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GMGME

GameStop Corp.

$GME·$8.6B·Specialty Retail·Consumer Cyclical
$18.38+2.9%YTD-5.2%1Y-21.5%
Mentions · last 7 days
2026-08-21: 1,764 posts2026-08-22: 686 posts2026-08-23: 354 posts7,699+4%
Price updated 3h ago·X counts updated 8d ago
GMGME
$GMEGameStop Corp.
$18.38+2.85%7.7k posts+4%
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 $GME, 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 2026-08-31

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

A binary bet on whether Ryan Cohen turns GameStop into an eBay acquirer, an eBay agitator, or nothing — with earnings dropping in eight days to force the conversation.

GameStop is the meme-original video-game retailer that CEO Ryan Cohen has been quietly reshaping into a treasury vehicle — sitting on billions in cash, a 9.8% eBay stake, and (as of July) a board authorization to issue up to 2.5 billion new shares. The stock has spent the summer grinding to fresh two-year lows while the market waits to see the plan.

  • The core retail business is still shrinking: recent quarters ran down 5-17% year-over-year, so nobody buys this for the store network — it's the balance sheet and Cohen's playbook that matter, and that's a much narrower thesis than 'GameStop is back'.
  • The eBay stake changes the setup: 43 million shares (~9.8%) is a real position, and Cohen's on-record 'coming for eBay one way or another' comment reads more like an activist opening move than a passive cash-and-listed-equity allocation.
  • The dilution overhang is now enormous: the July vote lifted authorized shares to 2.5 billion against roughly 449M outstanding, giving the board room to raise capital or pay stock consideration — attractive if it funds a real acquisition, punishing if it drips out to buy more listed equities.
  • Insider signals are quiet: no meaningful open-market buys or sells from Cohen or the board, and the tape sits at just 0.8% of the 52-week range — the market is voting 'prove it' before earnings.

The path forward compresses into eight days: the Sept 8 print is where management either lays out an eBay-related move (or another real capital-allocation plan) and the stock re-rates on optionality, or continues the drift as another treasury quarter with a shrinking retail engine. Miss the plan and the 0.8%-of-52w-range tape does not need much more to break lower.

Agrees with X sentimentThe X split — loyalists cheering the October warrant setup and eBay tie-up versus frustrated holders watching two-year lows — mirrors the actual setup rather than either side being right: this is a binary Ryan Cohen bet, and the Sept 8 print is what tells you which side of the trade is correct.

What to watch: Sept 8 earnings — a specific eBay-related capital move or M&A framework restarts the story; another treasury update paired with a shrinking retail engine and the tape drifts back toward and through the 52-week low.

On the calendar: 2026-09-08 — Q2 2026 earnings

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X sentiment

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

Mixed sentiment⚠229 posts analyzed · as of 2026-08-31 · top-engagement diverged

The conversation is loud and split between diamond-handed hopium and open frustration, with shares grinding to two-year lows near $17.86 while the eBay negotiation, PE exchange VWAP window, and Oct-30 warrants dominate every thread. Bulls call it "a gift from god," point to rising short interest and warrants up 20% intraday as a tell, and stack shares for the coming earnings. Skeptics accuse Ryan Cohen of fumbling shareholders with dilution setups, calling max-dilution pricing the real story.

Read the AI verdict + X sentiment for $GME

  • 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.

Specialty retailer selling new and used games, consoles, accessories, and pop culture collectibles through stores and e-commerce.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $GME.

Specialty Retail · Consumer Cyclical

Consumer discretionary spending patterns drive same-store sales; AI-enabled inventory management and personalization are differentiating omnichannel leaders. Back-to-school and holiday cadence are the near-term seasonality anchors.

What this means for $GME

Partial — consumer discretionary / retail performance tracks consumer spending trends; GameStop Corp.

Top industry ETF

$XRTSPDR S&P Retail ETF
+7.7%YTD
+2.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
12.8How 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
3.5%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
10.6%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
7.6%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
2.6Same 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
14.0%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
34.4%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
0.7Total 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 2026Jun 2, 2026$0.30$0.16+87.5%
Q4 2025Mar 24, 2026$0.49$0.37+32.4%
Q3 2025Dec 9, 2025$0.24$0.20+20.0%
Q2 2025Sep 9, 2025$0.25$0.19+31.6%
Next earningsTue, Sep 8·consensus EPS $0.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$1.1B-13.9%35.0%13.1%$0.28$187.4M
Q3 FY25$821.0M-4.6%33.3%5.0%$0.17$107.0M
Q2 FY25$972.2M+21.8%29.1%6.8%$0.38$113.3M
Q1 FY25$732.4M-16.9%34.5%-1.5%$0.10$189.6M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.2B$4.2B – $4.2B$0.99$0.99 – $0.991
FY27$3.9B$3.9B – $3.9B$1.30$1.30 – $1.301
FY28$4.1B$4.1B – $4.1B$1.37$1.37 – $1.371

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.0.7×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.1%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.-12.8%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.-19.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

SellJul 6Robinson Mark HaymondGeneral Counsel and Secretary4.0K sh$90KSellJul 1Moore Daniel WilliamPFO and PAO7.1K sh$159KSellJul 1Robinson Mark HaymondGeneral Counsel and Secretary7.1K sh$159KSellApr 13Robinson Mark HaymondGeneral Counsel and Secretary3.9K sh$91KSellApr 1Moore Daniel WilliamPFO and PAO7.2K sh$165KSellApr 1Robinson Mark HaymondGeneral Counsel and Secretary7.2K sh$165K
+ 2 other (2 awards) in window

See when $GME 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
Free, forever. No credit card.

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-KMaterial agreementAug 38-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

GameStop Corp. (GME) entered into a material agreement with a counterparty on 2026-08-03, involving $0.001 . Other items: Item 3.02, Item 8.01. closing of the Exchange, the Exchange Notes will be cancelled and no longer outs. This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

SC 13D/AActivist amendmentJul 17SC 13D/A
AI summary

GameStop Corp filed Amendment 4 to its Schedule 13D confirming beneficial ownership of 43,390,383 eBay shares (approximately 9.8% of outstanding stock). GameStop's passive eBay investment reflects management's decision to deploy excess cash into listed equities. This is the same filing referenced from both eBay's and GameStop's respective EDGAR pages.

8-KCharter amendmentJul 88-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
AI summary

At GameStop Corp.'s (GME) 2026 Annual Meeting on July 7, 2026, stockholders approved five director nominees and ratified KPMG as auditor; most significantly, they approved Amendment No. 2 to GME's certificate of incorporation increasing authorized Class A Common Stock to 2,500,000,000 shares. The vote represented ~75% of outstanding shares (337M of 449M). The previously announced CEO Performance Award proposal was withdrawn before the meeting. The massive authorized share increase to 2.5 billion gives GME's board significant flexibility for future capital raises or equity-based compensation.

8-KPress release / Reg FDJun 268-K — Item 7.01: Press release / Reg FD
AI summary

GameStop disclosed FY2026 Adjusted EBITDA guidance of greater than $600M versus $345.4M in FY2025, and the Rule 425 box was checked, indicating active M&A-related written communications, on June 26, 2026. The combination of a significant EBITDA guidance raise and the Rule 425 flag signals GameStop may be engaged in an active acquisition or merger process alongside its improving core operations.

SC 13D/AActivist amendmentJun 5SC 13D/A
AI summary

With filed Amendment No. 3 to Schedule 13D disclosing updated beneficial ownership in GME (GME). The filer reports beneficial ownership of approximately 9.0% of the company's outstanding shares (39,874,306 shares). The position is held for potential M&A activity. Schedule 13D amendments are required when a 5%-or-greater holder's ownership, intent, or plans change materially, providing transparency into concentrated positions that could influence corporate governance or trigger M&A activity.

8-KPress release / Reg FDJun 28-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

GameStop reported Q1 FY2026 results (ended May 2, 2026) via press release and hosted a conference call the same day. Full financial details in Exhibit 99.1. Routine quarterly earnings disclosure.

SC 13D/AActivist amendmentMay 28SC 13D/A
AI summary

Body appears mismatched — the excerpt describes a Schedule 13D/A for eBay Inc. (not GameStop/GME), reporting a 25,000 share position (0.01% of eBay's 444 million outstanding shares) by a Delaware entity. If correctly attributed to GME, the excerpt was incorrectly populated; no meaningful GameStop ownership data is available from this excerpt.

SC 13D/AActivist amendmentMay 19SC 13D/A
AI summary

GameStop Corp. filed Amendment No. 1 to Schedule 13D for eBay Inc., disclosing that in addition to directly owning 25,000 eBay shares (0.01%), GameStop has acquired economic exposure to 29,078,699 additional eBay shares through Put/Call Pairs — representing approximately 6.55% combined economic interest based on 444 million outstanding shares. Physical settlement into actual eBay shares requires satisfaction of HSR antitrust conditions; GameStop disclaims beneficial ownership of the derivative shares. This is a transformative cross-sector strategic investment by GameStop, deploying its cash reserves to build a ~6.55% economic stake in eBay pending regulatory clearance.

+ 38 other (25 425s · 3 proxys · 2 8-Ks · 1 routine 8-K) in window

Recent news

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

Gaming and Leisure Properties: A High Yield And Deep Discount Too Hard To Ignore (Upgrade)seekingalpha.com·4d agoBank of America Corp DE Boosts Stock Position in GameStop Corp. $GMEdefenseworld.net·6d agoGameStop Is ‘Coming for eBay One Way or Another,' CEO Ryan Cohen Says (July 16)youtube.com·20d agoGameStop Is ‘Coming for eBay One Way or Another,' CEO Ryan Cohen Saysyoutube.com·20d agoGameStop's Game Has Paid Off (Rating Upgrade)seekingalpha.com·21d 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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