Rush Street Interactive is a high-growth online gaming company with 41% year-over-year revenue growth, industry-leading returns on equity, and exceptional free cash flow conversion, but trading at overbought levels with the price above analyst targets and a put-to-call ratio of 2.0 signaling elevated bearish hedging.
Thesis pillars
- 41 Percent Revenue Growth Rate→Stable
- Excellent Cash Conversion Quality→Stable
- Overbought Valuation At Target↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Rush Street Interactive, Inc. (RSI) Stock Analysis
Consumer Cyclical · Gambling
Hold if already holding. Not a fresh buy at $25.58, but acceptable to hold if already in. Reason: mixed signals — some dimensions strong, others weak.
Rush Street Interactive offers real-money online casino, sports betting, and retail sports betting across 16 U.S. states and four international markets—Colombia, Ontario, Mexico, and Peru—reaching a combined population of over 360 million. Revenue is generated through B2C... Read more
Hold if already holding. Not a fresh buy at $25.58, but acceptable to hold if already in. Reason: mixed signals — some dimensions strong, others weak. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 6.7/10, moderate confidence.
Passes 6/8 gates (favorable risk/reward ratio, no SEC red flags, news events none recent, earnings proximity 75d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.
Recent developments
updated 2026-08-15Recent Developments — Rush Street Interactive, Inc.
Latest news
- NEWS Rush Street Interactive, Inc. (RSI) Q2 Earnings Match Estimates - Yahoo Finance — Yahoo Finance neutral
- NEWS Rush Street Interactive (NYSE:RSI) Reports Upbeat Q2 CY2026, Guides for Strong Full-Year Sales - StockStory — StockStory positive
- NEWS Is Rush Street Interactive (RSI) Overvalued After Q2 Earnings? E - GuruFocus — GuruFocus negative
- NEWS Earnings Flash (RSI) Rush Street Interactive, Inc. Posts Q2 Adjusted EPS $0.15 per Share, vs. FactSet Est of $0.15 - mar — marketscreener.com positive
- NEWS Earnings Flash (RSI) Rush Street Interactive, Inc. Reports Q2 Revenue $393.8M, vs. FactSet Est of $367.7M - marketscreen — marketscreener.com positive
Generated 2026-08-15T08:37:18Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMSupplierKambi Group plc10-K Item 1: 'Integrated into our online sports betting platform is a third-party risk and trading platform currently provided by Kambi Group plc and its subsidiaries'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 ceiling hit
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $25.58, but acceptable to hold if already in. Reason: mixed signals — some dimensions strong, others weak. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Target $31.32 (+22.4%), stop $23.79 (−7.5%), A.R:R 1.8:1. Score 6.7/10, moderate confidence.
Take-profit target: $31.32 (+22.4% upside). Target $31.32 (+22.4%), stop $23.79 (−7.5%), A.R:R 1.8:1. Stop-loss: $23.79.
Rush Street Interactive, Inc. trades at a P/E of 79.4 (forward 29.0). TrendMatrix value score: 5.9/10. Verdict: Hold.
15 analysts cover RSI with a consensus score of 4.1/5. Average price target: $36.
What does Rush Street Interactive, Inc. do?Rush Street Interactive offers real-money online casino, sports betting, and retail sports betting across 16 U.S....
Rush Street Interactive offers real-money online casino, sports betting, and retail sports betting across 16 U.S. states and four international markets—Colombia, Ontario, Mexico, and Peru—reaching a combined population of over 360 million. Revenue is generated through B2C operations under BetRivers and PlaySugarHouse brands, which contributed more than 99% of total revenue in 2025, with the remainder from B2B retail sportsbook services.