Prediction Market Catalysts: Social media chatter highlights recent partnerships with platforms like Polymarket and Kalshi as key drivers for Genius Sports, positioning the company to capitalize on growing demand for official sports data. Analysts note that these developments could expand revenue streams beyond traditional betting markets.
NFL Season Anticipation: With the NFL season approaching, participants on social media emphasize potential catalysts from league approvals and increased data usage, viewing the timing as supportive for sustained interest in the stock. Discussions also reference chart patterns showing consolidation and recovery signals.
Analyst Reaffirmations: Recent commentary points to reiterated outperform ratings and price targets around $10, tied to monetization opportunities in prediction markets and sports data infrastructure. Overall sentiment remains optimistic amid these themes.
Note: This discussion summary was generated from an AI condensation of post data.
Genius Sports Hedge Fund Activity
We have seen 182 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 1 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
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 5 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
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.
