TTWO

TTWO Earnings Preview

Take-Two Interactive Software, Inc. · Communication Services · $39B

14d until earnings

TTWO Earnings

Thursday, May 14 2026
EPS Estimate
$0.56
$0.44 – $0.88
Revenue Estimate
$1.6B
Current Price
$213.01

Our Position

bullish

Big money bets bullish on options with $310 upside

structured data est. revisions falling (-36.1pp / 30d)

The bullish tilt and wide price range signal institutional conviction that TTWO could see a major move—either on a catalyst like a blockbuster release or acquisition rumor. The put-to-call dollar ratio shows hedging remains active, but the directional bias favors upside.

Watch: Watch for earnings guidance or a major franchise update that could validate the $310 upper target. If open interest keeps climbing without news, the options may be anticipating an M&A event or partnership announcement.

Data Signal Summary

0 bullish
4 bearish
Estimates down -5% Insider selling cluster Put/call 2.2 (bearish skew) Price downtrend

Key Context

Insider Activity
selling
Price Trend
downtrend
From 52w High
-2.4%
Est. Revisions (30d)
-5.4% 6up/0dn
Analyst Target (mean)
$277 $165–$305 +30%
Options P/C Ratio
2.19
Est. Dispersion
59% 10 analysts
Insider Cluster
strong sell
Fund Convergence
strong Tiger Global, Citadel, D.E. Shaw, Renaissance, Soros

Recent Activity

insider trades 144 transactions
Award · SIMINOFF ELLEN F (Director) ·556 shares
Award · SIMINOFF ELLEN F (Director) ·116 shares
Award · VIERA PAUL E (Director) ·103 shares
Sell · SIMINOFF ELLEN F (Director) ·413 shares ·$86,466
Sell · GORDON WILLIAM BINGHAM (Director) ·2,500 shares ·$521,725
139 more
Sell · DORNEMANN MICHAEL ·1,390 shr ·$296,195
Sell · ZELNICK STRAUSS ·60,000 shr ·$12,862,211
Sell · GORDON WILLIAM BINGHAM ·2,500 shr ·$522,525
Sell · EMERSON DANIEL P ·2,508 shr ·$535,637
Sell · GOLDSTEIN LAINIE ·1,166 shr ·$248,906
Sell · SHERESKY MICHAEL J ·155 shr ·$30,183
Sell · SIMINOFF ELLEN F ·413 shr ·$82,600
Sell · SIMINOFF ELLEN F ·414 shr ·$101,629
Award · GORDON WILLIAM BINGHAM ·84 shr
Award · SIMINOFF ELLEN F ·96 shr
Award · VIERA PAUL E ·86 shr
Sell · SIMINOFF ELLEN F ·413 shr ·$100,239
Sell · EMERSON DANIEL P ·1,107 shr ·$274,658
Sell · GOLDSTEIN LAINIE ·1,612 shr ·$399,953
Sell · SRINIVASAN LAVERNE EVANS ·1,350 shr ·$321,664
Sell · SHERESKY MICHAEL J ·182 shr ·$42,790
Sell · SIMINOFF ELLEN F ·414 shr ·$97,683
Sell · SIMINOFF ELLEN F ·411 shr ·$106,622
Award · DORNEMANN MICHAEL ·967 shr
Award · SHERESKY MICHAEL J ·967 shr
Award · HERNANDEZ ROLAND A ·967 shr
Award · GORDON WILLIAM BINGHAM ·1,033 shr
Award · SIMINOFF ELLEN F ·1,064 shr
Award · TOLSON SUSAN ·967 shr
Award · SRINIVASAN LAVERNE EVANS ·1,379 shr
Award · VIERA PAUL E ·1,054 shr
Award · MOSES JON J ·967 shr
Sell · SIMINOFF ELLEN F ·414 shr ·$101,948
Sell · GOLDSTEIN LAINIE ·10,000 shr ·$2,500,000
Sell · MOSES JON J ·1,000 shr ·$239,570
Sell · EMERSON DANIEL P ·1,986 shr ·$474,110
Sell · GOLDSTEIN LAINIE ·11,579 shr ·$2,773,955
Sell · GOLDSTEIN LAINIE ·20,000 shr ·$4,612,800
Other · ZELNICK STRAUSS ·20,000 shr
Sell · ZELNICK STRAUSS ·65,000 shr ·$15,017,563
Sell · EMERSON DANIEL P ·22,479 shr ·$5,113,298
Sell · SRINIVASAN LAVERNE EVANS ·2,325 shr ·$528,868
Sell · SLATOFF KARL ·48,995 shr ·$11,155,031
Sell · SHERESKY MICHAEL J ·198 shr ·$46,227
Sell · SIMINOFF ELLEN F ·411 shr ·$96,030
Sell · MOSES JON J ·1,000 shr ·$231,330
Award · DORNEMANN MICHAEL ·254 shr
Award · SHERESKY MICHAEL J ·254 shr
Award · HERNANDEZ ROLAND A ·254 shr
Award · GORDON WILLIAM BINGHAM ·324 shr
Award · SIMINOFF ELLEN F ·356 shr
Award · TOLSON SUSAN ·254 shr
Award · SRINIVASAN LAVERNE EVANS ·362 shr
Award · VIERA PAUL E ·346 shr
Award · MOSES JON J ·254 shr
Sell · SIMINOFF ELLEN F ·414 shr ·$98,449
Sell · SIMINOFF ELLEN F ·411 shr ·$94,920
Sell · SIMINOFF ELLEN F ·413 shr ·$94,792
Sell · SHERESKY MICHAEL J ·200 shr ·$45,106
Award · ZELNICK STRAUSS ·372,577 shr
Sell · EMERSON DANIEL P ·27,056 shr ·$6,093,633
Sell · GOLDSTEIN LAINIE ·39,729 shr ·$8,947,885
Award · SLATOFF KARL ·372,577 shr
Other · ZELNICK STRAUSS ·135,985 shr
Sell · ZELNICK STRAUSS ·216,661 shr ·$48,910,945
Award · EMERSON DANIEL P ·31,035 shr
Other · EMERSON DANIEL P ·45 shr
Award · GOLDSTEIN LAINIE ·45,223 shr
Sell · SLATOFF KARL ·216,661 shr ·$48,910,945
Award · DORNEMANN MICHAEL ·262 shr
Award · SHERESKY MICHAEL J ·262 shr
Award · HERNANDEZ ROLAND A ·262 shr
Award · GORDON WILLIAM BINGHAM ·334 shr
Award · SIMINOFF ELLEN F ·367 shr
Award · TOLSON SUSAN ·262 shr
Award · SRINIVASAN LAVERNE EVANS ·373 shr
Award · VIERA PAUL E ·356 shr
Award · MOSES JON J ·262 shr
Sell · SHERESKY MICHAEL J ·173 shr ·$37,057
Sell · EMERSON DANIEL P ·577 shr ·$121,885
Sell · GOLDSTEIN LAINIE ·829 shr ·$175,118
Sell · SLATOFF KARL ·33,712 shr ·$7,016,311
Award · DORNEMANN MICHAEL ·310 shr
Award · SHERESKY MICHAEL J ·310 shr
Award · HERNANDEZ ROLAND A ·310 shr
Award · GORDON WILLIAM BINGHAM ·395 shr
Award · SIMINOFF ELLEN F ·435 shr
Award · TOLSON SUSAN ·310 shr
Award · SRINIVASAN LAVERNE EVANS ·443 shr
Award · VIERA PAUL E ·422 shr
Award · MOSES JON J ·310 shr
Sell · EMERSON DANIEL P ·1,395 shr ·$262,197
Sell · GOLDSTEIN LAINIE ·1,131 shr ·$212,221
Sell · ZELNICK STRAUSS ·20,000 shr ·$3,694,000
Award · TOLSON SUSAN ·363 shr
Award · SHERESKY MICHAEL J ·363 shr
Award · HERNANDEZ ROLAND A ·363 shr
Award · GORDON WILLIAM BINGHAM ·463 shr
Award · SIMINOFF ELLEN F ·509 shr
Award · DORNEMANN MICHAEL ·363 shr
Award · SRINIVASAN LAVERNE EVANS ·518 shr
Award · VIERA PAUL E ·494 shr
Award · MOSES JON J ·363 shr
Other · ZELNICK STRAUSS ·12,500 shr
Sell · ZELNICK STRAUSS ·25,000 shr ·$4,409,901
Sell · EMERSON DANIEL P ·4,630 shr ·$818,545
Sell · SRINIVASAN LAVERNE EVANS ·2,000 shr ·$358,340
Sell · GOLDSTEIN LAINIE ·50,071 shr ·$8,764,907
Sell · EMERSON DANIEL P ·790 shr ·$124,931
Sell · GOLDSTEIN LAINIE ·1,152 shr ·$182,177
Sell · SHERESKY MICHAEL J ·191 shr ·$28,618
Award · SHERESKY MICHAEL J ·396 shr
Award · HERNANDEZ ROLAND A ·396 shr
Award · GORDON WILLIAM BINGHAM ·505 shr
Award · GORDON WILLIAM BINGHAM ·91 shr
Award · DORNEMANN MICHAEL ·396 shr
Award · TOLSON SUSAN ·396 shr
Award · SRINIVASAN LAVERNE EVANS ·565 shr
Award · VIERA PAUL E ·539 shr
Award · MOSES JON J ·396 shr
Other · MOSES JON J ·65 shr
Sell · SHERESKY MICHAEL J ·218 shr ·$36,432
Sell · EMERSON DANIEL P ·12,745 shr ·$2,069,647
Other · SLATOFF KARL ·11,237 shr ·$1,864,893
Award · ZELNICK STRAUSS ·516,179 shr
Sell · GOLDSTEIN LAINIE ·14,321 shr ·$2,320,747
Award · SLATOFF KARL ·516,179 shr
Other · ZELNICK STRAUSS ·34,493 shr
Sell · ZELNICK STRAUSS ·87,561 shr ·$13,964,923
Award · EMERSON DANIEL P ·47,376 shr
Award · GOLDSTEIN LAINIE ·69,035 shr
Sell · SLATOFF KARL ·87,561 shr ·$13,964,923
Award · SHERESKY MICHAEL J ·400 shr
Award · HERNANDEZ ROLAND A ·400 shr
Award · GORDON WILLIAM BINGHAM ·510 shr
Award · SIMINOFF ELLEN F ·562 shr
Award · DORNEMANN MICHAEL ·400 shr
Award · TOLSON SUSAN ·400 shr
Award · SRINIVASAN LAVERNE EVANS ·571 shr
Award · VIERA PAUL E ·544 shr
Award · MOSES JON J ·400 shr
Sell · MOSES JON J ·2,500 shr ·$378,138
Other · SLATOFF KARL ·3,479 shr ·$524,981
Sell · SIMINOFF ELLEN F ·413 shr ·$85,764
ae trade 7
13d ago
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