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TTWO · NASDAQ · STOCK

Take-Two Interactive (TTWO) Stock Analysis

Technology Updated August 19, 2026
$237.12
52W $187.63 – $265.94
60/100
$45.32B
-140.1
0.98
AI Committee Verdict
Buy
60/100
Conviction: Contested · 80% agreement · 5 analysts
+1.1%
-6.2%
0.17:1
Contested
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is TTWO Bullish or Bearish?

Bullish. Innellis AI committee rates Take-Two Interactive (TTWO) Buy with a composite score of 60/100 , based on 5 analysts with 80% agreement. Last updated August 19, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +15.09 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -4.91 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Value Analyst remains cautious — price-to-book of 10.4x prices in significant intangible value. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • News sentiment is positive (+0.33 across 78 articles, 14d) — News
Bear Case
  • Price-to-book of 10.4x prices in significant intangible value — Value
  • ROE of only -8.6% -- cheap may mean cheap for a reason — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 19, 2026
Overall Committee Score
60/100
Agreement
80%
Analysts
5
Conviction
Contested
Sector Rank
Top 56%
of 287 Technology peers
Value Analyst bearish
30 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− Price-to-book of 10.4x prices in significant intangible value
Growth Analyst bullish
60 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
68 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.33 across 78 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2974.99)
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Investment Thesis Evolution

Committee score moved marginally from 59.9 to 59.9.

Comparing 2026-08-18 to 2026-08-19 (1 day apart).

Technical Analysis

RSI (14)
48.3
Neutral
MACD Histogram
-0.272
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$227.28
Resistance
$245.04
Bollinger %B
0.51
Inside Bands
Price vs Moving Averages
EMA 9
$243.63 Below
EMA 21
$242.74 Below
EMA 50
$238.56 Below
EMA 200
$229.26 Above

Fundamental Analysis

Valuation
67
Growth
45
Profitability
23
Financial Health
53
Cash Flow
70
Valuation
P/E Ratio -140.1×
P/B Ratio 12.51×
PEG Ratio -1.53
Dividend Yield 0.00%
52W High $265.94
52W Low $187.63
Quality & Growth
ROE -849.3%
ROA -317.8%
Gross Margin 5604.1%
Operating Margin -241.5%
Revenue Growth YoY
Debt / Equity 0.82
AI Fundamental Assessment
P/E ratio of -140.1 (inexpensive relative to a 15-40x range); Price-to-book of 12.5x; PEG ratio of -1.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -8.5%; Return on assets of -3.2%; Net margin of -4.8%; Gross margin of 56.0%; Current ratio of 1.06 (tight short-term liquidity); Debt-to-equity of 0.82; Free cash flow per share is positive (1.75); Most recent quarter beat estimates by 4.1%; 5 consecutive earnings beats; EPS growth decelerating (-35.5% -> -56.2% QoQ); Average YoY EPS growth of -43.5%; Analyst estimates falling over recent quarters
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