M&A·자금조달호재🔥진행 중
라이언 코언 CEO의 GME 매입, 9월 5,600만 달러 초과… 이사들도 동참영어 원문
CEO의 고가 지속 매수에 이사들도 합류, 내부자 신뢰 시사
첫날 +5.6% · 5일 후 -1.1%
›전개 과정 4회
- 2026-09-22 CEO's consecutive buys push stake past 40M shares, signaling insider conviction
- 2026-09-23 Cohen totals $46.8M in monthly buys; three directors also purchased, signaling management conviction
- 2026-09-25 과매수 RSI 속 조정, 개인투자자 관심 지속
- 2026-10-01 CEO가 더 높은 가격에 지속적으로 매수하고 이사들도 합류하면서 내부자 신뢰를 시사
내부자 매수
내부자 매수 1060만 달러 (내부자 1명)
첫날 -0.8% · 현재까지 +1.5%
이전 이벤트 13건›
M&A·자금조달호재
Director Buys 17,500 GME Shares for $402K영어 원문
Director adds at $22.97 avg, aligning with CEO's purchase
첫날 +5.6% · 5일 후 -1.1%
내부자 매수
내부자 매수 2640만 달러 (내부자 1명)
첫날 +0.5% · 5일 후 +5.3%
실적호재
Jim Cramer publicly bullish on GameStop, citing turnaround progress영어 원문
High-profile host issues first public buy rating, adding to CEO stake and market attention
첫날 +2.9% · 5일 후 +2.8%
›전개 과정 11회
- 2026-08-31 Profit boost from eBay stake, sales down on closures and France exit
- 2026-09-02 Multiple sources confirm earnings guidance, with unusual options activity (277K contracts, 85% calls) indicating heightened investor interest.
- 2026-09-03 Multiple independent sources continue tracking the Aug 31 preliminary Q2 update; options IV elevated
- 2026-09-08 Results confirm preliminary figures, profit rises and outlook boosted, though core business concerns remain
- 2026-09-10 Earnings beat, insider buying, and collectibles revenue jump signal transformation
- 2026-09-11 Director buys 10,255 shares; collectibles now top revenue segment, reinforcing Q2 growth story
- 2026-09-11 CEO and directors make large open-market purchases, signaling strong insider conviction.
- 2026-09-14 CEO purchase and store reopening announced same day, signaling management confidence in turnaround
- 2026-09-16 CEO recent buys; collectibles now 45% of revenue vs 33% games, showing pivot progress
- 2026-09-16 CEO's repeated purchases signal confidence; collectibles pivot ongoing
- 2026-09-18 High-profile host issues first public buy rating, adding to CEO stake and market attention
내부자 매수
내부자 매수 2040만 달러 (내부자 1명)
첫날 +2.5% · 5일 후 +11.7%
실적
실적 발표
첫날 -1.4% · 5일 후 +13.5%
내부자 매수
내부자 매수 100만 달러 (내부자 1명)
첫날 -1.4% · 5일 후 +13.5%
M&A·자금조달
GameStop Amends Convertible Notes Exchange, $358.4M Cash Settlement영어 원문
Early end to VWAP period, cash payment reduces dilution overhang
첫날 +2.9% · 5일 후 +2.8%
M&A·자금조달
GameStop Withdraws eBay Bid, Pivots to Partnership영어 원문
Withdraws $56B bid, pivots to store-based partnership, reshaping capital strategy
첫날 +0.8% · 5일 후 -2.0%
›전개 과정 5회
- 2026-08-04 Company exchanges ~$1.4B of convertible senior notes for equity, eliminating long-term debt but diluting existing shareholders
- 2026-08-03 8-K details swap agreement, expected completion Sept, debt cut ~$1.4B
- 2026-08-11 Bloomberg says Cohen mulls dropping acquisition for partnership/JV; eBay shares fell 4%
- 2026-08-11 Bloomberg reports Cohen may abandon acquisition for partnership/JV; eBay shares slide 4%
- 2026-08-10 Withdraws $56B bid, pivots to store-based partnership, reshaping capital strategy
M&A·자금조달
GameStop weighs pulling $56B eBay bid, mulls partnership영어 원문
CEO Cohen may drop acquisition for a partnership/JV leveraging ~1,600 US stores
첫날 +0.2% · 5일 후 -4.6%
M&A·자금조달호재
California Teachers Pension Fund Boosts GameStop Stake by 22.5% in Q1영어 원문
Fund purchased 90,474 shares, raising total holdings to 493,286, signaling institutional long-term confidence
첫날 +0.8% · 5일 후 -2.0%
M&A·자금조달호재
GameStop Spends $3.96B to Acquire 39M Shares영어 원문
After rejected bid, GameStop increases stake, signaling escalated pursuit.
첫날 -0.6% · 5일 후 -1.1%
›전개 과정 3회
- 2026-07-18 Acquired shares via physical settlement of options, avg $101.30, funded by working capital.
- 2026-07-19 Multiple sources confirm 13D filing, reinforcing prior acquisition intent
- 2026-07-20 After rejected bid, GameStop increases stake, signaling escalated pursuit.
M&A·자금조달호재
GameStop CEO Reaffirms eBay Acquisition Push영어 원문
CEO reiterates pursuit of eBay acquisition; company holds nearly 10% stake.
첫날 -0.1% · 5일 후 -3.3%
›전개 과정 2회
- 2026-07-17 CEO stated in interview that company continues to pursue eBay acquisition and will deliver plan to shareholders directly.
- 2026-07-18 CEO reiterates pursuit of eBay acquisition; company holds nearly 10% stake.
기업호재
GameStop Partners with Uber Eats for Delivery of Games and Collectibles영어 원문
Multiple sources confirm partnership, expanding retail delivery channels, impacting company operations.
첫날 -0.8% · 5일 후 -3.0%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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