Genius Sports Limited (GENI): Larry Robbins Opens New Position

We just covered 10 Stocks That Tanked: Why Larry Robbins’ Top Picks Are Struggling in 2026 and Genius Sports Limited (NYSE:GENI) ranks 1st on this list.

Genius Sports Limited (NYSE:GENI) is a new addition to the 13F portfolio of Glenview Capital. Filings for the fourth quarter of 2025 show that the fund owned just over 2 million shares in the company. Genius provides technology-led products and services to the sports, sports betting, and sports media industries in the Americas, Europe, and internationally. It offers technology infrastructure for the collection, integration, and distribution of live optical tracking, event data, and video for league’s operations, streaming solutions comprising technology, automatic production, and distribution for sports to commercialize video footage of their games.

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Genius Sports Limited (NYSE:GENI) recently reported a GAAP net loss of $55.5 million for Q1, a jump from the $8.2 million loss in the same period last year. The company reported an EPS of $0.21, missing the analyst consensus estimate of $0.09 by a wide margin. While the losses have widened, revenue actually surged 31% to $188 million during the quarter, beating estimates. Another bearish signal tracked by monitors is the consistent pattern of key executives offloading shares in early 2026. In January 2026 alone, multiple officers, including the CEO and General Counsel, engaged in proposed sales totaling millions of dollars.

While we acknowledge the risk and potential of GENI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than GENI and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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