GameStop Corp. Class A (GME)

GameStop's stock has experienced several notable events and fluctuations in the past six months. In Q3 2025, GameStop reported earnings per share of $0.24, surpassing estimates, but revenue declined by 4.6% year-over-year. Shares surged due to speculation surrounding CEO Ryan Cohen's potential merger and acquisition plans. Ryan Cohen acquired 1 million shares of GameStop for $21.4 million in January 2026, increasing his stake to 38.35 million shares. Weiss Ratings downgraded GameStop from a "hold" to a "sell" rating. GameStop's stock fell over 5% on February 3, 2026. The company sold convertible notes, raising $4.2 billion in proceeds through November 2025. GameStop's strategy of diluting its stock to fund Bitcoin purchases has been noted, with the price of Bitcoin pulling back sharply in Q4 2025, potentially impacting GameStop's share price.

Demand for GameStop's products and services exhibits seasonality, influenced by factors typical of the gaming and retail industries. Sales growth is supported by strong results in collectibles and the release of new gaming hardware. Revenue projections account for recurring patterns likely tied to major holiday shopping seasons and the release cycles of popular video games and consoles.

GameStop Corp. is a global specialty retailer of games and entertainment products, operating in the Retail Trade sector, specifically within the Electronics/Appliance Stores industry. The company offers new and pre-owned video game platforms and software, accessories, digital products, and collectibles, operating under brands like GameStop, EB Games, and Micromania.

GameStop Corp. operates in the United States, Canada, Australia, and Europe. As of February 2025, the company had approximately 3,203 stores globally, with 2,325 in the United States, 193 in Canada, 374 in Australia, and 311 in Europe. However, its Canadian operations were sold in May 2025. Retail stores are typically located in strip centers, shopping malls, and pedestrian areas.

GameStop maintains strong brand recognition and loyalty within gaming culture. However, recent discussions on social media reflect concerns over declining share price, fading retail investor interest, and declining revenues. Cost-cutting measures and the new compensation plan for the CEO have sparked varied reactions. Recent events primarily revolve around its financial performance and strategic adjustments.

GameStop's ownership is a mix of institutional, retail, and individual investors. Approximately 28.17% of the company's stock is owned by Institutional Investors, 8.54% by Insiders, and 63.29% by Public Companies and Individual Investors. Ryan Cohen holds a significant individual stake of 38.35 million shares.