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TickerTalks›$GME
GMGME

GameStop Corp.

Strong FundamentalsStrong Fundamentals3 insiders bought $77.5M in 30 daysCoiling in a constructive baseConsistent chatter on X (8.5K/wk), no spike
$GME·$14B·Specialty Retail·Consumer Cyclical
$26.81-4.3%YTD+34.4%1Y+16.8%
Price updated 7h ago·X counts updated 5d ago
GMGME
$GMEGameStop Corp.
$26.81-4.32%8.5k posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $GME on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

8,478X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $GME's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data26 posts analyzed · as of 2026-10-02

The ape crowd is bullish into October — Michael Burry publicly flagged conditions that could get him back into GME, Ryan Cohen added again, and holders are pointing to a $17.50→$25 rising-channel pattern and a possible Wyckoff spring on Friday's wick to $23.06. The tone is the familiar MOASS-plus-conspiracy mix ("Shitadel," naked shorting) rather than fresh analysis. No real bearish presence.

Read what X is saying about $GME

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GME — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

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

Ryan Cohen is buying hand-over-fist again, and four other insiders have joined him in the past month.

GameStop is the beat-up video-game retailer turned Ryan Cohen capital-allocation vehicle. The chairman just added another $10M of stock in the open market, and five distinct insiders have bought in the last 30 days.

  • The retail business is still shrinking (-14% revenue YoY last quarter) but the company is finally earning money, with a PE of 12.8x and operating margin of 10.6% — a de-levered base that supports Cohen's capital flexibility.
  • The insider cluster is the real signal: five distinct buyers in a month including Cohen's $10.6M in late September — a pattern you don't see without someone having conviction about an upcoming deployment.
  • Burry name-dropping conditions for reinvestment and the Wyckoff-spring chartists are secondary — the real bet is on Cohen putting the ~$5B cash hoard to work, not the core store business.

The stock re-rates the day capital gets deployed into something other than retail. Without that, the shrinking core caps the upside and the Dec 8 print is likely to disappoint on comps alone.

Agrees with X sentimentThe bullish camp has the right proximate catalyst — the Cohen buying streak and the insider cluster — just keep in mind the underlying business is still contracting, so the equity is tracking capital allocation rather than operations.

What to watch: Any 13F or filing confirming Cohen's cash deployment into a non-retail asset. The Dec 8 Q3 print also matters — a soft comp without a deployment update stalls the thesis.

On the calendar: 2026-12-08 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Consumer discretionary bifurcation deepens as XRT falls -7.

What this means for $GME

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

Top industry ETF

$XRTSPDR S&P Retail ETF
-4.3%YTD
+3.6%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
Q2 2026Sep 8, 2026$0.27$0.270.0%
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%
Next earningsTue, Dec 8·consensus EPS $0.37

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$1.80$1.80 – $1.801
FY28$4.3B$4.3B – $4.3B$1.86$1.86 – $1.861

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.1.2×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.86%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.+23.9%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.+19.2%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.

Cluster buy3 insiders bought shares in the last 30 days.

Recent transactions

BuyOct 13Ryan CohenCEO844.1K sh$22.8MSellOct 12Moore Daniel WilliamPFO and PAO15.5K sh$418KSellOct 5Robinson Mark HaymondGeneral Counsel and Secretary3.9K sh$99KBuyOct 2Ryan CohenCEO700.0K sh$17.1MSellOct 1Robinson Mark HaymondGeneral Counsel and Secretary7.3K sh$177KSellOct 1Moore Daniel WilliamPFO and PAO7.3K sh$177KBuyOct 1Nat TurnerDirector10.5K sh$255KBuySep 29Ryan CohenCEO450.0K sh$10.6MBuySep 21Alain AttalDirector17.5K sh$402KBuySep 21Ryan CohenCEO1.2M sh$26.4M
1–10 of 17

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

SC 13D/AActivist amendmentOct 13SC 13D/A
SC 13D/AActivist amendmentOct 2SC 13D/A
SC 13D/AActivist amendmentSep 29SC 13D/A
AI summary

Cohen Ryan amended its Schedule 13D for GameStop Corp (GME) on 2026-09-29, reporting it holds 44,683,306 shares. A Schedule 13D is required when a party crosses 5% ownership with intent to influence management; an amendment signals a change in position size or stated intent, making this material for tracking activist or strategic holder activity.

SC 13D/AActivist amendmentSep 29SC 13D/A
AI summary

Cohen Ryan amended its Schedule 13D for GameStop Corp (GME) on 2026-09-29, reporting it holds 44,683,306 shares. A Schedule 13D is required when a party crosses 5% ownership with intent to influence management; an amendment signals a change in position size or stated intent, making this material for tracking activist or strategic holder activity.

SC 13D/AActivist amendmentSep 21SC 13D/A
AI summary

Ryan Cohen filed Amendment No. 17 to his SC 13D on GameStop, reporting ownership of 44,233,306 shares (approximately 8.7% of 504.5M outstanding shares). Between September 21, 2026, Cohen purchased 1,150,680 shares at a weighted average price of $22.94, ranging from $22.76 to $23.02, funded with personal funds. This is his most recent addition to his substantial GME stake.

SC 13D/AActivist amendmentSep 10SC 13D/A
AI summary

Ryan Cohen, GameStop's Chairman and CEO, purchased 1 million additional GME shares on September 10, 2026 at approximately $20.38 per share, increasing his direct holdings to approximately 43.082 million shares (8.5% of GameStop outstanding). Cohen also holds 3.73 million warrants. His total cost basis in directly owned shares is approximately $148.6 million. This open-market purchase signals continued personal conviction in GameStop's direction under his stewardship.

8-KPress release / Reg FDSep 88-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

GameStop Corp. reported fiscal Q2 2026 financial results for the quarter ended August 1, 2026 via press release (Exhibit 99.1). The company holds a large cash balance from prior equity raises under Ryan Cohen's tenure and continues to operate retail gaming stores while pursuing a Bitcoin treasury strategy. Specific revenue and earnings figures were furnished but not captured in the excerpt. This is a routine quarterly earnings announcement.

SC 13D/AActivist amendmentSep 3SC 13D/A
AI summary

Ryan Cohen filed Amendment No. 15 to his Schedule 13D for GameStop Corp., disclosing current beneficial ownership of 42,082,626 shares (8.3% of the 504,500,979 outstanding as of September 3, 2026), including 3,734,784 shares underlying warrants. The amendment was triggered solely by an increase in GameStop's outstanding shares due to previously announced convertible note exchanges; Cohen has not sold any shares. No transactions occurred in the past 60 days. This is an administrative update; Cohen's conviction in GME remains unchanged.

+ 45 other (25 425s · 6 8-Ks · 4 SC 13D/As · 3 proxys) in window

Recent news

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

Ryan Cohen Told Investors to Bet Against Him on the Same Day He Bought $22.8 Million More247wallst.com·3d agoDow, Nasdaq Futures Fall Triple Digits After CPI Reportschaeffersresearch.com·3d agoRyan Cohen Keeps Buying GameStop Stock as Share Prices Increase. Here's What He's Spent Recentlybenzinga.com·3d agoGameStop Stock Hits Highest Level in 15 Months. What It Says About the Market.barrons.com·3d agoGameStop Stock Hits 52-Week High as Cohen Continues Buying Spreebenzinga.com·3d ago

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Voices on X · top 15 · last 7 days

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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