Rush Street Interactive, Inc. research snapshot

RSI AI Stock Analysis

RSI AI stock analysis currently reads Rush Street Interactive as a fast-growing online casino and sports betting operator with improving profitability, positive free cash flow, and meaningful exposure to regulated market expansion. At the July 10, 2026 cutoff, the latest close used here was $33.40 and market capitalization was about $7.70 billion. The investment case is supported by record Q1 2026 revenue, player growth, and raised guidance, but the stock already prices in substantial execution and market-growth assumptions. This is informational research, not investment advice.

Current price

$33.40

Market cap

About $7.70 billion

AI score

67 / 100

Rating

High growth, premium valuation and regulatory exposure

Trend status

Strong uptrend, near the 52-week high

Data cutoff (updated weekly)

July 10, 2026

Informational use only. This page is not investment advice.

Research quality check

information Richness
A-level information richness for a listed gaming operator. RSI has SEC filings, quarterly releases, operating metrics, market data, and public management commentary, although its dual-class structure and non-controlling interest make headline per-share metrics less simple.
bias Check
The main AI bias risk is extrapolating recent growth after a sharp price run. This page separates GAAP results, non-GAAP guidance, quote data, and scenario judgments, and treats regulation, competition, dilution, and market maturity as thesis risks.
ai Confidence
Medium-high for reported data and business mapping; lower for long-range price scenarios and technical levels because this page does not fetch request-time data.
investment Certainty
Medium-low. The operating trend is strong, but valuation, regulatory outcomes, player economics, and the durability of online gaming growth remain uncertain.

Quick verdict table

DimensionConclusionConfidence
Business qualityRSI operates BetRivers, PlaySugarHouse, and RushBet across online casino, sports betting, retail betting, and social gaming markets.High
MoatThe moat is moderate rather than permanent: local licenses, brands, player data, product experience, partner relationships, and retention can compound, but switching costs are limited and competitors spend heavily.Medium
ManagementCEO Richard Schwartz co-founded RSI and has deep gaming and product experience. Capital discipline and execution should be judged against marketing efficiency, dilution, market launches, and the dual-class structure.Medium-high
Financial trendQ1 2026 revenue reached $370.4 million, consolidated net income reached $26.2 million, adjusted EBITDA reached $60.2 million, and TTM free cash flow was about $155.6 million.High
ValuationAt $33.40, the exact-data check implies about 87.9x TTM EPS and 36.7x TTM free cash flow. The valuation needs sustained growth and margin expansion to leave a margin of safety.Medium-high
Technical trendPrice was above the 5-day through 200-day moving averages in the July 10 technical snapshot, while RSI(14) near 60 suggested positive momentum without an extreme reading.Medium-high
Risk levelRisk is high because gaming regulation, tax changes, promotional intensity, market launches, player acquisition costs, share dilution, and the price of growth can all change quickly.High
AI confidenceConfidence is high for the latest filed operating data and cash position, but lower for intrinsic value, technical continuation, and any forecast beyond the supplied scenarios.Medium-high
Investment certaintyInvestment certainty is below the operating-data confidence because a good growth business can still be a poor purchase when expectations and valuation are too high.Medium-low

RSI AI stock forecast

RSI AI Stock Forecast Scenarios

The RSI AI stock forecast uses three-year scenario ranges around the $33.40 cutoff price. The model is sensitive to revenue growth, the multiple investors assign to a still-scaling operator, and dilution from the dual-class and equity compensation structure. It is a framework for testing assumptions, not a point prediction.

Bullish case

$55 to $81

More likely if RSI sustains high user growth, converts Q1 momentum into the $1.49 to $1.54 billion 2026 revenue guide, reaches or exceeds $230 to $250 million adjusted EBITDA, launches new markets well, and keeps customer acquisition efficient.

Base case

$30 to $42

More likely if revenue growth remains strong but moderates, margins improve gradually, Alberta and other launches require investment, and the market values the company near a 45x multiple on a modeled three-year EPS path.

Bearish case

$10 to $20

More likely if regulation or taxes worsen, promotional competition raises acquisition costs, new markets underperform, ARPMAU stays under pressure, or growth slows enough for the market to apply a much lower multiple.

RSI AI technical analysis

RSI AI Technical Analysis

RSI AI technical analysis is constructive but extended near the 52-week high of $33.42. The July 10 Investing.com snapshot showed RSI(14) at 60.324, MACD at 0.26, ATR(14) at 0.5135, and all listed moving averages in buy territory. These levels are dated snapshots, not live signals, and should be refreshed before any trade.

LevelValueWhy it matters
Current price$33.40Latest close used for this page from the July 10, 2026 quote snapshot.
Near support$32.10 to $32.65A planning zone around the July 10 pivot levels and 5-day to 20-day moving averages. It is not a guaranteed floor.
Secondary support$31.80 to $31.90The 50-day moving-average area in the July 10 technical snapshot. A sustained break would weaken the shorter-term trend.
Long-term support$29.17 to $29.81The 200-day moving-average range reported by the simple and exponential measures on July 10.
Resistance$33.42, then price discoveryThe July 10 52-week high was $33.42. A breakout needs follow-through and volume rather than a single intraday print.
Moving averagesMA20 $32.45, MA50 $31.83, MA200 $29.17Investing.com daily snapshot dated July 10, 2026. The page does not fetch request-time chart data.
MomentumRSI(14) 60.324, MACD 0.26Positive momentum in the July 10 snapshot, with CCI at 215.4233 warning that the move may be crowded in the short term.
VolumeAbout 2.27 million shares in the latest accessible quote snapshotStockAnalysis quote snapshot dated July 9, 2026. Confirm current participation on a live chart.
VolatilityATR(14) 0.5135Investing.com snapshot dated July 10, 2026. Volatility can expand around earnings and regulatory news.
InvalidationClose below $31.80 for the short-term setupA close below the 50-day moving-average zone weakens the recent momentum case. A deeper break below the 200-day area changes the long-term trend assessment.

RSI AI trading strategy

RSI AI Trading Strategy Framework

The RSI AI trading strategy is a rules-based research framework, not personalized advice. It combines price confirmation with operating evidence because RSI can move on both chart momentum and changes in market access, player economics, or guidance.

Trend-following setup

Wait for price to hold the $32.10 to $32.65 planning zone or to break above $33.42 with sustained volume, then confirm that the next company update supports user growth and guidance.

A failed breakout followed by a close below the $31.80 area invalidates the short-term setup. Use a predefined risk budget rather than chasing a high-beta move.

Mean-reversion setup

If RSI pulls back toward the 50-day or 200-day moving-average areas without a business thesis break, compare price action with MAUs, ARPMAU, marketing efficiency, cash flow, and regulatory developments.

Do not average down solely because the chart is lower. Pause if the pullback is paired with weaker guidance, higher acquisition costs, or an adverse licensing or tax change.

Earnings and fundamentals monitor

Track the July 29, 2026 earnings date, Q2 revenue, MAU growth, ARPMAU, adjusted EBITDA, cash conversion, market launches, and any update to the $1.49 to $1.54 billion 2026 revenue guide.

Reduce confidence when price rises faster than revenue and cash-flow evidence, or when non-GAAP growth obscures dilution and the economic share of consolidated results.

Investment research summary

Four-master Research Compression

Business essence

RSI monetizes real-money online casino and sports betting through BetRivers, PlaySugarHouse, and RushBet, with retail betting and social gaming as additional products. Customers pay through gaming activity, while the company works to improve retention, player value, and market reach.

Moat

The moat is a collection of local licenses, recognizable brands, player data, product iteration, market-access relationships, and retention know-how. It is useful but contestable because users can switch and larger competitors can spend more.

Munger risk inversion

The thesis fails if regulated-market openings disappoint, taxes rise, promotional intensity returns, player acquisition becomes expensive, Latin American conditions weaken, or the stock multiple falls faster than earnings grow.

Management

Richard Schwartz co-founded RSI, has led it as CEO since 2021, and brings prior online casino and gaming technology experience. The key governance issue is the dual-class structure and the need to show that growth investments create value per share.

Industry trend

Online gaming remains a regulatory and digital adoption trend rather than a guaranteed secular winner. New state, provincial, and country launches can expand the market, but licensing, tax, responsible-gaming rules, and competition determine the economics.

Valuation and margin of safety

The July 10 price implies roughly 87.9x TTM EPS and 36.7x TTM free cash flow using the supplied data. The market is paying for continued growth, so a margin of safety requires better-than-expected execution or a lower entry price.

Source-backed data

RSI Data Table

Every metric below includes a source and last verification date.

MetricValueSourceLast verified
Latest share price$33.40 at the July 10, 2026 closeStockAnalysis quote snapshotJuly 10, 2026
Market capitalizationAbout $7.70 billion; $33.40 x 232.73 million shares calculates to $7.77 billion, a 0.95% differenceStockAnalysis market cap history and financial_rigor.pyJuly 10, 2026
Q1 2026 revenue$370.361 million, up 41% year over yearSEC Form 10-Q and RSI Q1 resultsMarch 31, 2026 filing reviewed July 12, 2026
FY2025 revenue$1.134 billion; Macrotrends and StockAnalysis agree within the displayed precisionMacrotrends and StockAnalysis financial statementsJuly 12, 2026
Q1 2026 consolidated net income$26.211 million, compared with $11.211 million in Q1 2025SEC Form 10-QMarch 31, 2026 filing reviewed July 12, 2026
TTM free cash flow$155.55 million, or $0.91 per share in the StockAnalysis standardized seriesStockAnalysis financial statementsJuly 12, 2026
Cash and cash equivalents$330.557 million at March 31, 2026, excluding restricted cashSEC Form 10-Q cross-checked with TipRanks recent filing dataMarch 31, 2026 filing reviewed July 12, 2026
FY2026 company guidance$1.49 to $1.54 billion revenue and $230 to $250 million adjusted EBITDARSI Q1 2026 results releaseApril 28, 2026
Q1 2026 user activityAbout 839,000 MAUs, up 51% year over year; North America MAUs up 46%RSI Q1 2026 results releaseApril 28, 2026
Technical snapshotRSI(14) 60.324; MA50 $31.83; MA200 $29.17; ATR(14) 0.5135Investing.com daily technical tableJuly 10, 2026

Frequently Asked Questions

This RSI page is an informational research tool, not investment advice, a recommendation, or a promise of returns. Forecast ranges are scenario outputs based on available data and assumptions, and they may be wrong. Market prices, filings, regulations, and technical signals change after the stated cutoff. Verify current information and consider your own objectives, time horizon, and risk tolerance before making any decision.