Analysts issued views on Genius Sports, Churchill Downs, Accel Entertainment and Sportradar in notes dated 3, 4 and 9 March. Truist lowered its Genius Sports price target to $13 from $15 while retaining a Buy rating; other notes discussed company performance, potential developments and forecasts.
The assessments offer investors revised forecasts and views on company performance and possible transactions.
Quarter ended 30 September 2026
Quarter ended 30 September 2026
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Genius Sports raised its 2026 revenue forecast to $1.015bn-$1.035bn and adjusted EBITDA guidance to $287m-$297m, following Q3 partnerships with Kalshi and Polymarket. The company reported Q3 revenue of $269.9m and adjusted EBITDA of $87.1m, while its year-to-date net loss was $147.9m; CEO Mark Locke said the business was benefiting from its combined scale after acquiring Legend.
Genius Sports has lifted its expectations for revenue and EBITDA in 2026. Leadership expects 2026 revenue between $1.015bn and $1.035bn, with adjusted EBITDA between $287m and $297m.
Analysts issued views on Genius Sports, Churchill Downs, Rush Street and Gaming and Leisure Properties, according to the report. One analyst said Macau’s October gross gaming revenue fell 10% year on year, while another noted a proposed 19% value-added tax on online gaming deposits in Colombia that still requires legislative approval.
Analysts at Truist Securities, J.P. Morgan, Texas Capital Securities and Jefferies issued views on gambling markets and companies in September. J.P. Morgan’s Dan Politzer cited New York Gaming Commission data for the week to 13 September 2026, reporting online sports betting gross gaming revenue down 70% year on year and handle up 11%, with a 2.9% hold. The other notes covered Las Vegas, Inspired Entertainment and Churchill Downs.
Genius Sports has launched Prediction.com, a consumer platform that compares markets, prices and probabilities from multiple prediction-market operators. Developed through its Legend division, the service displays market information but does not let users trade contracts. In Italy, the report says, the platform may show prices from sites blocked by ADM without restoring direct access or enabling trading.
Genius Sports launched a prediction markets affiliate combining pricing and live sports data. Analysts expect investors to assess whether Legend helps Genius capture more prediction markets business.
Genius Sports launched a prediction markets affiliate site, Prediction.com, on Thursday, the company said. The site aggregates pricing and market information from multiple prediction market operations and combines it with live sports feeds, according to the company. It was developed by Legend, Genius Sports' consumer media and technology unit, which the company acquired last year for $1.2bn.