GoPro (GPRO): A Comeback Story? New Momentum Through Products and AI
GoPro has once again caught investors’ attention after its stock jumped more than 35% on news of upcoming products and AI initiatives. But what is driving this surge, and can it continue?
Financial Situation
In Q2 2025, GoPro showed clear progress: revenue reached $153 million, gross margin improved to 36%, and EBITDA loss shrank by 83% (–$6 million versus –$33 million a year earlier). Net loss was –$12 million (–$0.08 per share). Importantly, diluted shares stood at 157.8 million, indicating no new dilution.
New Products and Growth Drivers
The company confirmed plans to release Hero 14, a new version of Max 2 (360°), and a vlogging camera in 2026. Another key growth vector is the AI Training Licensing Program, where subscribers upload content for AI training and receive 50% of licensing revenue. More than 125,000 hours of video have already been contributed.
Big Money Flow
On the options market, there has been a clear bias toward calls: institutional trades generated the majority of bullish delta, while activity on puts remained minimal. Today, Big Money Flow also signals bullish sentiment—institutions are steadily building positions, which may indicate long-term interest.
What This Means for Investors
The combination of fundamental improvements (margin growth, reduced losses), a new product pipeline (Hero 14, Max 2, AI), and inflows from big money creates a strong cluster of signals. This suggests that the current rally is not just a speculative spike but could mark the beginning of a trend reversal.
Risks
After a sharp move higher, the stock may consolidate or pull back to absorb liquidity. However, the absence of new dilution and institutional support reduces the longer-term downside risks.
Conclusion
GoPro is re-emerging on investors’ radar with fresh momentum. Even if the stock pauses after its recent surge, institutional interest and new growth drivers make it an attractive name to watch and potentially position in.