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$GRPN

4 theses
bullish 100%neutral 0%bearish 0%
Avg return (1w)
-7.3%
Win rate (1w)
25% (4 resolved)
1d3d1w1m3m6m1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 8, 4:30 PM ET
$GRPNr/wallstreetbetsDDbullish
u/MispricedAssets · 64d ago2 prior · 100% at 3mo
Long GRPN

GRPN: this company is not dead -- surprising to some. Theres massive torque to the fundamentals; DD below.

Groupon trades at 7.7x 2026 EBITDA with a hidden SumUp asset worth 30% of market cap and a massive short float. The thesis hinges on frequency inflection (from 2.4x to 3.5x+ turns annually via AI-native platform rebuild) generating ~$100M EBITDA per turn, combined with aggressive buybacks into a 20M-share float where 70%+ is short, driving the stock from $25 to $85+ in the base case and $190+ in the bull case.

At post $26.85Now $18.95-29.4% since postedas of Sep 8, 4:30 PM ET
1d-4.9%
3d-3.0%
1w-4.7%
1m-6.3%
3m—
6m—
1y—
original post →
$GRPNr/wallstreetbetsYOLObullish
u/yoloallinbro · 120d ago1 prior · 100% at 3mo

$GRPN CALLS

High short interest (55%) combined with aggressive share buybacks (7% of float since March) creates potential for short squeeze and price appreciation similar to recent CAR momentum.

At post $16.87Now $18.95+12.3% since postedas of Sep 8, 4:30 PM ET
1d+3.3%
3d+1.7%
1w+0.4%
1m-4.6%
3m+48.4%
6m—
1y—
original post →
$GRPNr/wallstreetbetsYOLObullish
u/MispricedAssets · 140d ago2 prior · 100% at 3mo
“Still GRPN my Groupon”

Groupon AI is NOT dead

GRPN is oversold despite strong fundamentals: ~80M FCF, sub-8x 2026 FCF multiple, 40% buyback program, and hidden balance sheet value. Market sentiment is irrationally negative and priced for zero, creating an asymmetric upside opportunity with an AI pivot as a potential catalyst.

At post $15.93Now $18.95+19.0% since postedas of Sep 8, 4:30 PM ET
1d-8.2%
3d-7.9%
1w-10.6%
1m+18.8%
3m+63.5%
6m—
1y—
original post →
$GRPNr/wallstreetbetsDDbullish
u/MispricedAssets · 140d ago2 prior · 100% at 3mo
Long GRPN

$GRPN — The Bear Case Comes in Four Flavors. None of Them Taste Right.

Groupon is undervalued despite persistent bear narratives. North American billings are growing sustainably (+9-20% YoY), the company has a $245M buyback program relative to a sub-$500M market cap, the CEO bought $11.3M in shares, and the company holds a $179M stake in SumUp that will unlock value at IPO. Popular short theses rely on weak arithmetic and ignore fundamental catalysts.

At post $16.66Now $18.95+13.8% since postedas of Sep 8, 4:30 PM ET
1d-4.4%
3d-11.9%
1w-14.2%
1m+9.4%
3m+67.8%
6m—
1y—
original post →

End of results.