Take-Two Interactive Software (TTWO)

Outperform Recap: Q1 FY27

Unprecedented Preorders, Unchanged Guidance: Management Refuses the Victory Lap and the Market Takes It Anyway

Outperform Recap: Q4 FY26

A $9.1 Billion Expectation Meets an $8.1 Billion Guide, and the Gap Is a Calendar, Not a Downgrade

Outperform Recap: Q3 FY26

Third Straight Beat and Raise, Third Straight Sell-Off: the Market Has Stopped Paying for the Business It Can See

Hold Recap: Q2 FY26

The Best Second Quarter in Company History Is Not the Story; the Six-Month GTA VI Slip Is