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RSRSI

Rush Street Interactive, Inc.

$RSI·$6.2B·Gambling, Resorts & Casinos·Consumer Cyclical
$26.41+0.8%YTD+47.4%1Y+18.3%
Mentions · last 7 days
2026-08-20: 4 posts2026-08-21: 3 posts2026-08-22: 5 posts30+16%
Price updated 1d ago·X counts updated 7d ago
RSRSI
$RSIRush Street Interactive, Inc.
$26.41+0.80%30 posts+16%
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.

Proven numbersCooling offAI verdict · as of 2026-08-21

Catching its breath after a run — could pick back up or fade from here.

Online-casino operator growing 41%, with the CEO and controller monetizing $5M into the print — the growth is real, the timing question is real too.

Rush Street Interactive runs online casino and sports-betting brands (BetRivers, PlaySugarHouse) across US-regulated states and multiple Latin American markets. The bull case has always been the state-by-state legalization curve plus a Latam beachhead, and Q2 backs that up.

  • Q1 revenue grew 41% year-on-year to $370M and Q2 hit $394M — genuine top-line acceleration, and management's talking point that only ~12% of Americans currently have legal online-casino access is a real growth-runway argument, not just marketing.
  • Trades at ~72x trailing earnings with an EV/EBITDA of 37x — a real growth multiple, so the deceleration risk is a bigger deal here than for a mature name.
  • On Aug 3, CEO Richard Schwartz sold $4.4M after converting units, CFO Kyle Sauers sold $613K, and COO Mattias Stetz sold $561K — three named C-suite sellers in one window totalling ~$5.6M, right into the post-earnings strength. That's a real cluster, not routine.
  • Neil Bluhm's 46.5% control stake (13D/A Aug 3) makes RSI a controlled company — the free float is smaller than the share count implies, and any Bluhm-level move on the position would dominate the tape.

What restarts the move is another regulated-state going live (New York, California online casino would be the game-changers) or a Q3 print holding 40%+ growth without the C-suite cluster repeating. What confirms the cooling is another Aug-style insider cluster on the next earnings window, or a state-by-state legalization stall — the multiple compresses fast in either case.

Agrees with X sentimentThe mixed X read fits — bulls have a genuinely blowout Q2 and the 12% US penetration runway; the four-point drop after the print is the market's reaction to the same-week $5.6M C-suite selling cluster. Both sides are looking at different, real signals.

What to watch: Nov 4 Q3 earnings — 40%+ revenue growth needs to hold. Any additional Form 4 selling from Schwartz/Sauers/Stetz would harden the ceiling; state-by-state legalization catalysts (particularly NY iCasino) would break it upward.

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

X sentiment

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

Mixed sentiment5 posts analyzed · as of 2026-08-10

Rush Street Interactive posts describe a blowout earnings report followed by a four point drop on Thursday, CEO commentary that only twelve percent of Americans can currently play online casino games as a growth thesis, and unusual option volume. The mix of strong fundamentals and a negative price reaction leaves the small sample directionally split rather than clearly bullish or bearish.

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

Neutral — Operates BetRivers online casino and sports betting platform across US states and Latin American markets; limited read-through from gambling, resorts & casinos macro dynamics to this specific revenue mix.

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, Nov 4·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 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.5B$1.5B – $1.5B$0.59$0.56 – $0.618
FY27$1.8B$1.7B – $1.8B$0.82$0.77 – $0.888
FY28$2.0B$1.8B – $2.1B$1.03$0.97 – $1.075

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.1.0×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.57%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.-9.5%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.+13.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 100.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.5% 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.β1.525-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

SellAug 3Schwartz Richard ToddCEO158.3K sh$4.4MSellAug 3Kyle SauersCFO23.0K sh$613KSellAug 3Mattias StetzCOO20.0K sh$561KSellJul 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$2.6M
1–10 of 19
+ 31 other (13 conversions · 13 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

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.

+ 16 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 Crosses Above Two Hundred Day Moving Average – Here’s Whydefenseworld.net·3d agoBlackRock Inc. Takes Position in Rogers Corporation $ROGdefenseworld.net·5d agoBlackRock Inc. Makes New $448.44 Million Investment in Rush Street Interactive, Inc. $RSIdefenseworld.net·5d agoMurray Stahl Expands Stake in RENN Fund Inc (RCG) with Additional Share Purchasegurufocus.com·5d agoMurray Stahl Expands RENN Fund Inc (RCG) Stake in August Transactiongurufocus.com·12d 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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