US · Communication Services · Internet Content & Information
EPS came in at -0.28 against a street estimate of -0.13 — a miss of 115.4%.
Analysts rate Genius Sports Ltd a strong buy (14 buy, 1 hold, 0 sell out of 15) with an average price target of $11.03.
CONFIDENT Genius beat Q2 guidance on revenue ($196M, +65% YoY), EBITDA ($53M), and cash. Legend acquisition delivering ahead-of-schedule synergies. Prediction markets emerging as major growth driver alongside core betting and media expansion. Q2 2026 Business geographically diversified; prediction market expansion particularly active in Argentina and Mexico partnerships. Analysts pressed on Legend integration speed, OSB volume risk, and prediction market monetization scale. Management consistently answered: synergies ahead-of-schedule, business model insulated by fixed fees, and upside unquantified but significant—particularly around NFL, which remains withheld from 2026 guidance. 2026-08-06…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 5.47% |
| RIMA MANAGEMENT, LLC | 5.10% |
| Glenview Capital Management LLC | 5.04% |
| Stephens Inv Mgmt Group LLC | 4.00% |
| Shapiro Capital Management Co Inc | 3.69% |
| Frontier Capital Management CO Inc | 3.52% |
| Hood River Capital Management LLC | 2.71% |
| Discovery Capital Management LLC | 2.70% |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Genius Sports Ltd — free to start.
Google PlayApp StoreData updated 2026-09-18.