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GPGPRO

GoPro, Inc.

$GPRO·$204M·Consumer Electronics·Technology
$1.07-7.0%YTD-17.5%1Y-47.0%
Price updated 9m ago·X counts updated 5d ago
GPGPRO
$GPROGoPro, Inc.
$1.07-6.96%207 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $GPRO 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.

207X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $GPRO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 77% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data12 posts analyzed · as of 2026-09-16

GoPro is being scalped both directions. Short traders are up +32% in three sessions with a plan to cover around $1.17; a longer-view thread calls it an overlooked asymmetric bet where the downside is priced in. Setup posters wait for a break and close above $1.58 before committing. A single-session -19% loss keeps the tape volatile, and nobody in the window makes a durable directional call.

Read what X is saying about $GPRO

  • 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 $GPRO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storyWinding 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.

Action-camera brand with a 20% founder stake and MISSION 1 launching — but revenue dropped 31% YoY.

GoPro makes action cameras and the Quik editing software ecosystem — the brand that defined the category but has been slowly displaced by iPhone and Insta360. The stock is at $1.33 with a $220M market cap, consolidating above the 50-day after a difficult TTM.

  • The P&L is structurally impaired: revenue fell 31% YoY to $104.9M last quarter at a -37% operating margin — the business is still contracting at scale, and the Insta360 competitive pressure is tangible, not reversible with incremental hardware refreshes.
  • The MISSION 1 Series earning 11 industry awards is a positive product-cycle signal — awards don't drive revenue by themselves, but they suggest the hardware refresh is genuinely competitive, which it needs to be to stabilize share.
  • Founder Nicholas Woodman's SC 13D (Sep 9) disclosed 20.3% ownership through the Woodman Family Trust and separately held shares — founder control is the structural anchor, and increases the odds of either a go-private or a strategic sale over a drawn-out public decline.

Coiling resolves higher if Nov 5 earnings show revenue stabilization in the $100-110M range and MISSION 1 unit-sell-through meets or exceeds expectations. A soft revenue print, or a dilutive capital raise, is what breaks the coil lower; a go-private announcement from the Woodman trust is the one asymmetric upside catalyst holders should keep on the watchlist.

Agrees with X sentimentThe X split between short-sellers at +32% in three sessions and the longer-view "asymmetric bet" voices accurately captures a coiling micro-cap in flux — the $1.58 breakout-confirmation level cited is a reasonable technical anchor, and the single -19% session underscores the volatility.

What to watch: Nov 5 earnings — revenue stabilization in the $100-110M range, MISSION 1 unit sell-through, inventory position. A sub-$95M revenue print or a dilutive capital raise is what breaks the coil lower; any strategic review commentary is the asymmetric upside catalyst.

On the calendar: 2026-11-05 — Q3 FY26 earnings

Read the AI verdict on $GPRO

  • 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.

Makes rugged waterproof action cameras and subscription cloud software for athletes, adventurers, and content creators.

Industry overviewAI analysisGenerated by AI from underlying data

Where Consumer Electronics sits in its cycle right now — and what that implies for $GPRO.

Consumer Electronics · Technology

No material change from last week — iPhone AI hardware refresh continues driving smartphone and PC upgrade acceleration.

What this means for $GPRO

Neutral — Makes rugged waterproof action cameras and subscription cloud software for athletes, adventurers, and content creators.

Top industry ETF

$XLKTechnology Select Sector SPDR
+34.1%YTD
+33.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-0.9How 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
-163%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
-21.1%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
-15.5%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
-5.3%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
27.7%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
-2.6Total 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$0.02-1150.0%
Q1 2026May 11, 2026$-0.35$-0.03-1066.7%
Q4 2025Mar 5, 2026$-0.02$0.04-150.0%
Q3 2025Nov 6, 2025$-0.09$-0.03-200.0%
Next earningsThu, Nov 5·consensus EPS $-0.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$104.9M-31.3%30.2%-37.1%$-0.30$-11.8M
Q1 FY26$99.1M-26.2%4.3%-57.8%$-0.50$-37.7M
Q4 FY25$201.7M+0.4%31.8%-4.0%$-0.06$15.0M
Q3 FY25$162.9M-37.1%35.1%-9.8%$-0.13$11.2M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$543.1M$543.1M – $543.1M-$0.72-$0.72 – -$0.721
FY27$735.8M$735.8M – $735.8M-$0.01-$0.01 – -$0.011
FY28$802.6M$802.6M – $802.6M$0.12$0.12 – $0.121

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.0.2×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.27%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.+6.8%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.+14.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 178.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.6% 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.β2.445-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

BuyJul 9Nicholas WoodmanCEO19.3M sh$15.0MSellMay 20Brian McgeeCOO130.6K sh$127KSellMay 18Stephen Jason ChristopherSVP, General Counsel16.9K sh$19K
+ 19 other (11 awards · 8 inkinds) in window

See when $GPRO 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 13DActivist position (5%+)Sep 9SC 13D
AI summary

The Woodman Family Trust (controlled by GoPro founder Nicholas Woodman) filed a new Schedule 13D on GoPro, disclosing combined beneficial ownership of 46,238,278 shares (~20.3%), comprising 45,446,219 shares in the trust and 792,059 shares owned directly by Woodman. This filing establishes the founder's formal 5%+ reporting baseline under a new trust structure. Woodman's concentrated 20%+ stake underscores his continued de facto control over GoPro's strategic direction.

8-KMaterial agreementSep 88-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale
AI summary

GoPro issued a $20 million convertible debenture to YA II PN Ltd. (Yorkville) on September 8, 2026 under its existing Securities Purchase Agreement (dated February 27, 2026), which allows for up to $50 million in total convertible debentures. A prior $25 million tranche was issued at signing, making this the second draw. The debentures are convertible into GoPro Class A common stock and are being used to fund operations amid declining action camera revenues. GoPro also reported that 3.02 million shares were sold by Yorkville as conversion shares.

8-KMaterial agreementSep 28-K — Item 1.01: Material agreement
AI summary

GoPro, Inc. entered into an Agreement and Plan of Merger with Action Acquisitions LLC (Parent) and its wholly-owned subsidiary Starman Optical Inc. (Merger Sub) on September 1, 2026. Under the agreement, GoPro will be acquired and survive the merger as a wholly-owned subsidiary of the Parent entity. The GoPro Board of Directors unanimously approved the merger agreement. The full merger agreement is filed as an exhibit to the 8-K.

8-KOfficer or director changeAug 188-K — Item 5.02: Officer or director change
8-KListing / delisting noticeJul 248-K — Item 3.01: Listing / delisting notice
8-KMaterial agreementJul 138-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KMaterial agreementJul 88-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
8-KShareholder voteJun 48-K — Item 5.07: Shareholder vote
+ 24 other (4 proxys · 3 routine 8-Ks · 3 13Gs · 2 10-Qs) in window

Recent news

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

Cotchett, Pitre & McCarthy Announces Class Action Against GoPro Over Unreturned Tariff Refundsbusinesswire.com·3d agoGoPro Updates MISSION 1 Series Cameras with Zero-Lag Photo Shutter Button Response, Continuous 50MP RAW Photos and Support for Anamorphic Lensesprnewswire.com·3d agoGoPro MISSION 1 Series Earns 11 Top Industry Awards for Image Quality, Performance and Innovationprnewswire.com·22d agoIs the Options Market Predicting a Spike in GoPro Stock?zacks.com·23d agoWhat's Going On With GoPro Stock Friday?benzinga.com·35d 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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