Jefferies Reiterates Buy Rating on Rush Street Interactive
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy RSI?
Source: CNBC
- Analyst Optimism: Jefferies analyst David Katz raised the price target for Rush Street Interactive by $1 to $30, indicating strong bullish sentiment with a projected 77% upside, reflecting market confidence in the company's future growth.
- Earnings Beat: Rush Street reported a fourth-quarter revenue beat and provided robust full-year earnings guidance, showcasing its competitive edge in the digital gaming sector and reinforcing its status as an 'easy-to-own' investment choice.
- Revenue Growth Expectations: Katz anticipates continued revenue growth at a mid-high teens rate, with a solid flow-through of over 1.5X despite rising G&A costs, demonstrating resilience in profitability.
- Market Opportunity Analysis: The company shows significant growth potential in the LATAM market, particularly in Mexico, with a 100% year-over-year growth rate for three consecutive quarters, indicating a promising outlook despite its modest current business share.
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Analyst Views on RSI
Wall Street analysts forecast RSI stock price to rise
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 19.750
Low
20.00
Averages
23.60
High
29.00
Current: 19.750
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.

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Revenue Results: The company's Q4 revenue exceeded analysts' expectations, contributing to the stock surge.
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- Analyst Optimism: Jefferies analyst David Katz raised the price target for Rush Street Interactive by $1 to $30, indicating strong bullish sentiment with a projected 77% upside, reflecting market confidence in the company's future growth.
- Earnings Beat: Rush Street reported a fourth-quarter revenue beat and provided robust full-year earnings guidance, showcasing its competitive edge in the digital gaming sector and reinforcing its status as an 'easy-to-own' investment choice.
- Revenue Growth Expectations: Katz anticipates continued revenue growth at a mid-high teens rate, with a solid flow-through of over 1.5X despite rising G&A costs, demonstrating resilience in profitability.
- Market Opportunity Analysis: The company shows significant growth potential in the LATAM market, particularly in Mexico, with a 100% year-over-year growth rate for three consecutive quarters, indicating a promising outlook despite its modest current business share.
See More
- Earnings Surprise: Pitney Bowes reported an adjusted EPS of 45 cents for Q4, surpassing the analyst consensus of 38 cents, indicating strong profitability and boosting investor confidence.
- Sales Miss: The quarterly sales of $478 million fell short of the expected $486.68 million, highlighting some market demand challenges that could impact future revenue growth.
- Stock Surge: The company's shares jumped 7.9% to $11.05 in pre-market trading, reflecting optimistic market sentiment regarding its future prospects and potentially attracting more investor interest.
- Positive Guidance: Pitney Bowes issued FY26 adjusted EPS guidance with a midpoint above estimates, further strengthening market confidence in its long-term growth potential.
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