Bullish analysts have raised their profit expectations for Take-Two Interactive’s stock, citing Grand Theft Auto 6 Online‘s live-service monetization as an underrated factor in current evaluations. A bullish analyst or investor is someone who is optimistic about a stock’s future and is more willing to invest in it than the average person. This is an important detail for gamers because investors are betting on two things: Grand Theft Auto 6 Online will be more extensive than its predecessor, and its monetization could be more aggressive.
One of these bullish stock market analysts believes that the current GTA Online service “monetizes at a lower rate than some other large live-service franchises.” Essentially, they suggest there is room to generate more revenue from the player base and that Take-Two will likely capitalize on it with the next iteration of GTA Online. One reason for such forecasts is Take-Two’s own revenue projections for fiscal years 2027 and 2028, which indicate the company expects significant earnings growth, likely driven by its live-service monetization.
Bullish Investors Count on GTA 6 Online’s Monetization
According to a new report by Simply Wall Street, “Bullish analysts have lifted the fair value estimate for Take-Two Interactive Software from $320.00 to about $344.03.” In simple terms, they believe Take-Two’s current stock price is undervalued and that investors might want to buy more shares because it’s like a discounted offer at the moment. Backing the estimations, veteran stock market analyst Clive Thompson said, “If GTA 6 lives up to the hype, $350 could just be a stepping stone.”
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As for the reasoning behind bullish assessments, analysts cite the “higher earnings power assumptions from GTA 6 and Grand Theft Auto Online.” They also point to two major changes in the gaming industry that could drive higher profits for the new GTA Online: the prominence of streaming services and Rockstar Games’ much larger development team compared to 2013, when GTA 5 was released.
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Image via Rockstar Games -
Image via Rockstar Games -
Image via Rockstar Games
Analysts argue that livestreaming wasn’t a major marketing channel for GTA 5, but GTA 6‘s expected dominance on Twitch, especially in the RP community, could greatly boost sales and profits. They also suggest that Rockstar Games has significantly expanded the team working on GTA Online over the years. Once GTA 6 is released, this larger team will likely shift its focus to the new online mode, potentially ensuring a steady stream of new monetizable content.
Based on Simply Wall Street’s data, Take-Two Interactive’s workforce has grown from about 2,900 employees in 2016 to roughly 12,900 in 2026.
What Bullish Investments Could Mean for GTA 6 Players
Investors’ interest in Take-Two stock could be bittersweet news for gamers. On the one hand, it reflects confidence in the game’s future and trust that Rockstar Games will deliver one of the best gaming experiences, both online and offline. On the other hand, bullish investments could also suggest that GTA 6 Online will take a more aggressive approach to monetization. That could mean higher-priced subscriptions like GTA+ or even more content gates, as GTA 6‘s Ultimate Edition already locks some stores behind a paywall.
- Released
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November 19, 2026
- ESRB
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Rating Pending – Likely Mature 17+