GoPro Inc (GPRO)
NASDAQInformation TechnologyConsumer ElectronicsSnapshot 2026-09-04
$1.70+22.30%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyConsumer ElectronicsSnapshot 2026-09-04
QuarterlyIQ Insights · GPRO
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -86.2% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 21.5% |
Growth built into the price is above our model estimate.
The price assumes 107.7 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 5 industry peers · Company calendar date is not available
GPRO — litigation filed
Dated 2026-09-01
Other Events. On September 1, 2026, GoPro, Inc. (“GoPro”) issued a press release announcing that it had entered into an Agreement and Plan of Merger (the “Merger Agreement”) with Action Acquisitions LLC, a Delaware limited liability company (“Parent”), and Starman Optical, Inc., a Delaware corporation and a wholly owned subsidiary of Parent (“Merger Sub” or “Starman”). The Merger Agreement provides that, upon the terms and subject to the satisfaction or waiver (if waiver is permitted by appli…
Why it matters: The restructuring plan is key to cutting costs and improving financial health. Progress can signal better future performance.
Supportive ifManagement says costs are much lower due to the restructuring plan.
Worry ifNo improvement in costs or further delays in the restructuring plan.
Why it matters: Managing financial obligations is key for GoPro's long-term health. Progress can help investors trust more.
Supportive ifManagement says they will cut down on debts by Q3 2026.
Worry ifNo progress is made on financial obligations, or new debts are incurred.
Why it matters: The review could lead to a sale or other changes that impact shareholder value. It is a key focus for management.
Watch forThere is an announcement of a final deal or sale of the company.
Also watch forManagement says the review process will not cause big changes.
Why it matters: A drop in camera unit sales would indicate ongoing struggles in the hardware segment. This could signal deeper issues in GoPro's market position.
Worry ifCamera unit sell-through falls below 300,000 units in Q3.
Less concerning ifCamera unit sell-through remains above 300,000 units in Q3.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$359 on $10,000 · ±3.6% | How much price usually moves either way. |
| Bad day | $910 loss on $10,000 · 9.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $8,003 loss on $10,000 · 80.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: A continued decline in revenue shows ongoing struggles in sales and market demand. This could signal deeper issues in GoPro's business strategy.
Worry ifQ3 revenue down year-over-year worse than -30%.
Less concerning ifQ3 revenue stays the same or grows compared to last year.
Why it matters: A bigger drop in subscribers shows problems keeping customers. This could affect revenue.
Worry ifSubscriber count was below 2.07 million. This shows a decline worse than -8% YoY.
Less concerning ifSubscriber count stays stable or grows each year, going above 2.07 million.
Why it matters: The restructuring plan is key to cutting costs. Slow progress may hurt finances.
Worry ifManagement says the progress score is above 60% on the restructuring plan.
Less concerning ifProgress score remains below 40% or worsens.
Why it matters: Moving headquarters can help operations and cut costs. Delays may mean problems.
Supportive ifThe company will move its headquarters by January 1, 2027.
Worry ifThe move is delayed past January 1, 2027.
Why it matters: Staying above $1.00 is important for Nasdaq rules and company health.
Supportive ifGoPro's stock price stays above $1.00 for 30 consecutive business days.
Worry ifStock price falls below $1.00 for 30 consecutive business days.
Why it matters: Fixing compliance issues is key for GoPro's listing and investor trust.
Worry ifGoPro will confirm it meets Nasdaq rules by January 2027.
Less concerning ifGoPro fails to resolve compliance issues and faces delisting.
Why it matters: Approval is key for GoPro to strengthen its balance sheet and expand into new markets.
Supportive ifShareholders will approve the merger by the end of 2026.
Worry ifShareholders reject the merger or the vote is delayed.
Why it matters: Sales of the MISSION 1 Series can help balance losses from other products.
Supportive ifSales of the MISSION 1 Series cameras exceed 350,000 units in Q3 2026.
Worry ifSales of the MISSION 1 Series cameras fall below 250,000 units in Q3 2026.
Why it matters: Growth in subscription revenue shows that customers are staying and engaging.
Supportive ifQ3 subscription revenue grows more than 10% compared to last year.
Worry ifSubscription revenue growth drops below 5% compared to last year.
Why it matters: A drop below median growth could signal trouble for GoPro's sales. It would show the sector's growth is slowing down.
Worry ifSector revenue growth has been below average for two months in a row.
Less concerning ifSector revenue growth stays above its median for the same period.
Why it matters: Subscriber growth is key to stabilizing revenue. A decline could indicate a loss of customer interest.
Worry ifSubscriber count drops below 2 million in Q3.
Less concerning ifSubscriber count goes up or stays steady above 2.26 million.