Did Raised 2026 Revenue Guidance Amid Losses Just Shift Genius Sports' (GENI) Investment Narrative?
Genius Sports (GENI) recently reported Q2 2026 results with a net loss but raised its full-year 2026 revenue guidance to US$1.01-US$1.03 billion, indicating management's confidence in growth despite ongoing losses. This uplift reinforces the near-term growth story, suggesting that expanding data rights and partnerships could drive multi-segment revenue. However, the article highlights that investors should also consider the rising rights fees and operating costs that could continue to impact profitability.
Is Genius Sports (GENI) Undervalued After Raising 2026 Revenue Guidance?
Genius Sports (GENI) has raised its full-year 2026 revenue outlook after reporting strong Q2 and H1 2026 results. Despite a year-to-date share price decline, the stock has shown significant short-term momentum, partly due to new data partnerships. While the company is considered undervalued by many, its P/S ratio suggests investors are already paying a premium, necessitating strong future execution.
Is Genius Sports (GENI) Undervalued After Raising 2026 Revenue Guidance?
Genius Sports (GENI) is seeing renewed interest after reporting strong Q2 and H1 2026 results, raising its full-year 2026 revenue guidance. The stock has shown significant short-term momentum, with a 30-day return of 30.73% and a 90-day return of 97.64%, despite a year-to-date decline. Most analyses suggest the stock is undervalued, with a fair value estimate of $10.83 against a last close of $8.38, driven by expectations of rapid revenue growth and future profitability from its sports content and data partnerships.
Genius Sports Limited (NYSE:GENI) Receives Average Recommendation of "Moderate Buy" from Analysts
Genius Sports Limited (NYSE:GENI) has received a "Moderate Buy" consensus rating from analysts, with an average 12-month price target of $11.44, significantly above its current opening price of $7.74. The company reported strong year-over-year revenue growth of 64.7% to $195.5 million, surpassing estimates, although it recorded a wider-than-expected quarterly loss of $0.28 per share. Institutional investors hold a substantial portion of the company's stock, and its shares have been trading above key moving averages.
Raised Guidance and Prediction-Market Deals Could Be A Game Changer For Genius Sports (GENI)
Genius Sports (GENI) reported second-quarter 2026 results with sales of US$195.5 million and a wider net loss of US$76.73 million, but raised its full-year 2026 revenue outlook to over US$1 billion. The company also announced strategic partnerships with Kalshi and Polymarket to integrate its sports data and services into regulated prediction markets. While these developments support near-term revenue growth and new opportunities, the wider net loss and reliance on costly sports rights continue to pose central risks to its investment narrative.
Q3 EPS Estimates for Genius Sports Cut by Analyst
Northland Securities has cut its Q3 2026 EPS estimate for Genius Sports (NYSE: GENI) to a loss of $0.04 per share, down from a previous estimate of a $0.03 profit. This adjustment comes after Genius Sports reported a Q2 EPS of negative $0.28, missing analyst expectations despite a 64.7% year-over-year revenue increase to $195.5 million. Despite the revised estimates, analyst sentiment remains generally positive, with the stock holding a "Moderate Buy" consensus rating and an average price target significantly above its current trading price.
Genius Sports (NYSE:GENI) Rating Lowered to Strong Sell at Wall Street Zen
Wall Street Zen has downgraded Genius Sports (NYSE:GENI) from "sell" to "strong sell," despite MarketBeat's consensus "Moderate Buy" rating and $11.44 price target. Genius Sports reported higher-than-expected quarterly revenue of $195.5 million, a 64.7% year-over-year increase, but its adjusted loss of $0.28 per share significantly missed the estimated $0.07 loss. The stock opened at $7.60, with institutional investors owning approximately 81.91% of the company, and remains well below its one-year high of $13.73.
Genius Sports Limited (NYSE:GENI) Analysts Are Pretty Bullish On The Stock After Recent Results
The article discusses the recent bullish sentiment from analysts towards Genius Sports Limited (NYSE:GENI) following its latest financial results. It suggests that analysts have become more optimistic about the company's stock, likely due to strong performance or positive future outlook indicated by the results. The content implies a positive market reaction and potential for growth based on these expert opinions.
US$10.93 - That's What Analysts Think Genius Sports Limited (NYSE:GENI) Is Worth After These Results
Following its quarterly results, Genius Sports Limited's shares rose 7.4% despite statutory losses per share increasing significantly. Analysts are predicting revenues of US$1.02 billion in 2026, a 29% improvement, with losses expected to shrink by 51%. Despite the anticipation of higher losses, the average price target increased, suggesting analysts believe the losses may be temporary or not have a long-term impact.
US$10.93 - That's What Analysts Think Genius Sports Limited (NYSE:GENI) Is Worth After These Results
Genius Sports Limited (NYSE:GENI) saw its shares rise 7.4% after reporting quarterly results. While revenues of US$196m beat expectations, statutory losses per share increased to US$0.28. Analysts have a mixed view, with revenue estimates holding steady but loss per share expectations expanding, yet the average price target increased by 7.6% to US$10.15, suggesting potential one-off losses or an improving intrinsic value.
Genius Sports (GENI) Stock Wobbles As Profit Milestones Meet Wider Losses
Genius Sports (GENI) stock fell by about 3% despite reporting stronger-than-expected Q2 2026 results and raising full-year revenue guidance to roughly US$1.0 billion with adjusted EBITDA up to US$295 million. While the company demonstrates significant revenue growth and improved adjusted profitability metrics, its statutory net loss widened, raising concerns among investors about the quality of earnings and leverage. The article highlights the tension between Genius Sports' operational successes and the continuing challenges in achieving reported profitability.
Genius Sports (GENI) Stock Wobbles As Profit Milestones Meet Wider Losses
Genius Sports (GENI) stock fell about 3% despite reporting strong Q2 2026 revenue growth of 65% year-on-year to US$195.5m and increasing full-year revenue guidance to US$1.0b with adjusted EBITDA up to US$295m. While the company is showing progress toward profitability and cash generation, statutory net losses widened to US$76.7m, and basic EPS losses increased, raising concerns about earnings quality and leverage.
Is Genius Sports (GENI) Still Cheap As Strong Q2 Results And New Deals Lift Expectations?
Genius Sports (GENI) shares have seen a significant rebound following strong Q2 2026 results and new prediction market partnerships, leading to raised revenue guidance. While one narrative suggests the stock is 26% undervalued with a fair value of $10.19, another view based on a DCF model indicates a much larger implied gap, valuing it at $29.79. Investors are now questioning if the current valuation still offers sufficient upside given ongoing losses and execution risks, urging them to assess potential rewards against concerns like future rights renewal costs.
Is Genius Sports (GENI) Still Cheap As Strong Q2 Results And New Deals Lift Expectations?
Genius Sports (GENI) has seen its shares rebound following strong Q2 2026 results, increased full-year revenue guidance, and new prediction market partnerships. Despite a year-to-date decline, the company's valuation is being debated, with a popular narrative suggesting it's 26% undervalued at a fair value of $10.19 per share, while a DCF model indicates an even larger implied upside to $29.79. The article discusses both the potential rewards from expanding sports betting markets and the risks associated with future rights renewals and monetization.
Needham raises Genius Sports stock price target on media growth
Needham has increased its price target for Genius Sports Ltd. (NYSE:GENI) to $12.00 from $10.00, maintaining a Buy rating due to strong media growth, new deals, and an impressive 42% revenue increase. The company surpassed Q2 revenue expectations, leading to a raised full-year outlook, with analysts predicting profitability this year. Guggenheim also raised its price target to $12.00, affirming the stock's strong performance in betting and media segments.
Genius Sports (NYSE:GENI) Earns "Equal Weight" Rating from Wells Fargo & Company
Wells Fargo & Company reaffirmed an "Equal Weight" rating for Genius Sports (NYSE:GENI) with an $8.00 price target. The company reported quarterly revenue of $195.5 million, exceeding estimates, but also a larger-than-expected loss of $0.28 per share. Despite the loss, analyst sentiment remains broadly positive with a "Moderate Buy" consensus rating, and institutional investors own a significant portion of the company's stock.
Needham raises Genius Sports stock price target on media growth
Needham has increased its price target for Genius Sports Ltd. (NYSE:GENI) to $12.00 from $10.00, maintaining a Buy rating, citing strong media revenue growth and new deals. The company reported impressive 42% revenue growth over the last twelve months, largely driven by its media segment and World Cup performance, and analysts anticipate profitability this year. Guggenheim also raised its price target to $12.00, highlighting robust financial performance and growth in betting and media segments.
BTIG Research Boosts Genius Sports (NYSE:GENI) Price Target to $10.00
BTIG Research has increased its price target for Genius Sports (NYSE:GENI) to $10.00 from $9.00, maintaining a "buy" rating and suggesting a 26.41% upside. This comes amidst broadly positive analyst sentiment, with an average price target of $11.19. Despite reporting strong quarterly revenue growth of 64.7% year-over-year, the company posted a wider-than-expected adjusted EPS loss, causing shares to fall by 5.0%.
Genius Sports Q2 2026 slides: revenue beats guidance, margins expand
Genius Sports (NYSE:GENI) exceeded its Q2 2026 financial guidance, reporting revenue of $196 million and adjusted EBITDA of $53 million, driven by strong growth in betting and media revenue, particularly benefiting from the Legend acquisition. The company raised its full-year 2026 outlook across all metrics, anticipating further margin expansion and cash flow generation. Despite operational success, the company recorded a wider GAAP loss due to acquisition-related costs, which management attributes to one-time items as the integration progresses faster than expected.
Earnings Flash (GENI) Genius Sports Posts Q2 Loss $0.28 a Share, vs. FactSet Est of $0.11 Loss
Genius Sports (GENI) reported a Q2 loss of $0.28 per share, which is significantly wider than FactSet's estimated loss of $0.11 per share. Despite the Q2 loss, the company has raised its earnings guidance for the full year 2026 and provided earnings guidance for Q3 2026, alongside reporting Q2 revenue that exceeded analyst estimates.
Genius Sports Beats Second Quarter Guidance and Raises Full-Year Outlook
Genius Sports Limited announced strong financial results for its fiscal second quarter ended June 30, 2026, surpassing revenue
Genius Sports Ltd. (GENI) PT Raised to $12 at Guggenheim
Guggenheim analyst Curry Baker has increased the price target for Genius Sports Ltd. (GENI) to $12. The article provides this update but requires a premium subscription to access further details regarding the analysis and rationale behind the revised price target.
Genius Sports to provide official sports data to Kalshi
Genius Sports has entered into an agreement with Kalshi to provide official sports data for event contract settlement, enhancing transparency and reducing reliance on unofficial data sources. This partnership follows a similar deal with Polymarket, underscoring Genius Sports' role in providing trusted data and integrity services to the expanding prediction market ecosystem. Shares of Genius Sports (NYSE:GENI) rose following the announcement, ahead of its Q2 2026 financial results report.
Genius Sports earnings on deck: Can Legend deal deliver?
Genius Sports is poised to report second-quarter results, with investors keenly focused on the integration of its $1.2 billion Legend acquisition and its impact on the company's business model and narrowing losses. Analysts anticipate a loss of 8 cents per share on $184.8 million in revenue, while the company aims to transition from a sports data provider to an integrated media and advertising platform. The upcoming earnings report will be crucial in validating this transformation, especially considering the potential synergies from the Legend deal and updated full-year guidance.
Genius Sports and Kalshi strike major official data, media and integrity partnership
Genius Sports has partnered with Kalshi, a leading prediction market, to provide official data, marketing, media
Genius Sports Limited $GENI Shares Purchased by Moody National Bank Trust Division
Moody National Bank Trust Division increased its stake in Genius Sports Limited ($GENI) by 32.9% in the second quarter, now holding 589,959 shares valued at $3.575 million. Institutional investors collectively own 81.91% of the company, which has a consensus "Moderate Buy" rating from analysts with an average price target of $11.14. Despite a 30.5% year-over-year revenue increase to $187.95 million, Genius Sports missed adjusted EPS expectations and continues to report negative profitability.
Genius Sports and Kalshi strike official data and integrity partnership
Genius Sports has partnered with Kalshi to provide official real-time sports data and integrity services for Kalshi's prediction markets. This collaboration aims to enhance transparency, reduce reliance on unofficial data sources, and safeguard the integrity of sports by using verified official data for settling prediction market contracts. Genius Sports will also provide marketing services to help Kalshi grow its audience.
Genius Sports agrees Polymarket prediction market deal
Genius Sports has partnered with Polymarket to integrate live sports streams, official data, and integrity services into Polymarket’s CFTC-regulated prediction market platform. This collaboration will provide Polymarket's US customers with exclusive live match streaming and real-time event contracts, backed by Genius' official data for outcome settlement. The deal also involves Genius Sports assisting Polymarket's expansion through digital marketing and Polymarket participating in Genius' integrity information-sharing processes.
Genius Sports strikes deal with Polymarket
Genius Sports has partnered with Polymarket, the world's largest prediction market, to provide exclusive streaming rights, league IP, official data, and integrity services for Polymarket's CFTC-regulated US platform. This deal will allow US users to access live match streaming content alongside real-time event contracts for competitions like Serie A, with Genius Sports' data ensuring accurate outcome settlement. The collaboration also includes digital marketing support for Polymarket and integrates them into Genius Sports’ integrity information-sharing processes to monitor market activity and irregular trading patterns.
Polymarket adds Serie A streaming via Genius Sports
Genius Sports has partnered with Polymarket to provide exclusive live sports streaming, official data, and integrity services for Polymarket's CFTC-regulated U.S. prediction market platform. This agreement includes live-streaming rights for Serie A matches and ensures that Genius Sports' verified data will settle covered sports contracts. The collaboration aims to build trust and transparency in the rapidly growing prediction market sector, which has seen significant growth and regulatory scrutiny.
Genius Sports Jumps 13% After Landing Data and Streaming Deal With Polymarket
Genius Sports' shares surged 13% following a new partnership with Polymarket, the world's largest prediction market. This deal grants Polymarket exclusive streaming rights, official league data, and intellectual property for selected sports, with Genius Sports' data used for settling event contracts and supporting Polymarket's global expansion through marketing. The partnership provides Polymarket users in the U.S. with live match streaming and real-time event contracts, reinforcing Genius Sports' position in the sports data ecosystem and attracting bullish sentiment from Wall Street analysts.
Genius Sports partners with Polymarket for U.S. sports streaming By Investing.com
Genius Sports Limited announced a partnership with Polymarket to provide exclusive streaming rights, official data, and integrity services for Polymarket’s CFTC-regulated U.S. platform. This agreement allows U.S. users access to live match streaming content, including Serie A matches, alongside real-time event contracts, with Genius Sports' data determining outcomes. The collaboration also involves digital marketing support from Genius Sports and integrates Polymarket into Genius Sports’ integrity information-sharing processes.
Genius Sports (NYSE:GENI) Shares Up 14% on Analyst Upgrade
Genius Sports (NYSE:GENI) saw its shares jump 14% after Wall Street Zen upgraded the stock from "strong sell" to "sell." Despite the seemingly modest upgrade, analyst sentiment remains largely positive with a "Moderate Buy" consensus rating and an average price target of $11.14. The company reported a 30.5% year-over-year revenue increase in Q1 to $187.95 million, surpassing estimates, though it posted an adjusted loss of $0.21 per share.
Polymarket Brings Live Sports Streaming To Predictions With Genius Deal
Polymarket is partnering with Genius Sports to integrate live game streaming, official data, and integrity services into its U.S. prediction markets platform. This deal includes exclusive streaming rights for select competitions like Italian soccer league Serie A and aims to establish a trusted and engaging experience for sports fans. The partnership builds on Polymarket's existing official data and integrity services from Genius, as seen in their LIGA MX sponsorship, and has been well-received by the market, with Genius shares rising over 13%.
Polymarket and Genius Sports expand the role of official data, exclusive live sports streaming and integrity services in prediction markets | News
Genius Sports and Polymarket have announced a new partnership to enhance prediction markets in the U.S. This collaboration will provide Polymarket’s CFTC-regulated platform with exclusive live sports streaming, official data, and integrity services for selected competitions, including Serie A. The agreement aims to deliver a trusted and differentiated experience for users by ensuring market outcomes are based on verified data and incorporating robust integrity safeguards.
Genius Sports to Supply Data, Streaming Services to Polymarket; Shares Rise
Genius Sports has announced a new partnership with Polymarket to provide exclusive live sports streaming, official data, and integrity services for Polymarket's prediction markets. This collaboration led to a rise in Genius Sports' shares. The company, which specializes in connecting sports, betting, and media ecosystems, also released research indicating that ads delivered during emotionally heightened moments in live sports can significantly increase brand recall.
Genius Sports Limited $GENI Shares Purchased by Renaissance Technologies LLC
Renaissance Technologies LLC significantly increased its stake in Genius Sports Limited ($GENI) by 277% in the first quarter, now owning 2.20 million shares valued at approximately $9.7 million. Other institutional investors like Wellington Management, Voss Capital, and Senvest Management also expanded their positions, contributing to the high institutional ownership of 81.91%. Despite the company missing quarterly EPS estimates with a loss of $0.21 per share, analysts maintain a "Moderate Buy" rating with a consensus price target of $11.14, following a 30.5% year-over-year revenue growth.
Genius Sports to Announce Second Quarter 2026 Results on August 6
Genius Sports Limited announced that it will release its second quarter 2026 financial results on Thursday, August 6, 2026, before 8:00 AM ET. Following the release, the company will host a conference call at 8:00 AM ET to discuss the results, with related materials available on their investor relations website. Genius Sports provides data, technology, and broadcast solutions for the global sports, betting, and media ecosystem.
Oppenheimer Adjusts Price Target on Genius Sports to $10 From $9, Maintains Outperform Rating
Oppenheimer has increased its price target for Genius Sports (NYSE:GENI) to $10 from $9, while reiterating an Outperform rating on the stock. This adjustment comes as the firm expects Genius Sports to benefit from higher advertising spending in the second half of the year. The company provides official data, technology, and broadcast services to the sports, betting, and media ecosystems.
Genius Sports Stock And Two Growth Names Worth Watching
This article highlights three growth stocks—Genius Sports (GENI), Kiniksa Pharmaceuticals International (KNSA), and Sandisk (SNDK)—identified through a "Healthy high growth potential" screener. Each company is analyzed for its market position, financial health, and future growth prospects, while also pointing out potential risks such as ongoing losses, high valuations, or concentration risks. The piece encourages investors to use Simply Wall St's tools to further analyze these and other high-growth opportunities.
Genius Sports Stock And Two Growth Names Worth Watching
This article identifies three strong growth candidates: Genius Sports (GENI), Kiniksa Pharmaceuticals International (KNSA), and Sandisk (SNDK), based on a screener focusing on strong earnings growth potential and solid financial foundations. It provides an overview of each company, highlighting their operations, market cap, and the key opportunities and risks associated with their growth prospects and valuations. The piece encourages investors to use Simply Wall St's tools for further analysis and to manage their investments.
Genius Sports (GENI) to Post Quarterly Earnings on Wednesday
Genius Sports (GENI) is scheduled to release its Q2 2026 earnings before market open on August 5th, with analysts expecting a loss of $0.0689 per share on revenue of $184.4 million. The prior quarter's results were mixed, exceeding revenue estimates but missing on EPS. The company currently holds a "Moderate Buy" consensus rating among analysts, despite recent price target reductions from some firms.
Press Release: Genius Sports to Announce Second Quarter 2026 Results on August 6
Genius Sports has announced that it will release its financial results for the second quarter of 2026 on August 6. The company will host a conference call to discuss these results, which will also be accessible via webcast. Further details regarding the webcast and replay will be available on the company's investor relations website.
2,175,200 Shares in Genius Sports Limited $GENI Purchased by Healthcare of Ontario Pension Plan Trust Fund
Healthcare of Ontario Pension Plan Trust Fund has acquired a new position in Genius Sports Limited (NYSE:GENI), purchasing 2,175,200 shares valued at approximately $9.64 million. This acquisition makes the fund an owner of 0.88% of Genius Sports. Other institutional investors like Royal Bank of Canada, Invesco Ltd., and Frontier Capital Management Co. LLC also increased their holdings or acquired new stakes in the company, highlighting significant institutional interest.
BlackRock (NYSE: BLK) discloses 5.3% beneficial stake in Genius Sports (GENI)
BlackRock, Inc. has disclosed a 5.3% beneficial ownership stake in Genius Sports Ltd (GENI), according to a Schedule 13G SEC filing. This amounts to 13,568,701 common shares, with BlackRock holding sole voting power over 13,317,609 shares and sole dispositive power over all 13,568,701 shares. The filing indicates that no single underlying client or account within BlackRock holds more than five percent of Genius Sports' outstanding common shares.
Genius Sports (NYSE:GENI) Upgraded at The Goldman Sachs Group
Genius Sports (NYSE:GENI) received an upgrade to "strong-buy" from The Goldman Sachs Group, while analysts overall maintain a "Moderate Buy" consensus with an average price target of $11.19. Despite a reported quarterly loss of $0.21 per share, the company's revenue increased by 30.5% year-over-year to $187.95 million, and shares rose 12.4% to $7.29 upon the news. A significant portion of Genius Sports, approximately 81.91%, is owned by institutional investors, with several hedge funds recently increasing or initiating their positions.
GENI|Genius Sports Ltd|Price:7.230|Chg%:-0.040
This article provides a comprehensive stock analysis of Genius Sports Ltd (GENI), noting its relatively healthy fundamentals, high growth potential, and a "Buy" rating from multiple analysts with a target price of $10.32. While the stock is considered fairly valued and institutional ownership is high, technical analysis does not fully support the current trend, suggesting a sideways trading pattern. The company exhibits strong revenue and net income growth but is identified as overvalued based on its P/E ratio, and it has experienced institutional selling in the last quarter.
Genius Sports (GENI) Jumps 12% on ‘Buy’ Call, Price Target Hike
Genius Sports (GENI) saw its stock jump over 12% following a "Buy" rating and price target hike from Goldman Sachs, which highlighted the company's potential for mid-teens annual revenue growth due to strong tailwinds in online sports betting. Other analysts, Stifel and Wells Fargo, also updated their coverage with mixed sentiment. The company is set to announce its Q2 earnings on August 6, 2026, with strong revenue and EBITDA growth projected, despite a recent softening of hedge fund conviction.
Genius Sports Ltd (GENI) Shareholder Structure: Major Shareholders & Institutional Holdings
This article details the shareholder structure of Genius Sports Ltd (GENI), listing major individual and institutional holders, their proportions, and recent changes in holdings. It also categorizes shareholders by type (e.g., Investment Advisor, Hedge Fund) and provides a history of institutional shareholdings over several quarters. Additionally, the report identifies various ETFs with significant allocations to GENI shares.
Genius Sports (NYSE:GENI) Trading Up 10.2% - Time to Buy?
Genius Sports (NYSE:GENI) stock surged 10.2% to $7.14 in mid-day trading but with significantly lowered volume. Despite missing EPS estimates, the company's revenue increased by 30.5% year-over-year, and it maintains a "Moderate Buy" consensus rating from analysts with an average target price of $11.19. Institutional investors hold a substantial 81.91% ownership of the company.
