Genius Sports is tipped by Texas Capital to see an earnings boost from its recent M&A play
Texas Capital analysts foresee Genius Sports receiving a significant earnings boost following its recent acquisition of FanHub. The acquisition is expected to add at least $10 million in adjusted EBITDA for Fiscal Year 2025. Texas Capital has maintained its Outperform rating and $8 price target for Genius Sports.
Why Genius Sports (GENI) Is Up 5.3% After Expanding Its AI-Powered Moment Engine Integration
Genius Sports (GENI) saw a 5.3% stock increase following the expansion of its AI-powered Moment Engine, which now integrates real-time sports advertising technology across approximately 90% of the programmatic advertising ecosystem. This move, supported by new collaborations, deepens Genius Sports' role in leveraging official data and AI for live sports advertising. However, the company faces mounting legal and regulatory risks related to in-game betting and fan data usage, which could impact its growth trajectory.
Genius Sports Limited $GENI Shares Sold by Exchange Traded Concepts LLC
Exchange Traded Concepts LLC significantly reduced its stake in Genius Sports Limited ($GENI) by 74% in Q4, selling over 303,000 shares. Despite this, other institutions have increased their holdings, and analysts maintain a "Moderate Buy" consensus with a target price of $12.74, significantly above its current trading price of $4.55. The company reported a Q4 EPS miss but exceeded revenue expectations, though it remains unprofitable.
Truist cuts Genius Sports stock price target on valuation reset
Truist Securities lowered its price target on Genius Sports Ltd. (NYSE:GENI) to $13 from $15, while maintaining a Buy rating. This adjustment follows a market re-rating of the stock after its Legends announcement, which driven the stock down significantly. Despite the price target cut, InvestingPro analysis indicates GENI is currently undervalued relative to its Fair Value.
Genius Sports (GENI) Stock Price, News & Analysis
This article provides an in-depth analysis of Genius Sports (GENI) stock, covering its current price, market capitalization, analyst ratings, and company overview. It highlights Genius Sports as a global sports technology company specializing in real-time sports data and video distribution, with strong partnerships across major sports leagues and betting operators. The analysis includes various financial metrics, short interest levels, news sentiment, and company ownership details.
Genius Sports (NYSE:GENI) Price Target Cut to $9.00 by Analysts at Citigroup
Citigroup analysts have reduced their price target for Genius Sports (NYSE:GENI) from $11.00 to $9.00, while maintaining a "buy" rating, indicating a potential upside of 98.02%. This adjustment comes despite Genius Sports reporting revenue of $240.5 million, marking a 37% year-over-year increase, but missing EPS estimates with a loss of $0.08 per share. The company currently has a consensus "Moderate Buy" rating among analysts with an average price target of $12.74, and institutional investors have been actively modifying their holdings.
Citi Maintains Genius Sports(GENI.US) With Buy Rating, Cuts Target Price to $9
Citi has reiterated its Buy rating on Genius Sports (GENI.US) while adjusting its price target downwards from $10 to $9. This revision suggests a continued positive outlook on the company's stock, despite the modest reduction in its target valuation.
Benchmark reaffirms Genius Sports stock rating on betting growth
Benchmark has reiterated its Buy rating for Genius Sports (NYSE:GENI) with a $10 price target, citing strong performance in its Betting segment and improving Media results. The firm anticipates Genius Sports will surpass Q1 2026 earnings estimates and raise guidance, driven by significant revenue growth and the strategic acquisition of Legend. Analysts expect the company to achieve profitability this year, a key factor ahead of its upcoming earnings report.
Benchmark Reiterates Buy Rating on Genius Sports Ltd. (GENI), Q1 Beat and Raise Expected
Benchmark analyst Mike Hickey reiterated a Buy rating on Genius Sports Ltd. (NYSE: GENI) and set a $10.00 price target. The analyst anticipates that Genius Sports will beat expectations for Q1 earnings and subsequently raise its guidance. This indicates a positive outlook for the company's financial performance.
Tudor Investment Corp ET AL Sells 274,004 Shares of Genius Sports Limited $GENI
Tudor Investment Corp ET AL significantly reduced its stake in Genius Sports Limited (GENI) by selling 274,004 shares in Q3, now holding only 0.07% of the company. Despite reporting 37% revenue growth, Genius Sports missed EPS expectations, raising concerns about its profitability and fragile economics. Analysts have a "Moderate Buy" rating with an average target price of $12.84, significantly higher than its current trading price of around $4.34, although legal risks and profitability issues persist.
Will Genius Sports' (GENI) Expanded Moment Engine Integration Reframe Its Live Sports Advertising Narrative?
Genius Sports has expanded its Moment Engine integration, positioning itself as a central platform for AI-driven live sports advertising by partnering with major programmatic ecosystem players. This move aims to transform official sports data and fan signals into a real-time media channel. While this presents a significant commercial catalyst for Genius Sports, the company also faces growing legal and regulatory scrutiny concerning betting and microbet products.
Genius Sports (GENI) faces lawsuit while analyst reaffirms buy rating
This article mentions that Genius Sports (GENI) is facing a lawsuit. Despite this legal challenge, an analyst has reaffirmed a buy rating for the company. The content provided is too brief to offer further details on the lawsuit or the analyst's reasons.
Assessing Genius Sports (GENI) Valuation As Moment Engine Expansion Broadens Programmatic Ad Reach
Genius Sports (GENI) has expanded its Moment Engine, covering approximately 90% of the programmatic ad market and establishing new partnerships, yet its recent stock performance has been weak. Despite a narrative suggesting it is 62.5% undervalued at $4.41 against a fair value of $11.76, driven by growth in interactive sports content, a P/S ratio of 1.6x compared to a peer average of 1.1x indicates potential valuation risk. Investors are advised to consider both the potential upside and warning signs before making investment decisions.
Genius Sports (GENI) Faces Lawsuit While Analyst Reaffirms Buy Rating
Genius Sports (GENI) is facing a product liability lawsuit filed by the Public Health Advocacy Institute, alongside DraftKings, FanDuel, and the NFL, alleging that microbetting products are engineered for addiction. Despite the lawsuit, Benchmark analyst Mike Hickey reaffirmed a Buy rating and $10 price target on Genius Sports, following a CFTC advisory that strengthens the company's business model by recommending official data feeds for sports event contracts. Genius Sports serves as the exclusive supplier of official NFL live data to online sportsbooks.
Genius Sports stock maintained at Buy by Benchmark on ad platform
Benchmark reiterated a Buy rating and a $10.00 price target for Genius Sports Ltd. (NYSE: GENI) stock, citing the company's Moment Engine platform showcased at the 2026 NewFront presentation. The platform's integrations with major digital advertising ecosystem players like Publicis and Magnite, representing about 90% of the digital ad market, underpin the positive outlook. Analysts predict Genius Sports will achieve profitability this year, with net income growth expected, as the stock trades near its 52-week low.
Benchmark Reiterates Buy Rating on Genius Sports Ltd. (GENI)
Benchmark analyst Mike Hickey maintained a Buy rating on Genius Sports Ltd. (NYSE: GENI) and reiterated a $10.00 price target. The article notes that this is a premium content piece, requiring a subscription to StreetInsider.com Premium for full access.
The Dealmaking 3: Pac-12 & Genius Sports Deal, YouTube & FIFA World Cup, NHL with COSM
This article highlights "The Dealmaking 3" of the week, focusing on major sports partnerships. These include the Pac-12's deal with Genius Sports, FIFA and YouTube's collaboration for the 2026 World Cup, and the NHL's adoption of Cosm's C360 cameras in all its venues.
GENI: Genius Moment Engine enables real-time, data-driven sports marketing with proven brand impact
Genius Sports has launched the Genius Moment Engine, an AI-powered ad tech solution designed for real-time, data-driven sports marketing. This platform integrates live data, predictive analytics, and fan intelligence to deliver highly targeted advertisements during key moments in sports. Research indicates this approach significantly boosts brand recall and engagement, and new partnerships are expanding its reach across various sports and digital platforms.
Digital advertising leaders unite around Genius Sports’ Moment Engine for real-time activation
Digital advertising leaders are converging around Genius Sports' Moment Engine to leverage its capabilities for real-time advertising activation. The article, authored by George Smith and published on March 26, 2026, highlights how this platform is set to revolutionize how brands connect with sports audiences. This move underscores a growing trend towards more dynamic and responsive advertising strategies in the sports industry.
Genius Sports (NYSE: GENI) CLO nets shares after 35,000 RSUs vest
Genius Sports Ltd's Chief Legal Officer, Russell Thomas, exercised 35,000 Restricted Share Units (RSUs) into Ordinary Shares on March 20, 2026. To cover tax obligations, 16,450 Ordinary Shares were disposed of at $4.53 per share through share withholding. Following these transactions, Thomas now directly holds 521,467 Ordinary Shares, indicating a net increase in his equity position within the company.
Genius Sports (NYSE: GENI) CCO exercises 75,000 RSUs, 35,250 withheld
Genius Sports CCO Jack Davison exercised 75,000 restricted share units into Ordinary Shares on March 20, 2026. This transaction included the withholding of 35,250 shares at $4.53 each to cover tax obligations, a routine compensation-related event rather than an open-market sale. Following these transactions, Davison directly owns 2,029,706 Ordinary Shares.
Genius Sports (GENI) CEO gains shares after RSU vesting and taxes
Genius Sports CEO Mark Locke exercised 120,000 restricted share units (RSUs) into ordinary shares. To cover tax obligations, 7,800 shares were withheld at $4.53 per share, which is a common practice and not considered an open-market sale. Following these compensation-related transactions, Locke's direct holdings in Genius Sports now stand at 20,175,216 ordinary shares.
PUBLIC HEALTH ADVOCACY INSTITUTE (PHAI) FILES LANDMARK SPORTS GAMBLING LAWSUIT AGAINST DRAFTKINGS, FANDUEL, GENIUS SPORTS AND THE NATIONAL FOOTBALL LEAGUE (NFL)
The Public Health Advocacy Institute (PHAI) has filed a landmark product liability lawsuit against DraftKings, FanDuel, Genius Sports, and the NFL, alleging that their online sports betting platforms are unreasonably dangerous and designed to promote addictive microbetting. The lawsuit, brought by two Pennsylvania residents, claims these companies use sophisticated technology and personal "VIP Hosts" to entice users into continuous betting. PHAI asserts that gambling is a recognized addiction, similar to heroin or tobacco, and seeks to hold these entities accountable for the harm caused by their products and practices, especially given the NFL's significant shareholder stake in Genius Sports.
Genius Sports attracts a new bull rating from Texas Capital
Genius Sports has received a new "buy" rating from Texas Capital, indicating a positive outlook for the company's stock. This analyst upgrade suggests that Texas Capital sees significant potential for growth or value in Genius Sports. Investors may view this as a favorable sign for the sports data and technology company's future performance.
If You Invested $1,000 in Genius Sports Limited (GENI)
This article analyzes the historical performance of a $1,000 investment in Genius Sports Limited (GENI) over various periods, showing significant underperformance compared to the S&P 500. It details GENI's business and technology, emphasizing its role in sports data, betting, and media through platforms like GeniusIQ, BetVision, and FANHub, and its partnerships with major sports organizations and brands. The company's financial reporting and segment performance are also outlined, illustrating its integrated approach across the sports value chain.
GENI SEC Filings - Genius Sports Limited 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Genius Sports Limited (GENI) SEC filings, including annual reports (20-F), quarterly earnings (6-K), and material events. It details how Genius Sports, as a foreign private issuer, uses these forms to disclose financial performance, governance decisions, and other material information. The page also features AI-powered summaries of recent filings, such as proposed stock sales, AGM announcements, and interim reports, offering investors quick insights into key developments.
Genius Sports Limited (GENI) Receives a Buy from Craig-Hallum
Craig-Hallum analyst Ryan Sigdahl maintained a Buy rating on Genius Sports Limited (GENI), with the company's shares closing at $4.77. The Street generally rates GENI as a Strong Buy, with an average price target of $10.79, suggesting a significant upside. Despite insider selling activity, the company reported increased quarterly revenue of $240.5 million and a reduced GAAP net loss compared to the previous year.
Genius Sports (GENI) director Kenneth J. Kay reports initial share and RSU holdings
Genius Sports Ltd director Kenneth J. Kay has reported his initial holdings, which include 131,281 Ordinary Shares and 28,701 Restricted Share Units (RSUs). These RSUs, granted on December 11, 2025, are set to vest one year from their grant date, contingent on his continued service. This Form 3 filing establishes his initial ownership position as an insider.
Genius Sports (NYSE: GENI) CLO discloses RSU and share holdings
Genius Sports' Chief Legal Officer, Russell Thomas, has filed an initial insider ownership report (Form 3) disclosing direct ownership of 502,917 Ordinary Shares and several Restricted Share Unit (RSU) awards. These RSUs, which can convert into Ordinary Shares upon meeting service-based vesting conditions, cover a total of 174,922 underlying Ordinary Shares with vesting dates ranging from March 2026 to March 2029. The filing confirms Thomas's initial beneficial ownership in the company and details the structured vesting schedule of his equity compensation.
Genius Sports to Host NewFront on March 26 to Showcase Immersive Advertising and Real-Time Activation Solutions
Genius Sports will host a NewFront event on March 26 to demonstrate its new "Moment Engine" technology, which converts live sports moments into real-time, addressable advertising activations. The event will feature discussions with leaders from major sports and media organizations and aims to highlight how brands can leverage instantaneous fan attention in live sports for commercial outcomes. Genius Sports emphasizes that this is a significant evolution in sports media buying and optimization.
Genius Sports to host NewFront on March 26 to showcase immersive advertising and real-time activation solutions
Genius Sports announced it will host a NewFront on March 26 to present its latest innovations in immersive advertising and real-time activation solutions. The event aims to showcase how the company is driving the future of sports advertising through data-driven insights and advanced technology. This continues Genius Sports' recent engagements in the sports advertising and technology space, including partnerships with Pac-12, Magnite, and WPP Media.
Polar Asset Management Partners Inc. Lowers Holdings in Genius Sports Limited $GENI
Polar Asset Management Partners Inc. reduced its stake in Genius Sports Limited (NYSE:GENI) by 33.9% in the third quarter, selling 296,566 shares and ending with 579,146 shares valued at $7.17 million. Despite analysts holding a "Moderate Buy" consensus rating with a $12.84 price target, the stock trades near its one-year low. The company reported a revenue beat but negative EPS and margins, with institutional investors owning a significant 81.91% of the shares.
Genius Sports signs wide-ranging partnership with Pac-12 Conference
Genius Sports has entered into a multi-year partnership with the Pac-12 Conference, focusing on integrity, technology, and AI for authorized sports betting and performance analysis. The deal involves deploying GeniusIQ across Pac-12 venues to capture data and video, provide real-time insights, and facilitate commercial activation. Genius Sports will also be the exclusive distributor of official Pac-12 data to licensed sportsbooks, establishing an Authorized Gaming Operator program to ensure integrity and protect student-athletes.
Genius Sports (GENI) director lists Ordinary Shares and RSU holdings
Genius Sports Ltd director Claire Nooriala has reported her initial equity holdings, which include 24,705 Ordinary Shares held directly and 18,630 Restricted Share Units (RSUs). These RSUs provide a contingent right to receive Ordinary Shares and will vest one year from their grant date of December 11, 2025, provided she continues her service with the company. The filing indicates her beneficial ownership rather than new trading activity.
Director Kimberly Ann Bradley details GENI share and RSU holdings
Genius Sports Ltd director Kimberly Ann Bradley has filed an initial ownership report (Form 3) detailing her equity position in the company. She directly holds 84,529 Ordinary Shares and 18,630 restricted share units (RSUs). These RSUs, each representing the right to receive one Ordinary Share, were granted on December 11, 2025, and are set to vest one year from that grant date, contingent on her continued service.
Genius Sports stock hits 52-week low at $4.96 By Investing.com
Genius Sports (GENI) stock recently reached a 52-week low of $4.96, trading just 1% above this mark, reflecting a significant year-to-date decline of 54.72% and a six-month plunge of over 60%. Despite this downturn, InvestingPro data suggests the stock is oversold, with analysts predicting profitability for the current year and indicating the stock is undervalued. This comes amidst varied analyst ratings, with some reiterating "Buy" ratings and others maintaining "Hold," while adjusting price targets.
Genius Sports (NYSE: GENI) CEO Mark Locke reports 20M+ shares, major RSU grants
Genius Sports Ltd CEO Mark Locke has filed an initial Form 3, disclosing his equity stake in the company. He holds over 20 million Ordinary Shares directly, alongside several restricted share unit (RSU) awards. These RSU grants involve hundreds of thousands of underlying shares with various vesting schedules extending through 2029.
Genius Sports (GENI) director discloses share and RSU holdings
Genius Sports Ltd director Daniel Paul Burns has filed an initial ownership report (Form 3) detailing his equity stake in the company. The filing reveals his direct ownership of 149,306 Ordinary Shares, indirect ownership of 23,380 Ordinary Shares through Carbon Group Limited, and Restricted Share Units representing 18,630 underlying Ordinary Shares. These RSUs were granted on December 11, 2025, and are set to vest one year from that date, contingent on his continued service.
Genius Sports Limited (GENI) announces a partnership with WPP Media
Genius Sports Limited (GENI) has announced a significant partnership with WPP Media, aiming to enhance its advertising technology and data integration capabilities. This collaboration is expected to bring substantial advancements in how sports data and media interact, benefiting both companies with innovative solutions.
Genius Sports Q4 2025 earnings preview
This article provides an earnings preview for Genius Sports' Q4 2025 financial results. It anticipates the company's performance and key metrics to watch ahead of its official report.
Genius Sports Limited $GENI Position Decreased by Voss Capital LP
Voss Capital LP reduced its stake in Genius Sports Limited ($GENI) by 5.2% in the third quarter, selling 450,000 shares, though other institutional investors significantly increased their positions. Despite analyst price target cuts, the consensus remains a "Moderate Buy" with a target of $12.84, while the stock trades near its 12-month low. Genius Sports' recent quarterly earnings beat revenue estimates but missed on EPS, showing negative margins, yet analysts project a positive year-end EPS.
Penn Capital Management Company LLC Grows Stock Holdings in Genius Sports Limited $GENI
Penn Capital Management Company LLC significantly increased its stake in Genius Sports Limited ($GENI) by 2,593.7% in Q3, now holding 1,219,711 shares worth approximately $15.1 million. Other institutional investors like Invesco, Westfield, and Wellington also boosted their positions, leading to institutional ownership of about 81.91% of the stock. Despite a recent earnings miss, analysts maintain a "Moderate Buy" rating with an average target price of $12.84, while the stock currently trades near $4.99 with a market cap of $1.07 billion.
Genius Sports Announces Availability of Its 2025 Annual Report on Form 20-F
Genius Sports Limited announced the filing of its Annual Report on Form 20-F for the fiscal year ended December 31, 2025, with the Securities and Exchange Commission. Shareholders can access the report on the company's investor relations website or the SEC's website, and can request a hard copy free of charge. Genius Sports is highlighted as a leading data, technology, and broadcast partner for the global sports, betting, and media ecosystem.
Genius Sports Announces Availability of Its 2025 Annual Report on Form 20-F
Genius Sports Limited announced the filing of its Annual Report on Form 20-F for the fiscal year ended December 31, 2025, with the Securities and Exchange Commission. Shareholders can access the report on the Company's Investor Relations website or the SEC's website, and request a free hard copy. Genius Sports operates as a data, technology, and broadcast partner for the global sports, betting, and media ecosystem, serving over 1,000 sports organizations worldwide.
Pac-12 taps Genius Sports to tighten betting rules and power real-time ads
Genius Sports has partnered with the Pac-12 Conference to enhance sports betting integrity, fan engagement, and performance analysis using AI and data platforms. The agreement involves deploying GeniusIQ for real-time insights across Pac-12 football and basketball, along with an Authorized Gaming Operator program to safeguard against betting-related corruption. Additionally, Genius Sports' Moment Engine will enable real-time advertising tied to in-game events, and the Performance Studio will offer advanced analytics to Pac-12 teams.
Genius Sports secures new long-term Swedish football deal
Genius Sports has expanded its data partnership with Svensk Elitfotboll (SEF), the governing body for Sweden’s top two football divisions. The long-term deal now includes access to low-latency video content in addition to official data rights for the Allsvenskan and Superettan competitions. This expansion aims to enhance Genius Sports' European football offering and connect Swedish football with new global audiences through its BetVision platform.
Divisadero Street Capital Management LP Buys 378,907 Shares of Genius Sports Limited $GENI
Divisadero Street Capital Management LP significantly increased its stake in Genius Sports Limited (NYSE:GENI) by 226.9%, now holding 545,892 shares worth $6.76 million. Other hedge funds like Wellington Management Group, Cooper Creek Partners Management, Senvest Management, Hood River Capital Management, and Westfield Capital Management also adjusted their positions. Genius Sports reported mixed Q3 results with an EPS miss but revenue beat, and analysts have given the stock a "Moderate Buy" rating with a consensus target price of $12.84.
Genius Sports Limited (NYSE:GENI) Given Average Rating of "Moderate Buy" by Brokerages
Genius Sports Limited (NYSE:GENI) has received a consensus rating of "Moderate Buy" from twenty brokerages, with an average one-year price target of $12.84. Despite missing EPS estimates at ($0.08) compared to a $0.02 forecast, the company's revenue rose 37% to $240.5 million, surpassing expectations. Institutional investors hold approximately 81.91% of the shares, with several prominent firms increasing their stakes.
How Investors May Respond To Genius Sports (GENI) Reaffirmed 2026 Guidance And Magnite Integration
Genius Sports (GENI) reaffirmed its 2026 revenue guidance of $810 million to $820 million after reporting Q4 2025 revenue of $240.5 million and a net loss of $20.62 million. A new integration with Magnite's ClearLine platform aims to enhance live sports advertising by embedding Genius Sports' Moment Engine signals, which could boost the company's Media segment. While management is confident in top-line growth, investors should consider the ongoing high costs and cash burn as the company aims for sustainable profits.
Craig-Hallum Sticks to Its Buy Rating for Genius Sports Limited (GENI)
Craig-Hallum analyst Ryan Sigdahl reaffirmed a Buy rating for Genius Sports Limited (GENI), aligning with Northland Securities, despite a recent Hold rating from TipRanks – OpenAI. Genius Sports reported increased quarterly revenue of $240.5 million, though it still has a GAAP net loss of $20.62 million. Corporate insider sentiment towards the stock is negative due to increased selling activity.
