TTWOearnings
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $0.61Beat
- vs $0.49 expected on Nov 9
- Stock move on it
- +8.31%
- one session
- Typical move
- ±6.4%
- average over 2 reports
- Price
- $228.06
- −1.41% today · $43.6B cap
Past and upcoming reports
2
| Nov 9, 2026 | Sep 30, 2026 | After the market closes | $0.49 | Beat$0.61 | +8.31% |
| May 21, 2026 | Mar 31, 2026 | After the market closes | $0.20 | not recorded | −4.42% |
After the report
Nov 9, 2026 report
TTWO fell 3.51% after earnings as future growth remained unconfirmed by captured results
Take-Two traded down to $207.33 after the Nov. 9 report, while reported EPS and post-earnings guidance were not captured. The investment case still depends on converting Microsoft’s Xbox cloud-gaming distribution expansion into profitable growth. forward P/E was 26.1 versus a 17.2 sector average.
Reported against expected
Reported EPS was not captured. the $0.49 figure was only the pre-print estimate, so no beat or miss is confirmed.
Guidance
Explicit post-earnings guidance was not captured. Available forward context included 44.9% expected next-year EPS growth.
How the stock reacted
TTWO declined $7.54, or 3.51%, to $207.33, with 5.95 million shares traded. the session ranged from $206.36 to $217.00.
What changed
TTWO fell 3.51% to $207.33, while captured data did not add reported EPS or explicit guidance.
What the price now assumes
The decline and 26.1 forward P/E suggest investors demanded more proof that distribution expansion will produce profitable growth.
What it means for the business
Keep a cautious growth bias. upgrade only if Xbox cloud rollout supports measurable sales and margins improve from -1.4%.
The next one to three months, as we saw it then
Better case30%
Distribution expansion begins validating the future-release growth thesis, supporting the 44.9% next-year EPS-growth expectation.
Base case45%
TTWO remains a future-release growth story, but the $207.33 price reflects unresolved profitability and valuation concerns.
Worse case25%
Premium valuation compresses if new distribution fails to create profitable growth and declining earnings persist.
If you hold it
Hold unless the Xbox cloud rollout fails to produce measurable commercial evidence within 90 days or operating margin remains at or below -1.4%.
If you are watching
Enter only after measurable Xbox rollout traction and margin improvement are disclosed. do not trade on the unconfirmed $0.49 EPS estimate alone.
Scenario odds are a judgement, not measured.