Bullish analysts have raised their earnings expectations for Take-Two Interactive's stock, citing Grand Theft Auto 6 onlines live service monetization as an underestimated factor in current evaluations. A bullish analyst or investor is someone who is optimistic about a stock's future and is more willing to invest in it than the average person. This is an important detail for players because investors are betting on two things: Grand Theft Auto 6 online will be more extensive than its predecessor, and its monetization may become more aggressive.
One of these bullish stock market analysts believes that the current GTA online the service “generates revenue at a lower rate than some other major live-service franchises.” Essentially, they suggest that there is room to generate more revenue from the player base and that Take-Two will likely capitalize on that with the next iteration of GTA online. One reason for such projections is Take-Two's own revenue forecasts for fiscal years 2027 and 2028, which indicate the company expects significant profit growth, likely driven by its live service revenue.
Bullish investors count on GTA 6 Online's monetization
According to a new report from Simply Wall Street, “Bullish analysts have raised the fair value estimate for Take-Two Interactive Software from $320.00 to about $344.03.” Simply put, they believe that Take-Two's current share price is undervalued and that investors may want to buy more shares because it is like a discounted offering at the moment. Supporting the estimates, veteran stock market analyst Clive Thompson said: “If GTA 6 lives up to the hype, $350 might just be a stepping stone.”
Click on the game with higher OpenCritic rating.
As for the reasoning behind bullish assessments, analysts cite “assumptions of higher earnings power from GTA 6 and Grand Theft Auto Online.” They also point to two major changes in the gaming industry that could lead to higher profits for the newcomer GTA online: the prominence of streaming services and Rockstar Games' much larger development team compared to 2013, then GTA 5 was released.
-
Image via Rockstar Games -
Image via Rockstar Games -
Image via Rockstar Games
Analysts argue that live streaming was not an important marketing channel for GTA 5but GTA 6s expected dominance on Twitch, especially in the RP community, could greatly increase sales and profits. They also suggest that Rockstar Games has expanded the team working with significantly GTA online through the years. Once GTA 6 release, this larger team will likely shift focus to the new online mode, potentially ensuring a steady stream of new monetizable content.
Based on Simply Wall Street's data, Take-Two Interactive's workforce has grown from approximately 2,900 employees in 2016 to approximately 12,900 in 2026.
What bullish investing could mean for GTA 6 players
Investor interest in Take-Two stock may be bittersweet news for gamers. On the one hand, it reflects faith in the future of gaming and trust that Rockstar Games will deliver one of the best gaming experiences, both online and offline. On the other hand, bullish investments can also indicate that GTA 6 online will take a more aggressive approach to monetization. That could mean more expensive subscriptions like GTA+ or even more content ports, like GTA 6's Ultimate Edition already locks some stores behind a paywall.
- Released
-
November 19, 2026
- ESRB
-
Rating pending – likely adult 17+
