Gamestop Corp. (GME)
GameStop: A Cash-Rich Holding Company Is A New Kind Of Growth Investment
I rate GameStop a strong buy, anchored by $8.8 billion liquidity, minimal net leverage, and a fortress balance sheet. GME's upside is driven by a transformative M&A mandate, incentivized by CEO Cohen's performance-based award tied to multi-billion EBITDA and market cap hurdles. Current valuation sets a liquidation floor near $11.57/share, with long-term targets above $32, contingent on high-ROIC capital deployment.
GameStop shutters more stores as retail apocalypse continues
GameStop continues to struggle after the retailer closed 590 stores in 2024 and plans significant additional closures amid declining revenue.
GameStop: From Melting Ice Cube To A Directional Bet On Cohen's Incentives
GameStop Corp.'s risk profile has shifted from passive decline to an execution-driven outcome under CEO Ryan Cohen. Cohen's fully at-risk compensation plan ties his payoff to extreme long-term value creation, making early milestones largely symbolic rather than economically meaningful. GME's downside is limited by a cash-rich balance sheet and positive cash flow, but upside depends on a yet-unarticulated transformation.
If Meme Stock Shoots For The Moon GameStop Boss Will Bank $35 Billion
How do you square a slate of store closures with a possible $35 billion deal for your CEO? Enter the world of the meme stock to end all meme stocks, GameStop, and suspend your disbelief is how.
GameStop shares jump as $35B CEO pay plan unveiled
GameStop Corp (NYSE:GME) shares surged almost 6% on Wednesday after the videogame retailer announced a $35 billion compensation package for CEO Ryan Cohen, tied entirely to a dramatic turnaround of the struggling company. The new pay plan, which requires shareholder approval at a special meeting expected in March or April, offers Cohen stock options to purchase over 171.5 million shares at $20.66 each.
GameStop unveils Elon Musk-type $35B pay package for CEO Ryan Cohen — but there's a catch
The company's annual revenue has plummeted more than 35% since 2022, while its stock price is down 80% from all-time highs hit in 2021.
GameStop store closures: List of doomed locations grows in 2026 as the retailer races to reduce costs
GameStop Corp. is forging ahead with efforts to reduce its physical footprint in the first weeks of 2026.
'Big Short' investor Michael Burry sold GameStop weeks before it skyrocketed: 'I had no idea what was coming'
Michael Burry replayed his GameStop bet in a Substack post on Monday. The "Big Short" investor wrote that a "crappy business" became the "belle of the ball" in 2021.
The Score: Warner Bros., GameStop, Campbell's, Lululemon and More Stocks That Defined the Week
Here are some of the major companies whose stocks moved on the week's news.
GameStop Looks Broken: Here's Why GME Could Crash in 2026
GameStop's NYSE: GME fiscal Q3 earnings performance was better than expected, but this stock is still not a good one to hold, buy, or trade. That's because the core retail business continues to flounder, the strengths are driven by a cash balance tied to aggressive dilution, and the Bitcoin (BTC) strategy is highly questionable.
GameStop Q3 Profits Soar, but Do You Really Want to Own a Collectibles Stock?
GameStop ( NYSE:GME ) is the O.G.
Did GameStop Stock Just Become A Call Option?
For four years, Wall Street has viewed GameStop (NYSE: GME) as a failing mall retailer. They monitored foot traffic, meticulously followed video game hardware cycles, and scoffed at the plummeting revenue.
