GoPro, Inc.
- Open
- 0.62
- Day high
- 0.63
- Day low
- 0.57
- Prev close
- 0.62
- Volume
- 15.0M
- Mkt cap
- $106M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- -3.2
- P/S
- 0.2
- Yield
- —
- Per share
- —
- ▲Insiders net buying $14.9M over the last 3 months (1 open-market buy, 2 sales)
- 🏛Institutions mixed (13F)
GoPro, Inc. (GPRO) is a Technology company listed on NASDAQ. The stock is down 58% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 2 sales (SEC Form 4).
GoPro, Inc. (GPRO) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
GPRO earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 10, 2026 | $0.02 | $-0.21 | -1150.0% | $105M | -30.7% |
| May 11, 2026 | $-0.03 | $-0.35 | -1066.7% | $99M | -28.0% |
| Mar 5, 2026 | $0.04 | $-0.02 | -150.0% | $202M | -17.6% |
| Nov 6, 2025 | $-0.03 | $-0.09 | -200.0% | $163M | -22.9% |
| Feb 6, 2025 | $-0.01 | $-0.09 | -800.0% | $201M | +2.2% |
| Nov 7, 2024 | $-0.02 | $-0.04 | -100.0% | $259M | +1.5% |
| Feb 7, 2024 | $0.02 | $0.02 | -13.0% | $295M | -9.4% |
| Aug 3, 2023 | $-0.07 | $-0.07 | +0.0% | $241M | +8.8% |
| Feb 2, 2023 | $0.09 | $0.12 | +33.3% | $321M | -1.1% |
| Nov 3, 2022 | $0.16 | $0.19 | +18.8% | $305M | +2.2% |
| Aug 4, 2022 | $0.06 | $0.08 | +33.3% | $251M | +4.9% |
| May 5, 2022 | $0.05 | $0.09 | +80.0% | $217M | -0.1% |
GPRO insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 13, 2026 | Woodman Nicholasdirector, 10 percent owner, officer: CEO, Chairman of the Board | Buy | 19,280,205 | $0.78 |
| Jun 4, 2026 | LOPEZ MIGUEL Adirector | Grant | 110,181 | — |
| Jun 4, 2026 | Kahng Shazdirector | Grant | 110,181 | — |
| Jun 4, 2026 | Culp Hogue Emily S.director | Grant | 110,181 | — |
| Jun 4, 2026 | Lyne Susan Mdirector | Grant | 110,181 | — |
| Jun 4, 2026 | Ahmad-Taylor Tyronedirector | Grant | 110,181 | — |
| Jun 4, 2026 | DENNISON MICHAEL C.director | Grant | 110,181 | — |
| May 22, 2026 | MCGEE BRIANofficer: President and COO | Sell | 130,631 | $0.97 |
| May 19, 2026 | Tratt Brian Robertofficer: Chief Financial Officer | Grant | 216,216 | — |
| May 19, 2026 | Jahnke Deanofficer: SVP, Global Sales, CM, RE | Tax | 25,830 | $1.11 |
| May 19, 2026 | MCGEE BRIANofficer: President and COO | Grant | 432,432 | — |
| May 19, 2026 | Stephen Jason Christopherofficer: SVP, General Counsel | Grant | 270,270 | — |
| May 19, 2026 | Tratt Brian Robertofficer: Chief Financial Officer | Tax | 10,625 | $1.11 |
| May 19, 2026 | Stephen Jason Christopherofficer: SVP, General Counsel | Grant | 7,405 | — |
| May 19, 2026 | MCGEE BRIANofficer: President and COO | Tax | 43,324 | $1.11 |
Source: GPRO SEC Form 4 filings, latest Jul 13, 2026. For informational purposes only — not investment advice.
See the full GPRO insider & 13F page →GoPro, Inc. company profile
Overview
GoPro, Inc. (NASDAQ:GPRO) is a consumer electronics company founded in 2002 by Nick Woodman, originally operating as Woodman Labs before rebranding to GoPro in 2014. The company went public in June 2014 and is headquartered in San Mateo, California. GoPro pioneered the action camera market with its compact, durable, and mountable cameras designed for capturing adventure sports and outdoor activities. The company has evolved from a pure hardware manufacturer to a subscription-driven business model, combining camera sales with cloud storage services and video editing software.
Business
GoPro operates in the consumer electronics industry, specifically within the action camera and adventure photography segment. The company's core business revolves around three main product categories: Action Cameras: GoPro's flagship products are compact, waterproof cameras designed to capture high-quality video and photos in extreme conditions. The current lineup includes the HERO13 Black (flagship model), HERO cameras (entry-level at $199), and the MAX series (360-degree cameras). These cameras are engineered to be mountable on various surfaces and wearable on the body, making them ideal for adventure sports, travel, and content creation. The cameras typically feature 4K video recording, image stabilization, and rugged waterproof construction. Accessories and Mounts: The company manufactures an extensive ecosystem of mounting hardware and accessories, including helmet mounts, handlebar mounts, chest harnesses, tripods, spare batteries, and protective housings. These accessories enable users to attach cameras to virtually any surface or wear them during activities, expanding the creative possibilities for content capture. Software and Subscription Services: GoPro offers the Quik app (mobile and desktop versions) for video editing and the GoPro subscription service, which provides cloud storage, automatic video editing, camera replacement protection, and premium features. The subscription service represents approximately 13% of total revenue and has grown to 2.52 million subscribers as of 2024. The company also recently expanded into adjacent markets through the acquisition of Forcite Helmet Systems, entering the tech-enabled motorcycle helmet market, which represents a $6 billion total addressable market opportunity.
Competitive moat
GoPro's competitive moat is moderate but narrowing due to several factors. The company's strongest defensive position comes from its brand recognition and ecosystem - GoPro essentially created and defined the action camera category, building strong brand loyalty among adventure sports enthusiasts and content creators. The extensive accessory ecosystem creates switching costs, as users invest in mounts, cases, and specialized equipment that work specifically with GoPro cameras. The company also benefits from intellectual property protection, actively defending its patent portfolio through litigation, including recent ITC complaints against competitors. This provides some protection against direct copying of key innovations. However, GoPro's moat faces significant erosion from multiple directions. Smartphone cameras have dramatically improved, with features like waterproofing, image stabilization, and 4K recording that satisfy casual users' needs. This has commoditized much of GoPro's value proposition for mainstream consumers. Low-cost competition from Chinese manufacturers offers similar functionality at significantly lower prices, particularly in international markets. The company has lost market share in Asia due to this competitive pressure. Additionally, the action camera market itself is mature, with limited opportunities for revolutionary improvements that would restore significant differentiation. The subscription service provides some recurring revenue stability, but with only 34% attachment rates among camera buyers, it hasn't yet created a strong enough moat. Overall, GoPro operates in an increasingly commoditized market where technological differentiation is difficult to maintain, making its competitive position vulnerable despite brand strength in its core enthusiast segment.
Risks & safety
GoPro's margin of safety appears weak based on current financial metrics and cash flow trends. Liquidity and Solvency Concerns: - Cash position: $69.6 million (down from $102.8 million in Q4 2024) - Negative free cash flow: -$58.5 million in Q1 2025 - Current ratio: 0.88 (below 1.0, indicating potential liquidity stress) - Quick ratio: 0.58 (concerning for short-term obligations) - Debt-to-equity ratio: 1.33 (high leverage) Valuation Metrics: - Trading at 0.94x book value (near liquidation value) - Negative earnings make P/E ratios meaningless - EV/EBITDA: -1.06 (negative due to losses) - Graham Net-Net: -1.13 (significantly below net working capital) Other Considerations: - Consistent operating losses and cash burn - Revenue declining 20%+ year-over-year - Management targeting only $75 million cash by year-end 2025 - Convertible debt obligations requiring cash preservation - Highly seasonal business with Q1 typically being weakest quarter The company's financial position suggests limited margin of safety, with ongoing cash burn and declining fundamentals creating potential solvency risks if operational improvements don't materialize quickly.
Recent development
Over the past few years, GoPro has undergone significant strategic transformation in response to declining hardware sales and increased competition. The company has pivoted toward a subscription-first business model, growing its subscriber base from 2.25 million in 2022 to 2.52 million by 2024, with subscription revenue reaching $107 million annually. Product Strategy Evolution: GoPro reintroduced entry-level cameras priced at $199-$249, which now represent 28% of the product mix, reversing its previous premium-only strategy. The company launched the HERO13 Black with innovative lens modification capabilities and developed next-generation SOC GP3 technology. However, it delayed the MAX 2 360-degree camera launch to 2025, allowing competitors to gain market share in that segment. Operational Restructuring: Management implemented aggressive cost-cutting measures, reducing headcount by 30% and targeting operating expense reductions of nearly $110 million by 2025. The company moved camera production from China to Thailand to mitigate tariff impacts and diversify its supply chain. Market Expansion: GoPro significantly expanded its retail presence, adding over 6,300 new retail doors since May 2023, bringing total retail presence to over 25,000 locations globally. The company also acquired Forcite Helmet Systems to enter the $6 billion tech-enabled motorcycle helmet market, representing its first major diversification beyond action cameras. Intellectual Property Defense: The company has become more aggressive in protecting its patent portfolio, filing complaints with the U.S. International Trade Commission against competitors and pursuing litigation to prevent patent infringement in the U.S. market.
GPRO company profile · for informational purposes only — not investment advice.
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