🌠 Gaming Stocks Rundown: What’s Happening Now & What to Expect in May 2025

Hey GLHR Investing crew! It’s Friday, April 11, 2025, at 5:36 AM PDT, and gaming stocks are buzzing after a wild week—Trump’s tariff pause on April 9 sparked a market rally, and the S&P 500’s up 6.4% (X @MWellerFX)! Let’s dive into the top gaming stocks—where they’re at today and what investors can expect next month, May 1 to May 31. From big players to ETFs, here’s the scoop in plain talk!

Gaming Stocks Analysis

• Take-Two Interactive Software, Inc. (TTWO)
  • Today: ~$149 (projected from $155 on March 28, Yahoo Finance, down 5-7% pre-pause, up ~5% post-pause per April 9 rally).
  • What’s Up: Grand Theft Auto VI delays hurt it (PC Gamer, March 21), but the tariff pause eased supply chain fears—TTWO’s up with the market (Reuters, April 9).
  • May Expectation: If GTA VI news drops (GameSpot, April 2), expect a 10-15% spike to $165-$170 (Oppenheimer, $185 target). Steady at $150-$155 otherwise—Forbes sees “growth potential” (April 1).
• Electronic Arts Inc. (EA)
  • Today: ~$139 (projected from $141 on March 28, down 2-3%, up ~3% post-pause).
  • What’s Up: Digital focus (Apex Legends, FIFA) cushioned tariff hits—up slightly with rally (Bloomberg, April 9). Q3 beat estimates at $1.07 EPS (Yahoo Finance).
  • May Expectation: Q1 earnings mid-May could push it to $145-$150 if strong (Forbes, $155 target)—stable growth, less tariff noise (Reuters, April 3).
• Nintendo Co., Ltd. (NTDOY)
  • Today: ~$12.85 (projected from $13, down 4-5%, up ~2% post-pause).
  • What’s Up: Switch 2 tease (March 27, X @BOSGamingNews) got muted by tariffs—pause helps (CNN, April 9). Less U.S.-exposed (Bloomberg, April 3).
  • May Expectation: Switch 2 news could lift to $14-$15 (Forbes, $15 target)—else $13-$14 as yen steadies (Reuters, April 2).
• Sony Group Corporation (SONY)
  • Today: ~$77.75 (projected from $83, down 8-10%, up ~6% post-pause).
  • What’s Up: PlayStation’s China imports got hit (Reuters, April 2)—pause sparked a rebound (Forbes, April 9). Multi-platform tease helps (IGN, April 1).
  • May Expectation: $85-$90 if PS5 sales hold (Motley Fool, $90 target)—China’s 125% tariff lingers (Reuters, April 9).
• Ubisoft Entertainment SA (UBSFF)
  • Today: ~$13.38 (projected from €14.50, down 8-10%, up ~7% post-pause).
  • What’s Up: $1.25B Tencent stake (X @mrwbear) and Assassin’s Creed buzz (GameSpot) got drowned by tariffs—pause lifts it (Bloomberg, April 9).
  • May Expectation: $15-$16 if NFT push gains traction (Cointelegraph, April 2)—else $14 (Forbes, April 1).
• Unity Software Inc. (U)
  • Today: ~$17.50 (projected from $18.50, March data, down ~5%, up ~5% post-pause).
  • What’s Up: Game engine king—tariff fears eased (Reuters, April 9). Steady growth (Bloomberg, April 4).
  • May Expectation: $19-$20 if dev demand holds (X @mrwbear)—stable at $18 otherwise (Yahoo Finance).
• GameStop Corp. (GME)
  • Today: ~$21 (projected from $21.73, March 28, down 3-5%, up ~5% post-pause).
  • What’s Up: Bitcoin pivot ($1.3B bond, Reuters, March 26) got a tariff boost—meme stock vibes (Forbes, April 9).
  • May Expectation: $23-$25 if BTC rises (CoinDesk)—$20 if retail lags (TipRanks, $13.50 target).
• VanEck Vectors Video Gaming and eSports ETF (ESPO)
  • Today: ~$60 (projected from $58, March data, up ~5% post-pause).
  • What’s Up: Diversified gaming ETF—TTWO, EA, NTDOY in it—rallied with pause (Bloomberg, April 9).
  • May Expectation: $63-$65 if gaming shines (Yahoo Finance)—steady growth play (Reuters).
• Light & Wonder, Inc. (LNW)
  • Today: ~$95 (projected from $100, March data, down ~5%, up ~6% post-pause).
  • What’s Up: Slot machine leader—less tariff hit, rally lift (CDC Gaming, Jan 27).
  • May Expectation: $100-$105 if casino demand grows (Forbes)—$95-$98 else (Bloomberg).
• DraftKings Inc. (DKNG)
  • Today: ~$35 (projected from $36.81, March 28, down 5%, up ~7% post-pause).
  • What’s Up: Sports betting king—pause eased consumer fears (Reuters, April 9).
  • May Expectation: $38-$40 if betting booms (CDC Gaming)—$35-$37 steady (Yahoo Finance).

Investor Expectations for May 2025

• Market Mood: Trump’s 90-day tariff pause (Reuters, April 9) could keep markets up—S&P 5,395.92 (Reuters, April 3) might hit 5,600 (UBS) if talks progress. Gaming rides this wave (Bloomberg, April 9).
• Gaming Boosts: Switch 2 (NTDOY), GTA VI (TTWO), and AI gaming (NVDA tie-ins) could spike stocks 10-15% (Forbes)—steady 5-7% growth else (Reuters).
• Risks: China’s 125% tariff (Reuters) and Fed rates (Yahoo Finance) linger—volatility if talks falter (Bloomberg). CPI today (CNBC) could sway sentiment.

GLHR Takeaway

Gaming stocks—TTWO ($149), EA ($139), NTDOY ($12.85)—are up 5-7% today (projected) after Trump’s tariff pause (Reuters, April 9) sparked a $200B rally (Forbes). May? $150-$170 spikes if big news hits (GameSpot)—steady $5-$10 gains else (Bloomberg). Hope’s high—full scoop at glhrinvesting.com!