(BFM Stock Exchange)-Take-Two plunges more than 10% on the stock market after announcing that this ultra-open title would be released in May 2026 and not in the fall of 2025 as previously announced.
The courses of the stock market game groups remain closely linked to the success and the dates of outings of their flagship games. Cyberpunk 2077 delays have often shaken Polish CDProjekt in Warsaw and postpones from Assassin’s Creed Shadows have also weighted Ubisoft action in recent months.
Take-Two, the distributor of many games but especially from the Grand Theft Auto series (GTA) knows the same fate, this Friday, May 2. Its action collapsed by 11% in the discussion of pre -opening at Wall Street after the group announced the postponement of the highly anticipated GTA VI.
The company, in a press release, indicated that the sixth opus would appear on May 26, 2026, while the company previously mentioned “fall 2025” as a release date.
Consequently, sales of this game will be recorded in the company 2026-2027 results and not on 2025-2026, the company closing its accounts at the end of March.
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-The continuation of a huge success
This game is extremely critical of both Take-Two’s financial future, since the previous opus, GTA V has represented one of the greatest commercial successes in the history of video games.
The title has sold more than 210 million units, according to Take-Two and was also the fastest video game to reach the billion dollars in income. It is also more important success for the last 10 years in the United States, according to Circana. More broadly, the GTA franchise has passed at more than 440 million copies since the launch of the first game (far from being the phenomenon that it has become) in 1997.
The expectations are thus large around GTA VI. This is evidenced by the behavior of the action on February 7, after the publication of the latest group results. The action had taken off 14% not so much because the company had delivered better accounts than expected but especially because the GTA VI launch calendar was confirmed.
“In the foreseeable future, Take-Two’s fortune should mainly depend on the Grand Theft Auto franchise. This makes us uncomfortable,” said Morningstar.
“In the short term, the purchase of the action looks like a battery or face game, where transactions will simply depend on how the release of Grand Theft Auto VI (…) will take place in relation to expectations,” warns the financial intermediary. “We are convinced that the game will be one of the biggest outings of all time, but going beyond expectations could increase the action, while disappointing results could make it collapse,” he warned in February.
Julien Marion – © 2025 BFM Bourse
