GENIUS SPORTS $GENI price-target raised to $16 (from $12) at Guggenheim: "GENI reported 2Q revenue and adj. EBITDA of $119mm and $34mm, respectively (in-line with our $120mm and $33mm forecast). Management raised 2025 guidance (details below), and expects GENI's business to be largely insulated from macro volatility this year. Based on their historical deal activity, we believe that the company remains open to M&A, and in lieu of any material M&A could be opportunistic on the buyback. A number of recent announcements and the raised 2025 guidance give us added confidence in GENI's mid-to-long term outlook and execution. Our thesis remains unchanged - that Genius has built a scaled, differentiated global sport technology business well positioned to take advantage of secular sports betting tailwinds. PT moves to $16, up from $12."