Rush Street Interactive, Inc. (RSI) - Stock Analysis
Last updated: Jul 25, 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
Price Behavior
Key Price Behavior Insights: ⢠Higher lows ⢠Fading momentum ⢠Range rejection Support Level: $30.0-$31.3 Resistance Level: $33.5-$34.5 Over the last month, RSI improved into mid-July but momentum has faded after a failed move toward the upper range, leaving the stock range-bound between $30.0-$31.3 support and $33.5-$34.5 resistance, with a break below $31 increasing downside risk.
Sentiment & News
Key News Insights: ⢠Earnings catalyst ⢠Alberta expansion ⢠Insider selling RSI is heading into its July 29 earnings release with improving sentiment and expansion momentum, but mixed expectations suggest limited upside-beat potential.
AI Summary
RSI has shifted from a speculative growth story to a credible operating improvement case, with record revenue, faster profit growth, and raised guidance suggesting real earnings leverage, but the July 29 earnings report and insider-related secondary share supply are the key tests that could determine whether this re-rating is durable or just temporary.
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% |