GTA 6 Delayed to 2026 : Take-Two Stock (TTWO) Takes a Major Hit
The news no one wanted to hear! Take-Two Interactive, Rockstar Games' parent company, has just confirmed the delay of the highly anticipated Grand Theft Auto VI (GTA 6). What led to this significant delay? How will it affect Take-Two and its investors? And what are the repercussions for an industry banking heavily on 2025? Find out here!
The confirmation came this Friday: Rockstar Games will need more time to refine its next gem. The new launch window for GTA 6 is now set for Spring 2026, specifically on May 26.
This delay of nearly a year from the initial autumn 2025 window immediately dampened investors’ hopes. They were counting on a quicker release to boost Take-Two’s revenues. The anticipation around GTA 6, fueled by a record-breaking first trailer, is immense. Every month of delay weighs heavily.
The market’s reaction was swift. Take-Two’s stock (NASDAQ: TTWO)tanked upon the announcement. Some reports indicate a plunge of up to 16% in early trading.
TTWO Stock on 2/5
This volatility reflects the perceived dependency of the company on the revenues generated by its flagship franchise. GTA 6 is not just a game. It is a major economic event for Take-Two. Proof: its delay creates significant uncertainty.
Officially, Take-Two justifies this delay by:
its unwavering commitment to excellence;
the need to give development teams the necessary time to fully realize their creative vision.
While this pursuit of perfection is commendable and customary for Rockstar Games, it also raises questions about the potential challenges encountered during the development of a game of unprecedented scale and complexity.
The most direct consequence of this delay is the shift of the colossal revenues expected from GTA 6. Initially planned for the fiscal year 2026 (starting in April 2025), these revenues will now only start flowing in from fiscal year 2027.
This significantly alters Take-Two’s short and medium-term financial outlook. But that’s not all! This delay also forces the company to revise its forecasts. The strategic importance of GTA in Take-Two’s portfolio makes this delay particularly sensitive.
In the midst of the stock market storm, Take-Two’s management is working to reassure investors. Strauss Zelnick, the company’s CEO, reiterated his confidence in the teams and in the final quality of the game. He emphasized that despite this delay, Take-Two still anticipates record levels of Net Bookings for fiscal years 2026 and 2027, thanks in part to a solid release pipeline over several years. The company is thus counting on the diversity of its catalog to cushion the blow.
Investors are now eagerly awaiting the release of Take-Two’s fourth-quarter and fiscal 2025 financial results. This is scheduled for May 15, 2025. This disclosure is crucial to gain a clearer understanding of the updated prospects of the company and its strategy to navigate this delay.
The delay of GTA 6 is not just bad news for Take-Two. It could also have repercussions across the entire video game industry. 2025 was widely anticipated as a potentially historic year. It would be driven by the long-awaited release of GTA 6 and other major launches. The likely new Nintendo console (Switch 2) is part of it. This delay thus casts a shadow over these optimistic forecasts.
Beyond the calendar impact, this delay could also influence:
strategies of other publishers;
sales of next-generation consoles (PS5, Xbox Series X|S) that were counting on GTA 6 as a major catalyst;
the overall morale of an industry coming out of a 2024 marked by numerous restructurings and layoffs.
The absence of GTA 6 in 2025 creates a notable gap in the lineup of major releases.
The postponement of Grand Theft Auto VI to May 2026 is thus a major event shaking Take-Two and the video game industry. The challenge for Take-Two will be to manage this delay, maintain investor confidence, and (most importantly!) deliver in 2026 a game that lives up to the phenomenal expectations it has created. The company’s upcoming communications will be closely watched!
Léa is a member of the InvestX team, dedicated to guiding users through their learning journey. Passionate about cryptocurrencies, she closely follows market trends. On InvestX.fr, Léa writes articles to help readers decode the latest news and stay informed about the ever-evolving blockchain world.
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