Genius Sports

GENI

Market cap $2.46B

This mid-cap stock's late 2025 slide could prove to be a generational buying opportunity. The reason behind that tumble is actually an opportunity for this company.

Global Alpha increased its Genius Sports stake by 537,900 shares, a net position change of $15.05 million. The transaction value represents 0.37% of 13F reportable assets under management.

Genius Sports Limited (GENI) Analyst/Investor Day Transcript

NEW YORK & LONDON--(BUSINESS WIRE)--Genius Sports Limited (NYSE:GENI) (“Genius Sports,” "Genius" or the “Group”), the official data, technology and broadcast partner that powers the global ecosystem connecting sports, betting and media, is hosting an Investor Day today to present its 2028 financial outlook and the technology and growth strategy which underpin it. Across the event, the Genius Sports leadership team will showcase the power of its scaled data technology platform, GeniusIQ, as the.

NEW YORK--(BUSINESS WIRE)--Genius Sports Limited (“Genius Sports”) has struck a new partnership with FanDuel Sports Network to provide brands with the first nationwide Intelligent Content Platform to build meaningful connections with U.S. sports fans. Across more than 300 NBA games per season, as well as the WNBA, Genius Sports will empower brand partners with premium, in-game ad inventory across linear, digital and streaming environments. Brands can own key moments of the live action with real.

New York City-based Cooper Creek Partners Management reduced its position in Genius Sports by nearly 7.5 million shares in the third quarter. The position value fell by $74.1 million from quarter to quarter.

NEW YORK & LONDON--(BUSINESS WIRE)--The Confederação Brasileira de Futebol (“CBF”), one of the most prestigious organizations in the world's game, has selected Genius Sports Limited (“Genius Sports”) (NYSE:GENI) to implement its world-leading semi-automated offside technology (“SAOT”) in 2026. Genius Sports' SAOT solution is the leader in world football – used across the Premier League, CONMEBOL's Copa Sudamericana and Copa Libertadores, as well as the Belgian Pro League. CBF will now empower i.

NEW YORK & LONDON--(BUSINESS WIRE)--Genius Sports Limited (“Genius Sports”) (NYSE:GENI) today announced a global partnership with Publicis Sports to reshape the future of fan engagement through FANHub, Genius Sports' proprietary sports advertising platform. Through FANHub, Publicis Sports clients will gain access to the most advanced sports advertising technologies available. This AI-driven platform enables brands to connect with specific, verified fans at peak moments of passion and attention,.

Genius Sports Limited is delivering strong revenue growth and customer engagement, but the stock remains expensive relative to sector peers. GENI's Q3 revenue rose 38% year-over-year, driven by media and betting segments, with adjusted EBITDA up 32% and margins impacted by timing of rights fees. Despite raising full-year guidance and expanding BetVision's reach, GENI stock trades at significant valuation premiums on EV/Sales, EV/EBITDA, and P/E ratios.

Hodges Capital Management added 883,376 shares, increasing its position value by $12.86 million The transaction represented a 0.9% change relative to 13F assets under management Post-trade stake: 1,854,611 shares valued at $22.96 million Genius Sports now accounts for 1.96% of the fund's AUM, which places it outside the fund's top five holdings