Take-Two Plans $1 Billion Stock Sale After GTA 6 Delay

CEO Strauss Zelnick acknowledged that fiscal 2026 net bookings will be lower without the GTA 6 release but maintained that the company expects to set records and anticipates growth in fiscal 2027. Despite the delay, Take-Two shares are trading near record levels reached earlier this month. The stock has gained approximately 27% this year, ranking among the top 10 performers in the Nasdaq 100 Index.

The industry estimates that GTA 6 could generate $2 billion in net revenue during its first year of release. While this revenue is now pushed to 2026, analysts note the delay may reduce execution risk for the highly anticipated title.

Take-Two owns Rockstar Games, 2K, and Zynga, with upcoming releases including Borderlands 4 . Portfolio managers have cited the company's diverse game pipeline as a key strength, viewing it as relatively insulated from broader economic pressures.