
Genius Sports (GENI) Stock Forecast & Price Target
Genius Sports (GENI) Analyst Ratings
Bulls say
Genius Sports Ltd is positioned for significant financial growth, particularly in its Media Technology sector, where gross margins are projected to expand from 47.6% in 2024 to 52% by 2028, reflecting a robust operating leverage. The company anticipates an increase in adjusted EBITDA margins, enhancing from 21.1% to 23.0% due to improving gross margins and controlled operating expenses. Additionally, Media revenue is expected to rebound dramatically, forecasting an acceleration from a decline of 17% in the first half to a growth of 61% in the second half, driven by strategic partnerships and seasonal sports events.
Bears say
Genius Sports Ltd faces a challenging financial outlook, highlighted by a decline in the percentage of wagers with legal operators in Illinois from 94% to 89% following a tax rate increase, indicating potential headwinds in regulatory environments. Additionally, lower than expected global sports betting gross gaming revenue (GGR) and higher costs in the third quarter, particularly related to cost of goods sold (COGS), suggest pressure on profitability and operational efficiency. Furthermore, operators' reliance on costly promotions to meet growth targets presents a risk of squeezed margins, while the potential failure to renew key agreements could lead to significant revenue losses for the company.
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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