Global games revenue reached about $202 billion in 2025, up 9%, and Newzoo forecasts $214 billion for 2026. The article reviews four video game stocks ahead of the Nov. 19 release of GTA VI, noting that Take-Two (TTWO) is down about 20% over the past year but is expected to benefit most from the game. Nintendo has sold about 24 million Switch 2 consoles, yet its stock is down about 37%, while Roblox is down about 63% as users spend less on its platform. Sony, GTA VI's main console partner, had sold 93.7 million PS5 units as of March 31, 2026, and gaming generated about 42% of its operating profit in the June-ending quarter. The author concludes that Take-Two is the single best stock to profit from GTA VI and would not pay the premium for Nintendo right now.
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