GENI Genius Sports Ltd

Benchmark has reiterated a Buy rating and a $16.00 price target on Genius Sports Ltd. (NYSE:GENI), naming it their 2026 EDM Top Idea due to accelerating media monetization, improving data-driven engagement, and expanding operating leverage. The company's Investor Day outlined targets of $1.2 billion in revenue and $365 million in adjusted EBITDA by 2028, with 60% free cash flow conversion, supported by long-term rights and a largely fixed cost base. Other analysts like Goldman Sachs, Citizens, BTIG, and Guggenheim have also raised their price targets and maintained positive ratings, reflecting strong confidence in Genius Sports' growth and financial prospects.

Benchmark analyst Mike Hickey reiterated a Buy rating and $16.00 price target for Genius Sports Ltd. (NYSE: GENI), naming it a Top 2026 EDM Top Idea. The analyst highlighted the company's accelerating media monetization, data-driven engagement, and expanding operating leverage, anticipating it will become a durable cash flow compounder. Genius Sports management provided strong multi-year growth targets for 2028, including $1.2B in revenue and $365M in AEBITDA.

Benchmark Co. analyst Mike Hickey has reiterated a "buy" rating for Genius Sports (GENI.US) and maintained a target price of $16. The analyst has a 55.1% success rate and a 2.4% average return over the past year, according to TipRanks data. This information is intended for informational purposes only and not as investment advice.

Voya Investment Management LLC significantly reduced its stake in Genius Sports Limited ($GENI) by 47.9% in Q3, now holding 1,597,656 shares valued at $19.78 million. Despite missing EPS estimates, Genius Sports reported revenue that beat expectations and maintains a "Moderate Buy" consensus rating from analysts with a $15.05 price target. The company currently trades around $10.80, facing negative net margin and return on equity.

Channel Wealth LLC significantly increased its stake in Genius Sports Limited (NYSE:GENI) in Q3 by acquiring 321,214 additional shares, bringing its total holdings to 356,418 shares valued at $4.41 million. Despite a Q3 EPS miss, the company's revenue exceeded expectations, and analysts maintain a "Moderate Buy" consensus with an average price target of $15.05. Institutional investors and hedge funds collectively own approximately 81.9% of Genius Sports stock.

Nomura Holdings Inc. has invested $5.20 million in Genius Sports Limited, acquiring 500,000 shares in the 2nd quarter of 2025. This move is part of a broader institutional trend, with other major firms like Geode Capital Management and Wellington Management Group also increasing their stakes, bringing institutional ownership to 81.91%. Despite the company remaining unprofitable with a Q2 EPS miss, analysts maintain a "Moderate Buy" rating with a consensus target price of $15.05.