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GEGETY

Getty Images Holdings, Inc.

$GETY·$319M·Internet Content & Information·Communication Services
$0.76-2.4%YTD-42.8%1Y-58.2%
Mentions · last 7 days
2026-07-06: 100 posts2026-07-07: 105 posts2026-07-08: 112 posts2026-07-09: 95 posts2026-07-10: 84 posts2026-07-11: 59 posts2026-07-12: 73 posts637+18%
Price updated 2d ago·X counts updated 5h ago
GEGETY
$GETYGetty Images Holdings, Inc.
$0.76-2.44%637 posts+18%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $GETY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-11

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

The Shutterstock merger just terminated on UK antitrust — now trading as a fresh acquisition target with an OpenAI partnership.

Getty Images is the world's largest editorial and stock photography archive — the photos you see in every news article and marketing campaign. After spending most of 2026 tied up in a Shutterstock merger that fell apart on UK antitrust hurdles (terminated July 7), the equity is now a standalone catalyst-play with a fresh strategic partnership.

  • The Q1 print was solid but the tape hated the merger uncertainty: revenue grew 1% year-over-year to $227M with a 63% gross margin — the operating business is stable at low single-digit growth, but the stock collapsed to under $1 during the deal saga.
  • The valuation is extreme after the drop: 0.32x sales for a business analysts model earning $0.02 this year rising to $0.05 in 2027 — the equity value is essentially option value at these levels, backed by real cash-flowing content licensing.
  • The June 22 OpenAI partnership is the real strategic pivot: Getty announced a partnership with OpenAI on content licensing — that's a genuine validation of the archive's value in the AI-training-data economy, and it changes the story.
  • Insider action is small but consistent: CEO Craig Peters had F-InKind settlements totalling ~$5K on June 20 (share withholdings), and CFO Mikael Cho sold ~$87K on June 29 at $0.94 — the small dollar amounts underline how compressed the equity structure has become.

The August 10 next earnings is the next real print — a beat plus commentary on the OpenAI partnership generating meaningful licensing revenue is what would put a real floor in and open the door to a fresh acquisition offer; another soft quarter combined with no strategic action would validate the tape's current pricing that this equity is close to being priced for zero.

Agrees with X sentimentThe X thread's read on the merger termination being good news (avoiding SSTK's compressed multiple) and the buy-block setup is directionally right — the OpenAI partnership adds real strategic optionality. Where the crowd could push more skeptically: after two years of merger overhang, revenue growth has stalled at 1% YoY, and organic recovery will take time even with fresh strategic wins.

What to watch: The August 10 earnings and any fresh acquisition offer — the OpenAI partnership generating meaningful revenue plus a bid puts a real floor in; another soft quarter with no strategic action validates the sub-$1 pricing.

On the calendar: 2026-08-10 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-12

Posts describe Getty Images formally terminating its merger agreement with Shutterstock on July 7 2026, driving a breakout in GETY as the extreme SSTK premium (previously $28.8) drops back to $9. Bulls flag massive buy blocks on Thursday with no sellers, potential buyout newsflow this week, and a bottom-reversal setup where a break above $0.92 could rally to $1.25+.

Read the AI verdict + X sentiment for $GETY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates the world's largest commercially-licensed visual content library, monetizing photos and videos through subscriptions and on-demand licensing.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $GETY.

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk to search revenue. Digital advertising continues to outperform traditional media as brand budgets follow eyeballs to social and search platforms.

What this means for $GETY

Neutral — Operates the world's largest commercially-licensed visual content library, monetizing photos and videos through subscriptions and on-demand licensing; the AI-enhanced digital advertising repricing does not materially affect this business's near-term earnings.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+2.1%YTD
+3.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
23.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-18.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
66.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
3.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 11, 2026$-0.01$0.01-200.0%
Q4 2025Mar 16, 2026$-0.22$0.05-540.0%
Q3 2025Nov 10, 2025$0.05$0.04+25.0%
Q2 2025Aug 11, 2025$-0.08$0.03-366.7%
Next earningsMon, Aug 10·consensus EPS $0.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$226.6M+1.1%63.4%17.6%$-0.01$23.1M
Q4 FY25$282.3M+14.1%68.9%27.0%$-0.22$4.9M
Q3 FY25$240.0M-0.2%66.3%24.0%$0.05$7.9M
Q2 FY25$234.9M+2.5%65.2%22.1%$-0.08$-9.6M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$962.2M$954.6M – $968.7M$0.02$0.02 – $0.022
FY27$970.8M$963.1M – $977.3M$0.05$0.05 – $0.052
FY28$1.0B$1.0B – $1.0B$0.15-$0.03 – $0.332

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.7%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-37.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 117.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.075-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 29Cho MikaelPresident92.7K sh$87KSellJun 22Weston Daine MarcSenior VP, Ecommerce2.5K sh$3KSellJun 10Jerry JenkinsChief Human Resources Officer10.0K sh$7KSellJun 5Michael TeasterChief of Staff38.1K sh$30K
+ 41 other (21 awards · 12 inkinds · 8 returns) in window

See when $GETY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-K/AAgreement terminated (amended)Jul 78-K/A — Item 1.02: Agreement terminated
AI summary

Getty Images Holdings, Inc. (GETY) filed an 8-K/A to reclassify the termination of its Merger Agreement with Shutterstock (originally disclosed under Item 8.01) to the correct Item 1.02. Getty Images terminated the January 6, 2025 Merger Agreement on July 7, 2026 after the board resolved on June 30 not to accept the CMA's required divestiture of Shutterstock's editorial business. Following termination, Getty Images' 10.500% senior secured notes due 2030 will be redeemed per their indenture. The collapse of the Getty-Shutterstock merger is a major strategic reversal; Getty Images remains independent and will retire its high-yield secured notes.

8-KOfficer or director changeApr 38-K — Item 5.02: Officer or director change
AI summary

GETY disclosed a personnel change (8-K Item 5.02, dated 2026-04-03). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KListing / delisting noticeMar 198-K — Item 3.01: Listing / delisting notice · Item 7.01: Press release / Reg FD
AI summary

GETY filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-03-19. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 25 other (9 routine 8-Ks · 5 425s · 3 SC TO-I/As · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Getty Images Extends Creative and Editorial Subscriptions to Individual Professionalsglobenewswire.com·4d agoGetty Images Calls Off Shutterstock Deal After U.K. Hurdlewsj.com·6d agoShutterstock Shares Plunge Nearly 30% After Merger With Getty Is Called Offinvestopedia.com·10d ago5 Things to Know Before the Stock Market Opens on Wednesdayinvestopedia.com·12d agoShutterstock stock plunges 30% as Getty Images scraps $3.7B mergerinvezz.com·12d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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