MSTR and BMNR Lead Retail Discussions Following Bitcoin's Weekend Drop, as GME Stock Surges
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 02 2026
0mins
Source: stocktwits
Market Speculation: Traders are speculating on potential announcements from cryptocurrency firms regarding new digital asset purchases, particularly in light of Michael Saylor's recent posts hinting at Bitcoin accumulation.
GameStop Performance: GameStop's stock rose over 4% overnight, becoming a trending topic as traders discussed its potential new acquisitions, while the overall cryptocurrency market saw a decline of 4.1%.
Retail Sentiment: Retail sentiment around stocks, particularly GameStop and Bitcoin, has shifted to a bearish territory, with significant liquidity losses reported over the weekend.
Bitcoin Price Drop: Bitcoin's price fell by 3.5% in the last 24 hours, dipping below $75,900, marking a significant decrease in value since Friday, with discussions among traders about its next movements.
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Analyst Views on GME
About GME
GameStop Corp. offers games and entertainment products through its stores and ecommerce platforms. The Company operates in four geographic segments: United States, Canada, Australia and Europe. Each segment consists primarily of retail operations, with the significant majority focused on games, entertainment products and technology. The Company has a total of approximately 3,203 stores across all of its segments: 2,325 in the United States, 193 in Canada, 374 in Australia, and 311 in Europe. Its stores and ecommerce sites operate primarily under the names GameStop, EB Games and Micromania. Its Australia and Europe segments also include 38 pop culture-themed stores selling collectibles, apparel, gadgets, electronics, toys and other retail products for technology enthusiasts and general consumers in international markets operating under the Zing Pop Culture brand. Its retail stores are generally located in strip centers, shopping malls and pedestrian areas.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
GameStop CEO Plans to Acquire eBay Amid Rejection
- Acquisition Proposal Rejected: GameStop CEO Ryan Cohen's unsolicited $56 billion bid to acquire eBay at $125 per share was dismissed by eBay's board as 'neither credible nor attractive,' presenting significant hurdles for Cohen.
- Complex Financing Plan: Cohen aims to leverage GameStop's $9.4 billion cash reserves and a $20 billion debt financing commitment from TD Securities to support the acquisition, yet analysts question the feasibility of securing investment-grade credit ratings for financing.
- Special Meeting Possibility: Cohen may consider calling a special meeting to elect new directors more favorable to his acquisition proposal, but GameStop currently holds only about 0.006% of eBay's shares, far below the typical 20% threshold required.
- Public Pressure Strategy: Cohen has begun publicly pressuring eBay's board, stating the company 'needs to lose weight,' although analysts highlight that eBay achieved a 31% operating profit margin last year, significantly higher than GameStop's 10%.
See More
Roblox vs GameStop: Distinct Investment Paths in Gaming
- Roblox Revenue Growth: Roblox's revenue reached nearly $4.9 billion in its 2025 fiscal year, reflecting a 35.8% increase despite a net loss of $1.1 billion, indicating both potential and risks in its rapidly growing digital platform.
- GameStop Profitability: GameStop generated $3.6 billion in revenue during its 2025 fiscal year, a 5.1% decline from the previous year, yet reported a net income of $418.4 million with a net margin of approximately 11.5%, showcasing improved profitability in its traditional retail market.
- Risks and Challenges: Roblox faces regulatory pressures from the U.K. Online Safety Act and relies heavily on third-party platforms, making its revenue vulnerable to policy changes, while GameStop struggles with the shift towards digital game downloads, threatening its core business.
- Valuation Comparison: GameStop's forward P/E ratio stands at 40.4x with a P/S ratio of 2.7x, compared to Roblox's 20.2x P/E and 6.8x P/S, indicating a more conservative valuation for GameStop, appealing to risk-averse investors.
See More
Comparative Investment Outlook for Roblox and GameStop
- User Base Growth: Roblox boasts over 111 million daily active users, driving revenue growth of up to 35.8%, although it faces risks from reliance on revenue from Apple and Google, highlighting its strong appeal in the digital gaming market.
- Profitability Improvement: GameStop achieved $3.6 billion in revenue for fiscal 2025, a 5.1% decline from the previous year, yet reported a net income of $418.4 million with a net margin of 11.5%, indicating significant progress in cost optimization and profitability enhancement.
- Financial Health: GameStop's debt-to-equity ratio stands at 0.8, reflecting solid financial health, whereas Roblox's ratio is a concerning 4.1, suggesting greater financial risk that could impact its future investment attractiveness.
- Market Competition Pressure: Roblox faces challenges from regulatory scrutiny and platform dependency, while GameStop struggles with the shift towards digital downloads; despite their differing market positions, both must navigate pressures from industry changes.
See More
Surge in Options Trading Volume for GameStop and Newmont
- GameStop Options Volume: GameStop Corp saw options trading volume of 110,203 contracts, representing approximately 11 million shares, which is about 110.4% of its average daily trading volume over the past month, indicating strong market interest in its future performance.
- High Demand for $30 Call Option: Notably, the $30 strike call option expiring on September 17, 2027, has seen 15,011 contracts traded today, equating to approximately 1.5 million shares, reflecting a significant bullish sentiment among investors regarding GameStop's stock price.
- Newmont Options Activity: Newmont Corp experienced options trading volume of 74,166 contracts, representing around 7.4 million shares, which is approximately 106.9% of its average daily trading volume over the past month, showcasing ongoing market interest in the company.
- Active Trading of $50 Call Option: The $50 strike call option expiring on June 18, 2026, has recorded a trading volume of 27,003 contracts, or about 2.7 million shares, indicating a positive outlook among investors for Newmont's future performance.
See More
GameStop Plans to Increase Authorized Shares for eBay Acquisition
- Authorized Share Increase: GameStop is seeking shareholder approval to raise its authorized common shares from 1 billion to 2.5 billion to act decisively in its acquisition bid for eBay, although eBay has rejected the proposal as unattractive.
- Shareholder Meeting Scheduled: The company has announced its next annual shareholder meeting on July 7, 2026, where significant matters including the share authorization increase will be discussed, reflecting the company's focus on future strategic initiatives.
- CEO Compensation Policy: GameStop CEO Ryan Cohen will not receive a salary or cash bonus until the company's market capitalization reaches $20 billion on a sustained basis, aligning management interests with those of shareholders and enhancing investor confidence.
- Market Performance: Despite a 2% drop in GameStop's stock price during Friday's opening trade, the stock has risen 10% year-to-date, indicating market attention to its long-term strategy and potential confidence in its future.
See More
Arm Holdings and Others Reach New 52-Week Highs
- Arm Holdings Surge: Arm Holdings shares climbed for the third consecutive day, reaching a 52-week high of $259.44 on Wednesday, driven by bullish investor sentiment regarding AI, with analysts projecting the CPU market to grow to $137 billion, indicating strong growth potential.
- Sellas Stock Rise: Sellas Life Sciences surged to a 52-week high of $9.10 as investors await key Phase 3 REGAL trial results for its Galinpepimut-S drug, with the CEO indicating a strong chance of outperforming earlier survival data, potentially improving outcomes for acute myeloid leukemia patients.
- eBay Stock Increase: eBay shares hit a 52-week high of $119.31 in Wednesday's trading after GameStop increased its stake to about 6.5%, enhancing market confidence in eBay, despite retail sentiment remaining bearish.
- Market Sentiment Shift: Arm Holdings stock has risen over 123% this year, while Sellas shares have more than doubled in 2026, reflecting strong investor confidence in these companies and indicating positive market expectations for the AI and biopharmaceutical sectors.
See More
GameStop CEO Plans to Acquire eBay Amid Rejection
- Acquisition Proposal Rejected: GameStop CEO Ryan Cohen's unsolicited $56 billion bid to acquire eBay at $125 per share was dismissed by eBay's board as 'neither credible nor attractive,' presenting significant hurdles for Cohen.
- Complex Financing Plan: Cohen aims to leverage GameStop's $9.4 billion cash reserves and a $20 billion debt financing commitment from TD Securities to support the acquisition, yet analysts question the feasibility of securing investment-grade credit ratings for financing.
- Special Meeting Possibility: Cohen may consider calling a special meeting to elect new directors more favorable to his acquisition proposal, but GameStop currently holds only about 0.006% of eBay's shares, far below the typical 20% threshold required.
- Public Pressure Strategy: Cohen has begun publicly pressuring eBay's board, stating the company 'needs to lose weight,' although analysts highlight that eBay achieved a 31% operating profit margin last year, significantly higher than GameStop's 10%.
See More
Roblox vs GameStop: Distinct Investment Paths in Gaming
- Roblox Revenue Growth: Roblox's revenue reached nearly $4.9 billion in its 2025 fiscal year, reflecting a 35.8% increase despite a net loss of $1.1 billion, indicating both potential and risks in its rapidly growing digital platform.
- GameStop Profitability: GameStop generated $3.6 billion in revenue during its 2025 fiscal year, a 5.1% decline from the previous year, yet reported a net income of $418.4 million with a net margin of approximately 11.5%, showcasing improved profitability in its traditional retail market.
- Risks and Challenges: Roblox faces regulatory pressures from the U.K. Online Safety Act and relies heavily on third-party platforms, making its revenue vulnerable to policy changes, while GameStop struggles with the shift towards digital game downloads, threatening its core business.
- Valuation Comparison: GameStop's forward P/E ratio stands at 40.4x with a P/S ratio of 2.7x, compared to Roblox's 20.2x P/E and 6.8x P/S, indicating a more conservative valuation for GameStop, appealing to risk-averse investors.
See More
Comparative Investment Outlook for Roblox and GameStop
- User Base Growth: Roblox boasts over 111 million daily active users, driving revenue growth of up to 35.8%, although it faces risks from reliance on revenue from Apple and Google, highlighting its strong appeal in the digital gaming market.
- Profitability Improvement: GameStop achieved $3.6 billion in revenue for fiscal 2025, a 5.1% decline from the previous year, yet reported a net income of $418.4 million with a net margin of 11.5%, indicating significant progress in cost optimization and profitability enhancement.
- Financial Health: GameStop's debt-to-equity ratio stands at 0.8, reflecting solid financial health, whereas Roblox's ratio is a concerning 4.1, suggesting greater financial risk that could impact its future investment attractiveness.
- Market Competition Pressure: Roblox faces challenges from regulatory scrutiny and platform dependency, while GameStop struggles with the shift towards digital downloads; despite their differing market positions, both must navigate pressures from industry changes.
See More
Surge in Options Trading Volume for GameStop and Newmont
- GameStop Options Volume: GameStop Corp saw options trading volume of 110,203 contracts, representing approximately 11 million shares, which is about 110.4% of its average daily trading volume over the past month, indicating strong market interest in its future performance.
- High Demand for $30 Call Option: Notably, the $30 strike call option expiring on September 17, 2027, has seen 15,011 contracts traded today, equating to approximately 1.5 million shares, reflecting a significant bullish sentiment among investors regarding GameStop's stock price.
- Newmont Options Activity: Newmont Corp experienced options trading volume of 74,166 contracts, representing around 7.4 million shares, which is approximately 106.9% of its average daily trading volume over the past month, showcasing ongoing market interest in the company.
- Active Trading of $50 Call Option: The $50 strike call option expiring on June 18, 2026, has recorded a trading volume of 27,003 contracts, or about 2.7 million shares, indicating a positive outlook among investors for Newmont's future performance.
See More
GameStop Plans to Increase Authorized Shares for eBay Acquisition
- Authorized Share Increase: GameStop is seeking shareholder approval to raise its authorized common shares from 1 billion to 2.5 billion to act decisively in its acquisition bid for eBay, although eBay has rejected the proposal as unattractive.
- Shareholder Meeting Scheduled: The company has announced its next annual shareholder meeting on July 7, 2026, where significant matters including the share authorization increase will be discussed, reflecting the company's focus on future strategic initiatives.
- CEO Compensation Policy: GameStop CEO Ryan Cohen will not receive a salary or cash bonus until the company's market capitalization reaches $20 billion on a sustained basis, aligning management interests with those of shareholders and enhancing investor confidence.
- Market Performance: Despite a 2% drop in GameStop's stock price during Friday's opening trade, the stock has risen 10% year-to-date, indicating market attention to its long-term strategy and potential confidence in its future.
See More
Arm Holdings and Others Reach New 52-Week Highs
- Arm Holdings Surge: Arm Holdings shares climbed for the third consecutive day, reaching a 52-week high of $259.44 on Wednesday, driven by bullish investor sentiment regarding AI, with analysts projecting the CPU market to grow to $137 billion, indicating strong growth potential.
- Sellas Stock Rise: Sellas Life Sciences surged to a 52-week high of $9.10 as investors await key Phase 3 REGAL trial results for its Galinpepimut-S drug, with the CEO indicating a strong chance of outperforming earlier survival data, potentially improving outcomes for acute myeloid leukemia patients.
- eBay Stock Increase: eBay shares hit a 52-week high of $119.31 in Wednesday's trading after GameStop increased its stake to about 6.5%, enhancing market confidence in eBay, despite retail sentiment remaining bearish.
- Market Sentiment Shift: Arm Holdings stock has risen over 123% this year, while Sellas shares have more than doubled in 2026, reflecting strong investor confidence in these companies and indicating positive market expectations for the AI and biopharmaceutical sectors.
See More
