Take-Two shares fall 6.7% as GTA VI delay speculation weighs on stock

  • Take-Two shares fell 6.7% to $219.70 Monday amid GTA VI postponement speculation.
  • Netflix’s GTA VI premiere drew 31.1 million views across 87 of 93 markets.
  • GTA VI remains scheduled for Nov. 19 after earlier fall and May 2026 timelines.

Take-Two Interactive Software shares fell 6.7% to $219.70 Monday, making the stock the S&P 500’s fifth-worst performer, as investors speculated that Grand Theft Auto VI could face another delay. Analysts said the decline reflected postponement concerns rather than the unauthorized gameplay footage itself. Rockstar Games executive Rob Nelson reaffirmed the development timeline in an Aug. 28 interview with Famitsu, while Bank of America analyst Omar Dessouky said the release of comprehensive gameplay footage made another delay highly improbable. Netflix’s roughly 27-minute exclusive premiere drew 31.1 million views and ranked No. 1 in 87 of 93 monitored countries before becoming available on YouTube and other services six hours later. Take-Two’s consensus rating remains Strong Buy, based on 18 Buy recommendations over the past three months, with an average price target of $297.29 and approximately 37% upside potential cited in the report. GTA VI follows Grand Theft Auto V, released in September 2013 and sold more than 200 million times, and remains scheduled for Nov. 19 after earlier fall and May 2026 timelines. Take-Two’s chief executive has said customers are choosing the $99.99 Ultimate edition faster than the standard $79.99 version.

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