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Exclusive Content

Is Take-Two Interactive the Last Pure-Play Gaming Stock?

Written by Dan Schmidt. First Published: 1/29/2026. 

What You Need to Know

• 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 the “Prince of Persia: Sands of Time Remake.”

Ubisoft canceled six games in total and announced a major business reset that will reduce its number of studios, causing the stock to fall more than 30% in three days. With Ubisoft in turmoil and Electronic Arts Inc. (NASDAQ: EA) set to become a private company under the Saudi Public Investment Fund (PIF), Take-Two Interactive Software Inc. (NASDAQ: TTWO) may be the last pure-play gaming stock left on U.S. exchanges. But does that make it a buy?

A Bifurcated and Shrinking Video Game Industry

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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 important and are increasingly dominated by large-scale intellectual property (IP) franchises.

In the early days of the console wars, independent developers had specialties—Squaresoft, for example, became synonymous with role-playing games like “Final Fantasy.” Today, companies such as Ubisoft, EA and Take-Two own multiple studios that produce a wide range of titles, from sports sims to first-person shooters to action RPGs.

With Ubisoft cutting down to five studios and EA going private while aligning itself with sports conglomerates like the NFL and WWE-parent TKO Group Holdings Inc. (NYSE: TKO), Take-Two is increasingly the go-to pure-play for investors seeking direct exposure to the industry.

There is, however, a major risk: the long-awaited arrival of “Grand Theft Auto VI” (GTA6), scheduled for release on Nov. 19. GTA6 has faced numerous delays and setbacks, so Take-Two’s near-term fortunes hinge largely on a smooth launch.

Take-Two’s 3 Pillar Strategy

Take-Two has built itself into a roughly $45 billion company using a multi-pronged strategy that pairs massive (but high-risk) world-building titles with more consistent revenue drivers across console and mobile platforms. The company emphasizes three pillars:

Prestige Games: Take-Two’s biggest hits come from Rockstar Games, the studio behind “Grand Theft Auto,” “Red Dead Redemption” and “Max Payne.” These projects can take many years to develop—GTA6 being an extreme example—but they often become cultural touchstones that generate enormous revenue. GTA5, released in 2013, has sold some 220 million units and continues to move over a million copies annually despite its age.

Reliable Revenue: Rockstar titles require long development cycles, so Take-Two relies on simpler annual releases to provide steady income. That’s the role of the 2K series. NBA 2K and WWE 2K titles are refreshed each year, similar to EA’s Madden releases. NBA 2K25 sold more than 7 million copiesin its fiscal year, down from its 2019 peak but still a solid contributor. NBA 2K26 had sold about 5 million units as of fiscal Q2 2026.

Zynga Mobile Games: Take-Two’s 2022 acquisition of Zynga broadened its reach into mobile, which brings both in-app purchases (microtransactions) and advertising revenue. Those mobile streams helped the company post more than $1.96 billion in fiscal Q2 2026 revenue—the company’s best second quarter on record. Mobile titles Toon Blast and Match Factory each grew more than 20% year-over-year, and the mobile version of WWE 2K surpassed 38 million lifetime downloads. The key Recurring Consumer Spending metric also rose about 20% in the quarter.

TTWO Stock Consolidating Around Technical Turning Points

In its most recent earnings release, Take-Two raised its full-year 2026 net bookings guidance to $6.5 billion, citing a record Q2 and expecting outperformance across a wide range of titles. The company’s fiscal year will close before GTA6’s November release, but investors will watch for updates on its flagship franchise. Short-term catalysts include fiscal Q3 2026 earnings, which are scheduled after the market closes on Feb. 3.

The daily chart puts the stock at a crossroads, with the 50-day and 200-day simple moving averages (SMAs) converging ahead of the Q3 release. The 200-day SMA has acted as reliable support while the price consolidates into a pattern of higher lows and lower highs. The Relative Strength Index (RSI) is beginning to turn bullish after nearly dipping into oversold territory, but many investors are likely to wait for cues from Q3 earnings before taking large positions in TTWO shares.

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