Feed / GPRO

GoPro, Inc.

GPRO

Technology · 1.40 -1.4% today

Isolated · not yet confirmedMarket checked 10 Sept, 16:55 GMT-4

Market read

GoPro, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.

Company-1.4% todayVolume comparison unavailable
Market group0 of 21 activeRenewable Energy & Metals · unavailable
Disclosed network0 of 7 confirmingNo filing-linked name is confirming now
What would change this read
  • GPRO's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if GPRO's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Technology · Consumer Electronics

No new filing conclusion is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • GPRO's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements68
Verified relationships7
Evidence supporting the case
  • Operating margin changed +4.1 percentage points in the latest annual period.
  • Net margin changed +39.6 percentage points in the latest annual period.
Evidence challenging the case
  • Latest annual revenue changed -18.7% year over year.
  • Diluted shares increased 3.6% in the latest annual period.
  • Macroeconomic conditions has repeated adverse evidence across 4 filings.
  • Tariffs and trade policy has repeated adverse evidence across 4 filings.
  • Product pipeline and R&D has repeated adverse evidence across 3 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 3 filings.
Questions before a position
  • EV/sales is 70% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

1.39
6m+43.6%12m-18.2%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.2B+30.2%$2.27+9.5%
2022-12-31$1.1B-5.8%$0.18+9.3%
2023-12-31$1.0B-8.1%$-0.35-14.0%
2024-12-31$801.5M-20.3%$-2.82-0.2%
2025-12-31$651.5M-18.7%$-0.59+3.6%

What management says matters

Persistent and emerging business drivers

Macroeconomic conditionsnegative · 4 filings
“The decrease in camera units shipped was primarily due to modest price increases due to tariffs, lower promotional activity, an increasingly global competitive landscape, and consumer-related macroeconomic issues.”
10-Q · May 11, 2026 ↗
Tariffs and trade policynegative · 4 filings
“The year-over-year change of $21.9 million was primarily due to the impact of our assessment of the 2025 Credit Agreement amendment on February 27, 2026, which resulted in an $8.9 million loss on the extinguishment of debt, and a $5.8 million loss related to…”
10-Q · May 11, 2026 ↗
Product pipeline and R&Dnegative · 3 filings
“The year-over-year decrease of $31.5 million, or 34.4%, in total research and development expense in the first half of 2025 compared to the same period of 2024 was primarily driven by a $12.3 million decrease in consulting and professional services, a $12.2 m…”
10-Q · Aug 11, 2025 ↗
Restructuring and cost reductionsnegative · 3 filings
“This was primarily driven by a $0.8 million decrease in consulting and professional services, a $0.5 million decrease in restructuring costs, and a $0.3 million decrease in stock-based compensation expense, partially offset by a $1.5 million increase in adver…”
10-Q · May 11, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.3× · EV/sales 0.3×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

1.40-1.4% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 16:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for GPRO. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for GPRO. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind GPRO

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BBYBest Buy Co., Inc.customerMar 12, 2026 ▾

“We sell to large retailers with a global or national presence, including Amazon.com, Inc., Best Buy, Inc., Target Corporation, and Walmart, Inc.”

TGTTarget CorporationcustomerMar 12, 2026 ▾

“We sell to large retailers with a global or national presence, including Amazon.com, Inc., Best Buy, Inc., Target Corporation, and Walmart, Inc.”

WMTWalmart Inc.customerMar 12, 2026 ▾

“We sell to large retailers with a global or national presence, including Amazon.com, Inc., Best Buy, Inc., Target Corporation, and Walmart, Inc.”

Filing peers

LOGI

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

GPRO is currently a Follower in the organic co-movement group Renewable Energy & Metals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for GPRO; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.