Oppenheimer analyst Andrew Uerkwitz published a video game industry preview for the fall season, telling investors that he sees more intense competitive dynamics and lack of significant margin expansion opportunities overall compared to last year. Right now, Uerkwitz says he is long the group due to many continued tailwinds. Take-Two (TTWO) remains his favorite in the group given his growing confidence in Red Dead Redemption 2's near- and mid-term performance, though he still likes Activision Blizzard (ATVI) and EA (EA), based on their diversified toolkit to smooth out potential near-term hiccups in single titles. Uerkwitz has an Outperform rating on all three stocks.

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