Why Take-Two (TTWO) Shares Are Trading Lower Today

September 24, 2025 at 12:05 PM EDT

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What Happened?

Shares of video game publisher Take Two (NASDAQ: TTWO) fell 3.2% in the morning session after the company announced that the Nintendo Switch 2 port of its game “Borderlands 4” was delayed.

Take-Two stated that it did not take the decision lightly but was committed to delivering the best possible experience, which required additional development and polish time. The company also hoped to better align the game's release with the addition of cross-save features. This news came while investor anticipation for other major franchises, like Grand Theft Auto, remained high. The game's port was originally set for an October 3 release.

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What Is The Market Telling Us

Take-Two’s shares are not very volatile and have only had 5 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.

The previous big move we wrote about was 16 days ago when the stock gained 4.3% on the news that the stock reached an all-time high, fueled by strong recent financial results and sustained investor optimism for its highly anticipated Grand Theft Auto VI title.

The video game company's stock hit a record $245.6, capping a remarkable 55% increase over the past year. This momentum follows a strong first-quarter report for fiscal year 2026, where Take-Two surpassed expectations with adjusted earnings per share of $0.61, well above the projected $0.29. The company also beat its net bookings forecast and raised its full-year guidance.

Adding to the positive sentiment, Take-Two's subsidiary Rockstar Games recently dismissed delay rumors and reaffirmed that Grand Theft Auto VI is on track for its May 26, 2026 release. In response to these developments, analysts have grown more bullish, with firms like Benchmark and Rothschild Redburn raising their price targets on the stock to $275 and $260, respectively.

Take-Two is up 31.1% since the beginning of the year, and at $240.22 per share, it is trading close to its 52-week high of $251.64 from September 2025. Investors who bought $1,000 worth of Take-Two’s shares 5 years ago would now be looking at an investment worth $1,470.

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Why Take-Two (TTWO) Shares Are Trading Lower Today

What Happened?

What Is The Market Telling Us

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