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Jim Cramer Bullish On 'GTA 6' Maker: Only 'Pure Play' Gaming Company Left After EA Deal

1. Cramer highlights EA's takeout leaving only one pure-play U.S. video game company. 2. EA is being taken private at a valuation of $55 billion. 3. Cramer expects Take-Two to gain premium valuation due to reduced competition. 4. Upcoming 'GTA 6' release in 2026 may boost Take-Two's stock. 5. Take-Two's stock is up 42% year-to-date and raising full-year forecast.

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FAQ

Why Very Bullish?

With EA going private, Take-Two's scarcity offers premium valuation potential. Historical precedent shows consolidation often leads to increased stock prices for remaining players.

How important is it?

The shift in EA's status directly impacts competition in the gaming industry, emphasizing Take-Two's importance.

Why Long Term?

As Take-Two solidifies its market position post-EA, the longer-term financial impact will manifest in higher stock valuations, especially with strong upcoming releases.

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