GameStop

GME

Market cap $9.99B

SAN FRANCISCO--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) and GameStop (NYSE: GME) today announced a new partnership that brings one of the largest gaming retailers to the Uber Eats marketplace. Customers can now order video games, gaming consoles, accessories, collectibles, and more from GameStop locations nationwide on Uber Eats for scheduled or on-demand delivery. GameStop is the latest retailer to join Uber Eats' rapidly growing marketplace, which now features thousands of storef.

Best Buy currently looks substantially stronger on revenue, generating significantly higher sales volumes than GameStop. The two companies exhibit a highly seasonal revenue pattern over the last eight quarters, with massive quarter-over-quarter spikes followed by consistent subsequent declines.

GameStop is undervalued, with improving standalone performance and a rare, bullish EBITDA outlook exceeding $600 million for FY26. The proposed eBay (EBAY) acquisition is a major catalyst, but GME's robust collectibles growth and margin expansion are compelling on their own. GME trades at just 9.2x EV/FY26 adjusted EBITDA, despite double-digit sales growth and >70% EBITDA expansion, making current levels attractive.

GameStop's Q1 results showed real progress, with collectibles growth driving higher revenue, stronger margins, and a return to operating profitability. GameStop is increasingly using its balance sheet as a strategic tool through Bitcoin, eBay exposure, potential acquisitions, and buybacks. The proposed eBay acquisition could reshape the company, but it also brings meaningful execution, financing, and dilution risks.

Shareholders approved a change that will let the video-game retailer issue more stock.

GRAPEVINE, Texas--(BUSINESS WIRE)--GameStop Corp. (NYSE: GME) ("GameStop" or the "Company") today announced that its stockholders approved all proposals presented at the Company's 2026 Annual Meeting of Stockholders, including an amendment to the Company's certificate of incorporation increasing the number of authorized shares of Class A common stock. The amendment received the affirmative vote of 68.7% of votes cast, and provides the Company with the capacity to issue common stock in connectio.

Sony announced this week that it will no longer put out video games on discs for new PlayStation releases starting in 2028. GameStop's model once relied primarily on the sale -- and, more importantly, the resale -- of video games.

Comcast (CMCSA) will separate into two independent public companies via a tax-free spinoff of NBCUniversal and Sky, sending its shares 25% high. GameStop (GME) jumps after the company said late Friday that it expects adjusted EBITDA exceeding $600M for fiscal 2027, compared to $345.4M in fiscal ‘25.

The VanEck Digital Native Economy ETF (NASDAQ:GENZ) is the same fund that traded for years as the VanEck Gaming ETF, VanEck Vectors Gaming ETF (NASDAQ:BJK), until VanEck flipped its mandate on April 9, 2026.

GameStop is a retailer that sells video games, hardware, and collectibles.  The company's outlook has dramatically improved under CEO Ryan Cohen.