GTA 6 launch drives Take-Two and Sony stock optimism

Grand Theft Auto 6 launches on November 19, 2026, for PlayStation 5 and Xbox Series X/S, with a PC version and online mode expected later. The game, developed by Take-Two, is estimated to have cost $1-1.5 billion to produce. GTA 5, released in 2013, sold 235 million units and remains the best-selling video game of all time. Take-Two’s current fiscal year guidance projects 28% revenue growth, with the CEO stating pre-orders exceed expectations but refusing to raise forecasts. Analysts predict 35-60 million units sold in the first year, with Serkan Toto estimating 45-50 million. Sony is considered the primary hardware beneficiary, with 75-80% of pre-orders on PlayStation, leading to a raised earnings forecast. The game is priced at €80 for the base version and €100 for the deluxe version in Germany. Other beneficiaries include gaming PC manufacturers and accessory makers like Logitech. Japanese publishers Capcom, Bandai Namco, and Konami have outperformed over five years due to low baselines and consistent blockbusters. Korean gaming stocks like Pearl Abyss and NC Soft have declined due to competition from Chinese firms. Saudi Arabia’s MBS is investing in gaming assets like Electronic Arts and Unity, driven by personal interest and e-sports dominance. Serkan Toto argues that Take-Two is undervalued due to conservative guidance and that GTA 6 will be a 'money printing machine' for the next 2-5 years, while Sony is the biggest hardware winner. He advises caution with gaming ETFs due to mixed performance but highlights specific stocks like Take-Two and Sony as top picks.