GTA VI Delayed Until 2026, Investors Remain Optimistic
The confirmation that Grand Theft Auto VI (GTA VI) will not be released in 2025 has disappointed many players, but investors are unfazed. The parent company, Take-Two (T2), maintains its stock price near historical highs, stabilizing around $230, supported by strong new releases such as Borderlands 4. Additionally, Wall Street generally remains positive about its revenue growth in the coming years. Despite a short-term downgrade in financial forecasts, overall market sentiment remains optimistic.
GTA VI Pushed to Fiscal Year 2026, Market Reaction Surprisingly Stable
T2 announced in early May that the release of GTA VI, originally slated for 2025, will be postponed to 2026, coinciding with the company’s fiscal year 2027.
Although the announcement caused a brief dip in stock prices, the decline was less than 1%, and the stock soon rebounded to near historical high levels.
Stock Prices Reach Historical Highs Post-Announcement
Following the announcement, T2’s stock price reached a historical high of $235.17. As of the time of writing, the stock price stands at $232.34. Analysts believe that this delay announcement actually reduces the risk of future financial report shocks, as the market is now mentally prepared.
In its first year, GTA VI is expected to generate revenues of $2 billion, and the delay does not equate to its disappearance.
GTA VI Expected to Generate $2 Billion in First-Year Revenue
According to Bloomberg’s estimates, GTA VI is projected to contribute $2 billion in revenue during its first year, being regarded as one of the most significant game releases of this generation. A fund manager indicated that the pressure on GTA VI is the greatest he has ever witnessed, suggesting that it is better to wait for a polished release rather than rush it out.
T2’s Strong Lineup, Borderlands 4 Set to Generate Revenue
Although the release of GTA VI is delayed, other titles under T2, such as Borderlands 4, are also expected to become revenue powerhouses.
Experts assert that T2 is among the few gaming companies capable of sustaining revenue through a “content library” model akin to Netflix, remaining largely unaffected by tariffs and supply chain issues, with fundamentals more robust than its peers.
Short-Term Financial Forecast Downgraded, Stock Prices Remain High
Due to the delay of GTA, analysts have generally downgraded T2’s financial forecasts:
- Net profit estimate for fiscal year 2026 downgraded by approximately 32%
- Revenue forecast reduced by about 5.4%
Nevertheless, even with the absence of GTA, revenue growth for 2026 is still anticipated to be close to 40%, significantly higher than the approximately 5% growth expected in 2025, indicating strong growth momentum remains.
Wall Street’s Favorite Gaming Stock, 90% of Analysts Recommend Buying T2
According to Bloomberg, currently over 90% of analysts recommend buying T2 stock; in contrast:
- About 66% of analysts recommend buying Roblox
- 40% of analysts advise buying EA
Delays are Not Bad, Perfection is Key to Success
Both players and investors acknowledge the immense pressure surrounding GTA VI, with early releases potentially failing to meet expectations. Some analysts have stated:
“We certainly hope it comes out soon, but we hope even more that it will be a masterpiece worth waiting for. In this market, one misstep can ruin a company’s reputation.”
Given its current performance, T2, even with a higher short-term valuation, still has sufficient long-term positives to support continued stock price growth.
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