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RSRSI

Rush Street Interactive, Inc.

Rising onWhy it's trendingX chatter picking upMoving on elevated volumeBacked by solid revenue growth
$RSI·$6.7B·Gambling, Resorts & Casinos·Consumer Cyclical
$28.39+0.8%YTD+47.4%1Y+44.0%
Mentions · last 7 days
2026-07-29: 27 posts2026-07-30: 25 posts2026-07-31: 7 posts2026-08-01: 8 posts2026-08-02: 14 posts2026-08-03: 26 posts2026-08-04: 17 posts124+12%
Price updated 2h ago·X counts updated 2h ago
RSRSI
$RSIRush Street Interactive, Inc.
$28.39+0.82%124 posts+12%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 numbersAcceleratingAI verdict · as of 2026-08-03

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

Rush Street Interactive is the iGaming-plus-LatAm franchise up 39% YTD — Q2 revenue +46% YoY plus record earnings is the substance.

Rush Street Interactive Inc. is a specific US-listed online-casino and sports-betting franchise — Real-money-gaming plus sportsbook across the US and Latin America (BetRivers, PlaySugarHouse). Up 3% today, up 39% year to date, and up 33% over 12 months, sitting at the 60th percentile of the 52-week range on a Q2-record-print tape.

Where it stands after Q2:

  • The Q2 print was a genuine record beat: revenue $393.8M (+46% YoY) beating $364.4M, adj EPS $0.15 in-line, adj EBITDA $64.6M (+61% YoY), and record earnings — the second consecutive record quarter. The specific pattern of an online-gaming franchise where the iGaming mix is compounding with LatAm expansion.
  • The valuation is elevated but consistent with growth: TTM P/E of 72, forward P/E of 47 on FY26 EPS estimates of $0.59 rising to FY27 estimates of $0.82 — implying forward P/E of 34 on the FY27 base. Price-to-sales of 5.0 and EV/EBITDA of 37 reflect the specific online-gaming premium.
  • The technical tape is a specific signal: community signal-strength trackers have RSI up +56.7% over 133 days — the specific pattern of a name where the momentum-tracker cohort has aligned with the fundamental beat cadence. Increasing unusual option volume in RSI alongside PAGP/AVTR/WES/PAA/GDS is the specific institutional-flow signal.
  • The competitive footnote is real: bulls call out the setup versus PLS competition — the specific pattern of a franchise where the differentiated LatAm-plus-iGaming mix supports the premium multiple.

The next quarterly print needs continued 40%+ revenue growth plus dated commentary on iGaming-mix expansion and LatAm-market-share to extend the accelerating tape; a specific LatAm-regulatory-walk-back or an iGaming-margin compression would take the stock back toward the mid-range — the specific concern for a name where the whole re-rating rides on the multi-segment growth arc continuing.

Agrees with X sentimentX is bullish and I agree with the setup — the Q2 revenue +46% YoY plus record adj EBITDA plus +56.7% community-momentum-tracker signal is a defensible growth-plus-momentum trade. The bear reservation to name is that at 72x TTM P/E, the multiple leaves less room for the 40%+ revenue-growth cadence to pause.

What to watch: The next quarterly print — good = continued 40%+ revenue growth with dated commentary on iGaming-mix expansion and LatAm-market-share; bad = a specific LatAm-regulatory-walk-back or an iGaming-margin compression, which takes the stock back toward the mid-range.

X sentiment

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

Bullish sentiment7 posts analyzed · as of 2026-08-04

Rush Street Interactive's Q2 print — revenue $393.8M vs $364.4M (+46% YoY), adjusted EBITDA $64.6M (+61%), EPS $0.15 in line — has posters constructive. CEO Richard Schwartz's 'betting on more states legalizing online casinos' quote is being circulated. Unusual options volume is picking up. RSI gets included in trading-panel picks alongside ARM and UNH. Almost no bearish voice.

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 $0.15

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.1.6×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.67%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.-5.4%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.+24.5%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 today5.2% 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.β1.565-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

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

SC 13D/AActivist amendmentAug 3SC 13D/A
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.

+ 18 other (6 13Gs · 3 earnings 8-Ks · 3 proxys · 2 10-Qs) in window

Recent news

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

Sin Stocks: Why Investors Continue to Bet on Controversial Companieszacks.com·5d agoRush Street Interactive Q2 Earnings Call Highlightsmarketbeat.com·6d agoRush Street Interactive, Inc. (RSI) Q2 2026 Earnings Call Transcriptseekingalpha.com·6d agoRush Street Interactive, Inc. (RSI) Q2 Earnings Match Estimateszacks.com·6d agoRush Street Interactive Announces Second Quarter 2026 Results and Raises Full Year Guidanceglobenewswire.com·6d ago

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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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