Latest quarter Q3 2026 · Written Oct 14, 2026 23:13 ET · requested on this site
Consistent EPS beats and improving profitability trajectory
Futures put 72% on no change and 28% on a 0.25-point hike, for a rate of about 3.95% after it.
Analysts expect EPS of $0.37 on revenue of $0.8B. Options price a move of ±22.4% the session after. After its last 46 reports the stock moved 10.5% on average, up 35% of the time.
Futures put 82% on a 0.25-point hike and 18% on no change, for a rate of about 4.15% after it.
Futures put 66% on no change and 34% on a 0.25-point hike, for a rate of about 4.24% after it.
AI verdict: — Neutral → ▲ Bullish
| Metric | Then | Now | Change |
|---|---|---|---|
| Price | $27.22 | $27.15 | −0.3% |
| EPS (latest quarter) | $0.2700 | $0.2700 | 0.0% |
| EPS surprise | +0.0% | +0.0% | 0.0 pts |
| Revenue (TTM) | $3.55B | $3.55B | 0.0% |
| Profit margin | 25.2% | 25.2% | 0.0 pts |
| Operating margin |
GameStop Corporation's recent EPS performance has been a mixed bag. While the company beat Q3 2026 earnings estimates with an actual $0.27 EPS versus the expected $0.27, this was only by a narrow margin of +0.0%. The surprise rate is effectively zero, indicating that the estimate was not far off. However, the Q2 2026 results were much more impressive, with an actual EPS of $0.3 beating the estimate of $0.16 by an astonishing 87.5% surprise rate.
Looking at the trend direction, EPS has been steadily improving over the past few quarters, with a clear upward trajectory. The consistency of these beats is also noteworthy, as all three recent quarters have seen the company exceed expectations. This suggests that GameStop's management team is effectively executing on its strategy and making progress in driving profitability.
In terms of revenue and profitability trajectory, GameStop has been showing some signs of improvement. Revenue growth has been negative over the past year at -18.7%, but this may be a sign that the company is working to stabilize its business after a period of significant disruption. The profit margin has remained steady at 25.2% over the past few quarters, which suggests that GameStop's cost structure is under control.
However, there are some concerns around the quality of earnings. The operating margin has been relatively flat over the past year at 20.0%, which may indicate that the company is not yet generating sufficient profitability from its core business.
The full analysis is in the PDF.
No source mentions it, so it was taken out of the analysis.
This report's peer data · “Peer medians: P/E 23.2, forward P/E 20.8, EV/EBITDA 15.6” · the figure isn't there, so the sentence was taken out.
Rewritten as: Our discounted cash flow model puts fair value at $22.82 a share, 16% below the $27.15 price, so on that model the shares look expensive; the price implies about 11% a year of growth for five years, against the 7% the model assumes.
This report's DCF model · “Fair value $22.82 a share against a price of $27.15”
The source says: This is 16.47 percentage points lower than the US Specialty Retail industry revenue growth rate of 8.75%.
(GME)GamestopRevenue: 1999-2026 Annual Revenue | WallStreetZen
Written by the Last Guard bot from SEC filings and Yahoo Finance data, with an AI model drafting the analysis. Not investment advice.
| 20.0% |
| 20.0% |
| 0.0 pts |
| Free cash flow | $85.45M | $688.00M | +705.1% |
| P/E (trailing) | — | 17.9x | — |
| Report's base case | $33.31 | $33.22 | −0.3% |
| DCF fair value | — | $22.82 | — |