
Genius Sports (GENI) Stock Forecast & Price Target
Genius Sports (GENI) Analyst Ratings
Bulls say
Genius Sports is benefiting from a stronger-than-expected core business as 2Q revenue and adjusted EBITDA came in 6% and 17% above estimates at $196 million and $53 million, while 2026 guidance was raised to $1,005 million-$1,025 million of revenue and $285 million-$295 million of EBITDA. Its bullish case is supported by exclusive sports data relationships, a quasi-duopoly position, and growing monetization opportunities in prediction markets, with meaningful 2Q revenue already generated from Kalshi and Polymarket and additional upside still possible from an NFL deal not yet in guidance. The company’s media flywheel also appears to be improving, as Media revenue beat expectations by 7.6% and both legacy Genius and Legend grew more than 20% in 2Q, suggesting expanding synergies, pricing power, and operating leverage.
Bears say
Genius Sports is viewed negatively because its core betting revenue depends on sports betting GGR growth slowing through '25 less than hoped, while weaker-than-expected live betting adoption or lower per-capita spend could limit market access and suppress take-rate gains. If pricing power with sports betting operators remains limited, revenue growth may disappoint and the company’s high fixed-cost base would leave minimal margin expansion from current levels. The quant model also flags a strong Growth tilt but weak Quality exposure, suggesting that despite attractive historic or forecast growth, the earnings stream may remain less stable and less durable.
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
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Genius Sports (GENI) Analyst Forecast & Price Prediction
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