Buy TTWO by Sep 13, 2026.

want to lay out a thesis ive been working on for the past few months on ttwo. genuinely open to pushback because im pretty sure i'm seeing something consensus is missing but happy to be told im wrong. setup: ttwo at 244 with 45B market cap. consensus targets cluster around 300, bofa at 320 is the high. dominant model is gta vi launches nov 2026, generates record bookings, apply 26x p/e to fy27 eps, get to 300. problem with that …