Genius Sports

GENI · NYSE

$6.68+$0.11 (+1.67%)TodayMarket closed · Oct 20, 7:42 PM ET

Prev close $6.57

GENI analyst rating

BuyConsensus of 14 analysts over the last 12 months. 86% rate it a buy.

Strong buy0
Buy12
Hold2
Underperform0
Sell0

12-month price target · 24 analysts

Average $11.29 (+69.1% upside)

Low: $6.06
Now: $6.68
High: $21.00

Upgrades and downgrades

The latest rating actions, newest first

GENI analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Macquarie	Oct 7, 2026	Maintains	Outperform	$12.00 → $11.00	40%
JP Morgan	Sep 25, 2026	Initiates	Overweight	$8.00	40%
Guggenheim	Aug 7, 2026	Maintains	Buy	$11.00 → $12.00	45%
Macquarie	Aug 7, 2026	Maintains	Outperform	$10.00 → $12.00	40%
Oppenheimer	Aug 7, 2026	Maintains	Outperform	$10.00 → $12.00	58%
Needham	Aug 7, 2026	Maintains	Buy	$10.00 → $12.00	48%
Wells Fargo	Aug 7, 2026	Downgrade	Overweight → Equal-Weight	$8.00	33%
BTIG	Aug 6, 2026	Maintains	Buy	$9.00 → $10.00	39%
Oppenheimer	Jul 31, 2026	Maintains	Outperform	$9.00 → $10.00	58%
Stifel	Jul 22, 2026	Maintains	Hold	$5.00 → $7.00	23%

The case for and against

Updated Oct 14, 2026

Bull case

Genius Sports is viewed positively because 2Q revenue and adjusted EBITDA beat estimates by 6% and 17%, while management lifted 2026 guidance to $1,005 million-$1,025 million of revenue and $285 million-$295 million of adjusted EBITDA, implying roughly 28.6% EBITDA margin. Its core betting data franchise is benefiting from global sports betting growth, new relationships with Kalshi and Polymarket, and an NFL-linked opportunity that could expand take rates and improve monetization without a corresponding jump in customer acquisition costs. The outlook is further strengthened by more than 20% growth at both legacy GENI Media and Legend, ahead-of-schedule synergy extraction, and a year-end cash balance expected at $260 million with leverage down to 2.0x.

Bear case

Genius Sports is vulnerable to a slowdown in global sportsbetting GGR CAGR through ’25, which would limit demand growth in its core Betting Technology, Content, and Services division, where it generates the most revenue. If GENI has less pricing power than expected in negotiations with sports betting operators, its take rate may only rise slightly, leaving revenue growth weak while high fixed costs constrain operating leverage and margin expansion from current levels. The bearish view is further reinforced by dependence on live betting adoption and on strategic relationships with leagues and customers, which raises execution, regulatory, cybersecurity, and reputational risks that could pressure fundamentals.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.