Citizens JMP Maintains Genius Sports (GENI) With a Buy

3 days ago 4

Talha Qureshi

Thu, February 12, 2026 astatine 7:09 AM CST 2 min read

Genius Sports Limited (NYSE:GENI) is 1 of the Overlooked Small Cap Stocks to Buy Now. On February 9, Citizens JMP maintained a Market Outperform standing connected the banal but lowered the terms people from $17 to $11. On the aforesaid day, Trey Bowers from Wells Fargo besides reiterated a Buy standing connected Genius Sports Limited (NYSE:GENI) and lowered the terms people from $16 to $10.

The ratings travel management’s announcement to get Legend connected February 5. Legend is simply a integer sports and gaming media web built to monetize attraction and the woody is valued astatine astir $1.2 billion, with $900 cardinal payable astatine closing and an earnout of up to $300 million. Notably, absorption highlighted that the acquisition is expected to beryllium accretive for the company’s EBITDA margins and escaped currency travel immediately, portion sustaining astatine slightest 20% gross maturation annually done 2028.

According to Citizens this determination is seen arsenic a bold measurement for maturation but astatine the hazard of little prime earnings. Analysts astatine Citizens JMP noted that the management’s leverage targets are gross, not net, and nett leverage should driblet beneath 1x by 2028, which the steadfast sees arsenic a affirmative origin contempt short-term indebtedness concerns. The analysts besides highlighted that they spoke with the absorption of Genius Sports Limited aft the woody to recognize however the acquisition volition beryllium integrated with their business. While Citizens JMP person understood that the operation volition beryllium bully for the pro forma business, the learning curve for investors would beryllium steep to afloat recognize the deal.

Genius Sports Limited (NYSE:GENI) is simply a planetary sports information and exertion institution powering the sports, betting, and media ecosystem. It captures and distributes unrecorded sports data, streaming, analytics, and integrity services to leagues, sportsbooks, and broadcasters worldwide.

While we admit the imaginable of GENI arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.