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Take-Two Targets Q4 2026 'GTA 6' Release as Shares Rise Over 30% This Year

Analysts project a step-change in earnings tied to the next Grand Theft Auto launch.

Overview

  • The publisher delayed the next Grand Theft Auto installment to the fourth quarter of 2026, extending the wait for its key catalyst.
  • Wall Street now estimates full-year EPS of about $3.28, rising to roughly $7.97 next year, reflecting expectations for the title’s impact.
  • Grand Theft Auto V, released in 2013, continues to generate substantial revenue through ongoing sales and online play.
  • Take-Two’s portfolio spans Red Dead Redemption, Borderlands, and NBA 2K, along with mobile developer Zynga, which counts 15 of the top 200 U.S. games.
  • The company operates in a cyclical industry even as global gaming expansion supports a longer-term growth outlook.