Rush Street Interactive (NYSE:RSI – Get Free Report) released its earnings results on Tuesday. The company reported $0.08 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.10 by ($0.02), FiscalAI reports. Rush Street Interactive had a net margin of 2.83% and a return on equity of 17.11%. The business had revenue of $324.89 million for the quarter, compared to analyst estimates of $305.08 million. During the same quarter in the previous year, the company posted $0.07 earnings per share. The business’s revenue for the quarter was up 27.8% on a year-over-year basis.
Here are the key takeaways from Rush Street Interactive’s conference call:
- Management reported a record 2025 with $1.13 billion in revenue (+23% YoY), Adjusted EBITDA $153.7 million (+66% YoY) and net income of $74 million, highlighting strong profitability and cash generation.
- User growth was a key driver—North America MAUs rose 37% (online casino MAUs +51% in Q4) and Latin America MAUs grew 47%—supporting the company’s casino-first strategy and higher-margin mix.
- Colombia regulatory changes materially pressured 2025 results—RSI paid about $75 million in incremental bonusing (reducing revenue) and estimates a ~$25–30 million EBITDA hit, and 2026 remains uncertain while a 19% revenue tax decree is under court review.
- Management guided to strong 2026 targets—revenue of $1.375–1.425 billion (21–26% growth) and Adjusted EBITDA of $210–230 million (37–50% growth), while retaining a healthy cash balance (~$336 million) and $42 million remaining on the buyback.
- RSI plans increased investment in proprietary casino content, multi‑state poker liquidity and expansion (Alberta launch possible in Q2–Q3 2026), and noted that many remarks are forward‑looking and use non‑GAAP metrics, which may be optimistic.
Rush Street Interactive Stock Performance
Shares of RSI stock opened at $16.95 on Wednesday. Rush Street Interactive has a 52 week low of $9.54 and a 52 week high of $22.65. The company’s 50 day moving average price is $18.46 and its two-hundred day moving average price is $19.06. The company has a market capitalization of $3.89 billion, a P/E ratio of 67.80 and a beta of 1.54.
Analysts Set New Price Targets
Read Our Latest Analysis on Rush Street Interactive
Insider Transactions at Rush Street Interactive
In related news, COO Mattias Stetz sold 20,000 shares of Rush Street Interactive stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $17.67, for a total value of $353,400.00. Following the sale, the chief operating officer owned 289,624 shares of the company’s stock, valued at approximately $5,117,656.08. This trade represents a 6.46% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Kyle Sauers sold 160,067 shares of the business’s stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $19.07, for a total value of $3,052,477.69. Following the completion of the sale, the chief financial officer owned 663,306 shares in the company, valued at $12,649,245.42. The trade was a 19.44% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 919,421 shares of company stock valued at $17,044,879 over the last quarter. Corporate insiders own 56.89% of the company’s stock.
Institutional Inflows and Outflows
A number of hedge funds have recently bought and sold shares of the stock. Kemnay Advisory Services Inc. bought a new stake in shares of Rush Street Interactive during the 4th quarter worth approximately $47,000. Empowered Funds LLC acquired a new stake in Rush Street Interactive in the fourth quarter valued at $55,000. Osaic Holdings Inc. grew its position in shares of Rush Street Interactive by 62.2% in the 2nd quarter. Osaic Holdings Inc. now owns 4,872 shares of the company’s stock valued at $73,000 after acquiring an additional 1,868 shares during the period. Lazard Asset Management LLC acquired a new position in shares of Rush Street Interactive during the 2nd quarter worth about $90,000. Finally, US Bancorp DE acquired a new position in shares of Rush Street Interactive during the 3rd quarter worth about $115,000. 24.78% of the stock is currently owned by institutional investors.
Key Headlines Impacting Rush Street Interactive
Here are the key news stories impacting Rush Street Interactive this week:
- Positive Sentiment: Record revenue and margin progress — Q4 revenue was $324.9M (+28% YoY) and full‑year 2025 revenue of $1,134M exceeded the high end of guidance; quarterly adjusted EBITDA was a record $44.1M and full‑year adjusted EBITDA beat guidance. Rush Street Interactive Announces Fourth Quarter and Full Year 2025 Results
- Positive Sentiment: Raised/initiated FY2026 financial targets — management set revenue guidance of $1.375–$1.425B and adjusted EBITDA guidance of $210–$230M, implying strong growth ahead and providing a clearer growth runway vs. street expectations. Rush Street Interactive Announces Fourth Quarter and Full Year 2025 Results
- Positive Sentiment: “Casino‑first” strategy and 2026 growth target — management highlighted a casino-first product push and a 21%–26% revenue growth target for 2026 tied to accelerated user expansion, which supports the higher guidance and long‑term monetization thesis. Rush Street Interactive outlines 21%-26% revenue growth target for 2026 as casino-first strategy accelerates user expansion
- Neutral Sentiment: Earnings call detail and color — the company held a call/transcript with additional color on user metrics, product mix and regional expansion; investors should review the transcript for execution details behind the guidance. Rush Street Interactive Inc (RSI) Q4 2025 Earnings Call Highlights Rush Street Interactive, Inc. (RSI) Q4 2025 Earnings Call Transcript
- Negative Sentiment: EPS miss — reported EPS of $0.08 missed consensus ~$0.10, which highlights near‑term profitability/beat‑and‑hold risk even as revenue grows. Rush Street Interactive, Inc. (RSI) Misses Q4 Earnings Estimates
- Negative Sentiment: Insider selling — the CEO executed the largest-ever sale of RSI shares, which can raise governance or confidence questions for some investors even if proceeds are planned for diversification. CEO’s Largest RSI Share Sale Puts Focus On Earnings And Growth
Rush Street Interactive Company Profile
Rush Street Interactive (NYSE: RSI) is a digital gaming and sports betting company that develops and operates online wagering platforms in regulated markets. As a subsidiary of Rush Street Gaming, the company specializes in delivering interactive casino games, live dealer experiences, and sports betting services through desktop and mobile applications. Its technology infrastructure is designed to support real-time wagering, secure transactions, and responsible gaming tools across multiple jurisdictions.
The company’s flagship brand, BetRivers, offers a range of casino titles—including slots, table games, and virtual sports—alongside a comprehensive sportsbook featuring pre-game and in-play betting markets.
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