Asha Sharma named EVP and CEO, Microsoft Gaming
Satya Nadella announced Asha Sharma as the new Executive Vice President and CEO of Microsoft Gaming, succeeding Phil Spencer who is retiring after 38 years with Microsoft. Matt Booty will become EVP and Chief Content Officer. Sharma, with previous experience at Instacart and Meta, will report directly to Nadella, while Booty will report to Sharma, focusing on the company's content pipeline and platform innovation.
Raymond James Calls Take-Two Interactive Software, Inc. (TTWO) Pullback Overdone Amid AI Concerns
Raymond James has upgraded Take-Two Interactive Software, Inc. (TTWO) to Strong Buy, maintaining a $285 price target, despite recent stock pullback driven by AI concerns. The firm believes the market's reaction to Google's Project Genie and AI content creation tools is excessive, especially given TTWO's strong fiscal third-quarter performance. Additionally, a significant transfer of TTWO shares from Saudi Arabia’s Public Investment Fund to its fully owned Savvy Games Group aims to strengthen Savvy's role in the global gaming industry, without materially changing overall Saudi ownership.
Raymond James Calls Take-Two Interactive Software, Inc. (TTWO) Pullback Overdone Amid AI Concerns
Raymond James has upgraded Take-Two Interactive Software, Inc. (TTWO) to Strong Buy, maintaining a $285 price target, believing the stock's recent pullback due to AI concerns is overdone. The firm sees an attractive risk-reward profile, citing TTWO's strong fiscal third-quarter performance and its position as a leading video game publisher. Additionally, a significant transfer of TTWO shares from Saudi Arabia’s Public Investment Fund to its fully-owned Savvy Games Group aims to strengthen Saudi Arabia's influence in the global gaming industry.
The $55 Billion Gaming Gambit: Electronic Arts Goes Private in the Dawn of the New Mega-LBO Era
Electronic Arts (NASDAQ: EA) is transitioning to private ownership in a $55 billion leveraged buyout, led by Saudi Arabia's Public Investment Fund and Silver Lake Partners. This marks the largest LBO in interactive entertainment history, allowing EA to operate outside public market pressures and signaling a return of "mega-LBOs." The deal highlights the increasing financialization of the gaming industry and could influence the future of other independent publishers.
13,232 Shares in Take-Two Interactive Software, Inc. $TTWO Purchased by Compass Wealth Management LLC
Compass Wealth Management LLC recently acquired 13,232 shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO) for approximately $3.42 million, marking a new position for the firm. Other institutional investors have also adjusted their holdings in TTWO, which currently has a "Moderate Buy" rating from analysts with an average target price of $283.94. Insider activity shows recent stock sales by two directors.
Take-Two Interactive Software (NASDAQ:TTWO) Director Sells 155 Shares
Take-Two Interactive Software director Michael Sheresky sold 155 shares of the company's stock for a total of $30,183.15, reducing his direct ownership to 65,626 shares. The company's stock traded up on Thursday, and institutional investors have recently adjusted their positions. Analysts currently have a "Moderate Buy" consensus rating for TTWO with a target price of $283.94.
Ellen Siminoff Sells 413 Shares of Take-Two Interactive Software (NASDAQ:TTWO) Stock
Ellen Siminoff, a Director at Take-Two Interactive Software (NASDAQ:TTWO), sold 413 shares of the company's stock on February 18th at an average price of $200, totaling $82,600. This transaction reduced her stake by 15.3% to 2,286 shares. The video game publisher's stock traded up 1.1% to $201.37, with a market cap of $37.29 billion, and analysts generally rate it as a "Moderate Buy" with a consensus target price of $283.94.
Skandinaviska Enskilda Banken AB publ Lowers Position in Electronic Arts Inc. $EA
Skandinaviska Enskilda Banken AB publ has reduced its stake in Electronic Arts (NASDAQ:EA) by 19.5% in the third quarter, selling 11,205 shares and retaining 46,271 shares valued at approximately $9.34 million. While some major institutions increased their positions, company insiders have been net sellers, with executives like CEO Andrew Wilson and CFO Stuart Canfield offloading shares. Despite the reduction from one institution, total institutional ownership stands at 90.23% for the company.
Ontario Teachers Pension Plan Board Has $3.23 Million Position in Electronic Arts Inc. $EA
The Ontario Teachers Pension Plan Board recently trimmed its holdings in Electronic Arts Inc. by 46.7%, reducing its stake to 16,011 shares valued at $3.23 million. This comes amidst varied institutional investor activity, with some increasing their positions while others, including company insiders, have sold shares. Key developments for Electronic Arts include positive sentiment from integrating AI for in-game realism, neutral sentiment regarding debt offers signaling M&A potential, and negative sentiment due to recent server outages and insider share sales.
Alberta Investment Management Corp Has $12.10 Million Stock Holdings in Electronic Arts Inc. $EA
Alberta Investment Management Corp significantly increased its stake in Electronic Arts (EA), now owning 60,000 shares valued at $12.10 million. Despite this, several EA insiders, including the CEO and CFO, recently sold shares totaling approximately $24.93 million. Analysts currently have a "Hold" rating on EA with a consensus target price of $186.95, while the company announced a quarterly dividend of $0.19.
Electronic Arts (NASDAQ:EA) CEO Andrew Wilson Sells 5,000 Shares
Electronic Arts CEO Andrew Wilson recently sold 5,000 shares of company stock for $997,500, decreasing his direct holdings by 12.87% to 33,858 shares. This sale follows similar 5,000-share transactions in January and December. The company also announced a quarterly dividend of $0.19, with the stock currently trading near $200.23, holding an average analyst rating of "Hold."
Electronic Arts (NASDAQ:EA) CFO Stuart Canfield Sells 1,500 Shares
Electronic Arts (NASDAQ:EA) CFO Stuart Canfield sold 1,500 shares of the company's stock on February 17, 2026, for a total of $299,850, reducing his ownership by over 20%. Following the sale, Canfield directly owns 5,897 shares valued at over $1.1 million. The company also announced a quarterly dividend of $0.19 per share, payable on March 18th to shareholders of record by February 25th.
CBS and Zynga Bring Survivor Season 50 into The Hands of Fans with Partnership in Words With Friends, Zynga Poker, Two Dots, and More
Zynga and CBS are collaborating to bring the 50th season of the Emmy-winning reality competition "Survivor" into five Zynga mobile games: Words With Friends, Zynga Poker, Two Dots, FarmVille 3, and Dragon City. This partnership marks the first time "Survivor" will feature in-game mobile integrations, allowing players to engage with the show's strategic gameplay through various challenges. The collaborations coincide with the "Survivor 50" premiere on February 25, offering fans new ways to experience the iconic series.
CenterBook Partners LP Takes $7.98 Million Position in Electronic Arts Inc. $EA
CenterBook Partners LP reported acquiring a new position of 39,544 shares in Electronic Arts Inc. (NASDAQ:EA) during Q3, valued at approximately $7.98 million. This move is part of broader institutional investor activity in EA stock, with other hedge funds also adjusting their holdings. Analysts currently have a "Hold" consensus rating on EA shares, with an average target price of $186.95, and recent insider sales have also been disclosed.
Vanguard Group Inc. Decreases Position in Electronic Arts Inc. $EA
Vanguard Group Inc. reduced its stake in Electronic Arts (NASDAQ:EA) by 0.6% during the third quarter, selling 158,489 shares. Despite this decrease, the firm still holds over 28 million shares of the game software company. Other institutional investors made various adjustments to their positions in EA, with some increasing and others acquiring new stakes.
Vanguard Group Inc. Increases Stock Holdings in Take-Two Interactive Software, Inc. $TTWO
Vanguard Group Inc. significantly increased its stake in Take-Two Interactive Software (NASDAQ:TTWO) by 4.5% in the third quarter, now owning 11.76% of the company, valued at approximately $5.61 billion. This move highlights strong institutional confidence, with other major investors also increasing their positions. Analysts maintain a "Moderate Buy" rating with a consensus target price of $283.94, underscoring a positive outlook for the video game publisher despite some insider selling.
Best Video Game Stocks Right Now • Updated Daily
This article identifies top video game stocks, including HUYA, Nintendo Co, Take-Two Interactive, Capcom, and Sony Group, highlighting their market performance and key company details. It also discusses the thriving video game industry amidst global changes and provides criteria for evaluating video game stocks, such as positive EPS and investment in technology. The piece offers a brief historical overview of video games and suggests best online brokers for investing in this sector.
GTA 6 Momentum Builds: Saudi PIF Moves Take-Two Stake To Gaming Subsidiary Ahead Of 2026 Launch
Saudi Arabia's Public Investment Fund (PIF) has transferred its entire stake in Take-Two Interactive (NASDAQ: TTWO), worth over 11 million shares, to its gaming subsidiary, Savvy Games Group, ahead of the anticipated "GTA 6" launch. This strategic move highlights PIF's continued focus on the gaming sector. Despite the transfer, PIF remains a significant shareholder in Take-Two through its subsidiary, and its other major holdings include Uber, Electronic Arts, and Lucid Group.
Take-Two Interactive (TTWO) Is Down 8.1% After Raising Guidance Amid Ongoing Net Losses
Take-Two Interactive reported higher fiscal third-quarter revenue and a reduced net loss, along with raised full-year guidance, suggesting improved operational execution. Despite this, the company's stock fell by 8.1% as it continues to face net losses due to heavy spending and long development cycles. The article explores how this updated guidance impacts the narrative around the company's future profitability, especially considering analyst forecasts for significant revenue and earnings growth by 2028.
Decoding Take-Two Interactive's Options Activity: What's the Big Picture?
Deep-pocketed investors are showing significant options activity for Take-Two Interactive (NASDAQ: TTWO), suggesting potential upcoming shifts for the company. Analysis of 12 extraordinary options activities reveals a divided sentiment among these investors, with 50% bullish and 33% bearish, targeting a price range of $190.0 to $285.0 over the next three months. The article also provides current market status, including a trading price of $193.71, a neutral RSI, and analyst ratings with a consensus target price of $300.25.
Saudi's Public Investment Fund dissolves stake in Take-Two Interactive
The Public Investment Fund (PIF) of Saudi Arabia has completely dissolved its stake in Take-Two Interactive. While the specific reasons for this divestment are not detailed, it marks a significant shift in the PIF's investment portfolio.
Saudi Arabia's PIF Sells Take-Two Interactive (TTWO) Stake
Saudi Arabia's Public Investment Fund (PIF) has divested its entire stake in Take-Two Interactive Software (TTWO) as of Q4 2025, while maintaining holdings in other major tech companies. Take-Two, an interactive media powerhouse known for games like Grand Theft Auto, faces significant financial challenges including negative profitability and a distressed Altman Z-Score. The company's valuation metrics show a mixed picture, with analysts suggesting a moderate buy despite financial weaknesses and insider selling.
Saudi's Public Investment Fund dissolves stake in Take-Two Interactive
Saudi Arabia's Public Investment Fund (PIF) has divested its stake in Take-Two Interactive, a regulatory filing revealed, despite the upcoming launch of "Grand Theft Auto VI." The PIF was previously Take-Two's second-largest shareholder, holding around 11 million shares valued at nearly $3 billion. This decision comes even as Saudi Arabia, through the PIF, is actively investing in the video game sector, including a $55 billion agreement to acquire Electronic Arts last year.
M&G PLC Purchases Shares of 48,314 Take-Two Interactive Software, Inc. $TTWO
M&G PLC recently acquired a new position in Take-Two Interactive Software (NASDAQ:TTWO) by purchasing 48,314 shares valued at approximately $12.47 million. Other institutional investors have also adjusted their holdings, and analysts maintain a "Moderate Buy" rating for TTWO with an average price target of $283.94. Insider transactions show a director recently sold shares, though institutional investors collectively own 95.46% of the stock.
Atria Investments Inc Sells 5,452 Shares of Electronic Arts Inc. $EA
Atria Investments Inc reduced its stake in Electronic Arts Inc. (NASDAQ:EA) by 32.3% during the third quarter, selling 5,452 shares and holding 11,413 shares valued at $2.302 million. Other institutional investors showed mixed activity, with some increasing their positions significantly while others like NatWest Group plc and OVERSEA CHINESE BANKING Corp Ltd initiated new stakes. Insiders, incluyendo Vijayanthimala Singh and CEO Andrew Wilson, sold a substantial number of shares, totaling 115,069 shares worth over $23 million in the last ninety days.
Aberdeen Group plc Acquires 8,351 Shares of Take-Two Interactive Software, Inc. $TTWO
Aberdeen Group plc recently increased its stake in Take-Two Interactive Software by 7.6%, purchasing an additional 8,351 shares, bringing its total holding to 118,510 shares valued at approximately $30.6 million. Institutional investors collectively own about 95.46% of TTWO, with significant acquisitions from entities like Norges Bank and Vanguard Group Inc. Analysts maintain a "Moderate Buy" consensus rating for TTWO, with an average target price of $283.94, and several firms have raised their price objectives.
Hasbro has Reportedly Shut Down G.I. Joe Snake Eyes Game Makers, Atomic Arcade [Update]
Hasbro's Atomic Arcade studio, which was developing a G.I. Joe Snake Eyes game, has reportedly been shut down, according to a former programmer. Hasbro later issued a statement clarifying that the game is "not cancelled" and they are currently evaluating the path forward. This news follows a trend of recent studio shutdowns and layoffs across the gaming industry.
Understanding the Setup: (TTWO) and Scalable Risk
This article analyzes Take-two Interactive Software Inc. (NASDAQ: TTWO), highlighting weak near and mid-term sentiment despite a long-term positive outlook. It identifies elevated downside risk due to a lack of additional long-term support signals and provides three AI-generated trading strategies (Position, Momentum Breakout, Risk Hedging) tailored to different risk profiles, along with multi-timeframe signal analysis.
Assessing Take-Two Interactive Software (TTWO) Valuation After Earnings Beat And Raised Guidance
Take-Two Interactive Software (TTWO) reported strong fiscal third-quarter results, beating revenue guidance and raising full-year earnings guidance, despite recent selling pressure on its stock. The company's valuation points to a 30.4% undervaluation compared to a fair value estimate of $278.23, driven by anticipated record net bookings and enhanced profitability from strategic investments and a strong release slate. However, concerns remain regarding its higher P/S ratio compared to peers and industry averages, along with potential risks like development delays and rising costs.
Eagle Rock Investment Company LLC Sells 6,809 Shares of Electronic Arts Inc. $EA
Eagle Rock Investment Company LLC reduced its stake in Electronic Arts (NASDAQ:EA) by 27.9%, selling 6,809 shares and holding 17,613 shares valued at approximately $3.55 million. Electronic Arts has declared a quarterly dividend of $0.19 per share, payable on March 18th. Insider selling has been notable, with 115,069 shares sold recently, while analysts maintain a "Hold" rating with an average price target of $186.95.
Aberdeen Group plc Sells 7,664 Shares of Electronic Arts Inc. $EA
Aberdeen Group plc reduced its stake in Electronic Arts Inc. (NASDAQ:EA) by 3.0% in the third quarter, selling 7,664 shares and retaining 249,393 shares valued at $50.24 million. Other institutional investors like Walter Public Investments Inc. and Principal Financial Group Inc. increased their holdings, while insiders including CEO Andrew Wilson and Vijayanthimala Singh sold shares. Electronic Arts also declared a quarterly dividend of $0.19 per share.
TimesSquare Capital Management LLC Lowers Stock Holdings in Take-Two Interactive Software, Inc. $TTWO
TimesSquare Capital Management LLC reduced its stake in Take-Two Interactive Software (NASDAQ:TTWO) by 4.2% in the third quarter, selling 8,220 shares. Despite this, other institutional investors increased their holdings, with hedge funds owning 95.46% of the company's stock. Analysts currently have a "Moderate Buy" consensus rating for TTWO with an average price target of $283.94.
ING Groep NV Has $405,000 Stock Holdings in Take-Two Interactive Software, Inc. $TTWO
ING Groep NV recently decreased its stake in Take-Two Interactive Software, Inc. (NASDAQ:TTWO) by 94.9% during the third quarter, reducing its holdings to 1,569 shares valued at $405,000. Despite this reduction, institutional investors and hedge funds collectively own 95.46% of the company's stock. Analysts have given Take-Two Interactive Software a "Moderate Buy" rating with a consensus price target of $283.94, and company insiders have also engaged in stock sales.
Caprock Group LLC Buys New Shares in Electronic Arts Inc. $EA
Caprock Group LLC initiated a new position in Electronic Arts (NASDAQ:EA) during Q3, acquiring 6,588 shares valued at approximately $1.33 million, bringing institutional ownership to about 90.23%. The company declared a quarterly dividend of $0.19 per share, yielding 0.4%, with an ex-dividend date of February 25th. Insider selling activities include CEO Andrew Wilson selling 5,000 shares in January, contributing to a total of 123,769 shares sold by insiders over the past 90 days.
The Super Hero Team-based PVP Shooter
NetEase Games and Marvel Games are hosting "Marvel Rivals Assemble," a one-night-only fan celebration in Hollywood on March 3, 2026. The event will feature new announcements, voice cast panels, a Q&A session, a cosplay contest, giveaways, and a live musical performance. Attendance is free but seats are limited.
Jim Cramer Discusses GTA & Take-Two (TTWO) Interactive
Jim Cramer highlighted Take-Two Interactive Software Inc. (NASDAQ:TTWO), the developer of Grand Theft Auto, as a strong investment, despite its recent stock performance declines. Wells Fargo and BMO Capital have both raised their price targets for TTWO, citing strong Q3 2025 financial results and the company's successful execution across multiple platforms. Cramer argued that investors should "buy" TTWO, especially with the upcoming release of Grand Theft Auto, dismissing concerns related to Google's AI products.
Take-Two stock bounces Friday, but AI fears and GTA VI timing keep TTWO in focus
Take-Two (TTWO) stock closed up 1.7% on Friday, recovering after a two-day decline, as investors weigh AI-disruption concerns against the anticipated release of Grand Theft Auto VI. Despite a positive Q3 earnings report and increased fiscal guidance, fears persist about AI's potential impact on game development, evidenced by a previous drop after Google's "Project Genie" announcement. However, analysts and company executives downplay the immediate threat of AI replacing complex game engines, emphasizing that GTA VI's launch remains the key near-term catalyst.
Jim Cramer Discusses GTA & Take-Two (TTWO) Interactive
Jim Cramer discussed Take-Two Interactive Software Inc. (TTWO) on Mad Money, calling it a great stock despite its recent struggles. Wells Fargo and BMO Capital have both raised their price targets for TTWO, citing strong bookings and operational performance. Cramer also highlighted that the Grand Theft Auto series could boost the company's stock significantly.
Jim Cramer Discusses GTA & Take-Two (TTWO) Interactive
Jim Cramer discussed Take-Two Interactive Software Inc. (TTWO), highlighting it as a strong stock despite recent dips, attributing struggles to Google's AI impact. Wells Fargo and BMO Capital both raised their price targets for TTWO, citing strong third-quarter performance and the company's potential in AI integration. The article notes that while TTWO remains a good investment, some AI stocks may offer higher returns with less risk.
Jim Cramer Discusses GTA & Take-Two (TTWO) Interactive
Jim Cramer discussed Take-Two Interactive Software Inc. (TTWO), defending the company despite its stock being down over the past year. Wells Fargo and BMO Capital recently raised their price targets for TTWO, citing strong Q3 2025 performance and potential for AI implementation. Cramer sees potential in the stock, especially with the upcoming Grand Theft Auto release, despite concerns about AI's impact on the market.
Zacks Research Downgrades Take-Two Interactive Software (NASDAQ:TTWO) to Hold
Zacks Research has downgraded Take-Two Interactive Software (NASDAQ:TTWO) from a "strong-buy" to a "hold" rating. Despite the downgrade, the consensus among analysts remains a "Moderate Buy" with a target price of $283.94. The article also highlights recent insider stock sales and significant institutional ownership in the company.
Public Sector Pension Investment Board Grows Position in Electronic Arts Inc. $EA
The Public Sector Pension Investment Board significantly increased its stake in Electronic Arts (NASDAQ:EA) by 685.6% in the third quarter, now owning 153,283 shares valued at approximately $30.9 million. Despite this, insiders have recently sold shares worth about $24.94 million. Wall Street analysts maintain a "Hold" rating on EA, with an average target price of $186.95.
Electronic Arts Inc. $EA Shares Sold by IMA Advisory Services Inc.
IMA Advisory Services Inc. significantly reduced its stake in Electronic Arts (EA) by 96.5% during the third quarter, selling 11,178 shares and retaining only 409 shares. This comes amidst broader insider selling, with two executives selling shares in January and total insider sales reaching $24.9 million in the past 90 days. Despite institutional investors generally holding a large stake, analysts maintain a "Hold" rating with an average target price of $186.95, and EA recently declared a quarterly dividend of $0.19.
Looking Into Take-Two Interactive Software Inc's Recent Short Interest
Take-Two Interactive Software Inc (NYSE: TTWO) has seen a 3.08% decrease in its short interest, with 8.33 million shares now sold short, representing 5.04% of its float. While a decline in short interest can signal more bullish sentiment, the company's short interest is still higher than its peer group average of 2.49%. Traders would take an average of 7.04 days to cover their short positions.
Take Two Earnings Beat Highlights Mobile Growth And Recurring Franchise Power
Take-Two Interactive Software (TTWO) reported stronger-than-expected quarterly results, driven by its mobile gaming segment and established franchises like NBA 2K and Grand Theft Auto. The company is focusing on recurring revenue models, AI-driven efficiencies, and direct-to-consumer channels, which are key areas for investors to monitor. Despite the earnings beat, the stock's recent momentum has been weak, and its high forward P/E ratio suggests potential sensitivity to execution challenges.
Take-Two Interactive Software, Inc. $TTWO Shares Sold by Freemont Management S.A.
Freemont Management S.A. significantly reduced its stake in Take-Two Interactive Software, Inc. by 88.3% during the third quarter, selling 21,100 shares. Despite this, other institutional investors have either increased their positions or acquired new stakes in the company. Several Wall Street analysts have issued "buy" or "strong-buy" ratings for TTWO with an average price target of $283.94, suggesting continued confidence in the stock.
Take-Two Interactive Software: Strong Bookings Prospects Amid Selloff (Upgrade)
Take-Two Interactive Software (TTWO) has been upgraded to "Neutral" due to valuation compression balancing bull and bear cases. The company demonstrates strong bookings growth, particularly driven by titles like Grand Theft Auto VI, leading to improved FY26 and FY27 outlooks. However, competitive risks from user-generated content, AI, and reliance on M&A, combined with a 41x FY27 EV/EBITDA valuation, temper its near-term upside.
Take-Two Interactive Software Stock Forecast 2026–2030 | Future Outlook
Take-Two Interactive Software (TTWO) is currently trading around $212.47 per share as of February 4, 2026, with third-party price targets for the next 12 months ranging from $270 to $300. The stock's performance is driven by earnings, game release schedules, and overall market conditions. Technical analysis indicates oversold conditions with an RSI near 21.9, while the share price has shown an upward trend over the past two years, moving from roughly $166 to $212.47 despite recent pullbacks.
ING Groep NV Has $8.51 Million Position in Electronic Arts Inc. $EA
ING Groep NV significantly reduced its stake in Electronic Arts (NASDAQ:EA) by 93.9% in the third quarter, ending with 42,209 shares valued at $8.51 million. While ING Groep NV divested, several other institutional investors like State Street, Ameriprise, Invesco, First Trust, and Arrowstreet increased their holdings in EA. Insider selling also occurred, with executives offloading shares worth approximately $24.94 million in the last quarter, though institutional investors still own the vast majority of the stock.
Take Two Earnings Beat Highlights Mobile Growth And Recurring Franchise Power
Take-Two Interactive Software reported stronger-than-expected quarterly results, driven by its mobile segment and key franchises like NBA 2K and Grand Theft Auto. The company is focusing on recurring engagement, AI-driven efficiencies, and direct-to-consumer channels, which could impact future revenue and margins. While the stock's price is below analyst targets, Simply Wall St views it as trading near fair value, and investors should monitor its initiatives given the forward P/E and current losses.
