What Happened?

Shares of visual content marketplace Getty Images (NYSE: GETY) jumped 78.3% in the afternoon session after the company announced a multi-year partnership with OpenAI to integrate its licensed image library into ChatGPT. 

This deal completely reframed the investment thesis for Getty Images. Over the previous two years, the market treated the stock as a primary casualty of the generative AI boom, a fear compounded when Getty lost its high-profile copyright infringement lawsuit against Stable Diffusion creator Stability AI in November 2025.

By partnering with OpenAI, Getty is securing a new distribution channel and monetizing its vast archive in the AI era. Under the agreement, ChatGPT will pull from Getty's licensed catalog when users request visual responses, providing OpenAI with high-quality, legally cleared imagery. While financial terms were not disclosed, the sheer magnitude of the stock's move shows investors were pricing in a lifeline for a business model that many feared was structurally obsolete. The rally was further supported by recent renewals of exclusive photography deals for the 2026 FIFA World Cup and the Tribeca Festival, securing high-demand recurring content.

Is now the time to buy Getty Images? Access our full analysis report here, it’s free.

What Is The Market Telling Us

Getty Images’s shares are extremely volatile and have had 63 moves greater than 5% over the last year. But moves this big are rare even for Getty Images and indicate this news significantly impacted the market’s perception of the business.

The previous big move we wrote about was 27 days ago when the stock gained 3.3% on the news that Iran-US peace deal progress and falling Treasury yields restored corporate confidence. 

This could serve as a catalyst for CFOs to greenlight the consulting, staffing, and outsourcing contracts they had paused during the conflict. Business services companies make money on "white collar GDP." So when the macro picture improves, project backlogs unfreeze, and the firms that execute them get paid.

Getty Images is down 11.8% since the beginning of the year, and at $1.16 per share, it is trading 51.1% below its 52-week high of $2.36 from October 2025. Investors who bought $1,000 worth of Getty Images’s shares 5 years ago would now be looking at only $117.48.

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