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Genius Sports Ltd (GENI) Stock Fundamental Analysis & AI Rating 2026

GENI NYSE Services-Miscellaneous Amusement & Recreation Y7 CIK: 0001834489
Updated This Month • Analysis: Mar 25, 2026 • SEC Data: 2026-03-25
Combined AI Rating
HOLD
46% Confidence
STRONG AGREEMENT
HOLD
15% Conf
HOLD
77% Conf

📊 GENI Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: N/A
Current Ratio: N/A
Debt/Equity: N/A
EPS: $0.00
AI Rating: HOLD with 15% confidence
Genius Sports Ltd (GENI) receives a HOLD rating with 46% confidence from our AI fundamental analysis based on SEC 10-K filings. Below is our complete GENI stock analysis for 2026.

Is Genius Sports Ltd (GENI) a Good Investment?

Claude

Insufficient financial data available for meaningful fundamental analysis. With nearly all key metrics unavailable and only 1 metric accessible, a credible assessment of profitability trends, financial health, or growth quality cannot be determined. The 3 Form 4 insider filings in the last 90 days warrant monitoring but do not substitute for comprehensive financial statement analysis.

ChatGPT

Genius Sports shows strong fundamental growth, with 2025 revenue up 31% to $669.5 million and operating cash flow improving to $86.4 million, while cash rose to $280.6 million and debt remained minimal. However, GAAP profitability deteriorated, with net loss widening to $111.6 million and operating loss deepening as stock-based compensation, litigation costs, and elevated operating expenses outweighed revenue scale. The business looks financially sound and growth-oriented, but the quality of earnings still needs proof through cleaner margin conversion.

Why Buy Genius Sports Ltd Stock? GENI Key Strengths

Claude
  • + Recent insider trading activity suggests management engagement
  • + Listed on major exchange (NYSE) providing regulatory oversight
  • + Operating in sports analytics and sports betting intelligence market with structural growth tailwinds
ChatGPT
  • + Revenue growth remains strong across core segments, especially betting and media, indicating durable commercial momentum
  • + Balance sheet is solid with $280.6 million of cash, minimal debt, and $724.5 million of equity
  • + Operating cash flow stayed positive and improved to $86.4 million, supporting internal investment capacity

GENI Stock Risks: Genius Sports Ltd Investment Risks

Claude
  • ! Severely limited financial disclosure or data retrieval failures prevent fundamental analysis
  • ! Unable to assess profitability, cash generation, or debt service capacity
  • ! Cannot evaluate financial health, liquidity position, or operational efficiency with available data
ChatGPT
  • ! GAAP losses worsened materially in 2025, with net loss rising to $111.6 million and operating loss to $151.3 million
  • ! Stock-based compensation surged sharply, reducing earnings quality and signaling ongoing dilution risk
  • ! Cost structure remains heavy, with gross margin compressing and general and administrative expense rising much faster than revenue

Key Metrics to Watch

Claude
  • * Revenue growth and gross margins when data becomes available
  • * Operating cash flow and free cash flow conversion quality
  • * Debt levels, interest coverage, and balance sheet liquidity position
ChatGPT
  • * GAAP operating margin and net loss trend excluding one-time stock compensation and litigation impacts
  • * Operating cash flow relative to capitalized software and total reinvestment spending

Genius Sports Ltd (GENI) Financial Metrics & Key Ratios

Revenue
N/A
Net Income
N/A
EPS (Diluted)
$0.00
Free Cash Flow
N/A
Total Assets
N/A
Cash Position
N/A

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

GENI Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE N/A
ROA N/A
FCF Margin N/A

GENI vs Services Sector: How Genius Sports Ltd Compares

How Genius Sports Ltd compares to Services sector averages

Net Margin
GENI 0.0%
vs
Sector Avg 10.0%
GENI Sector
ROE
GENI 0.0%
vs
Sector Avg 16.0%
GENI Sector
Current Ratio
GENI 0.0x
vs
Sector Avg 1.5x
GENI Sector
Debt/Equity
GENI 0.0x
vs
Sector Avg 0.7x
GENI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Genius Sports Ltd Stock Overvalued? GENI Valuation Analysis 2026

Based on fundamental analysis, Genius Sports Ltd has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
N/A
Sector avg: 16%
Net Profit Margin
N/A
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Genius Sports Ltd Balance Sheet: GENI Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
N/A
Debt/Assets
0.0%
Interest Coverage
N/A
Long-term Debt
N/A

GENI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
N/A
Free cash flow / Revenue

GENI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Genius Sports Ltd (CIK: 0001834489)

📋 Recent SEC Filings

Date Form Document Action
Mar 24, 2026 4 xslF345X06/ownership.xml View →
Mar 24, 2026 4 xslF345X06/ownership.xml View →
Mar 24, 2026 4 xslF345X06/ownership.xml View →
Nov 20, 2024 SC 13G GENI13G2024Q3.txt View →
Nov 12, 2024 SC 13G SEC13G_Filing.htm View →

Frequently Asked Questions about GENI

What is the AI rating for GENI?

Genius Sports Ltd (GENI) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 46% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are GENI's key strengths?

Claude: Recent insider trading activity suggests management engagement. Listed on major exchange (NYSE) providing regulatory oversight. ChatGPT: Revenue growth remains strong across core segments, especially betting and media, indicating durable commercial momentum. Balance sheet is solid with $280.6 million of cash, minimal debt, and $724.5 million of equity.

What are the risks of investing in GENI?

Claude: Severely limited financial disclosure or data retrieval failures prevent fundamental analysis. Unable to assess profitability, cash generation, or debt service capacity. ChatGPT: GAAP losses worsened materially in 2025, with net loss rising to $111.6 million and operating loss to $151.3 million. Stock-based compensation surged sharply, reducing earnings quality and signaling ongoing dilution risk.

What is GENI's revenue and growth?

Genius Sports Ltd reported revenue of N/A.

Does GENI pay dividends?

Genius Sports Ltd does not currently pay dividends.

Where can I find GENI SEC filings?

Official SEC filings for Genius Sports Ltd (CIK: 0001834489) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is GENI's EPS?

Genius Sports Ltd has a diluted EPS of $0.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is GENI a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Genius Sports Ltd has a HOLD rating with 46% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is GENI stock overvalued or undervalued?

Valuation metrics for GENI: ROE of N/A (sector avg: 16%), net margin of N/A (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy GENI stock in 2026?

Our dual AI analysis gives Genius Sports Ltd a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is GENI's free cash flow?

Genius Sports Ltd's operating cash flow is N/A, with capital expenditures of N/A.

How does GENI compare to other Services stocks?

Vs Services sector averages: Net margin N/A (avg: 10%), ROE N/A (avg: 16%), current ratio N/A (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 25, 2026 | Data as of: 2026-03-25 | Powered by Claude AI