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Research Alert: Take Two Interactive Reports Solid Q4 Fy 26 Results, All Eyes On Gta Vi Launch

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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

Take-Two delivered Q4 FY 26 results with net bookings of $1.58B (flat Y/Y) meeting guidance, while full-year bookings of $6.72B (+19% Y/Y) exceeded expectations. GAAP revenue of $1.68B (+6% Y/Y) in Q4 and $6.66B (+18% Y/Y) for the full year reflected broad-based portfolio strength, with net loss narrowing dramatically due to absence of prior-year goodwill impairments. We believe the company's live services model demonstrates durability, with recurrent consumer spending expanding 7% in Q4 and 17% for the full year, now representing 82% and 78% of total bookings. Management highlighted the November 19 GTA VI launch as a key catalyst, with marketing beginning this summer. We expect continued momentum from NBA 2K26, GTA Online, and mobile titles including Toon Blast and Match Factory!, while the strengthened cash position of nearly $2.0B provides substantial flexibility. Mobile's 52% share of Q4 bookings and growing direct-to-consumer channels support margin expansion, in our view.

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Research Alert: Nvda: Jul-q Guide Well Above Expectations; Returning More Cash To Shareholders

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:NVDA posted Apr-Q revenue of $81.6B (+85% Y/Y, +20% Q/Q), ahead of our $79B expectation, with Data Center revenue of $75.2B (+92%, +21%) representing over 90% of total revenue and $2B above expectations. Non-GAAP EPS of $1.87 (+140% Y/Y) beat the $1.78 consensus, while gross margins remained stable at 75.0%. We view the new reporting framework splitting Data Center into balanced Hyperscale ($37.9B) and ACIE ($37.4B) segments as demonstrating expansion beyond traditional hyperscalers into sovereign AI and enterprise applications. Jul-Q guidance of $91.0B (+/- 2%) came well ahead of our $87B expectation, indicating continued sequential growth momentum. NVDA announced an additional $80B share repurchase authorization and dividend increase to $0.25 per share, signaling confidence in the business trajectory. We continue to anticipate the company will generate over $400B in FCF over the next eight quarters and think returning more cash to shareholders is warranted as top-line growth decelerates over time.

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