Gaming stocks are exploding.

And most still offer a good deal of further upside, fueled by the upcoming release of Grand Theft Auto VI, the latest Nintendo Switch 2, and exploding growth at Roblox.

For an idea of just how explosive gaming has become, the Global X Video Games and eSports ETF (HERO) soared about 44% from its April 2025 low to now, as compared to the S&P 500’s 34% growth over the same time frame.

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Here’s Why We Like Take Two Interactive (TTWO)

Since bottoming out at around $190 in April, TTWO is now up to $232.40. 

From here, we‘d like to see it closer to $250 as we near the launch of its latest 800-pound gorilla, Grand Theft Auto VI.  If you’re familiar with the franchise, you know it’s wildly popular and sells millions of copies. We expect no less this time.

Grand Theft Auto V sold 210 million copies, the third best-selling game of all time. Grand Theft Auto VI could sell 250 million moving forward, according to analysts.

Recent earnings haven’t been too shabby either.

An EPS loss of seven cents beat by 65 cents. Revenue of $1.5 billion, up about 12% year over year, beat by $190 million.  

“For the fiscal year 2026, the GTA and NBA2K franchise owner raised its net bookings guidance to $6.05B to $6.15B (mid. $6.10B), from $5.90B to $6B, which is ahead of the consensus estimate of $6.04B. Adjusted EBITDA was guided between $827M and $886M, up from $793M to $847M previously provided (mid. $856.5, est. $833.6M),” said Seeking Alpha.

Sincerely,

Ian Cooper