Genius Sports (GENI)
Runs official data, betting feeds, streaming tools, and sports-media monetization for partners.
Something off on this page? Send us feedback.
Provides B2B technology for leagues, sportsbooks, broadcasters, brands, and sports-media properties. Revenue is organized around betting technology, media technology, and sports technology, with the business shaped by official rights, live data feeds, AI tracking, interactive video, supplier licensing, and the Legend media network.
Turns official sports data and league relationships into B2B products for sportsbooks, leagues, broadcasters, brands, and media partners. The core product lines are Betting Technology, Content and Services; Media Technology, Content and Services; and Sports Technology and Services.
Betting products include real-time data and odds APIs, managed trading, risk tools, and BetVision / Watch & Bet interactive streams. Sports and media products add GeniusIQ, Second Spectrum tracking and analytics, FANHub media buying, advertising inventory, and Legend properties such as Covers.com, Casino.org, and Casino Guru.
The footprint is international, anchored by relationships such as the NFL and Football DataCo. The model depends on renewing official data and streaming rights, holding supplier licenses where required, and integrating Legend into a regulated sports-betting media business.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 7, 2026 | Needham | Reiterate | Rating: —Target: $10 | Target: $12 |
| Aug 7, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $9.50 | Target: $10.50 |
| Aug 7, 2026 | Roth Capital | Reiterate | Rating: —Target: $10 | Target: $12 |
| Aug 7, 2026 | Wells Fargo | Downgrade | ||
| Aug 6, 2026 | Guggenheim | Reiterate | Rating: —Target: $17 | Target: $12 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $155.1M · Total debt $821.0M · Total assets $2.11B · Shareholders' equity $684.0M
- Revenue
- $195.5M
- Operating income
- −$26.6M
- Net income
- −$76.7M
No dividends on record.
| Institutions | 186.74% | 480.92M ADS | |
|---|---|---|---|
| 295 holders · as of Jun 30, 2026 | |||
| Insiders | 6.73% | 17.34M ADS | |
| 8 holders · as of Sep 18, 2026 | |||
| Strategic holders | 10.91% | 28.10M ADS | |
| 2 holders · as of Feb 17, 2026 | |||
| Adds to | 204.38% | ||
257.54M ADS as of Sep 2, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Dec 2024 annual report; nothing newer is on file here.
These groups come from separate filings that can overlap, so they add to 204.38%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.36% | 19.77M ADS · 19.77M ADS | as of Jun 30, 2026 |
Senvest Management, LLCInstitution | 12.33% | 15.88M ADS · 15.88M ADS | as of Jun 30, 2026 |
Glenview Capital Management, LLCInstitution | 10.48% | 13.50M ADS · 13.50M ADS | as of Jun 30, 2026 |
Hood River Capital Management LLCInstitution | 10.04% | 12.93M ADS · 12.93M ADS | as of Jun 30, 2026 |
Stephens Investment Management Group LLCInstitution | 8.30% | 10.69M ADS · 10.69M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 17, 2026 | Thomas Russell | officer: Chief Legal Officer | −50,000 | $6.51 |
| Sep 15, 2026 | Mark Locke | director, officer: Chief Executive Officer | +1 | $5.00 |
| Sep 15, 2026 | Mark Locke | director, officer: Chief Executive Officer | −477,450 | $6.58 |
| Sep 17, 2026 | Mark Locke | director, officer: Chief Executive Officer | −50,000 | $6.54 |
| Sep 16, 2026 | Mark Locke | director, officer: Chief Executive Officer | −272,551 | $6.56 |
- Sportradar Group
Closest public peer in sports data, betting, and media tech
- Gambling.com Group
Post-Legend peer in gambling media and sports data
- Castellum
Affiliate-marketing peer for betting and casino operators
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Genius Sports | $5.85 | +1.56% | $1.48B | — | 125.8 | 1.9 | +64.7% |
| Sportradar Group | $13.50 | +7.66% | $3.71B | 217.0 | 29.4 | 2.3 | +15.3% |
| Gambling.com Group | $1.91 | +1.06% | $67.3M | — | 3.3 | 0.4 | −4.6% |
| Castellum | $0.6545 | +3.53% | $59.9M | — | 21.8 | 1.1 | −1.1% |
| Median | 217.0 | 21.8 | 1.1 | −1.1% |