Analysts Remain Mixed on Genius Sports Limited (GENI) Amid Uncertainty Tied to Future Cash Flows

Genius Sports Limited (NYSE: GENI) is one of the 12 Best Beaten Down Technology Stocks to Buy According to Wall Street Analysts.

Amid its strategic moves and inconsistent 2025 performance, Genius Sports Limited (NYSE:GENI) is facing investor scrutiny.

On February 18, 2026, with a Neutral rating, UBS reduced its price target from $12 to $6. With the exception of its early-2025 equity raise, Genius Sports Limited (NYSE:GENI) reported that while it achieved its adjusted EBITDA targets, cash flow growth lagged, and year-end cash was essentially flat. The $1.2 billion Legend acquisition and expensive NFL and EPL rights have not yet produced significant cash flow, according to UBS, casting doubt on the long-term viability of highly adjusted EBITDA metrics.

The CEO and co-founder of Genius Sports Limited (NYSE:GENI), Mark Locke, spoke with shareholders that same day and emphasized the strategic importance of Legend’s acquisition. Rather than as a media company, Locke looks at Legend as a technology platform that gathers user participation and engagement across 320 million visits from 118 million unique users in 2025.

He emphasized how Legend enhances Genius Sports Limited (NYSE:GENI)’s participation layer in contemporary sports by fusing distribution, intelligence, and infrastructure to produce a high-growth, high-margin asset with structural advantages over conventional sports media.

For background, on February 5, 2026, Genius Sports Limited (NYSE:GENI) entered into an agreement to purchase Legend, with the deal expected to be worth up to $1.2 billion, which includes $900 million due at closing and an earnout of up to $300 million.

Genius Sports Limited (NYSE:GENI), based in London, U.K., and founded in 2000, offers scalable technology solutions for media, sports, and sports betting. These products include platforms for fan interaction, live data, odds management, and risk services.

While we acknowledge the potential of GENI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk.