Genius Sports Stock Discussion

Investors are confident in Genius Sports' future growth despite its high P/S ratio. The strong revenue outlook is keeping the share price stable.

Macquarie analysts predict Genius Sports' success through player stats and AI data. They foresee a predictable free cash flow of +$70M in 2025 and +$120M in 2026 and have set a target price of $11 for Genius Sports.

JMP Securities commends Genius Sports on BetVison's successful introduction with Fanatics, Caesars, and Rush Street Interactive. The firm's unbroken record of exceeding expectations across all segments and overall EBITDA is also highlighted.

Analyst Jonathan Bender praised Genius Sports' high flow-through model and consistent record of beating expectations. He pointed out potential growth through the creation of more value-enhancing solutions and positive cash flow.

Analyst Bernie McTernan suggests GENI's strengthened position, bolstered by product enhancements and collaborations with NFL and EPL, could pose an upside risk to future forecasts. He further emphasizes GENI's essential role in the sports betting process, predicting potential gain from global betting trends.