Rush Street Interactive, Inc. (RSI) - Stock Analysis
Last updated: Sep 20, 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: ⢠Q2 Profit Recovery ⢠Strong Cash Buffer ⢠Elevated Liabilities RSI's improving Q2 profitability, strong liquidity, and debt-free balance sheet are offset by an extremely high valuation, elevated liabilities, and weak accumulated equityâsuggesting caution.
Price Behavior
Key Price Behavior Insights: ⢠Lower close streak ⢠Support under pressure ⢠Rebound unconfirmed Support Level: $23.30 Resistance Level: $25.25â$26.07 Price remains bearish over the last month, with support at $23.30 criticalâhold for rebound potential, but a break lower signals further downside while $25.25â$26.07 is the first recovery hurdle.
Sentiment & News
Key News Insights: ⢠BlackRock stake ⢠Market expansion ⢠Ticker ambiguity BlackRock's $448.4M, 6.48% stake signals strong institutional confidence in Rush Street Interactive amid an expanding legal sports-betting market.
AI Summary
RSI's investment case has shifted to proving that rapid online-casino growth can sustain double-digit EBITDA margins and free-cash-flow compounding, but its premium valuation leaves little room for promotional-cost pressure or any guidance missâwait for continued margin durability and a technical recovery before adding exposure.
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% |