Does the delay of Grand Theft Auto VI matter? Take-Two's stock price remains stable at $230, with 90% of analysts recommending a buy.

Grand Theft Auto VI (GTA VI) is confirmed not to be released in 2025, which has disappointed many players, but investors are not worried. The parent company (Take-Two,T2)'s stock price remains close to a historical high, standing strong at $230, supported by strong new releases like (Borderlands 4). Additionally, Wall Street generally has a positive outlook on its revenue growth in the coming years. Despite a short-term downward adjustment in financial forecasts, overall market sentiment remains optimistic.

GTA VI delayed to the 2026 fiscal year, market reaction unexpectedly stable.

T2 announced at the beginning of May that the release of "GTA VI," originally scheduled for 2025, will be delayed until 2026, which corresponds to the company's fiscal year 2027.

Official delay news of T2 at the beginning of May

Although the news caused a brief drop in stock prices, the overall decline was less than 1%, and it subsequently returned to a level close to the historical high.

After the news was released, T2's stock price reached a historical high of $235.17. Before the deadline, the stock price arrived at $232.34.

Analysts believe that the delay announcement actually reduces the risk of a future earnings report bombshell, as everyone is already mentally prepared.

GTA VI's first-year revenue is expected to reach 2 billion USD; a delay does not mean disappearance.

According to Bloomberg's estimates, "GTA VI" is expected to generate $2 billion in revenue in its first year of release, making it one of the most important game titles of this generation.

A fund manager stated that the pressure surrounding "GTA VI" is the greatest he has ever seen, and rather than rushing to release it, it would be better to wait until it is perfected before launching.

The T2 lineup is luxurious, and Borderlands 4 takes over to rake in profits.

Although the release of GTA VI has been delayed, games under T2 such as Borderlands 4( are also expected to become money-making monsters.

Experts say that T2 is one of the few gaming companies that can support its revenue like Netflix through its "content library," and is almost unaffected by tariffs and supply chain issues, with fundamentals more robust than its peers.

The financial forecast has been revised downward in the short term, but the stock price remains high.

Affected by the postponement of GTA, analysts generally lowered their financial forecasts for T2:

The estimated net profit for the fiscal year 2026 has been revised down by about 32%.

Revenue forecast lowered by approximately 5.4%

However, even so, the revenue growth for the entire year of 2026 is still expected to be close to 40%, which is much higher than the approximately 5% growth in 2025. This indicates that even without GTA, there is still strong growth momentum.

Wall Street's favorite gaming stock, T2, is a "buy" for 90% of analysts.

According to Bloomberg reports, currently over 90% of analysts recommend buying T2 stocks: in contrast:

Only about 66% of analysts recommend buying Roblox.

40% of analysts recommend buying EA

Delay is not a bad thing, perfection is the winner.

Both players and investors acknowledge that the pressure for "GTA VI" is immense, and launching it too early may not meet expectations. Analysts have also stated:

"Of course we hope it comes out soon, but we hope even more that it is a great work worth waiting for. In this market, one mistake can ruin the reputation of the entire company."

Based on the current performance, even if T2's short-term valuation increases, there is still enough positive support for the stock price to continue rising in the long term.

Does the delay of Grand Theft Auto VI matter? Take-Two's stock price still holds steady at $230, with 90% of analysts recommending a buy. First appeared on Chain News ABMedia.