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GMGME

GameStop Corp.

$GME·$9.7B·Specialty Retail·Consumer Cyclical
$22.26-0.8%YTD+9.9%1Y-4.1%
Mentions · last 7 days
2026-07-08: 1,861 posts2026-07-09: 1,224 posts2026-07-10: 969 posts2026-07-11: 556 posts2026-07-12: 573 posts2026-07-13: 955 posts2026-07-14: 743 posts6,944+4%
Price updated 11m ago·X counts updated 2d ago
GMGME
$GMEGameStop Corp.
$22.26-0.76%6.9k 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.

Comeback attemptStalledAI verdict · as of 2026-07-16

The move has stalled — likely just drifts unless something new shows up.

Ryan Cohen has quietly turned GameStop into a capital-allocation vehicle; the tape is waiting on the eBay stake to do something.

GameStop is the video-game retailer Ryan Cohen has been reshaping into something else entirely — a capital allocator holding Bitcoin, collectibles, and now a 6.5% economic stake in eBay via derivatives. The tape has gone quiet: the lowest daily volume in a year with sentiment described as 'obliterated' among long-time holders.

  • FY26 adjusted EBITDA guide has been raised to >$600M vs $345M in FY25 — a 74% jump, and the strongest fundamental print the company has published in years.
  • The eBay position adds 29M shares of economic exposure (~6.55% combined) via put/call pairs — HSR clearance is the gating item, but this is Cohen turning the balance sheet into an operating M&A vehicle.
  • Q4 revenue was down 14% YoY but Q1 FCF was $187M on 35% gross margins — the core retail business is being managed for cash rather than growth, and it's actually generating some.
  • The board just authorized 2.5 billion Class A shares — massive capacity for future capital raises or M&A currency, so shareholder dilution is a real live risk depending on how the eBay deal gets funded.
  • Trading volume of 1.8M shares on RECAPS settlement day is basically nothing, and short interest in the GMEWS warrants is 3M shares — there's latent fuel if something breaks the range.

The stock is waiting on either HSR clearance on the eBay position or a formal tender offer — either flips this from turnaround to catalyst play instantly. Absent an event, Sept 9 Q2 earnings has to defend the raised FY26 EBITDA guide. Without a catalyst, the tape says nobody wants to pay for the optionality yet.

Agrees with X sentimentBoth sides of the X standoff have a point: low volume and dead IV are real, and so is the latent optionality in the eBay position and the raised EBITDA guide. The 'obliterated sentiment as contrarian setup' framing needs an actual catalyst — the trade doesn't work purely on positioning being washed out.

What to watch: HSR clearance on the eBay position, or a formal tender offer — either restarts the story. Absent an event, Sept 9 Q2 earnings has to defend the raised FY26 EBITDA guide; a walk-back is where the stalled tape becomes a broken one.

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

X sentiment

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

Mixed sentiment⚠85 posts analyzed · as of 2026-07-15 · top-engagement diverged

GameStop conversation is a subdued, apes-versus-tape standoff. Bulls hold onto the potential eBay tender-offer catalyst that Ryan Cohen has hinted at, Roaring Kitty's possible return, and the fact that IV is at an 8-year low with the stock still above $21.50; they cite 3M-share short interest in the GMEWS warrants as latent fuel. Bears counter with the lowest daily volume in a year (1.8M shares) on RECAPS settlement day, warrants hitting an all-time low, and no visible next step from the company. Sentiment is described by several holders as 'obliterated,' which some frame as contrarian bullish while others treat as evidence the trade is done.

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

No material change from last week — Amazon's $200B AI infrastructure commitment and AI shopping agent deployment shifts purchase decisions from browsing to autonomous fulfillment, bypassing..

What this means for $GME

Direct beneficiary — Specialty retailer selling new and used games, consoles, accessories, and pop culture collectibles through stores and e-commerce; the business model is a direct conduit for the AI shopping agent shift and tariff supply-chain disruption.

Top industry ETF

$XRTSPDR S&P Retail ETF
+3.9%YTD
+12.7%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 earningsWed, Sep 9·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$4.3B$4.3B – $4.3B$1.09$1.09 – $1.091
FY28$2.5B$2.5B – $2.5B$1.21$1.21 – $1.211

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.29%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.+0.4%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.-2.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 409.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β1.765-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

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$165KBuyJan 23Lawrence ChengDirector5.0K sh$114KBuyJan 21Ryan CohenCEO500.0K sh$10.8MBuyJan 21Alain AttalDirector12.0K sh$260KBuyJan 20Ryan CohenCEO500.0K sh$10.6M
1–10 of 11
+ 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
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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-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.

8-KPress release / Reg FDMay 48-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

GME filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-04. Covers: investor presentation (the “Investor Presentation”) and fact sheet (the “Fact Sheet”), in each case,. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

SC 13DActivist position (5%+)May 4SC 13D
AI summary

GameStop Corp. filed an new Schedule 13D on GME disclosing beneficial ownership (25,000.00 shares) as of 2026-05-04. The filer's stated intent is passive investment with no plan to influence control of the company.

+ 37 other (23 425s · 3 proxys · 2 13Gs · 2 SC 13D/As) in window

Recent news

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

GameStop Joins Uber Eats to Deliver Video Games, Collectibles, and Electronics to Customers Nationwidebusinesswire.com·1d agoBest Buy vs. GameStop: What Their Revenue Trends Tell Investors About These Specialty Retailersfool.com·2d agoGameStop: Soaring Collectibles Sales Gives More Credibility To EBay Dealseekingalpha.com·3d agoGameStop: Collectibles, Bitcoin, And A Bigger Strategic Betseekingalpha.com·6d agoGaming and Leisure Properties: Buy The Dip On This High Yieldseekingalpha.com·6d 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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