The Bull Case For GameStop (GME) Could Change Following Store Closures And Bitcoin Shift - Learn Why
GameStop (GME) is undergoing significant transformation, accelerating store closures and investing cash reserves in Bitcoin, reflecting a shift towards digital gaming and a reimagined business model. This strategy aims to create a leaner, cash-generating platform through collectibles and online engagement, while introducing new volatility and investment risks due to Bitcoin exposure and diverse valuation estimates amongst investors. The article explores how these strategic changes are redefining GameStop's investment narrative and highlights the importance of multiple perspectives in assessing its future performance.
GameStop Targets Larger Consumer Deal As Cohen Pursues Conglomerate Future
GameStop (NYSE:GME) plans to acquire a much larger publicly traded consumer company, marking a significant pivot towards a diversified conglomerate model led by CEO Ryan Cohen. This strategy is backed by strong liquidity and high-profile investors like Michael Burry, aiming to transform GameStop from a specialty retailer into a holding company. The move aligns with a long-held shareholder narrative of GameStop evolving into a cash-rich platform that can redeploy capital into higher-return assets, though it carries execution risks related to integrating a significantly larger entity.
GameStop Stock Slides Thursday: Traders Digest Burry, Cohen Buzz
GameStop (NYSE: GME) shares fell on Thursday, giving back recent gains, as traders evaluated the impact of investor Michael Burry's bullish comments and CEO Ryan Cohen's increased insider buying. Despite short-term technical strength and strong growth potential, the stock faces mixed momentum and is trading closer to its 52-week lows, reflecting quick shifts in sentiment for meme stocks. The article highlights Burry's comparison of Cohen's strategy to Warren Buffett's early Berkshire Hathaway playbook, suggesting GameStop could evolve into a holding company.
GameStop (GME) Is Up 9.0% After Burry And Cohen Boost Stakes And Tighten Incentive Targets - Has The Bull Case Changed?
GameStop (GME) shares rose 9.0% after Michael Burry revealed accumulating GME stock, and CEO Ryan Cohen purchased an additional 1,000,000 shares, with his compensation now tied to ambitious market capitalization and profitability targets. This signals a shift in the investment narrative towards leadership execution, balance sheet strength, and potential capital deployment, rather than meme-stock speculation. While opinions on the stock's fair value vary widely, the bull case now largely hinges on Cohen's ability to transform the company and potentially deploy its cash resources.
GameStop CEO Ryan Cohen Targets $100 Billion Valuation With 'Big' Acquisition Plan: 'Genius Or...Totally Foolish'
GameStop CEO Ryan Cohen has revealed an ambitious plan to grow the company into a $100 billion-plus business through a significant acquisition in the consumer or retail sector. This move, which he describes as potentially "genius or totally foolish," is supported by renowned investor Michael Burry, who suggests GameStop use its substantial cash reserves for strategic acquisitions, similar to Warren Buffett's approach. GameStop's stock has seen volatility, including a recent surge following Burry's disclosed stake, and is ranked highly for value and growth by Benzinga’s Edge Rankings.
GameStop Insider Buying And Bitcoin Shift Spark Fresh Valuation Questions
GameStop has experienced significant insider buying, including purchases by CEO Ryan Cohen and board members, and Michael Burry has confirmed a long-term position. The company also moved its entire Bitcoin holdings to Coinbase Prime, raising questions about its future digital asset strategy and overall business direction. These developments, along with the stock's recent momentum despite a 1-year decline, prompt investors to re-evaluate the company's valuation and long-term operating plan.
GameStop Resets Footprint As Cohen Adds Shares And Bitcoin Shifts To Coinbase
GameStop CEO Ryan Cohen has increased his stake in the company, which is also repositioning its operations by closing nearly 500 stores and moving all its Bitcoin holdings to Coinbase Prime. These strategic shifts aim to create a tighter, more focused business as GameStop adapts to the evolving retail landscape driven by digital downloads and online marketplaces. Investors are encouraged to monitor revenue from remaining stores, e-commerce, the P/E ratio, and how Bitcoin assets are managed, with execution being the key risk.
GameStop CEO Ryan Cohen Acquires 1 Million Shares
GameStop CEO Ryan Cohen purchased 1,000,000 shares of Class A Common Stock for over $21 million on January 20 and 21, 2026. This transaction increased his direct ownership to 38,347,842 shares. Additionally, Cohen holds warrants to purchase 3,734,784 shares at $32 each, expiring in October 2026.
Investors Are Swarming GameStop Stock Today: Here's Why
GameStop (GME) shares are trading higher after CEO Ryan Cohen disclosed a significant purchase of 500,000 additional shares, increasing his stake to approximately 9.2% of outstanding shares. This news follows a new compensation package for Cohen tied to achieving a $100 billion market cap and $10 billion in cumulative EBITDA for GameStop. While the stock shows some short-term strength and strong growth potential according to Benzinga Edge, its long-term trends remain under pressure, and momentum is weak.
Is GameStop’s Experiential ‘Return to Silent Hill’ Push a Turning Point in Its Brand Strategy (GME)?
GameStop (GME) partnered with Cineverse for an in-store and digital campaign tied to the "Return to Silent Hill" film. This initiative is an example of GameStop's experiential marketing efforts to engage its core fanbase and keep stores relevant amid closures and a push towards e-commerce. While unlikely to significantly impact near-term earnings, it reflects GameStop's strategy to defend its brand and transform its business amidst investor concerns over capital deployment and slowing growth.
Stock Market Today: Dow Jones, S&P 500 Futures Recover As Focus Turns To Trump's Davos Address—Johnson & Johnson, Intel, GameStop In Focus
U.S. stock futures rebounded on Wednesday after a sharp sell-off the previous day, with markets focused on President Trump's upcoming address at the World Economic Forum in Davos. Individual stocks like GameStop and United Airlines saw gains due to positive company-specific news and analyst upgrades, while Netflix declined despite strong quarterly results due to cautious forward guidance. The article also touches on market insights, commodity prices, and global market performance.
A Look At GameStop (GME) Valuation As CEO Option Grant And Store Closures Reshape The Turnaround Story
GameStop (GME) is under renewed scrutiny after approving a performance-based stock option package for CEO Ryan Cohen and announcing plans to close 296 stores. Despite a recent share price decline, some investors see it as undervalued with a narrative fair value of US$220, citing strong Q1 2025 financials, including exceeding EPS estimates and a cash-rich balance sheet with no long-term debt. However, others point to its P/E ratio being higher than industry and peer averages, suggesting a premium price and less room for error.
$GME stock rose 2% this week. Here's what we see in our data.
GameStop (GME) stock increased by 2% this week and was the 12th most-searched ticker on Quiver Quantitative. Insider trading activity for GME shows 7 sales and no purchases in the last six months, with significant sales by MARK HAYMOND ROBINSON and DANIEL WILLIAM MOORE. Institutional investors had mixed activity, with 160 adding shares and 139 decreasing positions, notably CITADEL ADVISORS LLC removing a large stake while SUSQUEHANNA INTERNATIONAL GROUP, LLP and JANE STREET GROUP, LLC significantly increased theirs.
GameStop Stock Near 52-Week Lows: Can Cohen's New Deal Spark A Turnaround? - GameStop (NYSE:GME)
GameStop (GME) shares are trading flat following news of a new performance-based compensation plan for CEO Ryan Cohen, tying his incentives to market capitalization and EBITDA milestones. The stock is currently showing bearish trends, trading near 52-week lows, with a mixed outlook from analysts and Benzinga Edge rankings. Investors are anticipating the next earnings report on March 24th for further insights.
GameStop Stock (GME) Or New Video Game: Which Christmas Gift Had Better Return In 2025?
This article compares the investment return of buying a new video game versus investing an equivalent amount in GameStop (GME) stock during past Christmas seasons. While a new video game provides instant gratification, its value depreciates rapidly. The analysis, covering Christmas periods from 2019 to 2024, reveals that investing in GameStop stock would have yielded significantly better returns over the long term, despite recent declines.
Retail Darling GameStop Jumps In Value Ranking With Massive Cashpile And BTC Holdings Despite Mixed Q3
GameStop Corp. (NYSE: GME) has seen its Benzinga Edge’s Stock Rankings value score improve significantly despite mixed third-quarter earnings. This rise is attributed to its substantial cash and Bitcoin holdings, which make the stock mathematically more attractive as its market cap declines. The company maintains a high growth ranking even as its momentum score lags, indicating a strong fundamental position for long-term investors.
Michael Burry Admits Missing The Biggest Short Squeeze In History— GameStop's 'Gamma Squeeze' That Broke Wall Street
Michael Burry, known for predicting the 2008 financial crisis, revealed in a Substack post that he sold his GameStop (NYSE: GME) position before its historic January 2021 rally. Despite initiating the trade in 2019, he missed a potential $1 billion windfall due to skepticism about activist investor Ryan Cohen's plans and client withdrawals. Burry described the event as a "legal market corner" driven by a gamma squeeze, not naked short selling, and attributed his early exit to being "blinded" by traditional valuation metrics.
GameStop (GME) Is Down 5.4% After Profit Jumps On Cost Cuts Despite Lower Sales
GameStop reported strong third-quarter 2025 net income of US$77.1 million, a significant increase from US$17.4 million year-over-year, despite sales dropping to US$821 million. This profit growth was primarily driven by cost reductions and a thriving collectibles segment, which offset a decline in core sales. The article highlights that while efficiency gains strengthen the "bull case," investors should consider the risk of the stock trading above its fair value and the underlying business still facing challenges.
GameStop Shares Slide As Revenue Miss Overshadows Earnings Beat
GameStop Corp. (NYSE: GME) shares are trading lower this week, down roughly 7% over the past five sessions, following a mixed third-quarter financial report. While the company posted an adjusted earnings beat of 24 cents per share, its revenue of $821 million missed Wall Street estimates. Declining sales in core hardware and software segments, despite growth in collectibles and the U.S. market, contributed to the bearish sentiment.
GME Stock Tanks On Q3 Miss — Trump Ally In Congress Feels The Pain
GameStop (GME) shares fell following a Q3 earnings miss, impacting Congresswoman Lisa McClain who had purchased the stock earlier in the year. McClain, a Republican Conference Chairwoman and Donald Trump ally, is down an estimated 21.2% to 23.9% on her investment. Her trading history, including past violations of the STOCK Act, is under scrutiny.
GameStop Stock Analysis: Q3 Results Provide Little Relief For Struggling Meme Stock Investors
GameStop reported Q3 revenue of $821 million, falling short of estimates, though adjusted earnings per share exceeded expectations. While collectibles revenue showed growth, overall revenue declined year-over-year, and technical analysis indicates a mixed picture with short-term bullish momentum but a prevailing bearish trend, with the stock down 14.18% over the past 12 months.
GameStop Q3: Ryan Cohen's No-Hype Turnaround Meets Its First Real Test
GameStop (GME) is set to release its Q3 earnings, presenting a crucial test for CEO Ryan Cohen's cost-cutting, profitability-focused strategy. Despite a bruised year-to-date performance, the stock exhibits bullish technical signals, with analysts keenly watching for clarity on Cohen's long-term vision and operational execution rather than just headline numbers. The report will determine if the "no-hype" approach can translate into tangible results and a sustained rally.
GameStop Q3 2025 Earnings: Profit of $77.1M, Revenue $821M - News and Statistics
GameStop Corp. (GME) reported a profit of $77.1 million for its fiscal third quarter of 2025, with net income of 13 cents per share. Adjusted for non-recurring costs, earnings were 24 cents per share. The video game retailer also announced quarterly revenue of $821 million for the period.
GameStop, JPMorgan Chase, AeroVironment,GE Vernova And Cracker Barrel: Why These 5 Stocks Are On Investors' Radars Today
This article highlights five stocks—GameStop, JPMorgan Chase, AeroVironment, GE Vernova, and Cracker Barrel—that attracted significant investor attention due to recent financial results, analyst outlooks, and market movements. GameStop missed revenue estimates but beat on adjusted earnings, while JPMorgan faced investor scrutiny over its growth phase amidst changing interest rates. AeroVironment saw revenue beat but a cut in EPS outlook, whereas GE Vernova boosted its dividend and provided strong forward guidance. Cracker Barrel missed on both revenue and earnings, with investors watching for signs of operational improvement.
What's Going On With GameStop Stock Ahead Of Q3 Results?
GameStop (NYSE: GME) is trading flat ahead of its Q3 earnings report, with analysts expecting a significant jump in revenue and EPS. Investors are focusing on the company's diversification efforts, particularly in hardware sales with the Nintendo Switch 2, the surging collectibles segment, and updates on its Bitcoin strategy, rather than solely on traditional software sales. The stock's strong Growth score in Benzinga Edge rankings contrasts with its low Momentum score, and its current price is near the lower end of its 52-week range.
GameStop Q3 Preview: Bitcoin, Collectibles, Trade Anything Day Could Help Offset Video Game Weakness
GameStop (NYSE: GME) is set to release its Q3 financial results, with analysts expecting a revenue of $987.3 million and EPS of 20 cents, marking a potential sixth consecutive profitable quarter. The company's performance will likely be driven by its growth initiatives in collectibles and Bitcoin holdings, rather than traditional video game sales, with investors also watching for details on its "Trade Anything Day" promotion and Q4 guidance.
How Investors Are Reacting To GameStop (GME) Q3 Earnings And “Trade Anything Day” Collectibles Push
GameStop (GME) is set to report its Q3 2025 earnings on December 9, coinciding with a "Trade Anything Day" promotion to boost its collectibles business. This report and promotional push are critical for investors to assess if the company's recent improvements in revenue and margins, driven by a focus on higher-margin collectibles, can be sustained through genuine customer engagement. Investors are watching closely to see if the company's refreshed strategy can translate its brand power into durable profits and sustained stock growth, given that shares are still down significantly year-to-date despite improved profitability.
GameStop (GME) Stock Sentiment Is Soaring: Here's Why
GameStop's (GME) stock sentiment is soaring, with shares up over 8.5% in five days, largely due to a resurgence of social media interest sparked by newly surfaced 2019 emails between "Big Short" investor Michael Burry and "Roaring Kitty" (Keith Gill). The emails showed Gill's agreement with Burry's assessment of GME as undervalued, reigniting retail interest despite the company being down 24% year-to-date in 2025. All eyes are now on the upcoming third-quarter earnings report on December 9th, with analysts forecasting EPS of 18 cents on $987 million in revenue.
Why GameStop (GME) Is Up 10.0% After Digital Sales Drive and Q3 Earnings Anticipation
GameStop's stock (GME) has risen 10.0%, driven by anticipation for its Q3 earnings and a renewed focus on digital sales and customer engagement through initiatives like "Trade Anything Day." While retail trader activity and social media interest contribute to short-term price spikes, the company's long-term investment case still faces challenges including high volatility, valuation concerns, and questions about sustainable earnings growth. Investors are advised to consider the company's digital shift and its susceptibility to speculative trading when evaluating its potential.
What's Driving the Market Sentiment Around GameStop Corp?
GameStop Corp.'s short interest has decreased by 5.43% since its last report, with 66.30 million shares sold short, representing 16.21% of available shares. This decline in short interest suggests a potentially more bullish sentiment among investors. Despite the decrease, GameStop's short interest remains higher than its peer group average of 3.81%.
GameStop (GME) Stock Is Soaring Thursday: What's Going On?
GameStop (GME) stock is soaring due to renewed interest in "meme stocks" from speculative retail traders, despite a lack of company-specific news. This surge is likely a spillover from a social media-driven rally in Beyond Meat, which reminded traders of past short-squeeze dynamics. The article also provides GME's price action, Benzinga Edge rankings, and guidance on how to buy or short the stock.
Operating cash flow per share of GameStop Corp. Class A – LSX:A0HGDX - TradingView
This page provides detailed annual and quarterly operating cash flow per share data for GameStop Corp. Class A (LSX:A0HGDX). The data spans from 2006 to 2024 annually and from Q4 2017 to Q2 2025 quarterly, presenting values, changes, and percentage changes for each period.
GameStop Corporation (GME) Stock forecasts - Yahoo
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GameStop Corporation (GME) Stock Forecasts - Yahoo
This Yahoo Finance article presents key information from an Argus report on GameStop Corp. (GME) dated October 15, 2025. It includes the stock's current price and a brief company summary, inviting users to upgrade for full report access and premium insights.
Voya Investment Management LLC Has $4.02 Million Position in GameStop Corp. $GME
Voya Investment Management LLC significantly increased its stake in GameStop Corp. (NYSE:GME) by 28.8% in the first quarter, now holding 179,896 shares valued at over $4 million. GameStop's stock is showing upward momentum and reported a 21.8% revenue increase year-over-year. The company also announced an 11-10 stock split effective October 3rd.
Northern Trust Corp Purchases 11,813 Shares of GameStop Corp. $GME
Northern Trust Corp increased its stake in GameStop Corp. by 0.4%, adding 11,813 shares to now own approximately 3.18 million shares valued at $71 million. Other institutional investors also significantly increased their positions, while GameStop's latest earnings report showed an EPS of $0.17, exceeding estimates, despite a 16.9% decline in revenue year-over-year. Analysts currently have a consensus "Sell" rating on the stock with a target price of $13.50.
Invesco Ltd. Buys 71,946 Shares of GameStop Corp. $GME
Invesco Ltd. increased its holdings in GameStop Corp. by 12.3% in the first quarter, acquiring an additional 71,946 shares and bringing its total ownership to 657,703 shares valued at approximately $14.68 million. Other institutional investors like UMB Bank n.a., US Bancorp DE, Bogart Wealth LLC, SBI Securities Co. Ltd., and CWM LLC also raised their stakes in GameStop. Despite these institutional buys, GameStop currently holds a consensus "Sell" rating from analysts with an average price target of $13.50, and insiders have sold shares totaling over $315,000 in the last three months.
Monashee Investment Management LLC Invests $1.67 Million in GameStop Corp. $GME
Monashee Investment Management LLC has invested $1.67 million in GameStop Corp. ($GME). The article indicates that this investment firm has taken a significant position in the video game retailer. Details regarding the nature of the investment or the firm's strategy are not provided, as the content primarily focuses on various other market updates and does not contain the specific article named in the title.
GameStop Corp. (GME): A Bull Case Theory
This article summarizes a bullish thesis for GameStop Corp. (GME), focusing on its pivot from traditional video game retail to a tech-enabled collectibles platform. The company, led by Ryan Cohen, is establishing "Push Start Arcade" (PSA) to address complexities in the collectibles market, enabling instant grading, secure storage, and resale. The thesis highlights GME's large cash position, management's personal investment, and potential for growth beyond cards into other memorabilia.
Third Circ. Tosses Class Action Against GameStop's Tracking Software
The Third Circuit Court of Appeals has dismissed a class action lawsuit against GameStop concerning its tracking software. Judge D. Michael Fisher ruled that the plaintiff, Cook, did not suffer a concrete injury, meaning her alleged harm was not of the kind caused by privacy torts like disclosure of private information or intrusion upon seclusion. This decision confirms that without a concrete injury, the plaintiff lacked standing to pursue the claim.
GameStop adjusts compensation package for Daniel Moore
GameStop (NYSE: GME) has updated Daniel Moore's compensation package through a letter agreement. This includes an additional grant of restricted stock units, determined by dividing $1,650,000 by the average closing price of the company's Class A common stock over the 30 trading days preceding the grant date of August 11, 2025, with vesting through July 2027. Moore also received a one-time cash bonus of $80,000 to maintain his target compensation, and the agreement outlines severance benefits if his employment is terminated without cause.
GameStop customers could receive cash payout following settlement over alleged privacy breach
GameStop has agreed to a $4.5 million settlement in a class-action lawsuit alleging the company shared customers' personal information with Facebook without consent. Customers who purchased a game from GameStop's website between August 18, 2020, and April 17, 2025, and have a public Facebook account that displays the name used during the purchase, may be eligible for a cash payment of up to $5 or a voucher worth up to $10. Eligible customers must submit a claim on the settlement's website by August 15, providing personal details and proof of Facebook account ownership.
BTC, GME News: GameStop Raises $2.7B
GameStop (GME) successfully raised an additional $450 million through a "greenshoe" option exercise, bringing its total fundraising from a mid-June convertible debt offering to $2.7 billion. This capital will be allocated for general corporate purposes and strategic investments, including the acquisition of Bitcoin as a treasury reserve asset. The company has adopted a Bitcoin treasury strategy, aligning with other publicly traded firms that use capital raises to add cryptocurrencies to their balance sheets.
GameStop Raising $450 Million From Convertible Senior Notes To Make Investments
GameStop has raised an additional $450 million through the full exercise of a Greenshoe option on its convertible senior notes, bringing the total offering to $2.7 billion. The company intends to use these proceeds for general corporate purposes, including investments that align with its updated investment policy, which now includes Bitcoin as a treasury reserve asset. This move could enable GameStop to allocate a portion of the newly raised capital towards purchasing Bitcoin.
GameStop Stock Is a Sum-of-the-Parts Bargain - Cash and Bitcoin is Close to GME's Price
GameStop (GME) stock is presented as a sum-of-the-parts bargain, with its cash and Bitcoin holdings nearly equivalent to its current stock price. The article highlights the company's recent profitability, strong free cash flow, and potential for future Bitcoin purchases, culminating in a sum-of-the-parts valuation of over $42.00 per share, significantly above its current trading price. It also discusses the impact of recent convertible note offerings and the possibility of future acquisitions in the collectibles market.
GameStop shares tumble after announcing $1.75B convertible notes offering | NYSE:GME
GameStop's shares dropped 19.5% after the company announced a plan to raise up to $1.75 billion through a private offering of zero-coupon convertible senior notes due 2032. The video game retailer plans to use the proceeds for general corporate purposes, including potential acquisitions, as it continues its pivot towards becoming a diversified tech and investment platform that includes holding Bitcoin. This offering follows a recent announcement where GameStop revealed its acquisition of over 4,700 Bitcoin.
GameStop Secures Massive $2.25B Zero-Interest Convertible Deal: Key Terms Revealed
GameStop Corp. has announced the pricing of an upsized private offering of $2.25 billion in 0.00% Convertible Senior Notes due 2032. The notes are unsecured obligations and will not bear regular interest, maturing on June 15, 2032. GameStop intends to use the net proceeds, estimated at $2.23 billion, for general corporate purposes, including investments and potential acquisitions.
GameStop (GME) plans to dilute shareholders with additional $1.75 billion convertible note offering
GameStop (GME) plans to dilute its shareholders for the second time in 2025 with an additional $1.75 billion convertible senior note offering, with an option to raise another $250 million. This move, coming despite nearly $6 billion in cash on the balance sheet, has been met with surprise and frustration by loyal investors, particularly given the company's prior investments in a failed NFT marketplace and volatile assets like Bitcoin. The offering is a private placement, further limiting access for most public retail holders.
GameStop Raises Massive $1.75B Through Zero-Interest Convertible Notes: Strategic Move Revealed
GameStop Corp. announced a private offering of $1.75 billion in 0.00% Convertible Senior Notes due 2032 to qualified institutional buyers, with an option for initial purchasers to acquire an additional $250 million. The notes will not bear regular interest and will mature in 2032, unless converted, redeemed, or repurchased earlier. GameStop plans to use the net proceeds for general corporate purposes, including investments and potential acquisitions.
GameStop (GME) Announces Proposed $1.75B Convertible Senior Notes Offering
GameStop (GME) has announced its intention to offer $1.75 billion in 0.00% Convertible Senior Notes due 2032 through a private offering. The company plans to use the net proceeds for general corporate purposes, including investments and potential acquisitions. These notes will not bear regular interest and will mature in 2032, unless converted earlier.
