GRPN · NASDAQ · Internet Content & Information

Groupon (GRPN)

Connects consumers with merchants through discounted offers across local services, travel, and goods.

$21.14
vs last close−0.91 (−4.13%)
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Groupon, Inc.GRPN
Communication Services

Runs a two-sided marketplace that connects consumers with merchants selling discounted local services, experiences, goods, and travel offers. North America provides most revenue; Local is the core category, with Goods and Travel smaller and Goods de-emphasized.

Connects consumers with merchants through a global two-sided marketplace for discounted local services, experiences, goods, and travel offers. Access runs through mobile apps and localized Groupon websites in thirteen countries, with reportable segments split between North America and International.

Local is the core category, while Goods and Travel are much smaller and Goods has been de-emphasized. Merchant supply, platform velocity, and marketplace quality sit at the center of the current Senkypl-led transformation.

Competition comes from other marketplaces, vertical local-experience platforms, larger Goods and Travel players, major technology advertising platforms, and merchants' direct channels. The business depends on attracting merchants and customers while managing digital acquisition, cloud infrastructure, cybersecurity, and legal compliance.

Company facts

CEODusan Senkypl
ListedNov 4, 2011
ExchangeNASDAQ
HeadquartersChicago, IL
CountryUnited States
Employees1,734
CIK0001490281
ISINUS3994732069

Market cap$837.5M
EPS (ttm)−$3.08
P/E (ttm)−7.16
ROE
P/B
P/S1.68
Dividend yieldDiv yield
Beta2.06vs XLC 0.68

Price target$26.00+17.9%Average of 46 analysts
ConsensusHold22 of 46 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 17, 2026Northland SecuritiesTarget
Target: $26
Target: $30
Aug 10, 2026Goldman SachsReiterate
Rating: Target: $13
Rating: SellTarget: $22
May 27, 2026Northland SecuritiesTarget
Target:
Target: $26
May 12, 2026Goldman SachsReiterate
Rating: Target: $12
Rating: SellTarget: $13

Next report
Nov 5, 26
in 44 days
EPS estimate
−$0.01
Revenue estimate
$129.4M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported−$1.20$0.18$0.46−$2.92$0.17−$0.32−$0.04Pending
Estimate−$0.06−$0.20−$0.02$0.01$0.17−$0.02−$0.06−$0.01
Surprise−1,900.0%+190.0%+2,400.0%−29,300.0%0.0%−1,500.0%+29.4%

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$130.4M$117.2M$125.7M$122.8M$132.7M$117.0M$124.7MPending
Estimate$116.0M$119.7M$122.0M$137.3M$136.6M$117.6M$127.1M$129.4M
Surprise+12.4%−2.1%+3.0%−10.6%−2.8%−0.6%−1.9%
Estimate−$0.01
ReportedDue Nov 5, 2026
Estimate$129.4M
ReportedDue Nov 5, 2026
View details

Current ratio78.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$114.5M$130.4M$117.2M$125.7M$122.8M$132.7M$117.2M$124.7M
Net income$13.9M−$50.6M$7.2M$20.3M−$118.4M$7.3M−$12.9M−$1.8M
Net margin12.2%0.0%6.1%16.2%0.0%5.5%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$5.6M$2.7M$1.9M$13.1M$2.2M$6.4M−$3.3M−$717.0K
YoY growthLoss widened−85.0%−74.4%+199.5%Turned profit+143.1%Turned lossTurned loss

Balance sheet, Jun 30, 2026Cash & short-term investments $226.3M · Total debt $312.3M · Total assets $599.7M · Shareholders' equity −$72.2M

Revenue
$124.7M
Operating income
−$717.0K
Net income
−$1.8M
View details

No dividends on record.

Institutions90.01%36.60M shares
190 holders · as of Jun 30, 2026
Insiders9.34%3.80M shares
8 holders · as of Aug 3, 2026
Strategic holders25.04%10.18M shares
1 holder · as of Aug 10, 2026
Adds to124.39%

40.67M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 124.39%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Pale Fire Capital SEInstitution
25.04%10.18Mas of Jun 30, 2026
Pale Fire Capital SICAV a.s.1Strategicdirector
25.04%10.18Mfiled Aug 10, 2026
Dusan SenkyplInsiderdirector, 10 percent owner, officer: CEO
7.01%2.85Mfiled Jun 12, 2026
Continental General Insurance CoInstitution
6.10%2.48Mas of Jun 30, 2026
Windward Management LPInstitution
5.77%2.35Mas of Jun 30, 2026
  1. Pale Fire Capital SICAV a.s.'s transaction reports restate only vehicles that traded; the 2026 ownership statement (10.18M) is used instead.

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

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