GameStop (GME) Fundamentals Remain 'Detached' from Reality - BofA

StreetInsider2021-03-12

BofA Securities analyst Curtis Nagle wrote Friday that GameStop (NYSE: GME) share price continues to remain "very detached" from fundamentals with the latest physical game sale data confirming this....

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精彩评论

JWakari
2021-03-15
JWakari
Fundamental no longer in play
random1990
2021-03-14
random1990
Noted
- random1990:
  i see
- Lachry:
  comment

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The analyst notes that for every PS5 and Xbox Series X/S console sold so far, only 0.64 physical games have been sold (0.65 last month).  This comes as digital penetration continues to surge.  EA said their digital sales were 62% on its third-quarter call.On next-generation consoles, the analyst notes volume remains constrained.While February software sales were strong, Nagel expects software comparisons to get \"considerably harder over the next six months.\" He sees this as a headwind for overall software sales and GameStop which has struggled with share loss.On GME's stock price, the analyst notes shares took another leg up after appointing Ryan Cohen to lead a team focused on the company's technology and e-commerce transition.  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