Genius Sports (GENI): Exploring Valuation After NFL Media Deal, Upbeat Revenue Guidance, and Q3 Results

Simply Wall St.11-25

Genius Sports (GENI) shares jumped almost 9% this week after the company raised its full-year revenue forecast and announced a new media partnership with the NFL. Investors are paying close attention ...

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Investors are paying close attention ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-services/nyse-geni/genius-sports/news/genius-sports-geni-exploring-valuation-after-nfl-media-deal\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Genius Sports (GENI): Exploring Valuation After NFL Media Deal, Upbeat Revenue Guidance, and Q3 Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGenius Sports (GENI): Exploring Valuation After NFL Media Deal, Upbeat Revenue Guidance, and Q3 Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-25 07:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/consumer-services/nyse-geni/genius-sports/news/genius-sports-geni-exploring-valuation-after-nfl-media-deal><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Genius Sports (GENI) shares jumped almost 9% this week after the company raised its full-year revenue forecast and announced a new media partnership with the NFL. Investors are paying close attention ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-services/nyse-geni/genius-sports/news/genius-sports-geni-exploring-valuation-after-nfl-media-deal\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GENI","symbol_name":"Genius Sports Ltd","start_time":0,"source_url":"https://simplywall.st/stocks/us/consumer-services/nyse-geni/genius-sports/news/genius-sports-geni-exploring-valuation-after-nfl-media-deal","article_id":"2586302416","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4300003-choice1-main-header/1585186588101"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/consumer-services/nyse-geni/genius-sports/news/genius-sports-geni-exploring-valuation-after-nfl-media-deal","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2586302416","pubTimestamp":1764025986,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Genius Sports (GENI) shares jumped almost 9% this week after the company raised its full-year revenue forecast and announced a new media partnership with the NFL. Investors are paying close attention to these latest business moves.\nSee our latest analysis for Genius Sports.\nGenius Sports has seen increased volatility lately, with the share price slipping nearly 30% over the past three months. Momentum took a hit during October’s market pullback, but upbeat revenue guidance and a headline NFL...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"GENI":"Genius Sports Ltd"},"translate_title":"Genius Sports(GENI)：探索NFL媒体交易、乐观的收入指引和第三季度业绩后的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GENI":1.5},"content_text":"Genius Sports (GENI) shares jumped almost 9% this week after the company raised its full-year revenue forecast and announced a new media partnership with the NFL. Investors are paying close attention to these latest business moves. See our latest analysis for Genius Sports. Genius Sports has seen increased volatility lately, with the share price slipping nearly 30% over the past three months. Momentum took a hit during October’s market pullback, but upbeat revenue guidance and a headline NFL partnership helped the stock rebound. While its 1-year total shareholder return is just under flat at -2.1%, long-term holders are still up an impressive 97% over three years. This highlights just how much sentiment has shifted, as investors seem to be weighing current losses against longer-term growth potential. If these moves in sports media pique your interest, it could be the perfect time to broaden your investing scope and discover fast growing stocks with high insider ownership With shares popping after revised guidance and a major NFL media deal, the big question now is whether Genius Sports is still undervalued at current levels, or if the market has already taken future growth potential into account. AdvertisementMost Popular Narrative: 38.1% Undervalued The narrative’s fair value estimate stands at $14.76 per share, notably above Genius Sports’s last close of $9.14. The story behind this gap starts with aggressive growth assumptions and the platform’s powerful data rights portfolio.  Ongoing expansion of global sports betting legalization and regulation, particularly in large markets like the U.S., Europe, Brazil and other emerging regions, is increasing the addressable market for official sports data and media platforms. This positions Genius Sports for durable multi-year revenue growth and geographic diversification.  Read the complete narrative. Curious how analysts landed on such a high value? The crux of their calculation is bold profit forecasts, a rich earnings multiple, and hefty long-term revenue bets. Wondering what projections turn this sports data provider into a market phenom? The details might surprise you. Result: Fair Value of $14.76 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, intensifying competition in sports data and the potential for tougher licensing terms with major leagues could present challenges to Genius Sports’ long-term trajectory. Find out about the key risks to this Genius Sports narrative. Another View: When Valuation Ratios Signal Caution While the narrative points to upside, the company’s price-to-sales ratio of 3.6x appears significantly higher than the industry average of 1.6x and the peer group’s 1.5x. Even when compared to its own fair ratio of 1.4x, the stock trades at a substantial premium. Does this indicate a hidden risk or untapped potential? See what the numbers say about this price — find out in our valuation breakdown. NYSE:GENI PS Ratio as at Nov 2025 Build Your Own Genius Sports Narrative If you see the numbers differently or want to take a hands-on approach, you can craft your own perspective on Genius Sports in just a few minutes with Do it your way. A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Genius Sports. Looking for more investment ideas? Smart investors seize every opportunity. Unlock your potential by searching for stocks with unique qualities using the Simply Wall Street Screener. Miss this and you could overlook the next big winner.  Capture growth early by targeting emerging companies making waves. Start with these 3588 penny stocks with strong financials for hidden gems before they hit the mainstream. Power up your portfolio with cutting-edge tech. Gain exposure to breakthrough companies through these 26 AI penny stocks transforming tomorrow’s industries. Boost your income stream and seek stability by browsing these 15 dividend stocks with yields > 3% offering attractive yields and strong fundamentals.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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