Research Release: Recent social media activity centered on Genius Sports' new study outlining strategies for multiscreen sports advertising. Observers pointed to its implications for revenue growth amid evolving digital platforms. Discussions emphasized how such insights could reshape industry approaches to fan engagement.
Guidance Outlook: Traders referenced raised projections and potential prediction-market partnerships as key drivers of interest. Some noted steady share performance over recent sessions despite broader market volatility. Comments underscored the company's role in sports betting infrastructure without speculating on valuations.
Earnings Anticipation: Users expressed expectations around upcoming financial results, with mentions of possible profitability milestones. Overall conversation remained measured amid general sector movements. Sentiment appears cautiously optimistic.
Note: This discussion summary was generated from an AI condensation of post data.
Genius Sports Hedge Fund Activity
We have seen 183 institutional investors add shares of Genius Sports stock to their portfolio, and 162 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VOSS CAPITAL, LP removed 6,225,000 shares (-47.6%) from their portfolio in Q2 2026, for an estimated $37,723,500
- TIMESSQUARE CAPITAL MANAGEMENT, LLC removed 5,782,631 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $35,042,743
- HOOD RIVER CAPITAL MANAGEMENT LLC added 5,686,089 shares (+78.5%) to their portfolio in Q2 2026, for an estimated $34,457,699
- BLACKROCK, INC. added 5,138,884 shares (+35.1%) to their portfolio in Q2 2026, for an estimated $31,141,637
- GLENVIEW CAPITAL MANAGEMENT, LLC added 4,934,399 shares (+57.6%) to their portfolio in Q2 2026, for an estimated $29,902,457
- FRONTIER CAPITAL MANAGEMENT CO LLC added 4,464,966 shares (+89.9%) to their portfolio in Q2 2026, for an estimated $27,057,693
- PORTOLAN CAPITAL MANAGEMENT, LLC added 4,234,791 shares (+151.7%) to their portfolio in Q2 2026, for an estimated $25,662,833
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Genius Sports Analyst Ratings
Wall Street analysts have issued reports on $GENI in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 05/08/2026
- BTIG issued a "Buy" rating on 03/05/2026
To track analyst ratings and price targets for Genius Sports, check out Quiver Quantitative's $GENI forecast page.
Genius Sports Price Targets
Multiple analysts have issued price targets for $GENI recently. We have seen 7 analysts offer price targets for $GENI in the last 6 months, with a median target of $9.0.
Here are some recent targets:
- Bernie McTernan from Needham set a target price of $10.0 on 05/08/2026
- Jason Bazinet from Citigroup set a target price of $8.0 on 05/08/2026
- Clark Lampen from BTIG set a target price of $9.0 on 05/07/2026
- Barry Jonas from Truist Securities set a target price of $10.0 on 04/21/2026
- Jeffrey Stantial from Stifel set a target price of $5.0 on 04/09/2026
- Jed Kelly from Oppenheimer set a target price of $11.0 on 03/05/2026
- Trey Bowers from Wells Fargo set a target price of $9.0 on 03/05/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
