Rush Street Interactive Q4 Earnings Beat Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 17 2026
0mins
Should l Buy RSI?
Source: seekingalpha
- Earnings Highlights: Rush Street Interactive reported a Q4 2025 non-GAAP EPS of $0.08, missing estimates by $0.03, yet revenue reached $324.9 million, up 27.8% year-over-year, exceeding expectations by $19.3 million, indicating strong revenue growth.
- User Growth: Monthly Active Users (MAU) in the U.S. and Canada surpassed 278,000, a 37% increase year-over-year, with online casino MAUs growing even more significantly by 51%, demonstrating the company's expanding user base and enhancing future revenue potential.
- Latin America Performance: MAUs in Latin America exceeded 493,000, reflecting a 47% year-over-year increase, showcasing robust market demand and further solidifying Rush Street's international expansion strategy.
- Future Outlook: The company has set revenue guidance for full-year 2026 between $1.375 billion and $1.425 billion, representing a year-over-year growth of 21% to 26%, while Adjusted EBITDA guidance is between $210 million and $230 million, indicating a projected growth of 37% to 50%, reflecting confidence in future growth.
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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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- 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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- 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.
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