← BackGameStop Corp. · Computer & Computer Software StoresGME
Moderate riskNext report: Around Dec 8 (est.)
The short versionA profitable company with shrinking sales. Insiders are buying.
Going well
- Profitable
- Brings in more cash than it spends
Watch out for
- Sales down 19% in the latest quarter vs a year ago
- Share count growing 18.2% a year (dilution)
- 2 offering filings in 6 months (may sell new shares)
Money moves
- 2 insiders bought $50.7M of shares with their own money in the last 30 days
- Insiders sold $871K in the last 30 days
- Institutions added 2.8% to their holdings in the quarter ending June 2026 (159 bought, 159 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$23.88-3.8% that day
Latest insider buy: A CEO bought at $26.98 on Oct 13. The stock is now $23.88, -11.5% since.
- Company value
- $12.0B
- Share price times all shares
- Price vs profit (P/E)
- 15.7x
- You pay about $16 for each $1 of yearly profit
- Price vs sales
- 3.4x
- Company value is 3.4 times a year of sales
- Cash vs value
- 40%
- A big cushion: cash is a large part of what the company is worth
- Debt vs value
- 35%
- Debt as a share of company value
From GME's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Aug '26$790.2M-19% vs a year earlier
Oct '23Tap a barAug '26
Last 12 months: $3.6B, down 7.7% from the 12 months before. Over 5 years, sales shrank about 6.5% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.8.1%
- MissDebt under half of equityNot relying on borrowed money.0.76x equity
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.11.5%
- MissProfitable every yearSteady profits, not one good year.5 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$597.3M
- MissShare count not growingNot diluting owners. Falling means buybacks.+65.1% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.33.0%
- Revenue
- $3.6B
- -5.1% vs prior year
- 5-year growth
- -6.5%/yr
- revenue, per year
- Total debt
- $4.2B
- 0.76x equity
- Current ratio
- 15.30x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Aug 1, 2026- Revenue
- $790.2M
- -18.7% YoY
- EPS
- $0.51
- vs $0.31
- Op. margin
- 20.3%
- +13.5 pts
- Gross margin
- 43.7%
- +14.6 pts
- Free cash flow
- $60.7M
- Share count
- +8.4%
- vs a year ago
Insider rating
Last 90 days
86Strong buying
- 2 insiders bought $50.7M
- Cluster buy: 2 insiders within 15 days
- Top executive buying (President, CEO and Chairman)
- New position opened
- 1 insider sold $177K (not pre-planned)
- Pre-planned sales of $694K (weaker signal)
50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.
Weekly insider trend13 weeks agoBoughtSoldThis week
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 2.3
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+2.8%Institutions added 2.8% to their holdings. 159 bought, 159 sold.
Shares held by institutions159.5M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+18.2%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.7x · $4.2B debtShares outstandingLatest reported
505MWhy moderate risk- Share count growing 18.2% a year (dilution)
- 2 offering filings in 6 months (may sell new shares)
Next reportAround Dec 8 (est.)Estimated from the same quarter last year
- Results filedSep 8
- Results filedAug 31
- Results filedJun 2
- Results filedMar 24
- Results filedDec 9, 2025
Insider trades
Open-market buys and sells, last 90 days Bought$50.7M2 insiders
Sold$871K2 insiders, 2 pre-planned
Cluster buy2 buyers$50.7M within 15 days
| Insider | Trade | Shares | Avg price | Value | Owns after | Date |
|---|
Ryan CohenPresident, CEO and Chairman | Buy | 844K | $26.98 | $22.8M | 42M | |
- +2% of their holdings
- $26.75 to $27.00 across 2 trades
- Also Director
- Filed same day
|
Daniel William MoorePFO and PAO | Sell | 15K | $27.00 | $418K | 92K | |
- -14.4% of their holdings
- Pre-planned sale (10b5-1)
- Filed 1 day after
|
Mark Haymond RobinsonGeneral Counsel and Secretary | Sell | 11K | $24.66 | $276K | 93K | |
- -10.7% of their holdings
- $24.26 to $25.42 across 2 trades
- Traded Oct 1 to Oct 5
- Pre-planned sale (10b5-1)
- Filed same day
|
Ryan CohenPresident, CEO and Chairman | Buy | 700K | $24.41 | $17.1M | 42M | |
- +1.7% of their holdings
- Also Director
- Filed same day
|
Nat TurnerDirector | Buy | 10K | $24.33 | $255K | 10K | |
- New position, first shares owned
- Filed same day
|
Daniel William MoorePFO and PAO | Sell | 7K | $24.26 | $177K | 108K | |
- -6.3% of their holdings
- Not a pre-planned sale
- Filed 4 days after
|
Ryan CohenPresident, CEO and Chairman | Buy | 450K | $23.48 | $10.6M | 41M | |
- +1.1% of their holdings
- $23.45 to $23.48 across 2 trades
- Also Director
- Filed same day
|
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Other company newsOct 19 · Form 8-K ↗Planned insider saleOct 13 · Form 144 ↗5%+ holder update (active)Oct 13 · Form SCHEDULE 13D/A ↗BoughtRyan CohenPresident, CEO and Chairman, Director
844,130 shares at $26.98 avg ($26.75 to $27.00) · $22.8M
- +2% of holdings
- Now owns 42,492,652 shares
- 2 transactions
- Filed same day
SoldDaniel William MoorePFO and PAO
15,480 shares at $27.00 · $418K
- -14% of holdings
- Now owns 92,348 shares
- Pre-planned sale (10b5-1)
- Filed 1 day after trade
Planned insider saleOct 5 · Form 144 ↗SoldMark Haymond RobinsonGeneral Counsel and Secretary
11,178 shares at $24.66 avg ($24.26 to $25.42) · $276K
- -11% of holdings
- Now owns 93,012 shares
- Pre-planned sale (10b5-1)
- 2 transactions
- Filed same day
SoldDaniel William MoorePFO and PAO
7,297 shares at $24.26 · $177K
- -6% of holdings
- Now owns 107,828 shares
- Not a pre-planned sale
- Filed 4 days after trade
5%+ holder update (active)Oct 2 · Form SCHEDULE 13D/A ↗BoughtRyan CohenPresident, CEO and Chairman, Director
700,000 shares at $24.41 · $17.1M
- +2% of holdings
- Now owns 41,648,522 shares
- Filed same day
Planned insider saleOct 1 · Form 144 ↗BoughtNat TurnerDirector
10,462 shares at $24.33 · $255K
- New position
- Now owns 10,462 shares
- Filed same day
Planned insider saleOct 1 · Form 144 ↗5%+ holder update (active)Sep 29 · Form SCHEDULE 13D/A ↗BoughtRyan CohenPresident, CEO and Chairman, Director
450,000 shares at $23.48 avg ($23.45 to $23.48) · $10.6M
- +1% of holdings
- Now owns 40,948,522 shares
- 2 transactions
- Filed same day