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SRSRAD

Sportradar Group AG

$SRAD·$3.9B·Software - Application·Technology
$12.94+1.3%YTD-45.6%1Y-58.7%
Mentions · last 7 days
2026-08-19: 0 posts2026-08-20: 16 posts2026-08-21: 10 posts2026-08-22: 2 posts35+6%
Price updated 17h ago·X counts updated 7d ago
SRSRAD
$SRADSportradar Group AG
$12.94+1.25%35 posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SRAD, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storySelling offAI verdict · as of 2026-08-25

Falling on heavy selling — points lower unless it turns around.

Down 58% in twelve months — Muddy Waters short thesis calls out 1xBet dependency, and someone is impersonating them to file fake DMCA takedowns.

Sportradar Group is the global sports-data provider serving bookmakers (Betradar brand) and media (international sports leagues). The stock is down 58% over trailing year and 46% year-to-date, sitting at just 8% of its 52-week range at $13.10 — this is a serious drawdown with an active short-thesis overhang.

  • Muddy Waters (activist short-seller) published a report on SRAD citing 1xBet (illegal gambling operator whose founders are fugitives) dependency; the report mentions 1xBet 42 times — the specific claim is that SRAD is materially dependent on lawless gambling operations
  • On August 24 Muddy Waters disclosed that someone impersonated them to file fake Google DMCA takedowns on the SRAD short-report coverage — this suppression attempt actually amplifies the short thesis; Muddy Waters plans to 'reup many of those mentions'
  • Q2 2026 EPS was -$0.01 versus $0.07 expected — a 114% miss on revenue of $431M — the last four EPS surprises are all misses: -114%, -133%, -90%, -20%
  • Q1 2026 revenue was $352M (up 13% year-over-year) with 16% gross margin — the topline growth is holding but margins have compressed dramatically from the earlier quarters (55-64% GM)
  • Analyst 2026 revenue estimate is $1.55B on $0.39 EPS — the stock at $13.10 is 33x forward, expensive on trailing but the multiple compresses on forward EPS estimates
  • Beta 1.61 — cyclical amplification
  • Free cash flow yield 6.6% — reasonable for a growing data business

The fundamentals show real revenue growth but the margin collapse plus Muddy Waters short thesis dominate the near-term story.

Agrees with X sentimentX is bearish on the Muddy Waters thesis with the DMCA suppression attempt actually confirming the story. Fair — the operational deterioration (four consecutive EPS misses) plus the activist-short overhang plus the suppression attempt all point the same direction.

What to watch: Any material Sportradar response to the Muddy Waters 1xBet exposure claims — either a substantive rebuttal or acknowledgment of exposure would move the equity meaningfully in either direction.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bearish sentiment6 posts analyzed · as of 2026-08-28

Sportradar posts are bearish following the Activ8Insights activist short-research surfacing questions about SRAD's dependency on the 1xBet lawless gambling group and criminal-history entities. Bulls cite the Kalshi/Polymarket partnership setup. Tone dominates bearish given the compliance concerns.

Read the AI verdict + X sentiment for $SRAD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Distributes official real-time sports data and betting odds to sportsbooks globally, plus digital marketing services.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $SRAD.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $SRAD

Neutral — Distributes official real-time sports data and betting odds to sportsbooks globally, plus digital marketing services; limited read-through from software - application macro dynamics to this specific revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+0.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
51.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
38.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$-0.01$0.07-114.1%
Q1 2026Apr 28, 2026$-0.02$0.06-133.3%
Q4 2025Mar 3, 2026$0.01$0.10-90.0%
Q3 2025Nov 5, 2025$0.08$0.10-20.0%
Next earningsWed, Nov 4·consensus EPS $0.10

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$352.2M+13.2%16.4%7.3%$-0.02$46.0M
Q4 FY25$365.4M+19.0%23.8%6.1%$0.01$19.7M
Q3 FY25$292.1M+14.5%63.9%16.2%$0.07$114.1M
Q2 FY25$317.8M+14.1%55.3%8.8%$0.17$54.1M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.6B$1.5B – $1.6B$0.39$0.17 – $0.5115
FY27$1.8B$1.7B – $1.8B$0.67$0.31 – $0.8415
FY28$2.0B$1.9B – $2.0B$0.89$0.72 – $1.1212
FY29$2.2B$2.1B – $2.2B$1.15$1.11 – $1.1711
FY30$2.3B$2.3B – $2.4B$1.10$1.06 – $1.126

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.7%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-24.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 250.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.615-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 10Miller Michael ConnollyChief Legal Officer1.5K sh$25KBuyMay 6Carsten KoerlCEO157.8K sh$2.1MBuyMay 5Carsten KoerlCEO158.0K sh$2.1MBuyMay 4Carsten KoerlCEO182.0K sh$2.4MBuyMay 1Carsten KoerlCEO143.0K sh$1.9MBuyApr 30William KurtzDirector8.0K sh$104KBuyApr 30Carsten KoerlCEO111.1K sh$1.5MBuyApr 30Marc WalderDirector66.0K sh$843KBuyApr 30Bigley Deirdre MaryDirector3.9K sh$50KBuyApr 30Rajani RamanathanDirector8.0K sh$100K
1–10 of 12
+ 25 other (14 awards · 11 inkinds) in window

See when $SRAD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMay 183
AI summary

Sameer Deen, newly appointed Chief Operating Officer of Sportradar Group AG (SRAD), filed an initial Form 3 on May 18, 2026, reporting beneficial ownership of 1,692 Class A Ordinary Shares held directly as of his appointment date. This is a routine insider initial ownership disclosure accompanying the appointment of a new C-suite officer with a modest existing equity stake.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SRAD on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SRAD on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SRAD on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SRAD on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SRAD on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SRAD on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SRAD on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 15 other (6 6-Ks · 5 3s · 2 13Gs · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Polymarket Enters 20-Plus Sports Leagues With Sportsradar Partnershippymnts.com·2d agoSportradar and Polymarket Significantly Expand Prediction Market Partnership to More Than 20 Global Sports Leagues and Competitionsglobenewswire.com·2d agoSportradar Scores with Euroleague Basketball Official Data and AV Betting Rights Dealglobenewswire.com·3d agoEuropean Football's Corner-Kick Revolution: Goals Surge as Set Pieces Shape Title Racesglobenewswire.com·5d agoThese Analysts Cut Their Forecasts On Sportradar Group Following Weak Q2 Resultsbenzinga.com·25d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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