Is the Delay of Grand Theft Auto VI a Concern? Take-Two’s Stock Remains Steady at $230, with 90% of Analysts Recommending a Buy.

05/16/2025

GTA VI Confirmed Not to Launch in 2025, Disappointing Many Players, But Investors Remain Unfazed

Following the announcement that Grand Theft Auto VI (GTA VI) will not be released in 2025, many players expressed disappointment. However, investors are not worried. The parent company, Take-Two Interactive (T2), has seen its stock price remain close to an all-time high, stabilizing around $230, supported by strong upcoming titles such as Borderlands 4. Additionally, Wall Street is generally optimistic about its revenue growth in the coming years. Despite a short-term downward revision in financial forecasts, overall market sentiment remains positive.

GTA VI Delayed to Fiscal Year 2026, Market Reaction Surprisingly Stable

T2 announced in early May that the originally scheduled release of GTA VI in 2025 has been pushed back to 2026, which corresponds to the company’s fiscal year 2027.

Official delay announcement from T2 in early May

Although the news initially caused a slight dip in stock prices, the overall decline was less than 1%, and the stock quickly returned to levels close to its historical highs.

Stock Surged After Announcement

After the announcement, T2’s stock reached an all-time high of $235.17. As of the time of writing, the stock price stands at $232.34. Analysts suggest that this delay announcement may actually reduce the risk of negative surprises in future financial reports, as investors have had time to prepare mentally for the news.

GTA VI’s first-year revenue is projected to be $2 billion, and a delay does not equate to disappearance.

According to Bloomberg estimates, GTA VI is expected to contribute $2 billion in revenue during its first year, making it one of the most significant game releases of this generation. A fund manager noted that the pressure on GTA VI is the greatest they have ever witnessed; rather than rushing a release, it is better to wait until the game is fully developed.

T2’s Impressive Lineup, Borderlands 4 Set to Generate Revenue

Although the release of GTA VI has been delayed, T2’s games, such as Borderlands 4, are also expected to become major revenue generators.

Experts indicate that T2 is one of the few gaming companies that can sustain revenue through a ‘content library’ like Netflix, remaining relatively unaffected by tariffs and supply chain issues, thus exhibiting stronger fundamentals than its peers.

Short-Term Financial Forecasts Revised Downward, Yet Stock Prices Remain High

In light of the GTA delay, analysts have generally downgraded T2’s financial forecasts:

Fiscal Year 2026 net profit estimate revised down by approximately 32%
Revenue forecast revised down by about 5.4%

However, even so, revenue growth for the entire year of 2026 is still expected to approach 40%, significantly higher than the approximately 5% growth anticipated for 2025, indicating that strong growth momentum remains despite the absence of GTA.

Wall Street’s Favorite Gaming Stock, 90% of Analysts Recommend Buying T2

According to Bloomberg reports, over 90% of analysts currently recommend buying T2 stock, compared to:

Approximately 66% of analysts recommending buying Roblox
40% of analysts recommending buying EA

Delays Are Not a Bad Thing, Perfection is the Winner

Both players and investors acknowledge the immense pressure on GTA VI, and launching it too early may not meet expectations. Some analysts have stated:

“Of course, we want it to come out soon, but we would prefer it to be a masterpiece worth the wait. In this market, one mistake could ruin the entire reputation of the company.”

Given the current performance, T2’s short-term valuation may rise, but there remains sufficient long-term support for stock price appreciation.

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