Rush Street Interactive Reports Record Q1 2026 Earnings and Raises Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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Should l Buy RSI?
Source: seekingalpha
- Record Revenue: Rush Street Interactive achieved a record revenue of $370.4 million in Q1 2026, representing a 41% year-over-year increase, while adjusted EBITDA reached $60 million, up 81%, highlighting the company's robust growth in the North American online casino market.
- Market Share Growth: The company reported a 62% increase in monthly active users (MAU) in the North American online casino sector, surpassing the previous quarter's 51% growth, indicating successful user acquisition and retention strategies that further solidify its market position.
- Guidance Upgrade: RSI raised its full-year 2026 revenue guidance to a range of $1.49 billion to $1.54 billion, projecting a year-over-year growth of 31% to 36%, while also increasing adjusted EBITDA expectations to between $230 million and $250 million, reflecting management's confidence in future performance.
- Tax Policy Adjustments: The management revised Alberta's tax policy from “not included in guidance” to being included in the 2026 guidance, and changed Colombia's tax assumption from 19% to a temporary 16%, which is expected to positively impact the company's financial performance.
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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: 24.280
Low
20.00
Averages
23.60
High
29.00
Current: 24.280
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 Reports Record Q1 2026 Earnings and Raises Guidance
- Record Revenue: Rush Street Interactive achieved a record revenue of $370.4 million in Q1 2026, representing a 41% year-over-year increase, while adjusted EBITDA reached $60 million, up 81%, highlighting the company's robust growth in the North American online casino market.
- Market Share Growth: The company reported a 62% increase in monthly active users (MAU) in the North American online casino sector, surpassing the previous quarter's 51% growth, indicating successful user acquisition and retention strategies that further solidify its market position.
- Guidance Upgrade: RSI raised its full-year 2026 revenue guidance to a range of $1.49 billion to $1.54 billion, projecting a year-over-year growth of 31% to 36%, while also increasing adjusted EBITDA expectations to between $230 million and $250 million, reflecting management's confidence in future performance.
- Tax Policy Adjustments: The management revised Alberta's tax policy from “not included in guidance” to being included in the 2026 guidance, and changed Colombia's tax assumption from 19% to a temporary 16%, which is expected to positively impact the company's financial performance.
See More
Earnings Reports Drive Stock Price Movements for Multiple Companies
- Booking Holdings Adjusts Outlook: Booking Holdings lowered its full-year adjusted earnings per share growth forecast to the 'low to mid-teens' from the previous 'mid-teens,' primarily due to lagging impacts from the Middle East conflict, resulting in a nearly 4% drop in shares.
- Mondelez Exceeds Expectations: Mondelez International reported first-quarter adjusted earnings of 67 cents per share and revenue of $10.08 billion, both surpassing analyst expectations, which led to a 2% increase in its stock price.
- Starbucks Raises Forecast: Starbucks increased its global and U.S. same-store sales outlook to at least 5% and raised its adjusted earnings forecast to a range of $2.25 to $2.45 per share, causing its stock to jump nearly 5%.
- O-I Glass Lowers Guidance: O-I Glass slashed its full-year earnings guidance to a range of $1 to $1.50 per share from a previous estimate of $1.65 to $1.90, resulting in a 19% plunge in its stock price.
See More
Rush Street Interactive Q1 Earnings Beat Expectations
- Earnings Surprise: Rush Street Interactive reported a Q1 Non-GAAP EPS of $0.14, beating expectations by $0.02, indicating a robust performance that highlights the company's profitability in a competitive landscape.
- Significant Revenue Growth: The company achieved Q1 revenue of $370.36 million, a 41.1% year-over-year increase, surpassing market expectations by $39.57 million, showcasing successful customer acquisition and market expansion strategies.
- Upgraded Full-Year Guidance: The revenue forecast for 2026 has been raised to between $1.49 billion and $1.54 billion, significantly above the consensus of $1.41 billion, reflecting confidence in future growth with an expected year-over-year increase of 31% to 36%.
- Adjusted EBITDA Expectations Raised: The adjusted EBITDA forecast for 2026 is now projected to be between $230 million and $250 million, representing a year-over-year growth of 50% to 63%, indicating ongoing improvements in cost management and operational efficiency.
See More
Rush Street Interactive Set to Announce Q1 Earnings on April 28
- Earnings Announcement Date: Rush Street Interactive is set to release its Q1 earnings on April 28 after market close, with a consensus EPS estimate of $0.12, reflecting a 33.3% year-over-year increase, indicating sustained profitability that could drive stock price appreciation.
- Revenue Growth Expectations: The anticipated Q1 revenue of $330.79 million, representing a 26.1% year-over-year growth, underscores the company's competitive position and expanding customer base, likely attracting more investor interest.
- Historical Performance: Over the past two years, RSI has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, showcasing a consistent performance that bolsters market confidence in the company's future financial health.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates have experienced four upward revisions with no downward changes, indicating analysts' optimistic outlook on the company's future performance, which may further boost stock prices.
See More
Rush Street Interactive Executive Sells Shares Amid Strong Growth
- Transaction Overview: On April 17, 2026, Judith Gold indirectly sold 48,286 shares of Class A Common Stock for approximately $1.11 million, reflecting her routine liquidity management strategy.
- Historical Comparison: This sale is below Gold's historical average sell-only trade size of about 88,000 shares, indicating that this transaction may represent a routine profit-taking rather than a shift in confidence.
- Company Financial Performance: Rush Street Interactive reported a revenue of $1.13 billion in 2025, a 23% increase, with net income soaring from $7.2 million to $74 million, demonstrating strong business growth and operating leverage.
- User Growth Trends: Monthly active users in North America and Latin America grew by 37% and 47%, respectively, further supporting the company's expansion strategy in the digital gaming market, while Gold retains significant exposure through various share classes.
See More
Rush Street Interactive Executive Sells Shares
- Share Sale Details: On April 17, 2026, Judith Gold, a director at Rush Street Interactive, disclosed the indirect sale of 48,286 shares of Class A Common Stock for approximately $1.11 million, indicating a routine profit-taking move after a 100% stock price increase.
- Strong Financial Performance: In 2025, Rush Street Interactive reported revenues of $1.13 billion, a 23% increase, while net income surged from $7.2 million to $74 million, highlighting robust growth in the digital gaming sector.
- User Growth Trends: Monthly active users in North America increased by 37% and in Latin America by 47%, demonstrating the company's effective strategies in expanding market share and enhancing user engagement.
- Executive Holding Status: Despite the sale, Gold retains significant exposure through Class V Voting Stock and Class A Common Units, reflecting her ongoing confidence and commitment to the company's future growth.
See More
Rush Street Interactive Reports Record Q1 2026 Earnings and Raises Guidance
- Record Revenue: Rush Street Interactive achieved a record revenue of $370.4 million in Q1 2026, representing a 41% year-over-year increase, while adjusted EBITDA reached $60 million, up 81%, highlighting the company's robust growth in the North American online casino market.
- Market Share Growth: The company reported a 62% increase in monthly active users (MAU) in the North American online casino sector, surpassing the previous quarter's 51% growth, indicating successful user acquisition and retention strategies that further solidify its market position.
- Guidance Upgrade: RSI raised its full-year 2026 revenue guidance to a range of $1.49 billion to $1.54 billion, projecting a year-over-year growth of 31% to 36%, while also increasing adjusted EBITDA expectations to between $230 million and $250 million, reflecting management's confidence in future performance.
- Tax Policy Adjustments: The management revised Alberta's tax policy from “not included in guidance” to being included in the 2026 guidance, and changed Colombia's tax assumption from 19% to a temporary 16%, which is expected to positively impact the company's financial performance.
See More
Earnings Reports Drive Stock Price Movements for Multiple Companies
- Booking Holdings Adjusts Outlook: Booking Holdings lowered its full-year adjusted earnings per share growth forecast to the 'low to mid-teens' from the previous 'mid-teens,' primarily due to lagging impacts from the Middle East conflict, resulting in a nearly 4% drop in shares.
- Mondelez Exceeds Expectations: Mondelez International reported first-quarter adjusted earnings of 67 cents per share and revenue of $10.08 billion, both surpassing analyst expectations, which led to a 2% increase in its stock price.
- Starbucks Raises Forecast: Starbucks increased its global and U.S. same-store sales outlook to at least 5% and raised its adjusted earnings forecast to a range of $2.25 to $2.45 per share, causing its stock to jump nearly 5%.
- O-I Glass Lowers Guidance: O-I Glass slashed its full-year earnings guidance to a range of $1 to $1.50 per share from a previous estimate of $1.65 to $1.90, resulting in a 19% plunge in its stock price.
See More
Rush Street Interactive Q1 Earnings Beat Expectations
- Earnings Surprise: Rush Street Interactive reported a Q1 Non-GAAP EPS of $0.14, beating expectations by $0.02, indicating a robust performance that highlights the company's profitability in a competitive landscape.
- Significant Revenue Growth: The company achieved Q1 revenue of $370.36 million, a 41.1% year-over-year increase, surpassing market expectations by $39.57 million, showcasing successful customer acquisition and market expansion strategies.
- Upgraded Full-Year Guidance: The revenue forecast for 2026 has been raised to between $1.49 billion and $1.54 billion, significantly above the consensus of $1.41 billion, reflecting confidence in future growth with an expected year-over-year increase of 31% to 36%.
- Adjusted EBITDA Expectations Raised: The adjusted EBITDA forecast for 2026 is now projected to be between $230 million and $250 million, representing a year-over-year growth of 50% to 63%, indicating ongoing improvements in cost management and operational efficiency.
See More
Rush Street Interactive Set to Announce Q1 Earnings on April 28
- Earnings Announcement Date: Rush Street Interactive is set to release its Q1 earnings on April 28 after market close, with a consensus EPS estimate of $0.12, reflecting a 33.3% year-over-year increase, indicating sustained profitability that could drive stock price appreciation.
- Revenue Growth Expectations: The anticipated Q1 revenue of $330.79 million, representing a 26.1% year-over-year growth, underscores the company's competitive position and expanding customer base, likely attracting more investor interest.
- Historical Performance: Over the past two years, RSI has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, showcasing a consistent performance that bolsters market confidence in the company's future financial health.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates have experienced four upward revisions with no downward changes, indicating analysts' optimistic outlook on the company's future performance, which may further boost stock prices.
See More
Rush Street Interactive Executive Sells Shares Amid Strong Growth
- Transaction Overview: On April 17, 2026, Judith Gold indirectly sold 48,286 shares of Class A Common Stock for approximately $1.11 million, reflecting her routine liquidity management strategy.
- Historical Comparison: This sale is below Gold's historical average sell-only trade size of about 88,000 shares, indicating that this transaction may represent a routine profit-taking rather than a shift in confidence.
- Company Financial Performance: Rush Street Interactive reported a revenue of $1.13 billion in 2025, a 23% increase, with net income soaring from $7.2 million to $74 million, demonstrating strong business growth and operating leverage.
- User Growth Trends: Monthly active users in North America and Latin America grew by 37% and 47%, respectively, further supporting the company's expansion strategy in the digital gaming market, while Gold retains significant exposure through various share classes.
See More
Rush Street Interactive Executive Sells Shares
- Share Sale Details: On April 17, 2026, Judith Gold, a director at Rush Street Interactive, disclosed the indirect sale of 48,286 shares of Class A Common Stock for approximately $1.11 million, indicating a routine profit-taking move after a 100% stock price increase.
- Strong Financial Performance: In 2025, Rush Street Interactive reported revenues of $1.13 billion, a 23% increase, while net income surged from $7.2 million to $74 million, highlighting robust growth in the digital gaming sector.
- User Growth Trends: Monthly active users in North America increased by 37% and in Latin America by 47%, demonstrating the company's effective strategies in expanding market share and enhancing user engagement.
- Executive Holding Status: Despite the sale, Gold retains significant exposure through Class V Voting Stock and Class A Common Units, reflecting her ongoing confidence and commitment to the company's future growth.
See More
