Take-Two Interactive Software Inc reported an insider sale on March 5, 2026, when director Michael Dornemann sold 1,390 shares of common stock at a price of $213.09 per share. The total value of that transaction was $296,195.
The sale came as Take-Two's shares were trading around $211.50, representing a decline of roughly 17% so far this year. Market analysis from InvestingPro indicates the stock is currently trading above its calculated Fair Value and lists Take-Two among companies on its Most Overvalued list.
After completing the disposition, Dornemann continues to hold a direct stake of 21,525 shares in the company.
Take-Two has not reported a profit over the trailing twelve months. However, analyst coverage cited by InvestingPro includes forecasts that the company will return to profitability within the current year, a projection noted among eight or more additional InvestingPro tips available to subscribers.
Analyst updates following Take-Two’s quarter
In the wake of Take-Two’s strong quarterly report, a slate of brokerages issued guidance and ratings notes:
- Benchmark reiterated a Buy rating, pointing to what it described as a decisive third-quarter beat and an upward revision to fiscal 2026 guidance. Benchmark highlighted an expected midpoint for Net Bookings of $6.7 billion, which it said exceeds consensus expectations.
- DA Davidson kept a Buy rating with a $300 price target, citing elevated player engagement for NBA 2K26 that it says has outperformed prior editions.
- Raymond James upgraded the stock to Strong Buy and kept a $285 price target, while noting concerns about Google’s Project Genie and broader AI tools.
- Wells Fargo lowered its price target to $295 from $301 but maintained an Overweight rating, and provided a projection of $9.18 in non-GAAP earnings per share for fiscal 2027.
- Wedbush reiterated an Outperform rating with a $300 price target and pointed to improvements in mobile payment technology that could reduce platform fees, particularly for Zynga’s Empires & Puzzles.
Taken together, these analyst notes reflect a mixture of optimism tied to product engagement and stronger guidance, alongside caution related to competitive and technology-driven risks.
Valuation tools and further analysis
InvestingPro’s Fair Value assessment, which places Take-Two on its Most Overvalued list, is one reference point market participants are using to evaluate the stock. The platform also promotes a Fair Value calculator that combines a mix of 17 valuation models to assess equity value and to compare Take-Two with thousands of other stocks.
For investors watching insider activity and broker commentary, the combination of an insider sale, the company’s recent operational results, and varying analyst price targets and ratings offers data points that will likely feed into near-term trading and longer-term valuation debates.