Genius Sports Poised for Growth in Data Sales
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 59 minutes ago
0mins
Should l Buy GENI?
Source: NASDAQ.COM
- Market Growth Potential: Genius Sports is positioned as a key provider of real-time data through partnerships with major sports leagues, with betting technology revenue projected to grow 33% year-over-year to $472 million in 2025, highlighting its critical role in the expanding sports betting market.
- Acquisition Impact: The company recently acquired Legends for $1.2 billion, enhancing its customer acquisition capabilities in the sports betting sector, with combined revenue expected to reach $1.1 billion in 2025 and adjusted EBITDA between $320 million and $330 million, strengthening its competitive edge.
- Prediction Market Opportunities: With the emergence of prediction markets like Kalshi, Genius Sports' advantage in providing sports data positions it favorably in this legal gray area, and despite uncertainties, the demand for its data services is expected to grow steadily.
- Investor Attention: Currently trading at $4.38, significantly below Wall Street's average price target of $12.76, Genius Sports' undervaluation and market demand make it a focal point for investors looking for growth opportunities.
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Analyst Views on GENI
Wall Street analysts forecast GENI stock price to rise
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 4.330
Low
13.00
Averages
16.00
High
20.00
Current: 4.330
Low
13.00
Averages
16.00
High
20.00
About GENI
Genius Sports Limited is the official data, technology and broadcast partner that powers the ecosystem connecting sports, betting and media. It operates through one segment, which consists of providing access to Betting Content Technology, Content and Services; Media Technology Content and Services; and Sports Technology and Services. It builds and supplies technology and services that allow sports leagues to collect, analyze and monetize their data with added tools to deepen fan engagement. It provides sports leagues with bespoke monitoring technology and education services to help protect their competitions and athletes from the threats of match fixing and betting-related corruption. It offers official data, outsourced bookmaking, trading/risk management services and live audio-visual game content that is derived from its streaming partnerships with sports leagues. Its offerings include Live sports data, Pre-game and in-game odds feeds, and BetVision, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Genius Sports Set to Announce Q1 Earnings on May 7
- Earnings Announcement: Genius Sports (GENI) is set to release its Q1 earnings on May 7 before market open, with a consensus EPS estimate of $0.01, reflecting a significant year-over-year increase of 133.3%, indicating potential improvements in profitability.
- Revenue Expectations: The anticipated revenue for Q1 stands at $170.98 million, representing an 18.7% year-over-year growth, showcasing the company's growth potential despite facing fragile economic conditions.
- Performance Beat Record: Over the past year, Genius Sports has beaten EPS estimates 25% of the time while achieving a 100% beat rate on revenue estimates, demonstrating stability in revenue management amidst market fluctuations.
- Estimate Revision Trends: In the last three months, EPS estimates have seen no upward revisions and one downward revision, while revenue estimates experienced two upward revisions and eight downward revisions, reflecting a cautious market sentiment regarding the company's future performance.
See More
Genius Sports Poised for Growth in Data Sales
- Market Growth Potential: Genius Sports is positioned as a key provider of real-time data through partnerships with major sports leagues, with betting technology revenue projected to grow 33% year-over-year to $472 million in 2025, highlighting its critical role in the expanding sports betting market.
- Acquisition Impact: The company recently acquired Legends for $1.2 billion, enhancing its customer acquisition capabilities in the sports betting sector, with combined revenue expected to reach $1.1 billion in 2025 and adjusted EBITDA between $320 million and $330 million, strengthening its competitive edge.
- Prediction Market Opportunities: With the emergence of prediction markets like Kalshi, Genius Sports' advantage in providing sports data positions it favorably in this legal gray area, and despite uncertainties, the demand for its data services is expected to grow steadily.
- Investor Attention: Currently trading at $4.38, significantly below Wall Street's average price target of $12.76, Genius Sports' undervaluation and market demand make it a focal point for investors looking for growth opportunities.
See More
Genius Sports: A Leader in the Sports Betting Market
- Market Growth Potential: The sports betting market has seen significant growth in recent years, and Genius Sports, as a data provider, is expected to benefit from emerging prediction markets, particularly after regulatory approval for platforms like Kalshi and Polymarket, which could further drive revenue growth.
- Strong Revenue Growth: Genius Sports' betting technology segment achieved a 33% year-over-year growth in 2025, reaching $472 million in revenue, demonstrating its dominant position in the rapidly evolving betting market while contributing the majority of the company's overall sales.
- Acquisition Strategy: The company acquired Legends for $1.2 billion, aiming to penetrate the sports betting industry from two different angles, profiting not only from data sales but also from customer acquisition fees, thereby enhancing its competitive edge in the market.
- Investment Appeal: Wall Street's average price target for Genius Sports is $12.76, which is 200% above the current price, indicating a positive market outlook for its future growth, especially against the backdrop of the ongoing expansion in the betting market.
See More
Prediction Markets Surge as Genius Sports Poised for Growth
- Market Volume Milestone: Polymarket recorded a monthly trading volume of $10.57 billion in March 2026, marking the first time it surpassed the $10 billion threshold, indicating rapid growth in prediction markets that may attract more investor interest.
- Significant Quarterly Growth: The total trading volume for Polymarket in Q1 reached $26.2 billion, up over 90% from the previous quarter, suggesting strong market demand that could lead to increased institutional participation.
- Genius Sports' Market Position: Genius Sports generated $669.5 million in revenue in 2025, a 31% year-over-year increase, and projects organic revenue of $810 million to $820 million in 2026, reflecting robust performance and demand in the sports data sector.
- Enhanced Regulatory Support: The Commodity Futures Trading Commission's backing of Polymarket signals the legitimacy of official sports data in event markets, providing a favorable regulatory environment for Genius Sports that could further drive its business growth.
See More
IFC Advisors Increases Stake in Genius Sports by 676,034 Shares
- Stake Increase: According to an SEC filing dated May 4, 2026, IFC Advisors LLC increased its stake in Genius Sports by 676,034 shares, with an estimated transaction value of $4.81 million; however, the company's market value at quarter-end fell by $16.17 million due to market fluctuations, highlighting investment risks.
- Ownership Proportion: Following this increase, Genius Sports now represents 2.27% of IFC Advisors' 13F reportable assets, becoming its seventh-largest holding, reflecting IFC's continued confidence in the company despite a 59.7% decline in stock price over the past year.
- Financial Performance: Genius Sports reported a revenue of $669.49 million in 2025, a 31% increase year-over-year, yet it faced a net loss of $111.58 million, indicating that despite revenue growth, profitability remains insufficient, impacting investor confidence.
- Acquisition Activity: Genius Sports recently completed the acquisition of Legend, with a potential cost of up to $1.2 billion, requiring $850 million in borrowing; while this move may offer long-term growth prospects, it increases financial pressure in the short term, raising concerns among investors about future performance.
See More
Genius Sports Shows Significant Upside Potential Post-Legend Acquisition
- Sports Betting Moat: Genius Sports operates in a near-duopoly with Sportradar, holding exclusive data distribution rights for top leagues like the NFL and NCAA, which secures its core position in the sports betting market and is expected to enhance its competitive edge.
- Positive Profitability Outlook: Although currently unprofitable, Genius Sports saw a 31% revenue increase to $669.5 million in 2025, with projections for a 64% rise to $1.1 billion in 2026, indicating strong growth potential and a path to profitability in the near future.
- Undervalued Stock: With shares trading around $4.40 and analysts setting a 12-month price target of $11, there is significant upside potential, suggesting that the market's reaction to its Q4 earnings miss may be an overreaction, presenting a buying opportunity.
- Advertising Technology Innovation: The Moment Engine launched by Genius Sports leverages exclusive low-latency data feeds to deliver ads during key moments in games, enhancing ad precision and viewer engagement, thereby expanding its revenue streams.
See More
Genius Sports Set to Announce Q1 Earnings on May 7
- Earnings Announcement: Genius Sports (GENI) is set to release its Q1 earnings on May 7 before market open, with a consensus EPS estimate of $0.01, reflecting a significant year-over-year increase of 133.3%, indicating potential improvements in profitability.
- Revenue Expectations: The anticipated revenue for Q1 stands at $170.98 million, representing an 18.7% year-over-year growth, showcasing the company's growth potential despite facing fragile economic conditions.
- Performance Beat Record: Over the past year, Genius Sports has beaten EPS estimates 25% of the time while achieving a 100% beat rate on revenue estimates, demonstrating stability in revenue management amidst market fluctuations.
- Estimate Revision Trends: In the last three months, EPS estimates have seen no upward revisions and one downward revision, while revenue estimates experienced two upward revisions and eight downward revisions, reflecting a cautious market sentiment regarding the company's future performance.
See More
Genius Sports Poised for Growth in Data Sales
- Market Growth Potential: Genius Sports is positioned as a key provider of real-time data through partnerships with major sports leagues, with betting technology revenue projected to grow 33% year-over-year to $472 million in 2025, highlighting its critical role in the expanding sports betting market.
- Acquisition Impact: The company recently acquired Legends for $1.2 billion, enhancing its customer acquisition capabilities in the sports betting sector, with combined revenue expected to reach $1.1 billion in 2025 and adjusted EBITDA between $320 million and $330 million, strengthening its competitive edge.
- Prediction Market Opportunities: With the emergence of prediction markets like Kalshi, Genius Sports' advantage in providing sports data positions it favorably in this legal gray area, and despite uncertainties, the demand for its data services is expected to grow steadily.
- Investor Attention: Currently trading at $4.38, significantly below Wall Street's average price target of $12.76, Genius Sports' undervaluation and market demand make it a focal point for investors looking for growth opportunities.
See More
Genius Sports: A Leader in the Sports Betting Market
- Market Growth Potential: The sports betting market has seen significant growth in recent years, and Genius Sports, as a data provider, is expected to benefit from emerging prediction markets, particularly after regulatory approval for platforms like Kalshi and Polymarket, which could further drive revenue growth.
- Strong Revenue Growth: Genius Sports' betting technology segment achieved a 33% year-over-year growth in 2025, reaching $472 million in revenue, demonstrating its dominant position in the rapidly evolving betting market while contributing the majority of the company's overall sales.
- Acquisition Strategy: The company acquired Legends for $1.2 billion, aiming to penetrate the sports betting industry from two different angles, profiting not only from data sales but also from customer acquisition fees, thereby enhancing its competitive edge in the market.
- Investment Appeal: Wall Street's average price target for Genius Sports is $12.76, which is 200% above the current price, indicating a positive market outlook for its future growth, especially against the backdrop of the ongoing expansion in the betting market.
See More
Prediction Markets Surge as Genius Sports Poised for Growth
- Market Volume Milestone: Polymarket recorded a monthly trading volume of $10.57 billion in March 2026, marking the first time it surpassed the $10 billion threshold, indicating rapid growth in prediction markets that may attract more investor interest.
- Significant Quarterly Growth: The total trading volume for Polymarket in Q1 reached $26.2 billion, up over 90% from the previous quarter, suggesting strong market demand that could lead to increased institutional participation.
- Genius Sports' Market Position: Genius Sports generated $669.5 million in revenue in 2025, a 31% year-over-year increase, and projects organic revenue of $810 million to $820 million in 2026, reflecting robust performance and demand in the sports data sector.
- Enhanced Regulatory Support: The Commodity Futures Trading Commission's backing of Polymarket signals the legitimacy of official sports data in event markets, providing a favorable regulatory environment for Genius Sports that could further drive its business growth.
See More
IFC Advisors Increases Stake in Genius Sports by 676,034 Shares
- Stake Increase: According to an SEC filing dated May 4, 2026, IFC Advisors LLC increased its stake in Genius Sports by 676,034 shares, with an estimated transaction value of $4.81 million; however, the company's market value at quarter-end fell by $16.17 million due to market fluctuations, highlighting investment risks.
- Ownership Proportion: Following this increase, Genius Sports now represents 2.27% of IFC Advisors' 13F reportable assets, becoming its seventh-largest holding, reflecting IFC's continued confidence in the company despite a 59.7% decline in stock price over the past year.
- Financial Performance: Genius Sports reported a revenue of $669.49 million in 2025, a 31% increase year-over-year, yet it faced a net loss of $111.58 million, indicating that despite revenue growth, profitability remains insufficient, impacting investor confidence.
- Acquisition Activity: Genius Sports recently completed the acquisition of Legend, with a potential cost of up to $1.2 billion, requiring $850 million in borrowing; while this move may offer long-term growth prospects, it increases financial pressure in the short term, raising concerns among investors about future performance.
See More
Genius Sports Shows Significant Upside Potential Post-Legend Acquisition
- Sports Betting Moat: Genius Sports operates in a near-duopoly with Sportradar, holding exclusive data distribution rights for top leagues like the NFL and NCAA, which secures its core position in the sports betting market and is expected to enhance its competitive edge.
- Positive Profitability Outlook: Although currently unprofitable, Genius Sports saw a 31% revenue increase to $669.5 million in 2025, with projections for a 64% rise to $1.1 billion in 2026, indicating strong growth potential and a path to profitability in the near future.
- Undervalued Stock: With shares trading around $4.40 and analysts setting a 12-month price target of $11, there is significant upside potential, suggesting that the market's reaction to its Q4 earnings miss may be an overreaction, presenting a buying opportunity.
- Advertising Technology Innovation: The Moment Engine launched by Genius Sports leverages exclusive low-latency data feeds to deliver ads during key moments in games, enhancing ad precision and viewer engagement, thereby expanding its revenue streams.
See More
