Sportradar is a company I came across when doing a scan for the best fundamental and technical stock setups in this highly indecisive tariff headline-driven market. I was not aware of this company until this week, but I put this name to work in my Active Opps portfolio at Inside Edge Capital as soon as I submitted this column to CNBC. According to the company website: “Sportradar Group AG (NASDAQ: SRAD), founded in 2001, is a leading global sports technology company creating immersive experiences for sports fans and bettors. Positioned at the intersection of the sports, media and betting industries, the company provides sports federations, news media, consumer platforms and sports betting operators with a best-in-class range of solutions to help grow their business. As the trusted partner of organizations like the NBA, NHL, MLB, NASCAR, UEFA, FIFA, Bundesliga, ICC and ITF, Sportradar covers close to a million events annually across all major sports.” Sportradar is headquartered in Switzerland with major operations in Europe and the U.S., but it’s increasing its exposure in Asia Pacific and Latin America. The company is mostly protected from tariff impact as it is cloud-based, decentralized and not shipping anything cross border. What caught my attention particularly was news of a long-term extension of an existing partnership with Major League Baseball to leverage MLB’s data and auto visual content beginning this season. MLB acquired an equity stake in Sportradar and, according to the Feb. 7 news release, it ” will exclusively distribute MLB’s ultra-low latency official data, media content, including MLB Statcast Data, and AV content across its global client network, which spans 800 sportsbook clients and 900 media companies.” You’re talking my language. With 11-year-old old twin boys who have become obsessed with baseball, I’m reminded of the global reach baseball has and how it’s expanding. We know how much of a powerhouse Latin America has been in baseball, and now with the likes of Shohei Ohtani signing a record 10-year, $700 million contract Japan is fully engaged. Sportradar utilizes artificial intelligence in most areas of its operations driving expanding margins and market share. The company brought in Behshad Behzadi, a former Google executive who built Google Lens, to lead AI initiatives. The company not only offers immersive content, stats and in-game experiences; it also offers betting and wagering products, which is another industry on its own that is accelerating. The company recently missed Q4 earnings expectations due to currency fluctuations. Loss for the period was 1 million euros, down 24 million euros from bottom line earnings of 23 million euros in the same quarter last year. The top line revenues have grown between 18-28% in the past 5 years and are expected to grow 26% in 2025 according to S & P Global. With the recent dollar weakness overdone, in my opinion, I think a higher dollar and more earnings brought home for Sportradar will begin growing the bottom line again. The trade I’m planning to establish a half-size position at current levels with an 8% downside top from my entry. If we breakout from the $24.00 resistance I’ll look to add the other half, trail my stop higher, and look to take out the all-time highs at $28.22. -Todd Gordon, Founder of Inside Edge Capital, LLC Get Your Ticket to Pro LIVE Join us at the New York Stock Exchange! Uncertain markets? Gain an edge with CNBC Pro LIVE , an exclusive, inaugural event at the historic New York Stock Exchange. In today’s dynamic financial landscape, access to expert insights is paramount. As a CNBC Pro subscriber, we invite you to join us for our first exclusive, in-person CNBC Pro LIVE event at the iconic NYSE on Thursday, June 12. Join interactive Pro clinics led by our Pros Carter Worth, Dan Niles, and Dan Ives, with a special edition of Pro Talks with Tom Lee. You’ll also get the opportunity to network with CNBC experts, talent and other Pro subscribers during an exciting cocktail hour on the legendary trading floor. Tickets are limited! DISCLOSURES: All opinions expressed by the CNBC Pro contributors are solely their opinions and do not reflect the opinions of CNBC, NBC UNIVERSAL, their parent company or affiliates, and may have been previously disseminated by them on television, radio, internet or another medium. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY . THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL’S UNIQUE PERSONAL CIRCUMSTANCES. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR. Click here for the full disclaimer.
