Roth Capital Markets analyst Eric Handler stated December-quarter outcomes throughout the video-game group needs to be largely in line, with 2026 steering set to be the important thing driver for shares.
In his January 30 earnings preview, Handler stated trade development is predicted to speed up to 4–5% in 2026, lifting world video-game spending above $186-billion, versus simply over 3% development in 2025. Greater than 40% of incremental trade development is predicted to come back from Take-Two, pushed by the long-awaited launch of Grand Theft Auto VI.
Take-Two Interactive (Take-Two Interactive Inventory Quote, Chart, Information, Analysts, Financials NASDAQ:TTWO)
Ranking: “Purchase”
12-month goal: $295.00
Handler stated Take-Two stays his high decide within the sector, with GTA VI anticipated to launch on November 19, 2026, a timing he views as optimum given the vacation buying window and a near-peak console set up base. He stated proudly owning Take-Two shares forward of prior GTA launches generated outsized returns, and expects the same sample this cycle. For 3QFY26, Handler forecasts bookings of $1.59-billion and EPS of $0.82, pushed by NBA 2K, GTA On-line updates, and cell titles. He believes GTA VI may promote 40 million items in FY27, establishing a multi-year step-change in bookings and money stream.
Roblox (Roblox Inventory Quote, Chart, Information, Analysts, Financials NYSE:RBLX)
Ranking: “Impartial”
12-month goal: $78.00
Handler stated Roblox shares stay weak to volatility round earnings, with investor focus squarely on whether or not the corporate can maintain 20%+ bookings development in 2026 amid larger funding spending. He lowered his 2026 bookings development outlook to twenty% from 24% and now fashions modest margin contraction, citing moderating DAU development and better safety-related prices. In consequence, Roth minimize its worth goal from $120 to $78. For 4Q25, Handler nonetheless expects robust year-over-year development, with bookings of $2.1-billion and Adjusted EBITDA of $570-million, however stated momentum from current viral titles is probably going easing.
DoubleDown Interactive (DoubleDown Interactive Inventory Quote, Chart, Information, Analysts, Financials NASDAQ:DDI)
Ranking: “Purchase”
12-month goal: $16.00
Handler continues to view DoubleDown as a special-situations alternative, highlighting its web money place of greater than $8 per share, representing over 90% of market capitalization. He expects an in-line to modestly better-than-expected 4Q25, with income of $104-million and Adjusted EBITDA of $40-million, supported by iGaming development and contributions from the WHOW acquisition. For 2026, Roth forecasts income of $377-million and Adjusted EBITDA of $141-million, noting the steadiness sheet offers flexibility for M&A and potential dividends.
Playtika (Playtika Inventory Quote, Chart, Information, Analysts, Financials NASDAQ:PLTK)
Ranking: “Impartial”
12-month goal: $4.25
Handler stated Playtika’s development stays uneven, with robust efficiency from acquired SuperPlay titles offset by ongoing declines in Social On line casino. Whereas direct-to-consumer income surpassed 30% of complete gross sales in 3Q25, natural development challenges persist. For 4Q25, Roth expects income of $667-million and Adjusted EBITDA of $185-million, above consensus, however cautioned that inconsistent execution and additional workforce reductions cloud visibility. For 2026, Handler fashions modest 3% income development and 4% Adjusted EBITDA development, pushed primarily by Informal Video games reasonably than legacy on line casino titles.
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