Rush Street Interactive (NYSE:RSI) Shares Up 5.9% – What’s Next?

Rush Street Interactive, Inc. (NYSE:RSI) shares rose 5.9% during mid-day trading on Tuesday . The company traded as high as $16.93 and last traded at $16.9750. Approximately 992,826 shares were traded during mid-day trading, a decline of 52% from the average daily volume of 2,071,350 shares. The stock had previously closed at $16.03.

Key Headlines Impacting Rush Street Interactive

Here are the key news stories impacting Rush Street Interactive this week:

• Positive Sentiment: Q4 revenue beat and record year — Revenue of $324.9M came in above consensus and was up ~27.8% year-over-year, underpinning investor optimism about top-line momentum. Rush Street Interactive Inc (RSI) Q4 2025 Earnings Call Highlights: Record Revenue and …
• Positive Sentiment: Aggressive 2026 guidance — Management outlined a 21%–26% revenue growth target and emphasized a “casino‑first” strategy to accelerate user expansion, which supports forward growth expectations. Rush Street Interactive outlines 21%-26% revenue growth target for 2026 as casino-first strategy accelerates user expansion
• Positive Sentiment: Analyst upgrade — Citizens Jmp upgraded RSI from Market Perform to Outperform and set a $24 price target, giving the stock visible upside from current levels. Benzinga
• Neutral Sentiment: Market reaction coverage & commentary — Multiple outlets and research summaries explain the stock rally as a combination of the revenue beat, upbeat guidance and positive commentary from the earnings call. (Useful for context, less directly news-driving.) Why Rush Street Interactive, Inc.’s (RSI) Stock Is Up 8.91%
• Negative Sentiment: Small EPS miss — Reported EPS of $0.08 missed consensus (~$0.10), which highlights margin pressure despite revenue strength and could limit enthusiasm if margins don’t improve. Rush Street Interactive’s (NYSE:RSI) Q4 CY2025: Beats on revenue
• Negative Sentiment: Insider selling — Coverage flagged the CEO’s largest-ever RSI share sale, which can raise governance/insider-confidence questions and may cap the rally. CEO’s Largest RSI Share Sale Puts Focus On Earnings And Growth
• Neutral Sentiment: Analysts remain mixed — Some outlets highlight analyst conflict on consumer cyclical exposure and valuation, underscoring that sentiment could swing with future execution. Analysts Conflicted on These Consumer Cyclical Names: Rush Street Interactive (RSI) and Las Vegas Sands (LVS)

Analyst Ratings Changes

A number of analysts recently weighed in on RSI shares. Needham & Company LLC upped their target price on shares of Rush Street Interactive from $23.00 to $25.00 and gave the stock a “buy” rating in a report on Wednesday. Weiss Ratings restated a “hold (c-)” rating on shares of Rush Street Interactive in a research report on Monday, December 29th. Citizens Jmp upgraded Rush Street Interactive from a “market perform” rating to an “outperform” rating and set a $24.00 price objective on the stock in a research report on Wednesday. Oppenheimer boosted their target price on Rush Street Interactive from $24.00 to $25.00 and gave the stock an “outperform” rating in a research report on Wednesday. Finally, Craig Hallum reiterated a “buy” rating on shares of Rush Street Interactive in a research report on Tuesday, December 9th. Ten equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Rush Street Interactive currently has an average rating of “Moderate Buy” and a consensus target price of $22.00.

Rush Street Interactive Stock Up 2.6%

The company has a fifty day moving average price of $18.44 and a 200 day moving average price of $19.05. The stock has a market cap of $4.28 billion, a PE ratio of 66.62 and a beta of 1.54.

Rush Street Interactive (NYSE:RSI) last issued its earnings results on Tuesday, February 17th. The company reported $0.08 earnings per share for the quarter, missing the consensus estimate of $0.10 by ($0.02). The company had revenue of $324.89 million for the quarter, compared to analysts’ expectations of $305.08 million. Rush Street Interactive had a net margin of 2.94% and a return on equity of 19.12%. The company’s revenue was up 27.8% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.07 earnings per share. As a group, research analysts predict that Rush Street Interactive, Inc. will post 0.04 earnings per share for the current year.

Insider Buying and Selling at Rush Street Interactive

In other Rush Street Interactive news, COO Mattias Stetz sold 20,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $17.67, for a total value of $353,400.00. Following the transaction, the chief operating officer owned 289,624 shares in the company, valued at approximately $5,117,656.08. The trade was a 6.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Kyle Sauers sold 160,067 shares of the stock in a transaction dated Thursday, January 8th. The stock was sold at an average price of $19.07, for a total transaction of $3,052,477.69. Following the sale, the chief financial officer owned 663,306 shares of the company’s stock, valued at approximately $12,649,245.42. This represents a 19.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,166,535 shares of company stock valued at $21,201,337 in the last quarter. Company insiders own 56.94% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in RSI. Concord Wealth Partners purchased a new stake in Rush Street Interactive during the 3rd quarter valued at $41,000. Kemnay Advisory Services Inc. purchased a new stake in shares of Rush Street Interactive in the 4th quarter worth $47,000. Empowered Funds LLC bought a new position in Rush Street Interactive in the 4th quarter worth $55,000. Osaic Holdings Inc. grew its holdings in Rush Street Interactive by 62.2% during the second quarter. Osaic Holdings Inc. now owns 4,872 shares of the company’s stock valued at $73,000 after purchasing an additional 1,868 shares during the period. Finally, Lazard Asset Management LLC bought a new position in shares of Rush Street Interactive in the second quarter worth about $90,000. 24.78% of the stock is owned by hedge funds and other institutional investors.

About Rush Street Interactive

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.