For most investors, Genius Sports is a sports betting data company.
This is how the market has priced it.
The stock is down 57% over the past year. In that same period, Genius Sports grew revenue 31%, hit a record EBITDA margin of 20.4%, extended exclusive NFL rights through Super Bowl 2030, closed a $1.2 billion acquisition, and raised 2026 revenue guidance to as much as $1.01 billion.
15 of 19 analysts covering the company rate it Buy or Strong Buy. Their average price target implies between 84 and 157% upside from the current price of approximately $4.45.
The market is pricing one version of this business. The analysts are pricing a different one.
The version the market is pricing is a sports betting data company. The version the analysts are pricing is a company that has installed cameras inside NFL stadiums, Premier League grounds, NCAA venues, and Serie A arenas that each collect 10,000 data points per second per player, and then simultaneously uses that data to power officiating decisions, coach analysis tools, live betting feeds, personalised broadcast overlays, programmatic advertising signals, and now prediction market settlement infrastructure.
One camera system. One data stream. Multiple paying customers who each believe they are buying something built specifically for them.
Genius Sports has become much bigger than a sports data company.
Most sports fans have never heard of it, but they probably experience its technology every time they watch a game. 365247 Sports breaks down the business behind one of the most important companies in modern sport.