11:01 AM EDT, 05/15/2026 (MT Newswires) -- Take-Two Interactive Software (TTWO) is heading into a key "go/no-go"earnings moment, with investor attention set to center on fiscal guidance and confirmation of the Grand Theft Auto VI release schedule ahead of the May 21 call, Wedbush Securities said in a Friday note.

The analyst said the update will be critical in determining whether GTA VI remains on track for its Nov. 19 launch, noting Rockstar's historical tendency to signal major delays roughly six months in advance, making this call a pivotal checkpoint for expectations.

Wedbush expects fiscal Q4 results to come in at the high end of guidance, modeling net bookings of about $1.56 billion versus guidance of $1.51 to $1.56 billion and earnings per share of $0.56 at the top of the $0.46 to $0.56 range, supported in part by strength in mobile gaming, according to the report.

Looking ahead, Wedbush said fiscal 2027 guidance will be the most important driver of sentiment, with estimates at roughly $9.40 billion in bookings and $6.40 in EPS versus consensus of about $9.33 billion and $7.97, as investors look for clarity on GTA VI scale, mobile momentum, and the timing of launch contributions.

Wedbush maintained its outperform rating on the stock with a price target of $300.

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