Northland Securities Weighs in on Genius Sports Q2 Earnings

Genius Sports Limited (NYSE:GENI) – Equities research analysts at Northland Securities issued their Q2 2026 earnings estimates for shares of Genius Sports in a research note issued on Friday, February 6th. Northland Securities analyst G. Gibas forecasts that the company will post earnings per share of ($0.06) for the quarter. The consensus estimate for Genius Sports’ current full-year earnings is ($0.10) per share. Northland Securities also issued estimates for Genius Sports’ Q4 2026 earnings at $0.05 EPS.

A number of other analysts have also weighed in on the stock. Oppenheimer reduced their price objective on shares of Genius Sports from $15.00 to $12.00 and set an “outperform” rating for the company in a research note on Friday. Wells Fargo & Company upgraded shares of Genius Sports from an “equal weight” rating to an “overweight” rating and boosted their price objective for the stock from $13.00 to $16.00 in a report on Friday, January 9th. Citizens Jmp upped their price objective on Genius Sports from $15.00 to $17.00 and gave the company a “market outperform” rating in a research report on Thursday, December 4th. Macquarie Infrastructure reissued an “outperform” rating and issued a $15.00 target price on shares of Genius Sports in a report on Wednesday, November 5th. Finally, Truist Financial set a $15.00 price target on Genius Sports in a research note on Monday, February 2nd. Three research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $14.41.

Genius Sports Trading Down 1.5%

Genius Sports stock opened at $6.10 on Monday. The firm has a market cap of $1.31 billion, a P/E ratio of -12.98 and a beta of 1.85. The firm has a 50-day moving average of $10.14 and a 200-day moving average of $11.17. Genius Sports has a 1-year low of $6.00 and a 1-year high of $13.73.

Institutional Investors Weigh In On Genius Sports

A number of large investors have recently made changes to their positions in the company. PNC Financial Services Group Inc. boosted its holdings in shares of Genius Sports by 13.4% in the fourth quarter. PNC Financial Services Group Inc. now owns 55,474 shares of the company’s stock worth $611,000 after buying an additional 6,565 shares during the last quarter. TimesSquare Capital Management LLC bought a new position in Genius Sports in the fourth quarter worth approximately $59,851,000. HighTower Advisors LLC boosted its stake in shares of Genius Sports by 37.4% during the 4th quarter. HighTower Advisors LLC now owns 27,167 shares of the company’s stock worth $299,000 after acquiring an additional 7,392 shares during the last quarter. Gabelli Funds LLC grew its position in shares of Genius Sports by 13.3% during the 4th quarter. Gabelli Funds LLC now owns 51,000 shares of the company’s stock valued at $562,000 after acquiring an additional 6,000 shares during the period. Finally, Stephens Investment Management Group LLC grew its position in shares of Genius Sports by 68.9% during the 4th quarter. Stephens Investment Management Group LLC now owns 5,624,316 shares of the company’s stock valued at $61,980,000 after acquiring an additional 2,293,847 shares during the period. 81.91% of the stock is currently owned by institutional investors.

Key Genius Sports News

Here are the key news stories impacting Genius Sports this week:

• Positive Sentiment: BTIG reaffirmed its Buy rating and $16 price target, and an analyst note argued the Legend deal is strategically accretive and supports the company’s valuation, which is constructive for medium‑term upside. TipRanks: Strategically Accretive Legend Acquisition
• Positive Sentiment: Company guidance and deal rationale: Genius issued FY‑2025 revenue guidance around $669M (above consensus) and its press release says the Legend acquisition should be immediately accretive to Group Adjusted EBITDA margins—an explicit operational rationale for the deal. BusinessWire: Genius Sports Enters into Definitive Agreement to Acquire Legend
• Neutral Sentiment: Citigroup cut its price target from $16 to $13 but kept a Buy rating — the change trims upside expectations but maintains analyst support. Benzinga: Citigroup Lowers PT
• Neutral Sentiment: Guggenheim likewise lowered its price target (from $17 to $12) while retaining a Buy rating, signaling mixed analyst sentiment: strategic approval but more conservative valuation assumptions. Benzinga: Guggenheim Lowers PT
• Neutral Sentiment: Company hosted M&A materials and an investor call (transcript/slideshow available), useful for investors who want detail on integration plans, financing and synergies before taking a position. Seeking Alpha: M&A Call Transcript
• Negative Sentiment: Immediate market reaction: shares plunged on the acquisition announcement amid retail selling and concern about the deal’s size/valuation and potential dilution—multiple outlets reported a sharp intraday drop, indicating short‑term investor wariness. MarketWatch: Genius Sports Shares Fall After $1.2B Legend Acquisition

About Genius Sports

Genius Sports is a global sports technology company that specializes in collecting, analyzing and distributing real-time sports data and video streams. The firm provides official data feeds, live video streaming solutions and digital engagement tools to sports leagues, federations, broadcasters and betting operators. By integrating data directly from sporting events through its network of field officials and proprietary technology, Genius Sports ensures accuracy and integrity for partners who rely on up-to-the-second information.

The company’s product suite includes a cloud-based platform for data capture and distribution, an integrity services offering designed to identify and mitigate match-fixing risks, and a suite of commercial products that power odds creation, in-game betting markets and fan engagement experiences.