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RSRSI

Rush Street Interactive, Inc.

Buzzing onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthRecent insider buying
$RSI·$5.0B·Gambling, Resorts & Casinos·Consumer Cyclical
$18.52-2.3%YTD-1.0%1Y-8.7%
Price updated 6h ago·X counts updated 5d ago
RSRSI
$RSIRush Street Interactive, Inc.
$18.52-2.32%250 posts2.4×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $RSI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

250X posts · last 7 days
Sep 29Oct 11
Chatter Meter
2.4×
QuietNormal · 1×Loud

How loud $RSI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 98% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-07

Rush Street Interactive is on multiple unusual-option and unusual-call-volume scans this week, and 'bull flow continues to be persistent' — even after Elite members received a bearish signal on July 28 that hit for -14.6% over 30 days. Setup has flipped back to positive flow accumulation.

Read what X is saying about $RSI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RSI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

iGaming operator growing 41% at profitability — Bluhm's 46.5% ownership is both the structural tailwind and the overhang.

Rush Street Interactive runs the BetRivers online casino and sports betting brand in US and Latin American states — a smaller but credible iGaming operator alongside DraftKings and FanDuel. The stock is flat YTD and down 22% below the 50-day as the sector rotation has moved against iGaming names.

  • The P&L is actually working: revenue grew 41% YoY to $370M last quarter at a 9.3% operating margin — a profitable iGaming operator at scale is rare, and the operating-leverage trajectory from here is linear if customer-acquisition costs don't blow out.
  • Neil Bluhm's 46.5% beneficial ownership and recent 760,000-share gift transaction keep the control-shareholder question front and center — the stock trades at a persistent discount to peers because the float is small and strategic flexibility (take-private, M&A) is at Bluhm's discretion.
  • Director Jack Markell's $29K open-market purchase is the only insider buy signal; officer Sauers' $610K sale at $26.56 was the previous take-chips tell.

Breaking-down holds unless Nov 4 earnings confirm revenue growth above 35% YoY and LatAm margin expansion continues (that's the differentiated growth driver). A soft marketing-spend commentary, or any state-level regulatory headwind, is what seals the de-rating; a specific take-private rumor or an upsized LatAm market would re-rate the setup.

Agrees with X sentimentX unusual-call-volume scans and bull-flow accumulation chatter line up with the growth mechanics — the Elite July 28 bearish signal that hit for -14.6% is honest history, and the setup flipping back to positive flow matches the 41% revenue growth story.

What to watch: Nov 4 earnings — revenue growth above 35% YoY, LatAm segment contribution, operating margin trajectory, and any state-regulatory news. A soft LatAm print or widening marketing spend is what seals the breaking-down tape lower.

On the calendar: 2026-11-04 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Online sports betting is the structural share gainer as the NFL season opens, with DraftKings as the market-entry catalyst.

What this means for $RSI

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

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
Q2 2026Jul 29, 2026$0.15$0.15+0.1%
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%
Next earningsWed, Oct 28·consensus EPS $0.14

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 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.6B$1.5B – $1.7B$0.62$0.61 – $0.679
FY27$1.8B$1.8B – $1.9B$0.84$0.81 – $0.889
FY28$2.1B$1.9B – $2.4B$1.06$0.82 – $1.306

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.0.4×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.16%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.-20.8%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.-22.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 106.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.515-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

SellOct 5Kyle SauersCFO23.0K sh$467KSellOct 1Mattias StetzCOO20.0K sh$397KSellOct 1Schwartz Richard ToddCEO102.8K sh$2.0MBuySep 25Jack A. MarkellDirector1.5K sh$29KSellSep 3Kyle SauersCFO23.0K sh$611KSellSep 1Schwartz Richard ToddCEO102.8K sh$2.6MSellSep 1Mattias StetzCOO20.0K sh$514KSellAug 3Schwartz Richard ToddCEO158.3K sh$4.4MSellAug 3Kyle SauersCFO23.0K sh$613KSellAug 3Mattias StetzCOO20.0K sh$561K
1–10 of 26
+ 36 other (15 returns · 15 conversions · 2 gifts · 2 exempts · 2 inkinds) 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

SC 13D/AActivist amendmentAug 3SC 13D/A
AI summary

Neil Bluhm filed Amendment No. 3 to his Schedule 13D for Rush Street Interactive, Inc. (RSI), disclosing beneficial ownership of 100,085,274 shares of Class A Common Stock representing 46.5% of the class as of July 30, 2026. The position comprises 668,418 direct Class A shares, 99,289,627 shares issuable upon conversion of RSILP Units (each paired with a Class V share), and 127,229 shares from stock options. Bluhm is a dominant controlling insider in RSI; this is a routine ownership update with no stated intent to change or influence control.

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.

+ 15 other (6 13Gs · 3 proxys · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Rogers Sugar (TSE:RSI) Share Price Breaks Below 200-Day Moving Average – Here’s What Happeneddefenseworld.net·1d agoRush Street Interactive (NYSE:RSI) and Jack In The Box (NASDAQ:JACK) Head to Head Contrastdefenseworld.net·4d agoRush Street Interactive Announces Third Quarter 2026 Earnings Release Dateglobenewswire.com·9d agoWall Street Is Betting These 3 Beaten-Down Stocks Have More Room to Runmarketbeat.com·10d agoRush Street Interactive Inc (RSI) Stock Up 4.9% but GF Value Says Overvalued -- GF Score: 74/100gurufocus.com·11d 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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