Sports betting momentum: Social media conversations underscore Genius Sports' position as a key data provider in the expanding sports betting sector. Analysts note its contracts with major leagues provide stability amid shifting market shares among betting platforms.
Financial performance focus: Traders point to recent revenue figures showing solid year-over-year gains and guidance for continued expansion. Some highlight the company's valuation metrics relative to projected earnings as a point of interest.
Strategic partnerships: Discussions emphasize long-term deals with professional sports organizations that could drive future data demand. Observers remain engaged with how these ties position the firm amid industry growth.
Note: This discussion summary was generated from an AI condensation of post data.
Genius Sports Hedge Fund Activity
We have seen 184 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.
