Retarded take. That would be double amazons market cap.

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Lmao you think the market cap of SPACE is only 3 trillion? there are even 3 trillion planets each must be worth more than 1 dollar

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You care because you keep responding and calling me names. Anyways, back to our conversation. Saying Grand Theft Auto is only 30% of Take Two completely misreads the financial mechanics of the company, and honestly, the math is embarrassing. Take Two just wrapped up Fiscal Year 2026 with 6.72 billion dollars in total net bookings. For Fiscal Year 2027, management's official corporate guidance jumps straight to a record 8.0 to 8.2 billion dollars entirely because Grand Theft Auto VI launches on November 19th. That is an absolute, single year leap of up to 1.5 billion dollars in brand new top line scale. Trying to act like an unprecedented multi-billion dollar single product launch equates to a tiny five percent blip in market cap proves you are looking at stagnant, trailing numbers rather than forward looking guidance. Furthermore, you are fundamentally confusing unit sales with structural enterprise value. The reason Wall Street values Take Two the way it does is because of Recurrent Consumer Spending, which just grew 17% and now accounts for an astonishing 78% of the company's entire net bookings. GTA Online is the ultimate high margin engine behind those metrics. When a product beats projections by 20% to 50% in a business model where nearly 80% of the revenue is recurring, high margin digital monetization, it completely restructures the company's long term cash flow profile. Claiming that a stock will go down after an unprecedented 50% earnings beat on the most anticipated entertainment launch in history doesn't just ignore macro factors, it entirely defies the fundamental laws of equity valuation.

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Why would I care if a retard like you doesnt take me seriously? You’re in the wrong sub bud. Go back to weenie hut jr. There is zero contradiction, stocks move up and down all the time for many reasons. Macros affect all stocks. Even if gta massively outperforms, that means how much extra money? A few billion? At most you’re looking at a 5% increase to expected market cap lmao. Gta is only like 30% of TTWO. That is not enough to move the needle much. Gta can smash projections 20-50% higher than expected and the stock will still go down lmao

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Stick to underperforming the market donkey brains. Gta 6 is the most talked about game in history and you think analysts arent pricing that in. You think this stock trades at $45b market cap and isnt already expecting to make $15b from gta. Absolute retard.

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Anthropic has done a nice job carving itself at the top for enterprise AI and still behind on consumer AI. If they IPO at a +$1 trillion market cap, they should acquire Reddit.

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I am up over 49.55% on a $160 cost basis, so your math on underperforming is already cooked. Beyond that, using trailing P/E to value a publisher at the absolute nadir of a decade long development cycle proves you do not understand how the gaming sector works. Wall Street is not buying past GAAP losses, they are pricing in the $8.0 to $8.2 billion FY2027 forward bookings guidance from the upcoming GTA VI launch. If that massive multiyear cash flow was already fully priced in, the stock would not have just popped 5% on a simple pre-order date announcement. The market is consistently bad at modeling non-linear, explosive growth, and a $45B market cap for a portfolio that owns GTA, Red Dead, NBA 2K, and Zynga is a discount compared to recent industry M&A. Edit: percentage amount.

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Not enough to move their market cap at all lmao

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Congrats on underperforming the market lmao. If it’s not priced in, go ahead and give any explanation as to why it trades at current PE and $45B market cap.

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Jesus christ you guys are so dumb. All the hype is priced in. Take a look at take twos market cap. Now think what is the maximum profit you could get from gta6? Even if it blows past the hype already priced in, that will barely move the stock. Gta is only one part of this company.

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