Rush Street Interactive Set to Announce Strong Q4 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 13 2026
0mins
Source: seekingalpha
Rush Street Interactive's stock rose by 5.12% as the RSI crossed above the 5-day SMA, reflecting positive momentum ahead of its upcoming earnings report.
The company is set to announce its Q4 2023 earnings on February 17, with a consensus EPS estimate of $0.11, indicating a 57.1% year-over-year increase. Analysts project revenue to reach $305.6 million, representing a 20.2% year-over-year growth, which underscores the company's robust market performance and sustained customer demand. This positive outlook is supported by historical performance, as RSI has consistently beaten both EPS and revenue estimates over the past two years, reinforcing market trust in the company.
The anticipation of strong earnings is likely to boost investor confidence, especially given the recent upward revisions in EPS and revenue estimates. However, the recent sale of shares by CEO Richard Todd Schwartz may raise some concerns about insider sentiment ahead of the earnings announcement.
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Analyst Views on RSI
Wall Street analysts forecast RSI stock price to fall
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 31.260
Low
20.00
Averages
23.60
High
29.00
Current: 31.260
Low
20.00
Averages
23.60
High
29.00
About RSI
Rush Street Interactive, Inc. is an online gaming and sports entertainment company focused on markets in the United States, Canada and Latin America. Through its brands, BetRivers, PlaySugarHouse and RushBet, offers real-money mobile and online operations in fifteen U.S. states: New Jersey, Pennsylvania, Indiana, Colorado, Illinois, Iowa, Michigan, Virginia, West Virginia, Arizona, New York, Louisiana, Maryland, Ohio and Delaware, as well as in the regulated international markets of Colombia, Ontario (Canada), Mexico and Peru. It operates and/or supports retail sports betting for its bricks-and-mortar partners under its brands or its partners’ respective brands depending on the terms of its arrangement. It also provides social gaming where users can earn or purchase virtual credits to enjoy free-to-play games. Users who exhaust their credits can either purchase additional virtual credits from the virtual cashier or wait until their virtual credits are replenished for free.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Rush Street Interactive COO Sells Shares
- Executive Sell-off: Rush Street Interactive's COO Mattias Stetz sold 20,000 shares on July 1, 2026, indicating a cautious outlook from management that may impact investor confidence.
- Market Reaction: Such sell-offs often trigger market interpretations of internal signals, potentially leading to short-term stock price volatility, prompting investors to closely monitor subsequent developments to assess risks.
- Shareholding Changes: This sale may reflect personal financial planning by the executive or differing views on the company's future performance, which investors should consider as a significant factor in their decision-making.
- Investor Attention: As news of the executive's sell-off spreads, the market may place greater scrutiny on Rush Street Interactive's overall performance, particularly regarding future strategies and earnings expectations.
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- Rush Street Options Volume: Rush Street Interactive Inc (RSI) has seen an options volume of 27,320 contracts today, representing approximately 2.7 million shares, which accounts for a significant 82% of its average daily trading volume of 3.3 million shares over the past month, indicating strong market interest.
- High Volume Contracts: Among RSI options, the $35 strike call option stands out with 13,649 contracts traded today, representing about 1.4 million shares, suggesting investor expectations for future price increases.
- Cognex Options Activity: Cognex Corp (CGNX) has recorded an options volume of 17,825 contracts today, equivalent to approximately 1.8 million shares, making up 81% of its average daily trading volume of 2.2 million shares over the past month, reflecting investor confidence in its future performance.
- Key Contract Insights: The $75 strike call option for CGNX has seen a trading volume of 10,226 contracts, representing around 1.0 million shares, highlighting positive market sentiment regarding the company's growth potential.
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- Long-term Supply Agreement: The extension aligns with a recent long-term supply agreement signed with Alberta Sugar Beet Growers, further solidifying the company's position as a leading supplier in the Western Canadian food industry.
- Commitment to Industry: CEO Mike Walton emphasized that the agreement extension not only reflects the company's dedication to operations in Alberta but also enhances trust and competitiveness among its customer base.
- Market Impact: By ensuring stable relations with the union, Rogers Sugar can better meet the demands of the Western Canadian market, thereby maintaining its supplier status in a highly competitive food industry.
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- New Agreement Reached: Rogers Sugar has ratified a new five-year collective agreement with the union representing approximately 240 workers at its Montréal refinery, aimed at ensuring a stable working environment and supporting the company's long-term growth.
- Project Support: The signing of this agreement will support the ongoing LEAP project, further solidifying the company's leading position in the Canadian food industry and ensuring continued commitment to its customers.
- Union Involvement: Union representatives engaged in multiple discussions with the company over the past few months, ultimately reaching an agreement that reflects a shared focus on stability and productivity, thereby boosting employee morale.
- Historical Context: This new agreement replaces the previous one that expired on May 31, 2026, marking a positive relationship between the company and its employees, indicating smoother cooperation in the future.
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- Market Potential: The U.S. betting handle for the soccer competition is estimated at $3.1 billion, with potential increases depending on the U.S. team's success, highlighting the World Cup's strong appeal to the betting market.
- Global Betting Expectations: The global handle could reach $50 billion, averaging $500 million per match, underscoring why investors should focus on sports betting stocks with significant international exposure.
- Regional Market Advantage: Rush Street Interactive and Super Group derive revenue from diverse sources, with Super Group expected to generate 88% of its 2025 revenue from countries participating in the tournament, while Rush Street's Latin American operations account for 20% of its revenue.
- Customer Acquisition Tool: High-profile sporting events serve as customer acquisition tools for Rush Street and Super Group, with analysts believing the World Cup will help these companies expand their customer bases and drive sales of their online casino products.
See More
Rush Street Interactive COO Sells Shares
- Executive Sell-off: Rush Street Interactive's COO Mattias Stetz sold 20,000 shares on July 1, 2026, indicating a cautious outlook from management that may impact investor confidence.
- Market Reaction: Such sell-offs often trigger market interpretations of internal signals, potentially leading to short-term stock price volatility, prompting investors to closely monitor subsequent developments to assess risks.
- Shareholding Changes: This sale may reflect personal financial planning by the executive or differing views on the company's future performance, which investors should consider as a significant factor in their decision-making.
- Investor Attention: As news of the executive's sell-off spreads, the market may place greater scrutiny on Rush Street Interactive's overall performance, particularly regarding future strategies and earnings expectations.
See More
Surge in Options Volume for Rush Street and Cognex
- Rush Street Options Volume: Rush Street Interactive Inc (RSI) has seen an options volume of 27,320 contracts today, representing approximately 2.7 million shares, which accounts for a significant 82% of its average daily trading volume of 3.3 million shares over the past month, indicating strong market interest.
- High Volume Contracts: Among RSI options, the $35 strike call option stands out with 13,649 contracts traded today, representing about 1.4 million shares, suggesting investor expectations for future price increases.
- Cognex Options Activity: Cognex Corp (CGNX) has recorded an options volume of 17,825 contracts today, equivalent to approximately 1.8 million shares, making up 81% of its average daily trading volume of 2.2 million shares over the past month, reflecting investor confidence in its future performance.
- Key Contract Insights: The $75 strike call option for CGNX has seen a trading volume of 10,226 contracts, representing around 1.0 million shares, highlighting positive market sentiment regarding the company's growth potential.
See More
Rogers Sugar Inc. Extends Union Agreement to 2032
- Union Agreement Extension: Rogers Sugar has ratified an extension of its collective agreement with the United Food and Commercial Workers Union at its Taber sugar beet refinery until March 2032, involving approximately 120 unionized workers, demonstrating a commitment to the sugar beet industry in Alberta.
- Long-term Supply Agreement: The extension aligns with a recent long-term supply agreement signed with Alberta Sugar Beet Growers, further solidifying the company's position as a leading supplier in the Western Canadian food industry.
- Commitment to Industry: CEO Mike Walton emphasized that the agreement extension not only reflects the company's dedication to operations in Alberta but also enhances trust and competitiveness among its customer base.
- Market Impact: By ensuring stable relations with the union, Rogers Sugar can better meet the demands of the Western Canadian market, thereby maintaining its supplier status in a highly competitive food industry.
See More
Rogers Sugar Inc. Ratifies New Five-Year Agreement with Union
- New Agreement Reached: Rogers Sugar has ratified a new five-year collective agreement with the union representing approximately 240 workers at its Montréal refinery, aimed at ensuring a stable working environment and supporting the company's long-term growth.
- Project Support: The signing of this agreement will support the ongoing LEAP project, further solidifying the company's leading position in the Canadian food industry and ensuring continued commitment to its customers.
- Union Involvement: Union representatives engaged in multiple discussions with the company over the past few months, ultimately reaching an agreement that reflects a shared focus on stability and productivity, thereby boosting employee morale.
- Historical Context: This new agreement replaces the previous one that expired on May 31, 2026, marking a positive relationship between the company and its employees, indicating smoother cooperation in the future.
See More
Amazon's Logistics Expansion Hits Freight Stocks Hard
- Freight Stocks Decline: Amazon's announcement to open its less-than-truckload shipping services to external companies led to a 5% drop in FedEx Freight and Old Dominion Freight Line, and a 4% decline in XPO, indicating a significant threat to industry incumbents and potential market share erosion.
- Super Micro Stock Plunge: Super Micro Computer's plan to raise $7 billion through equity and equity-linked securities to cover hardware component costs resulted in an 18% stock drop, reflecting market concerns over its financing strategy and potential long-term implications for growth.
- Energy Stocks Rally: Devon Energy's stock surged over 6% after Evercore ISI upgraded its rating to outperform, following a better-than-expected mid-month update post the $58 billion acquisition of Coterra Energy, showcasing strong performance in the oil and gas sector.
- Restaurant Stocks Surge: Cracker Barrel's stock soared 24% after raising its full-year revenue and adjusted EBITDA guidance, reporting fiscal Q3 earnings of $0.29 per share on $797.4 million in revenue, exceeding analyst expectations and indicating robust business recovery.
See More
World Cup Boosts Investment in Sports Betting Stocks
- Market Potential: The U.S. betting handle for the soccer competition is estimated at $3.1 billion, with potential increases depending on the U.S. team's success, highlighting the World Cup's strong appeal to the betting market.
- Global Betting Expectations: The global handle could reach $50 billion, averaging $500 million per match, underscoring why investors should focus on sports betting stocks with significant international exposure.
- Regional Market Advantage: Rush Street Interactive and Super Group derive revenue from diverse sources, with Super Group expected to generate 88% of its 2025 revenue from countries participating in the tournament, while Rush Street's Latin American operations account for 20% of its revenue.
- Customer Acquisition Tool: High-profile sporting events serve as customer acquisition tools for Rush Street and Super Group, with analysts believing the World Cup will help these companies expand their customer bases and drive sales of their online casino products.
See More
