Platform Innovation: Discussions on social media highlight Genius Sports' recent launch of Prediction.com, a platform that aggregates prediction market prices with live sports data. Analysts note its potential to enhance user engagement in event contracts across multiple venues. The move positions the company at the intersection of data analytics and emerging betting technologies.
Market Sentiment: Traders express varied views, with some sharing technical charts suggesting short-term entry points while cautioning it remains a speculative bet rather than a long-term hold. Others reference job postings and partnerships as signs of operational growth amid the launch buzz. Overall chatter reflects cautious interest in how this development may influence upcoming earnings.
Note: This discussion summary was generated from an AI condensation of post data.
Genius Sports Hedge Fund Activity
We have seen 181 institutional investors add shares of Genius Sports stock to their portfolio, and 163 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.
