GameStop faces 9% implied move ahead of September 8 earnings release

  • GameStop scheduled its complete second-quarter 2026 results for after-hours release September 8.
  • Options markets implied a potential 9.04% post-earnings move for GameStop shares.
  • GameStop projected revenue of $780 million to $800 million and net income of $290 million to $310 million.

GameStop is scheduled to release its complete second-quarter 2026 results after trading ends on September 8, with options markets pricing in a potential 9.04% move in either direction. That exceeds the stock’s average earnings-related move of 6.6% over the past four quarters. Preliminary figures released August 31 showed projected net income of $290 million to $310 million, versus $168.6 million a year earlier, and operating income of $150 million to $170 million, compared with $66.4 million. About $238 million of the expected profit came from gains tied to converting a derivative instrument into direct ownership of 43.4 million eBay shares, valued at roughly $4.95 billion as of August 1. A $75 million impairment charge related to digital assets and receivables partly offset those gains. Revenue is expected at $780 million to $800 million, below $972.2 million a year earlier, as GameStop cites last year’s Nintendo Switch 2 launch, store closures and the divestiture of its French operations. The company held $5.05 billion to $5.07 billion in cash, cash equivalents and marketable securities, retired $358 million in convertible debt and retained roughly $2.8 billion in long-maturity notes. Under Chief Executive Officer Ryan Cohen, its combined cash and equity holdings total about $10 billion. Shares were last reported at $18.99, up 0.96% Wednesday, after trading around $18.81 earlier. TipRanks AI Analyst assigns the stock an Outperform rating of 71 out of 100 and a $24 price target, while citing technical, leverage and execution risks.

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