On April 24, we noted, “After testing a high of $171.59 on GTA VI hype, Take-Two Interactive (TTWO) plummeted to a recent low of $138.93 on the game’s delay.  Nowadays, with most of the negativity now priced in, oversold shares of TTWO are a bargain. Plus, it’s slowly starting to pivot higher from over-extensions on RSI, MACD, and Williams’ %R.”

At the time, TTWO traded at around $141. Today, after hitting a high of $168.68, it’s back to $158.22, offering us another buy opportunity on the dip. In fact, after catching strong support at just under $154, TTWO is starting to pivot higher again.

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Last trading at $158.22, we’d like to see it initially retest $168.68 and head higher as we near the eventual release of the new Grand Theft Auto game. Helping, Bank of America recently upgraded TTWO to a buy with a $185 price target.

“We no longer feel that TTWO lacks the catalyst needed to attract marginal buyers, as we did upon our downgrade [in December],” said the firm, as quoted by Seeking Alpha. “The release of two immersive sequels, other than GTA 6, in FY25 makes TTWO attractive at its current valuation, buying time for an update from Rockstar Games.”

Sincerely,

Ian Cooper