Rush Street Interactive, Inc. (RSI)
NYSEConsumer DiscretionaryGambling, Resorts & CasinosSnapshot 2026-11-05
$11.90-3.64%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryGambling, Resorts & CasinosSnapshot 2026-11-05
QuarterlyIQ Insights · RSI
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -57.1% |
| Our one-year growth estimate | diamond | 18.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 75.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 10 industry peers · Company calendar date is not available
RSI — earnings miss
Dated 2026-07-29
Results of Operations and Financial Condition. On July 29, 2026 , Rush Street Interactive, Inc. (the “Company”) issued a press release announcing the Company’s financial results for the quarter ended June 30, 2026. A copy of the Company’s press release is attached hereto as Exhibit 99.1 and is hereby incorporated by reference in this
Why it matters: RSI kept its 2026 revenue range at $1.56B to $1.60B. Results above the low end would support its growth story.
Supportive ifFull-year 2026 revenue is at least $1.56B.
Worry ifFull-year 2026 revenue is below $1.56B, or RSI cuts its revenue range before year-end.
Why it matters: RSI kept its $245M to $265M EBITDA range. Falling short would weaken the case that growth is adding profit.
Worry ifFull-year 2026 Adjusted EBITDA is below $245M, or RSI cuts the range before year-end.
Less concerning ifFull-year 2026 Adjusted EBITDA is at least $245M and RSI keeps its stated range.
Why it matters: Marketing took a larger share of revenue in Q3 than Q2. A lower share would support RSI's claim that it can grow without losing cost control.
Supportive ifAdjusted sales and marketing costs are less than 14.2% of revenue in the next reported quarter.
Worry ifAdjusted sales and marketing costs are 14.2% or more of revenue in the next reported quarter.
Why it matters: RSI says Alberta is more than three months into its launch and expects a gradual ramp. Separate market results can show whether that ramp is taking hold.
Supportive ifRSI reports higher Alberta revenue or more active players in a later quarter than in the prior quarter.
Worry ifRSI reports flat or falling Alberta revenue or active players in a later quarter.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$175 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $513 loss on $10,000 · 5.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,698 loss on $10,000 · 67.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.