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Tuesday's Bonus Story Is Take-Two Interactive the Last Pure-Play Gaming Stock?Author: Dan Schmidt. Originally Published: 1/29/2026. 
Article Highlights - EA's privatization and Ubisoft's troubled release schedule have created an opportunity for Take-Two Interactive.
- Take-Two's three-point business strategy drove the company to record booking revenue in its previous quarter, and it's quickly becoming the best pure-play video game stock on U.S. markets.
- However, the release of Grand Theft Auto 6 looms in November, and Take-Two needs smooth sailing and a flawless launch to maintain momentum.
European video game developer Ubisoft Entertainment (OTCMKTS: UBSFY) saw its stock plummet last week after a wave of cancellations, most notably the "Prince of Persia: Sands of Time" remake. Ubisoft canceled six games in total and announced a major business reset to shrink its studio count, sending the stock down more than 30% in three days. With Ubisoft in trouble and Electronic Arts Inc. (NASDAQ: EA) set to become a private company under the Saudi Public Investment Fund (PIF), Take-Two Interactive Software Inc. (NASDAQ: TTWO) may be the last pure-play gaming stock left on U.S. exchanges. But does that make it a buy? A Bifurcated and Shrinking Video Game Industry The former CEO of Google calls it the most important thing to happen in 500, maybe 1,000 years of human society. A former U.S. Treasury Secretary says when your great-grandchildren write the history of this period, the political headlines will be the second or third story. The first story is something none of us have seen before. The dot-com collapse, global financial crisis, and COVID-19 pandemic don't compare to what's coming next. We may be entering a period of dramatic, almost unimaginable change. See the full warning and how to prepare now. The gaming industry has split into two distinct factions: mobile and console/PC. Mobile is the fastest-growing sector, but console and PC gaming remain important markets and are increasingly dominated by large intellectual-property franchises. In the early days of the console wars, independent developers specialized—Squaresoft, for example, was known for role-playing games such as "Final Fantasy." Today, publishers like Ubisoft, EA and Take-Two operate many studios that produce a wide variety of titles, from sports sims to first-person shooters to action RPGs. With Ubisoft cutting back to five studios, EA going private and tying itself more closely to sports franchises such as the NFL and WWE-parent TKO Group Holdings Inc. (NYSE: TKO), Take-Two is emerging as a leading pure-play option for investors seeking exposure to the industry. That said, there's a major risk on the horizon: the long-awaited arrival of "Grand Theft Auto VI" (GTA6), scheduled for release on Nov. 19. GTA6 has faced numerous delays and setbacks, so Take-Two's near-term prospects increasingly hinge on a smooth launch. Take-Two's Three-Pillar Strategy Take-Two has grown into a roughly $45 billion company by combining blockbuster, high-risk franchise development with dependable, recurring-revenue businesses across console and mobile. The company focuses on three pillars: Prestige games: Take-Two's biggest hits come from Rockstar Games, creator of "Grand Theft Auto," "Red Dead Redemption" and "Max Payne." These titles often require years—or even decades, in GTA6's case—to develop, but they can become cultural touchstones that generate massive, long-lived revenue. For example, GTA5, released in 2013, has sold roughly 220 million units and still posts more than a million annual sales despite being on the market for 12+ years. Reliable revenue: Rockstar projects take time, so Take-Two relies on simpler, repeatable franchises for steady cash flow. That's the role of the 2K lineup: annual releases such as NBA 2K and WWE 2K, analogous to EA's yearly Madden franchise. NBA 2K25 sold more than 7 million copies during its release fiscal year, and NBA 2K26 had already sold 5 million units as of fiscal Q2 2026. Zynga mobile games: Take-Two's 2022 acquisition of Zynga added a significant mobile business. Mobile titles boost in-game-purchase revenue and ad monetization, contributing to a record fiscal Q2 2026 revenue of more than $1.96 billion. Mobile games Toon Blast and Match Factory each grew more than 20% year-over-year, and the mobile version of WWE 2K surpassed 38 million lifetime downloads. Key Recurring Consumer Spending also rose 20% in the quarter. TTWO Stock Consolidating Around Technical Turning Points In its most recent earnings release, Take-Two raised full-year 2026 net bookings guidance to $6.5 billion after a record Q2, citing expected outperformance across multiple titles. The company's fiscal year ends before GTA6's November launch, but investors will be watching closely for updates on that flagship franchise. In the near term, the stock faces catalysts such as fiscal Q3 2026 earnings, due after the market close on Feb. 3. 
The daily chart shows the stock at a crossroads, with the 50-day and 200-day simple moving averages (SMAs) converging ahead of the Q3 report. The 200-day SMA has acted as reliable support while the price consolidated, forming higher lows and lower highs. The Relative Strength Index (RSI) is beginning to turn bullish after nearly dipping into oversold territory, but many investors are likely to wait for Q3 earnings before making substantial bets on TTWO shares.
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