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GEGETY

Getty Images Holdings, Inc.

$GETY·$183M·Internet Content & Information·Communication Services
$0.26-8.1%YTD-64.1%1Y-86.1%
Mentions · last 7 days
2026-08-21: 1 posts2026-08-22: 1 posts2026-08-23: 1 posts20-10%
Price updated 3d ago·X counts updated 8d ago
GEGETY
$GETYGetty Images Holdings, Inc.
$0.26-8.14%20 posts-10%
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.

Broken storyWinding up for a moveAI verdict · as of 2026-08-30

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Getty Images $180M -86% TTM, Shutterstock merger terminated July 7 — $0.92 breakout to $1.25 speculation, OpenAI/Perplexity chatter.

Getty Images Holdings is a $180M nano-cap visual-content licensing platform. Broken tape (-86% TTM) but Shutterstock merger termination is the specific new pivot.

How it reads:

  • Growth is flat: Q1 revenue +1.1% YoY to $227M, Q4 was +2.5% — stable at low single-digits.
  • Margins are decent: 23% operating margin, 8.3% FCF yield, 7.4% ROIC — the FCF yield is the specific value tell.
  • Valuation is compressed: -2.9x PE (near-zero base), 0.32x sales, 7.5x EV/EBITDA — cheap on EV/EBITDA.
  • Position is at 52w low: 0.1th percentile 52w, 52.9% below 50-day, 72.5% below 200-day on 53% baseline volume — the tape is decimated.
  • July 7 Shutterstock merger termination — the specific pivot; earlier premium implied $28.8 for SSTK vs GETY max PT $7, so termination reframes the standalone value.
  • Aug 28 director Chinh Chu resigned effective immediately — governance departure at a stressed nano-cap.
  • Aug 26 Koch, Inc. 13D/A No. 5 filing plus Getty Investments L.L.C. 13D/A No. 2 — the insider-adjacent ownership stack refreshing.
  • Aug 12 MCP Server launch to connect creative/editorial content to AI workflows — the specific AI-productization tell that supports the OpenAI/Perplexity partnership speculation.
  • Insider signal is silent: zero transactions in 90-day window.

The Nov 9 print is the pivot — a specific AI-monetization plus reiterated FY26 FCF trajectory defends a floor; another guide-down plus continued director departures drops to $0.15 support.

Agrees with X sentimentAgree — the bullish anchors (Shutterstock merger termination on July 7 constructive since earlier premium implied $28.8 for SSTK vs GETY max PT of $7, massive buy blocks with no selling, watching break of $0.92 that could accelerate to +$1.25 amid speculated OpenAI and Perplexity partnerships) map to real signals; the honest add is Aug 28 director Chinh Chu's immediate resignation is worth flagging alongside the setup.

What to watch: Nov 9 earnings — a specific AI-monetization plus reiterated FY26 FCF trajectory defends a floor; another guide-down plus continued director departures drops to $0.15 support.

On the calendar: 2026-11-09 — Q3 earnings

beta missing

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-07-13

Getty Images terminated its Shutterstock merger agreement on July 7, and traders describe the outcome as constructive since the earlier premium implied $28.8 for SSTK versus GETY's max PT of $7. Massive buy blocks appeared with no selling, and traders are watching a break of $0.92 that could accelerate the rally to +$1.25 amid speculated OpenAI and Perplexity partnerships.

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

Digital advertising spend is recovering as macro visibility improves; AI-driven ad targeting improvements are lifting CPMs at the major platforms. Regulatory pressure (antitrust, data privacy) is the persistent overhang on the largest names.

What this means for $GETY

Direct beneficiary — business directly tied to crypto market cap and adoption cycle; Operates the world's largest commercially-licensed visual content library, monet.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+6.4%YTD
+5.8%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
Q2 2026Aug 10, 2026$-0.21$0.00-4840.4%
Q1 2026May 11, 2026$-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%
Next earningsMon, Nov 9·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$953.5M – $969.5M$0.02$0.02 – $0.022
FY27$970.8M$962.1M – $978.2M$0.05$0.05 – $0.051
FY28$1.0B$998.7M – $1.0B$0.15$0.15 – $0.151

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.0.5×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.0%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.-52.9%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.-72.5%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 today1.9% 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.β2.125-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-KOfficer or director changeAug 288-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

Getty Images disclosed two material events: director Chinh Chu submitted his resignation from the Board effective immediately (no disagreement on operations or policy stated), and a New York court entered a total judgment of approximately $37.8M against Getty across seven plaintiffs in a warrant-related breach-of-contract lawsuit. The plaintiffs alleged Getty breached its obligation to deliver warrants; Getty intends to appeal the judgment. Chinh Chu’s departure removes a significant shareholder-aligned voice from the Board. The $37.8M judgment, if not overturned on appeal, represents a material cash liability for the company.

SC 13D/AActivist amendmentAug 26SC 13D/A
AI summary

Koch, Inc. (Wichita, KS) filed Amendment No. 5 to its Schedule 13D on Getty Images Holdings, Inc. (GETY) Class A common stock ($0.0001 par value) on August 25, 2026, as a continuing 5%+ holder. Koch is a long-standing significant holder in Getty Images, with this being the fifth amendment to its position disclosure. The specific amendment details (updated share count, change in intent) are not visible in the 4KB excerpt. This represents an ongoing activist or strategic position update in the visual media company.

SC 13D/AActivist amendmentAug 26SC 13D/A
AI summary

K. Niles Bryant, acting through Getty Investments L.L.C. (5390 Kietzke Lane, Reno, NV 89511), filed Amendment No. 2 to a Schedule 13D on Getty Images Holdings, Inc. (GETY) Class A Common Stock on August 25, 2026, via counsel Jeremiah Sullivan at Sutton Place Investments (Boston, MA). This is a separate 5%+ holder from Koch, Inc., which also filed an SC 13D/A in GETY on the same date. The specific amendment details (updated stake or intent) are not visible in the excerpt. Two concurrent SC 13D/A filings for GETY on the same date signals active shareholder engagement with the visual media company.

3New insider — initial holdingsJul 283
AI summary

Thomas B. Walper filed Form 3 as a new reporting person (officer or director) at Getty Images Holdings Inc. (GETY), with his address listed at Getty's Seattle headquarters. This is an initial statement of beneficial ownership required upon becoming a Section 16 reporting person. The form does not disclose any securities currently held; routine insider registration disclosure.

3New insider — initial holdingsJul 283
AI summary

Merrill Elizabeth Abrams filed Form 3 as a new reporting person (officer or director) at Getty Images Holdings Inc. (GETY), with her address listed at Getty's Seattle headquarters. This is an initial statement of beneficial ownership required upon becoming a Section 16 reporting person. The form does not disclose any securities currently held; routine insider registration disclosure.

8-KOfficer or director changeJul 218-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

Getty Images Holdings, Inc. appointed Elizabeth Abrams (Class III director, Audit Committee member) and Thomas Walper (Class I director) to its Board of Directors effective July 20, 2026, following a Nominating and Corporate Governance Committee recommendation. Abrams meets NYSE independence requirements for audit committee membership; Walper will not initially serve on any committee. Both directors will receive $50,000 per month under independent director agreements, plus additional fees for time-intensive engagement days. Routine governance expansion; however, the $50,000/month director retainer is notable and signals continued investment in board quality even as the company navigates competitive pressures in the stock media market.

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.

+ 25 other (6 routine 8-Ks · 3 proxys · 3 earnings 8-Ks · 3 425s) in window

Recent news

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

Head to Head Analysis: Rakuten (OTCMKTS:RKUNY) versus Getty Images (NYSE:GETY)defenseworld.net·14d agoGetty Images Launches MCP Server to Connect Creative and Editorial Content to AI Workflows and Productsglobenewswire.com·19d agoGetty Images Q2 Earnings Call Highlightsmarketbeat.com·21d agoGetty Images Holdings, Inc. (GETY) Q2 2026 Earnings Call Prepared Remarks Transcriptseekingalpha.com·21d agoGetty Images Holdings, Inc. (GETY) Reports Q2 Loss, Misses Revenue Estimateszacks.com·21d ago

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