Why Genius Sports Could Be a Smart Bet for Your Portfolio

Genius Sports is a company that might not be on everyone's radar, but it's making big moves in the sports and betting world. With a solid presence in over 150 countries and partnerships with more than 400 leagues and 650 sportsbook partners, it's clear they're serious about their game. In the past year, their stock has seen a 27% increase, and things are looking up for 2026. Analysts are taking notice too, with Benchmark naming Genius Sports as their top pick for the year. They're expecting some serious growth, thanks to better media monetization and more engagement driven by data. The company has some ambitious plans. They're aiming to double their revenue from $655 million in 2025 to $1. 2 billion by 2028. That's a compound annual growth rate (CAGR) of 22%. They're also targeting a significant increase in their adjusted EBITDA margin, from 21% to 30% by 2028.One of the reasons they're so confident is their long-term contracts. About 70-80% of their revenue comes from fixed fees, which means they have a steady income stream. This also gives them the flexibility to explore mergers and acquisitions to boost their technology and monetization capabilities. They've already acquired Sports Innovation Lab, which will help them expand their media business. The market for online sports betting is huge and growing. It was worth $69 billion in 2025 and is expected to reach $118 billion by 2030. Plus, the global digital ad market focused on sports and fans is worth $100 billion. With all this potential, Genius Sports is well-positioned to capitalize on these trends. Analysts are bullish on Genius Sports. Out of 22 analysts, 18 rate it as a "Strong Buy, " while the rest are split between "Moderate Buy" and "Hold. " The average price target is $15. 21, which is a 41% upside from current levels. The most bullish target is $17, suggesting a potential 58% upside. For 2026, analysts are expecting earnings growth of 112. 9%, which is a significant jump.