GameStop Corp. Class A (GME)

GameStop reported Q4 fiscal 2025 revenue down 14.1% year-over-year to $1.1 billion, but posted impressive 63% adjusted earnings-per-share growth to $0.49. With $9 billion in cash and a market cap of $10.3 billion, the company has transformed into a holding company under CEO Ryan Cohen rather than a traditional video game retailer. Investment thesis now depends on faith in Cohen's acquisition and transformation strategy rather than gaming retail performance.

The Motley Fool•Keith Noonan

Mar 31

Bitwise Asset Management announced monthly distributions for its suite of six Option Income Strategy ETFs tracking COIN, CRCL, GME, MARA, MSTR, and Ethereum. The funds have net expense ratios of 0.97-0.98% and employ covered call strategies. Performance data shows mixed results with some funds experiencing significant losses since inception, ranging from -11.58% to -47.71%.

Benzinga•Bitwise Asset Management

Mar 26

GameStop's Q4 2025 results show stabilization with improved profitability, but revenue declined 14% year-over-year due to weakness in core hardware and software segments. While collectibles showed growth, the company faces long-term structural decline as gaming shifts to cloud and AI-based models. Trading at 30X earnings with no analyst support, the stock remains range-bound with potential catalysts limited to strategic acquisitions using its $9 billion cash pile.

Investing.com•Thomas Hughes

Mar 26

GameStop reported a 14% revenue decline in Q4 to $1.1 billion, though the company achieved profitability through cost-cutting measures. However, the article identifies three major concerns: an unsustainable business model pivoting to collectibles and crypto, a $35 billion CEO compensation plan that would further dilute shareholders, and a 30% increase in shares outstanding that raises questions about future equity raises. The analyst recommends investors avoid the stock due to limited upside potential and high risk.

The Motley Fool•Jeremy Bowman

Mar 25

Several major companies are reporting earnings this week (March 23-27, 2026). Ondas Holdings impressed with a strong fiscal 2026 revenue outlook of at least $375 million. GameStop will report Q4 results with investors watching for CEO Ryan Cohen's acquisition and growth plans. PDD Holdings faces scrutiny on whether it can maintain double-digit growth while managing Temu's expansion costs. Other notable reporters include Carnival Corp, Pony AI, Beyond Meat, and The Lovesac Co.

Benzinga•Erica Kollmann

Mar 23

GameStop CEO Ryan Cohen is working on a 'monumental' secret plan involving a major acquisition of an undervalued publicly traded company. With $9 billion in liquidity and a performance-based compensation tied to reaching a $100 billion market cap and $10 billion EBITDA, Cohen is pivoting GameStop from a struggling retailer to a diversified conglomerate model. Michael Burry has endorsed the vision of using the company's cash reserves to acquire a 'cash cow' business.

Benzinga•Erica Kollmann

Feb 2

U.S. stock futures declined on Monday following Friday's sell-off triggered by President Trump's nomination of Kevin Warsh as Federal Reserve chair. Major indices fell with the S&P 500 down 0.58% and Nasdaq 100 down 0.88%. Gold and precious metals dropped sharply after January's rally. Key stocks in focus include Walt Disney ahead of earnings, GameStop which surged 2.97% on CEO Ryan Cohen's $100 billion acquisition plans, and NXP Semiconductors which fell 1.14% ahead of earnings.

Benzinga•Rishabh Mishra

Feb 2

Michael Burry has invested in GameStop, betting that CEO Ryan Cohen can become a Warren Buffett-type figure who transforms the company into a conglomerate like Berkshire Hathaway. While Cohen has successfully redefined GameStop's business and made strategic investments in Bitcoin and collectibles, the article cautions that his track record of outside investments remains limited compared to Buffett's major acquisitions, making such comparisons premature.

The Motley Fool•Will Healy

Feb 1

GameStop shares surged 3.73% to $23.64 on January 30, 2026, as CEO Ryan Cohen unveiled plans to transform the company into a $100 billion juggernaut through major acquisitions. With $9 billion in cash, Cohen aims to acquire a publicly traded company in consumer or retail sectors. Legendary investor Michael Burry endorsed the strategy, taking a fresh stake and comparing it to Berkshire Hathaway's playbook. Cohen's compensation package could award him up to $35 billion in stock if GameStop reaches $100 billion valuation and $10 billion EBITDA.

Investing.com•Timothy Fries

Jan 30

GameStop CEO Ryan Cohen announced plans to transform the company from an $11 billion to a $100+ billion business through a significant acquisition in the consumer or retail sector. Cohen acknowledged the high-risk nature of the move, describing it as potentially 'genius or totally foolish.' Investor Michael Burry has suggested Cohen follow a Berkshire Hathaway-style strategy using cash reserves for major acquisitions.

Benzinga•Namrata Sen

Jan 30