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GMGME

GameStop Corp.

Buzzing onWhy it's trendingX chatter picking upMoving on elevated volumeStrong bullish X conversation
$GME·$9.7B·Specialty Retail·Consumer Cyclical
$19.21+0.8%YTD-5.2%1Y-15.1%
Mentions · last 7 days
2026-07-28: 1,549 posts2026-07-29: 1,465 posts2026-07-30: 1,465 posts2026-07-31: 2,239 posts2026-08-01: 816 posts2026-08-02: 657 posts2026-08-03: 3,630 posts11,881+0%
Price updated 4h ago·X counts updated 1d ago
GMGME
$GMEGameStop Corp.
$19.21+0.79%12k posts+0%
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 attemptWinding up for a moveAI verdict · as of 2026-08-01

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

Half-retailer, half-hedge fund — the eBay stake and $600M EBITDA guide are trying to bail out the shrinking core.

GameStop is trying to become two companies at once — a shrunken video-game retailer and a de facto investment vehicle. The 2.5B share count authorization plus a growing marketable-securities book (headlined by a ~$1B eBay stake) says management is telling the market to stop grading it purely as a specialty retailer.

The mixed picture:

  • The retail engine is still shrinking: revenue fell 14% year over year last quarter, and the single analyst covering the name has FY2027 revenue below FY2026 — the physical store base hasn't inflected.
  • But the operating leverage guide is real: management pointed FY2026 adjusted EBITDA to more than $600M against $345M in FY2025, roughly 74% higher, which is a bigger cost-out story than the top-line decline implies.
  • The share overhang is the elephant: the July annual meeting quietly raised authorized shares to 2.5B, giving the board a genuine bazooka for future raises or acquisitions — dilution risk here isn't hypothetical.
  • The eBay stake actually complicates the read in a good way: at ~9.8% of eBay outstanding, roughly $1B of GameStop's ~$9.5B market cap is now a passive equity position, so a chunk of the ticker's value has nothing to do with running stores.

The stock is grinding in the bottom quarter of its 52-week range on below-average volume, waiting for the September 8 print or the M&A hinted at in the Rule 425 filing. A clean EBITDA beat plus any deal announcement is what breaks it out; another share issuance without a strategic buy attached does the opposite.

Differs from X sentimentX bulls anchor on Nintendo's ~50% physical-attach rate and a new console cycle — a real but small tailwind for a business shrinking 14% YoY; the more relevant bull case is the eBay stake and the EBITDA guide, and even that runs into the fresh 2.5B share authorization.

What to watch: The September 8 print plus any M&A follow-through on the Rule 425 hint. An EBITDA beat AND a deal is the double catalyst; another equity raise absent a target is the invalidator.

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

float missing

X sentiment

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

Mixed sentiment⚠161 posts analyzed · as of 2026-08-04 · top-engagement diverged

GameStop chatter is loud and confused, with the top thread anchored by Ryan Cohen's public play to acquire eBay set against a $1.4B convertible-debt-for-equity swap that dropped the stock roughly 12% on announcement. Bulls celebrate the sleeping-giant framing, Bitcoin exposure, and warrant scarcity that they read as a clearing-house tell. Bears counter that Cohen killed the gamma ramp with dilution, IV is at 5-year lows, and the stock just printed one of its lowest daily volumes in the past year. The 'ape' crowd is on tilt but the tape is heavy.

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

Neutral — Specialty retailer selling new and used games, consoles, accessories, and pop culture collectibles through stores and e-commerce; limited read-through from specialty retail macro dynamics to this specific revenue mix.

Top industry ETF

$XRTSPDR S&P Retail ETF
+7.7%YTD
+16.2%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.11.0×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.5%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.-12.5%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.-15.8%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 today10.2% 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.β1.745-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$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
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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 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.

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.

+ 37 other (25 425s · 3 proxys · 1 routine 8-K · 1 10-Q) in window

Recent news

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

California State Teachers Retirement System Purchases 90,474 Shares of GameStop Corp. $GMEdefenseworld.net·23h agoGameStop Stock Drops Into the Red for 2026investopedia.com·1d agoGameStop Warns Its Own Noteholders Might Short GME Stockbenzinga.com·2d agoGameStop's Debt Fix Comes With a New Cost for Shareholdersgurufocus.com·2d agoGameStop Cuts $1.4 Billion in Debt Without Cash, Stock Falls 8%gurufocus.com·2d ago

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