
Genius Sports (GENI) Stock Forecast & Price Target
Genius Sports (GENI) Analyst Ratings
Bulls say
Genius Sports is a leading B2B provider of technology and services for the sports betting, sports media, and sports industries, with a strong focus on growth and innovation through proprietary technology and robust data infrastructure. Despite potential concerns over the impact of sports betting handle deceleration and regulation on the prediction market, Genius Sports has secured a premier position in the market with strong relationships with over 400 sports leagues, 300 sportsbooks, and 100 marketing customers, and operates in a quasi duopoly with its main competitor, Sportradar. With a 2Q rev/EBITDA beat, raised guidance, and potential synergies from its acquisition of Legend, Genius Sports is well-positioned for +52%/113% revs/EBITDA growth in 2026.
Bears say
Genius Sports is expected to outpace the overall market due to its strong positioning in a quasi-duopoly market and potential for significant operating leverage. However, there are concerns about its ability to negotiate favorable pricing with sports betting operators, potentially leading to lower revenue and minimal margin expansion. While its current valuation and strong future growth potential warrant a BUY rating, there is bear case assumption that global sports betting growth may slow, impacting the company's overall take rate.
This aggregate rating is based on analysts' research of Genius Sports and is not a guaranteed prediction by Public.com or investment advice.
Genius Sports (GENI) Analyst Forecast & Price Prediction
Start investing in Genius Sports (GENI)
Order type
Buy in
Order amount
Est. shares
0 shares