Take Two Interactive Software (TTWO) Following Its Microsoft Xbox Deal And The Valuation Debate

Take Two Interactive Software (TTWO) Following Its Microsoft Xbox Deal And The Valuation Debate

By Simply Wall St
Publication Date: 2026-10-01 20:19:00

Take-Two Interactive Software (TTWO) has just reset its relationship with Microsoft through a long term Xbox Publisher License Agreement that consolidates prior deals and formalizes digital revenue sharing and physical media royalties.

Take-Two Interactive Software’s new Microsoft deal lands after a choppy run, with the share price up 2.3% over the past day and 2.2% over the week, yet down 4.2% over 30 days and 18.6% across 90 days. That short term weakness contrasts with a 48.0% three year total shareholder return, suggesting recent pressure has cooled momentum even as longer term holders have still seen gains.

Scan how other media and gaming stocks are priced against their recent moves by checking the hand picked 31 high quality undervalued stocks alongside Take-Two Interactive Software after this Microsoft agreement.

Take-Two Interactive Software now has a fresh Xbox framework and a long history of heavyweight franchises. The real tension for investors is simple: Does the…