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$GENI

Genius Sports
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Genius Sports provides data and technology solutions for sports organizations and betting operators.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest high-conviction thesis
Genius Sports: pure-play NFL data through Super Bowl 2030, a duopoly with Sportradar▾

The NFL owns 9%, with exclusivity through Super Bowl 2030. A duopoly with Sportradar in sports data; the PMG partnership with Nike opens an advertising vertical. Valuation still lags software peers.

unknownT2Stock Talk Weekly2026-06-19
confidence 78 / 100impact High
key themes
  • — no theme signal —

bull thesis · 3

91 / 100
  • •Genius Sports: pure-play NFL data through Super Bowl 2030, a duopoly with Sportradar
  • •Genius Sports: monthly structure intact after post-earnings runup
  • •Genius Sports: NFL as largest shareholder and a valuation gap vs Sportradar open upside to $13-14

bear thesis · 0

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  • — none —

mentions · 3

Stock Talk WeeklySTOCK TALK - RARITY PREMIUM & MULTI THEME EXPOSURE1 mentions · 1▲ 0▼ 0○ · 3 months ago
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Stock Talk WeeklySTOCK TALK - MONITORING STRUCTURE DURING PULLBACKS1 mentions · 1▲ 0▼ 0○ · 3 months ago
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Stock Talk WeeklySTOCK TALK - SWING LIKE A PRO SERIES Part 21 mentions · 1▲ 0▼ 0○ · 3 months ago
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