GoPro (NASDAQ:GPRO) Announces Quarterly Earnings Results

GoPro (NASDAQ:GPRO) posted its quarterly earnings results on Thursday. The company reported ($0.05) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.04 by ($0.09), Zacks reports. GoPro had a negative net margin of 18.68% and a negative return on equity of 71.67%. The company had revenue of $201.67 million during the quarter, compared to analyst estimates of $244.69 million. GoPro updated its Q1 2026 guidance to -0.230–0.170 EPS.

Here are the key takeaways from GoPro’s conference call:

• GP3 processor announced — a 5nm SoC with a dedicated NPU and >2x pixel processing power that the company says will enable GP3‑based cameras (launching in Q2) to deliver materially better low‑light performance, battery life (40–90% longer in internal tests) and thermal characteristics, which management views as a pivotal growth catalyst.
• GoPro expanded into AI content licensing with >500,000 hours of opt‑in subscriber video submitted to date, expects to recognize program revenue in Q1 and to make subscriber payouts later in 2026, positioning a new scalable, high‑margin revenue stream.
• Fiscal 2025 operational improvements included a $93M reduction in operating expenses, a 35% inventory reduction, positive Q4 adjusted EBITDA ($1M), and a $104M year‑over‑year improvement in cash flow from operations.
• Q4 revenue missed guidance ($202M actual vs. $220M ±$5M guidance) and management flagged near‑term risks — about $20M of tariff headwinds in 2025, expected memory cost increases that could subtract ~500 bps from margin in 2026, and limited projected year‑end cash (~$50M ±$5M) despite access to credit.
• Leadership changes effective March 17 — CFO Brian McGee is promoted to President & COO and long‑time VP of Finance Brian Tratt becomes CFO, intended to improve cross‑functional alignment and execution.

GoPro Stock Performance

GPRO traded down $0.18 during trading on Friday, hitting $0.82. 5,910,028 shares of the stock were exchanged, compared to its average volume of 3,212,280. The company has a quick ratio of 0.72, a current ratio of 0.95 and a debt-to-equity ratio of 0.55. GoPro has a 1-year low of $0.40 and a 1-year high of $3.05. The stock has a fifty day moving average price of $1.16 and a two-hundred day moving average price of $1.61. The firm has a market capitalization of $130.98 million, a P/E ratio of -1.06 and a beta of 1.76.

Key Stories Impacting GoPro

Here are the key news stories impacting GoPro this week:

• Positive Sentiment: Management set Q1 2026 revenue guidance well above Street expectations ($95M–$105M vs. consensus ~$69.9M), suggesting sales recovery momentum into the quarter. GoPro Announces Fourth Quarter and 2025 Results
• Positive Sentiment: GoPro secured new financing (Yorkville securities purchase agreement) to bolster liquidity, reducing short-term funding risk. GoPro Secures New Financing to Strengthen Liquidity Position
• Neutral Sentiment: Company released full Q4 and FY‑2025 results: 2025 revenue $652M and Q4 revenue $202M; management highlighted GP3 (next‑gen AI-enabled processor) as the platform for new cameras starting Q2 2026 — a positive strategic item but with execution risk/timing. GoPro Announces Fourth Quarter and 2025 Results
• Neutral Sentiment: Full earnings call/transcripts are available for investors who want management detail and tone (Seeking Alpha, The Motley Fool transcripts). GoPro Q4 2025 Earnings Call Transcript (Seeking Alpha)
• Neutral Sentiment: Short‑interest data in these reports appears inconsistent/insufficient to indicate meaningful positioning changes (reported 0 shares, days-to-cover 0.0 based on high average volume). MarketBeat GPRO Overview
• Negative Sentiment: Q4 EPS missed expectations: reported ($0.05) vs. consensus $0.04 — a material miss that pressured the stock. GoPro continues to show negative net margin (~‑18.7%) and deeply negative ROE (~‑71.7%). Q4 2025 Press Release / Earnings PDF
• Negative Sentiment: Q1 2026 EPS guidance was significantly weaker than consensus (‑$0.230 to ‑$0.170 vs. consensus ~‑$0.06), signaling continued near-term profitability pressure. GoPro Announces Fourth Quarter and 2025 Results
• Negative Sentiment: Revenue trends remain mixed: reports note Q4 revenue was flat sequentially but down ~19% year-over-year, underscoring ongoing top-line pressure. GoPro Q4 revenue flat, down 19% for the year

Wall Street Analyst Weigh In

Several brokerages recently weighed in on GPRO. Wall Street Zen cut shares of GoPro from a “hold” rating to a “sell” rating in a report on Saturday, November 15th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of GoPro in a research report on Thursday, January 22nd. One investment analyst has rated the stock with a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, GoPro currently has an average rating of “Sell” and an average price target of $0.75.

Institutional Trading of GoPro

Institutional investors and hedge funds have recently bought and sold shares of the business. Jefferies Financial Group Inc. purchased a new position in GoPro during the 3rd quarter worth $27,000. Caitong International Asset Management Co. Ltd grew its holdings in shares of GoPro by 1,295,800.0% during the third quarter. Caitong International Asset Management Co. Ltd now owns 12,959 shares of the company’s stock worth $27,000 after buying an additional 12,958 shares during the last quarter. Kestra Private Wealth Services LLC acquired a new position in GoPro in the 3rd quarter valued at about $32,000. Captrust Financial Advisors lifted its position in GoPro by 89.6% during the 2nd quarter. Captrust Financial Advisors now owns 33,041 shares of the company’s stock worth $25,000 after acquiring an additional 15,618 shares during the period. Finally, Scientech Research LLC acquired a new position in shares of GoPro in the third quarter valued at approximately $36,000. Hedge funds and other institutional investors own 70.09% of the company’s stock.

GoPro Company Profile

GoPro, Inc (NASDAQ: GPRO) is an American technology company specializing in the design and manufacture of compact, high-definition cameras and related accessories. Headquartered in San Mateo, California, GoPro’s product lineup is centered on its flagship HERO series of action cameras, which combine rugged construction, waterproof housings and advanced imaging capabilities. In addition to the HERO line, the company offers the MAX camera for 360-degree video capture, along with an array of mounts, grips and protective cases to support use in extreme sports, travel and professional video production.

Since its founding in 2002 by Nicholas Woodman, who continues to serve as chief executive officer, GoPro has expanded beyond hardware into software and cloud-based services.