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RSRSI

Rush Street Interactive, Inc.

$RSI·$7.9B·Gambling, Resorts & Casinos·Consumer Cyclical
$32.80-0.4%YTD+70.3%1Y+123.7%
Mentions · last 7 days
2026-07-09: 14 posts2026-07-10: 14 posts2026-07-11: 15 posts2026-07-12: 13 posts2026-07-13: 27 posts2026-07-14: 19 posts2026-07-15: 24 posts128+13%
Price updated 2h ago·X counts updated 1d ago
RSRSI
$RSIRush Street Interactive, Inc.
$32.80-0.39%128 posts+13%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $RSI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Rush Street Interactive is up 123% over twelve months on 41% revenue growth, BetRivers Alberta launch, and FIFA World Cup tailwinds.

Rush Street Interactive runs online casino and sports betting under BetRivers and PlaySugarHouse in the U.S. and Latin America, $7.94B market cap, with Q2 2026 earnings due 2026-07-29.

  • Q1 revenue was $370M, up 41.1% year-over-year and 14.0% sequentially — the fifth consecutive quarter of strong growth as North American iGaming and Latin American expansion accelerate.
  • Q1 EPS came in at $0.14 versus $0.12 consensus (16.7% surprise) — the fourth positive surprise in a series that includes 28.6%, -20%, and 57.1% beats.
  • Gross margin 34.9%, operating margin 9.3%, trailing ROIC 24.8%, ROE 26.4% — real economics for an iGaming operator.
  • Consensus models 2026 revenue $1.52B rising to $1.75B in 2027 and $1.99B in 2028, EPS $0.58 to $0.81 to $1.03 — the 72x multiple discounts mid-teens compounding.
  • On July 13, BetRivers launched in Alberta, Canada — a real new-market expansion.
  • Meaningful insider activity: CEO Richard Todd Schwartz S-Sale of 102,778 shares at $31.21 for $3.21M on July 1, plus CFO Sauers ($725K) and COO Stetz ($624K).
  • The stock is up 123% over twelve months and 71% year-to-date, at 92% of the 52-week range and 14% above the 50-day.

The setup is an iGaming operator with strong growth, an Alberta launch, and World Cup catalyst — July 29 tests whether Q2 execution extends the trajectory.

Agrees with X sentimentX posters describe RSI as basing above all-time high on the weekly chart. Phil Hellmuth's SPAC track record beats 99% of sponsors and was involved with RSI. The World Cup is framed as 'the biggest betting event ever' lifting RSI alongside DKNG. That aligns with the July 13 BetRivers Alberta launch, the strong operating fundamentals, and the community expectation of Q2 execution — the setup is anchored on visible growth catalysts.

What to watch: July 29 Q2 earnings — revenue growth versus the +41% Q1 pace, operating-margin trajectory versus the 9.3% base, gross-gaming-revenue by segment (U.S. iCasino, U.S. sportsbook, Latin American operations), and full-year 2026 revenue guide versus the $1.52B consensus. BetRivers Alberta launch traction is a qualitative signal.

On the calendar: 2026-07-29 Q2 2026 earnings; revenue growth and operating-margin trajectory drive the print.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-06-17

Rush Street Interactive ($RSI) is described as basing above all-time high on the weekly chart. Phil Hellmuth — whose SPAC track record beats 99% of sponsors — was involved with RSI, IONQ, GENI, and now SPKL. The World Cup is being framed as 'the biggest betting event ever' lifting RSI alongside DKNG/FLUT/SRAD. Bears note the broader Tuesday tape weakness. Net tone is bullish on the gaming + sports-betting + sponsor-track-record thesis.

Read the AI verdict + X sentiment for $RSI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates BetRivers online casino and sports betting platform across US states and Latin American markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Gambling, Resorts & Casinos sits in its cycle right now — and what that implies for $RSI.

Gambling, Resorts & Casinos · Consumer Cyclical

No material change from last week — DraftKings' super app pivot and World Cup gambling activity signal OSB market maturation.

What this means for $RSI

Direct beneficiary — Operates BetRivers online casino and sports betting platform across US states and Latin American markets; primary revenue lines track directly to the World Cup OSB surge and digital casino iGaming maturation.

Top industry ETF

$BJKVanEck Gaming ETF
-6.5%YTD
-4.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
72.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
24.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
26.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
34.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 28, 2026$0.14$0.12+16.7%
Q4 2025Feb 17, 2026$0.08$0.10-20.0%
Q3 2025Oct 29, 2025$0.09$0.07+28.6%
Q2 2025Jul 30, 2025$0.11$0.07+57.1%
Next earningsWed, Jul 29·consensus EPS $0.13

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$370.4M+41.1%35.7%11.6%$0.09$19.9M
Q4 FY25$324.9M+27.8%34.4%8.8%$0.05$68.9M
Q3 FY25$277.9M+19.7%34.0%7.0%$0.06$41.2M
Q2 FY25$269.2M+22.2%35.3%9.0%$0.18$16.7M

Forward consensus

3-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.5B$1.5B – $1.5B$0.58$0.54 – $0.628
FY27$1.8B$1.7B – $1.8B$0.81$0.74 – $0.888
FY28$2.0B$2.0B – $2.0B$1.03$0.99 – $1.055

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.92%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+13.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+50.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 6Kyle SauersCFO23.0K sh$725KSellJul 1Schwartz Richard ToddCEO102.8K sh$3.2MSellJul 1Mattias StetzCOO20.0K sh$624KSellJun 25Paul WierbickiChief Legal Officer10.0K sh$301KSellJun 3Kyle SauersCFO23.0K sh$585KSellJun 1Mattias StetzCOO20.0K sh$513KSellJun 1Schwartz Richard ToddCEO102.8K sh$2.6MSellMay 6Neil BluhmChair1.4M sh$34.2MSellMay 6Schwartz Richard ToddCEO53.3K sh$1.3MSellMay 6Mattias StetzCOO11.2K sh$279K
1–10 of 16
+ 29 other (12 conversions · 12 returns · 2 exempts · 2 inkinds · 1 gift) in window

See when $RSI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 38-K — Item 5.07: Shareholder vote
AI summary

RSI (RSI) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

SC 13D/AActivist amendmentMay 7SC 13D/A
AI summary

BLUHM NEIL filed an amended Schedule 13D on RSI disclosing beneficial ownership (100,085,274.00 shares) as of 2026-05-07. The filer's stated intent is passive investment with no plan to influence control of the company.

424B4Prospectus supplement (offering)May 6424B4
AI summary

RSI filed a 424B4 prospectus supplement dated 2026-05-06, representing an active capital markets transaction. Priced at $0.0001 per share. This represents immediate dilution to existing shareholders.

+ 14 other (4 13Gs · 3 proxys · 2 earnings 8-Ks · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BetRivers Launches in Alberta, Bringing Its Award-Winning Casino Gaming and Sports Betting Mobile Platform to Players Across the Provinceglobenewswire.com·4d agoRush Street CFO Sells $725,200 in Stock After a 114% Rallyfool.com·7d agoRush Street Interactive Announces Second Quarter 2026 Earnings Release Dateglobenewswire.com·8d agoRush Street Interactive, Inc. (RSI) is a Great Momentum Stock: Should You Buy?zacks.com·28d agoMurray Stahl's Strategic Acquisition of RENN Fund Inc Sharesgurufocus.com·31d ago

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Voices on X · last 7 days

No standout posts about $RSI on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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