payne.” These games often take years (or decades in GTA6’s case) to develop, but they frequently become cultural touchstones that generate massive revenue. GTA5 was released in 2013 and went on to sell 220 million units, with annual sales still totaling over a million annually despite 12-plus years on the market.
Reliable Revenue: Rockstar titles often take multiple years of development, so Take-Two needs some simpler games that can produce recurring annual revenue. This is where the 2K series comes in. Popular games like NBA 2K and WWE 2K are updated and released each year, similar to EA’s annual Madden and NCAA releases. NBA 2K25 sold more than 7 million copiesduring the fiscal year of its release, down from its peak in 2019 but still a strong driver of reliable sales. The current release, NBA 2K26, has already sold 5 million units as of fiscal Q2 2026.
Zynga Mobile Games: Take-Two purchased Zynga in 2022, and it’s been a transformative acquisition. Mobile games offer both additional in-game purchase opportunities (or microtransactions as gamers deride them) and advertising space, and these revenue sources helped the company net more than $1.96 billion in fiscal Q2 2026 revenue, the best second quarter in its history. Mobile games Toon Blast and Match Factory each grew more than 20% year-over-year (YOY), and the mobile version of WWE 2K surpassed 38 million lifetime downloads. The key Recurring Consumer Spending metric also grew 20% in the quarter.
Trump Loves These Stocks (Ad)
On December 5th, I predicted the White House would invest in USA Rare Earth (USAR)…
On January 24th, the Government sent shares soaring after announcing a $1.6 billion stake.Click here for the stock I predict it will buy next.
TTWO Stock Consolidating Around Technical Turning Points
In its most recent earnings release, Take-Two bumped its full-year 2026 net bookings guidance to $6.5 billion, thanks to a record Q2, expecting outperformance across a wide range of titles. The company’s fiscal year will end before the release of GTA6 in November, but investors will remain focused on updates on its premier franchise. Meanwhile, the stock has several short-term catalysts, including fiscal Q3 2026 earningsafter the market closes on Feb. 3.
The daily chart shows a stock at a crossroads, with the 50-day and 200-day simple moving averages (SMAs) converging ahead of the Q3 2026 release. The 200-day SMA had been a reliable support level as the stock price consolidated, forming higher lows and lower highs. The Relative Strength Index (RSI) is showing signs of turning bullish after nearly dipping into oversold territory, but investors are likely waiting for hints from Q3 earnings before making large bets on TTWO shares.
Featured Articles
- Whirlpool: Near-Term Pain, Long-Term Gain—Is Now the Time?
- What a Roth Conversion Makes Permanent (From Finance Advisors)
- Palantir Bulls Face a Reality Check Before Earnings
- The biggest scam in the history of gold markets is unwinding (From Behind the Markets)
- Starbucks Gets a Jolt After Earnings, But Will the Buzz Last?
- Netflix Just Set a Hard Low—Is This The Start of a 40% Rally?
- Physical AI: The Next Industrial Revolution Is Finally Here

Did you find this article useful?


Thank you for subscribing to DividendStocks.com’s daily newsletter for dividend and income investors that covers ex-dividend stocks, new dividend declarations, dividend stock ideas, and the latest market news.
If you need help with your subscription, please feel free to email MarketBeat’s U.S. based support team at contact@marketbeat.com.
If you no longer wish to receive email from DividendStocks.com, you can unsubscribe.
Copyright 2006-2026 MarketBeat Media, LLC. All rights protected.
345 North Reid Place #620, Sioux Falls, S.D. 57103-7078. United States of America..
Check This Out: What comes after the AI hype phase (Click to Opt-In)

