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    Genius Sports (GENI) Could Be 45% Undervalued Following Raised 2026 Revenue Outlook

    Simply Wall St·11/07/2026 18:22:29
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    Genius Sports (GENI) has put fresh numbers on the table by raising its 2026 revenue outlook to a range of US$1.015b to US$1.035b after releasing its third quarter results.

    Those stronger third quarter numbers and the higher 2026 revenue guide have landed against a weak trading backdrop, with Genius Sports’ share price at US$5.97 and down 44.62% year to date, even though the three year total shareholder return is positive at 13.28%.

    Scan beyond Genius Sports and compare this setup with a curated group of 39 high quality undervalued stocks that also pair revenue momentum with beaten down share prices.

    Genius Sports is putting up higher sales and a tighter loss profile while the share price has fallen hard this year. Is that gap about the business itself, or is sentiment getting carried away on the downside before valuation catches up?

    Most Popular Narrative: 45% Undervalued

    Against the last close of $5.97, the most followed Genius Sports narrative anchors fair value at $10.83, creating a wide valuation gap built on long-term cash flow assumptions and a higher required return of 10.19%.

    Rapid adoption of interactive, real-time sports content and next-gen fan engagement technologies (e.g. BetVision, GeniusIQ, augmented broadcast, AI-driven analytics) is driving deeper integration with leagues and media partners, creating high-margin, recurring revenue streams and supporting long-term net margin expansion through product differentiation.

    See why 27 investors see Genius Sports as 45% undervalued.

    Result: Fair Value of $10.83 (UNDERVALUED)

    Still, the Genius Sports story can fray if key data rights are renewed on tougher terms or if rising tech and integration spending weighs on cash generation.

    Find out about the key risks to this Genius Sports narrative.

    Another View: Genius Sports Through A Sales Multiple Lens

    That big gap between Genius Sports' $5.97 share price and the $10.83 fair value from cash flow forecasts tells one story. The P/S ratio tells a cooler one. At 1.8x sales, the stock trades above the US Hospitality group at 1.5x and above a fair ratio of 1.6x, which points to less room for error if growth or profitability timing slips.

    To see how that sales-based view stacks up against other checks, run through the See what the numbers say about this price — find out in our valuation breakdown..

    NYSE:GENI P/S Ratio as at Nov 2026
    NYSE:GENI P/S Ratio as at Nov 2026

    Next Steps

    Sentiment around Genius Sports is clearly split, and that is exactly when it helps to move fast, get closer to the numbers, and test your own thesis against both the upside drivers and the pressure points. To see the full breakdown of what investors are flagging on each side, start with the 2 key rewards and 1 important warning sign.

    Ready To Hunt For Your Next Ideas Beyond Genius Sports?

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