Rush Street Interactive, Inc. (RSI) - Stock Analysis
Last updated: Jun 13, 2026
Research Idea
Research content for general circulation. Not individualized advice. Methodology & Disclosures
Q1 2026 revenue rose 41% YoY to $370.4M, net income rose 134%, adjusted EBITDA rose 81%, EPS beat expectations, and full-year 2026 revenue/EBITDA guidance was raised. Shares are in a strong 21-day uptrend, up about 27.8% and reaching a new 52-week high.
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AI Analyst Overview
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Valuation Metrics
Fundamental Analysis
Key Financial Insights: ⢠Strong liquidity ⢠Thin margins ⢠No debt RSI is generating cash with solid liquidity and no debt, but thin margins, negative retained earnings, and a very rich valuation make it look expensive and higher risk.
Price Behavior
Key Price Behavior Insights: ⢠Higher-low base ⢠Momentum improving ⢠Resistance test Support Level: $28.80-$29.30 Resistance Level: $29.60 Over the last month, RSI and price action have improved into a moderately bullish setup, with a higher-low base and strengthening momentum, but $29.60 remains the key resistance to confirm continuation.
Sentiment & News
Key News Insights: ⢠Revenue surge ⢠Casino mix ⢠Valuation gap Rush Street Interactive's latest news underscores strong operating momentum, led by rapid revenue and profit growth, a healthier balance sheet, and continued investor interest despite some valuation concerns.
AI Summary
RSI has shifted from a pure growth story to a growth-plus-capital-return name, with strong Q1 revenue/EBITDA, raised guidance, no debt, and a $100M buyback, but the stock is already priced for continued execution and insider selling raises the bar for proving durable margin expansion and earnings power.
Description
Rush Street Interactive, Inc. is an operator of online casino and sports-betting services across the United States and Latin America, offering real-money gaming, social gaming, and both online and retail wagering. The company complements its digital platforms with physical gaming assets and a range of table and slot offerings marketed under the BetRivers, PlaySugarHouse and RushBet brands. Founded in 2012, Rush Street Interactive is headquartered in Chicago, Illinois.
Idea History
| Date | Close | Ticker | Company | Summary | Status | P/L |
|---|---|---|---|---|---|---|
| Apr 30 | May 7 | RSI | Rush Street Interactive, Inc. | Q1 2026 revenue rose 41% YoY to $370.4M, net income rose 134%, adjusted EBITDA rose 81%, EPS beat expectations, and full-year 2026 revenue/EBITDA guidance was raised. Shares are in a strong 21-day uptrend, up about 27.8% and reaching a new 52-week high. | Closed | -0.8% |
| Feb 19 | Feb 26 | RSI | Rush Street Interactive, Inc. | Record Q4/FY2025 results and a big 2026 guidance raise (revenue and EBITDA), with positive net income, strong FCF, and ~$340M cash and no debt, position RSI for continued rerating; short interest has fallen and the stock has begun to rebound, giving room for further upside on follow-through buying. | Closed | +5.8% |