Rush Street Interactive, Inc. (RSI) - Stock Analysis
Last updated: Sep 12, 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: ⢠Operating turnaround ⢠Strong cash flow ⢠Elevated valuation RSI's improving profitability, strong free cash flow, liquidity, and debt-free balance sheet are offset by high valuation multiples and lingering balance-sheet risks, suggesting investors should await sustained earnings validation.
Price Behavior
Key Price Behavior Insights: ⢠Recovery Stalled ⢠Higher Lows ⢠Key Support Support Level: $25.6â$25.8; stronger at $24.3â$24.6 Resistance Level: $27.0â$27.1; stronger at $28.2â$28.4 Over the last month, RSI recovery has stalled below $27.0â$27.1 resistance, with a break higher targeting $28.2â$28.4 but failure risking a retest of $25.6â$25.8 support.
Sentiment & News
Key News Insights: ⢠BlackRock stake ⢠Institutional confidence ⢠Ticker clarification BlackRock's $448.4M, 6.48% stake in Rush Street Interactive signals strong institutional confidence, while other RSI/RCG/ROG headlines are unrelated.
AI Summary
RSI has shifted from a growth-at-any-cost story to an operating-leverage test, with strong revenue, EBITDA, and free-cash-flow momentum supporting upside only if profitability proves durable; given its premium valuation, investors should wait for sustained margin expansion and cash generation before adding aggressively.
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% |