Genius Sports' Price Target Raised to $16 by Citigroup Analyst

Citigroup analyst Jason Bazinet raised the price target for Genius Sports (GENI) to $16.00, a 33.33% increase, while maintaining a "Buy" rating. Other analysts have also raised price targets, with an average target of $14.61 and a high estimate of $16.00. 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.

Genius Sports Limited (NYSE: GENI), a leading provider of sports technology and data solutions, has seen a significant boost in its stock price targets following the release of its second-quarter 2025 financial results. Citigroup analyst Jason Bazinet recently raised the price target for Genius Sports to $16.00, a 33.33% increase from the previous target, while maintaining a "Buy" rating. This move comes amid a broader trend of analysts raising their price targets for the company.

Genius Sports reported a 24% year-over-year (YoY) increase in group revenue to $118.7 million, driven by robust growth in its Betting Technology, Content & Services segment, which saw a 30% YoY increase to $87.5 million. The Media Technology, Content & Services segment grew by 3.6% to $18.6 million, while 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].

Recent business highlights include securing exclusive official data and streaming rights with Italy’s Serie A through 2029 and entering a multi-year partnership with the European Leagues Association covering over 8,000 matches across 46 competitions. These deals aim to bolster Genius’ BetVision and GeniusIQ product lines, combining real-time data, video, and AI-powered insights for sportsbooks, broadcasters, and teams [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. Guggenheim raised its price target to $16.00 from $12.00, while Truist Securities raised its target to $15.00 from $14.00. 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.tradingview.com/news/reuters.com,2025:newsml_L8N3TY1NT:0-genius-sports-ltd-reports-results-for-the-quarter-ended-june-30-earnings-summary/