GTA 6 developer Rockstar announced that they’re delaying the title all the way into 2026, several months off of the expected late 2025 release date. As a result, Take-Two’s stock price has tanked.
This release was so highly anticipated that almost every other publisher was waiting with bated breath and holding off on revealing when their games would release to try and clear the way. There’s no doubt it anyone’s mind that this game will make a ton of money when it finally comes out.
However, as of May 2, 2025, the game has been delayed all the way out to May 2026. This is, at the very least, a 5 month delay from the date they had originally planned.
As a result, Take-Two’s stock price has nosedived.
Take-Two takes huge financial hit from GTA 6 delay
It’s not as if GTA 6 is the only big game Take-Two had on their slate for the 2025 holiday season. Borderlands 4 is not only hitting its planned release date, it’s actually coming out 2 weeks earlier than expected because of how well development is going.
They also have a broad suite of sports and mobile games to lean on through the end of 2025. Take-Two is one of the biggest publishers in the industry, after all. But the sheer size of GTA 6 and how far they’ll miss earnings projections due to its delay resulted in an immediate $20 reduction in stock price when the market opened.
This is a swift 9% drop in value for the company, although it’s already climbing as investors buy the dip and wait out GTA 6’s eventual release.
While this big of a dip may sound borderline cataclysmic, Take-Two’s futures are still looking strong and the stock is on an overall upward trend despite the setback.
By zooming out and looking at the trends since GTA 6 was announced, we get a clearer perspective on the trajectory of the company’s valuation.
Even with the company’s stock settling around $220 USD after the drop, that’s still a substantial increase over what it was six months ago. While the delay may result in some short-lived disappointment from fans, people have already been waiting for GTA 6 for over a decade, anyways.
If anything, the fact that they delayed their biggest earner for the year and still have people buying the dip already shows just how strong GTA is as a property and how much faith people have that it’ll succeed when the game ultimately comes out.
So, while this is a short setback for Take-Two as a publisher, it’s a blip in what is ultimately an upward trend for the company.
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