Analysts Remain Bullish on Take-Two Interactive Despite GTA VI Delay, Anticipate Strong Long-Term Growth
Analysts Remain Bullish on Take-Two Interactive Despite GTA VI Delay, Anticipate Strong Long-Term Growth
Take-Two Interactive Software, Inc (NASDAQ:TTWO) released fourth-quarter financial results, where it gave an initial outlook for fiscal 2025, including net Bookings of $5.55 billion to $5.65 billion.
Take-Two Interactive Software, Inc（納斯達克股票代碼：TTWO）發佈了第四季度財務業績，其中給出了2025財年的初步展望，包括55.5億美元至56.5億美元的淨預訂量。
The following are the reactions of different analysts on the company's earnings.
以下是不同分析師對公司收益的反應。
Stifel – Reiterates Buy, price target of $175.00
Stifel — 重申買入，目標價爲175.00美元
Analyst Drew E. Crum said the company reported FY4Q results that came in ahead of expectations, ending FY2024 on a high note, albeit for a year that annual guidance was lowered twice.
分析師德魯·克魯姆表示，該公司公佈的第四財季業績超出了預期，儘管一年來年度預期兩次下調，但 FY2024 收盤時表現良好。
But, for the analyst, the more momentous announcement was a "Fall CY2025" (FY2Q26-3Q26) launch window for GTA VI, and thus a reduced view on FY2025 in terms of company guidance.
但是，對於分析師來說，更重要的公告是《俠盜獵車手VI》的 “2025年秋季”（FY2Q26-3Q26）發佈窗口，因此在公司指導方面對 FY2025 的看法有所降低。
The analyst noted "kicking the can down the road" another year as it relates to Take-Two's development pipeline, is frustrating for investors.
這位分析師指出，與Take-Two的開發渠道有關，再過一年 “大放異彩”，這讓投資者感到沮喪。
But, the analyst said the scenario was largely anticipated, and having more precision around the release date for GTA VI should help the shares.
但是，這位分析師表示，這種情況在很大程度上是預料之中的，更準確地確定GTA VI的發佈日期應該會對股價有所幫助。
Wedbush – Reiterates Outperform, price target of $190.00
Wedbush — 重申跑贏大盤，目標股價爲190.00美元
Analyst Nick McKay has taken down FY25 estimates to reflect the topline guidance cut and a full view of the year for the first time.
分析師尼克·麥凱首次下調了25財年的預期，以反映收入指導的下調和今年的全面展望。
The analyst is modestly above the high ends of the guidance ranges to incorporate a modest contribution from Gearbox, with that deal expected to close soon.
該分析師略高於指導區間的最高水平，將Gearbox的少量捐款納入其中，該交易預計將很快完成。
The analyst is encouraged by the firm window for GTA VI, and expect the shares to react positively once gamers and investors alike learn additional details about the title, through features at game shows or additional trailers.
這位分析師對GTA VI的堅定窗口感到鼓舞，並預計，一旦遊戲玩家和投資者通過遊戲節目或其他預告片了解有關該遊戲的更多細節，該股將做出積極的反應。
Benchmark – Reiterates Buy, price target of $200.00
基準—重申買入，目標價爲200.00美元
Analyst Mike Hickey said the company reported better-than-expected fiscal Q4 results but reduced its fiscal 2025 guidance due to the release window for Grand Theft Auto 6 shifting to fall 2025.
分析師邁克·希基表示，該公司公佈的第四財季業績好於預期，但由於俠盜獵車手6的發佈窗口移至2025年秋季，該公司下調了2025財年的預期。
Take-Two "kitchen-sinked" their fiscal 2025 guidance, and the analyst sees very low downside risk to this guidance.
Take-Two的2025財年指導方針 “陷入了困境”，分析師認爲該指引的下行風險非常低。
The analyst expects fiscal 2027 net bookings growth to be driven by continued sales strength from GTA 6 and a potential PC SKU, the launch of GTA Online 2, the continued recovery of mobile, and additional frontline releases.
該分析師預計，2027財年的淨預訂量增長將受GTA 6的持續銷售強勁和潛在的PC SKU、GTA Online 2的推出、移動設備的持續復甦以及其他一線版本的推動。
With the guidance risk now realized, the setup for the company's step-up growth opportunity is much cleaner, noted the analyst.
分析師指出，隨着指導風險現已實現，公司逐步增長機會的設置要簡潔得多。
Roth MKM – Reiterates Buy, lowers price target from $185 to $180
Roth MKM — 重申買入，將目標股價從185美元下調至180美元
Analyst Eric Handler said having better clarity towards the GTA VI release should be seen as a clearing event.
分析師埃裏克·漢德勒表示，進一步明確GTA VI的發佈應被視爲清算事件。
The analyst remains positive towards Take-Two's multi-year growth trajectory, even with GTA VI getting pushed into FY26.
儘管GTA VI已推遲到26財年，但這位分析師仍對Take-Two的多年增長軌跡持樂觀態度。
FY25 will see a significant increase in new game releases marking the inflection point for what is seen as a very deep, multi-year game pipeline, opined the analyst.
分析師認爲，25財年新遊戲發行量將大幅增加，這標誌着一個非常深入的多年遊戲開發渠道的轉折點。
The analyst noted that the company's restructuring plan is anticipated to produce $165 million of annual cost savings.
該分析師指出，該公司的重組計劃預計每年將節省1.65億美元的成本。
Price Action: TTWO shares are trading higher by 0.94% at $147.46 at the last check Friday.
價格走勢：在週五的最後一次支票中，TTWO股價上漲0.94％，至147.46美元。
Image: victoria from Pixabay
圖片：來自 Pixabay 的維多利亞
譯文內容由第三人軟體翻譯。