Genius Sports (GENI) Sees Benchmark Raise Price Target to $15, Maintains Buy Rating

Benchmark analyst Mike Hickey raised the price target for Genius Sports (GENI) to $15, maintaining a "Buy" rating. This reflects a 7.14% increase from the previous target, demonstrating continued confidence in the stock. Genius Sports has seen multiple positive adjustments from analysts, with an average target price of $14.61 and a high estimate of $16.00. The average target implies a 12.35% upside from the current price of $13.01.

Benchmark analyst Mike Hickey has raised the price target for Genius Sports (GENI) to $15, maintaining a "Buy" rating. This upward revision represents a 7.14% increase from the previous target of $14, indicating continued confidence in the stock's performance. The move comes following the company's strong financial performance and strategic partnerships, as well as robust revenue growth prospects.

Genius Sports reported a 24% year-over-year (YoY) increase in group revenue to $118.7 million in its second-quarter 2025 financial results. The Betting Technology, Content & Services segment saw a 30% YoY increase to $87.5 million, while the Media Technology, Content & Services segment grew by 3.6% to $18.6 million, and the Sports Technology & Services segment expanded by 21.5% to $12.6 million [1]. Despite the revenue growth, Genius Sports reported a net loss of $53.9 million, up from $21.8 million in the same quarter last year. However, adjusted EBITDA rose significantly to $34.2 million, a 64% YoY increase, reflecting a 700 basis point improvement in margin, now at 28.8% [1].

The company also announced an upward revision of its full-year 2025 guidance, expecting to achieve $645 million in group revenue and $135 million in adjusted EBITDA, representing 26% and 57% YoY growth, respectively. If achieved, this would result in over 400 basis points of adjusted EBITDA margin expansion to 21% [1].

Benchmark's increased price target reflects the company's strong liquidity, robust revenue growth, and the potential for future acquisitions or share buybacks, given Genius Sports' historical deal activity. The firm noted that the company remains well-positioned to take advantage of secular sports betting tailwinds, supporting its 33% price target increase [1].

Other analysts have also raised their price targets for Genius Sports. Citigroup analyst Jason Bazinet raised the price target to $16.00, while Guggenheim raised its target to $16.00 and Truist Securities raised its target to $15.00. The average brokerage recommendation is 1.8, indicating "Outperform" status. GuruFocus estimates a GF Value of $9.61, suggesting a 23.24% downside from the current price [2].

The company's strong financial performance and strategic partnerships have led to a surge in investor confidence. Despite the recent dip in stock price after the earnings report, Genius Sports remains well-positioned to capitalize on the growing sports betting market.

References:
[1] https://www.ainvest.com/news/genius-sports-benchmark-buy-rating-pt-raised-14-12-2508/
[2] https://www.marketbeat.com/instant-alerts/b-riley-has-positive-forecast-for-genius-sports-q4-earnings-2025-08-08/