Stock Drop Follows Pre-Order Launch
Take-Two shares declined at market open despite widespread pre-order activity. The reaction reflected divided views on the $80 standard edition price, with some shareholders having anticipated a higher starting point.
Analysts Raise Targets on Monetization Outlook
Bank of America analyst Omar Dessouky reiterated a buy rating and lifted the price target to $368, citing potential for improved GTA+ performance after launch. Jefferies analyst James Heaney called the $80 price a positive outcome that matched most investor models, though he noted the absence of any GTA Online details in early materials. BTIG analyst Clark Lampen set a $290 target and forecast sustained earnings growth from fiscal 2027 through 2029, pointing to historical per-capita spending of $40 to $45 in prior GTA Online titles.
Physical Editions and Additional Sales Expected
A reliable leaker indicated that physical copies will contain a disc beginning in December. The detail suggests possible double-dipping by collectors and further holiday sales volume according to RockstarINTEL.