The strong beat on revenue and profit, combined with raised guidance, supports a bullish outlook for RSI. Monitor analyst upgrades and price target increases; the Albert launch in July 2026 provides a catalyst. The stock may gap up on this release.
Price Chart
Executive Summary
Rush Street Interactive reported Q1 2026 record revenue of $370.4M (+41% YoY) and record net income of $26.2M (+134% YoY). GAAP diluted EPS of $0.08 matched consensus of $0.08, and the company raised full-year 2026 revenue guidance to $1.49-$1.54B and Adjusted EBITDA guidance to $230-$250M, implying 31-36% and 50-63% YoY growth respectively.
Key Financial Metrics
Key Facts
- Record quarterly revenue of $370.4M, up 41% YoY from $262.4M
- Record net income of $26.2M, up 134% YoY from $11.2M
- Record Adjusted EBITDA of $60.2M, up 81% YoY from $33.2M
- GAAP diluted EPS $0.08 in line with consensus of $0.08
- Raised FY2026 revenue guidance to $1.49B-$1.54B (prior not disclosed but up from implied prior range)
- Raised FY2026 Adjusted EBITDA guidance to $230M-$250M (up from implied prior range)
- Monthly Active Users (MAU) grew 51% YoY to 839k; North America online casino MAU up 62% YoY
Financial Impact
Revenue growth of $108M (+41% YoY) and net income growth of $15M (+134% YoY) in Q1; full-year guidance implies ~$1.5B revenue and ~$240M Adjusted EBITDA
Risk Factors
- Regulatory changes in key markets (e.g., Colombia tax decree)
- Competitive intensity in online gaming could pressure marketing efficiency
- Dependence on discretionary consumer spending
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001793659-26-000020 |
| Document: 0001793659-26-000020-index.html | 0001793659-26-000020 |
| Document: 0001793659-26-000020.txt | 0001793659-26-000020 |
| 8-K Data (Synthetic) | 0001793659-26-000020 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 29d ago | Insider Cluster | $26.68 $27.02 | ▲ +1.27% | ▲ +1.82% | $20.01 (−25.00%) |
Sep 3, 2026 29d ago | 144 | $26.77 $26.68 | ▼ −0.34% | ▲ +0.05% | $20.01 (−25.25%) |
Aug 5, 2026 8w ago | Insider Cluster | $25.92 $25.08 | ▼ −3.24% | ▼ −3.08% | $20.01 (−22.80%) |
Jul 8, 2026 12w ago | Insider Cluster | $32.63 $33.40 | ▲ +2.36% | ▲ +1.93% | $20.01 (−38.68%) |
Jul 8, 2026 12w ago | Press Release | $32.63 $33.40 | ▲ +2.36% | ▲ +1.93% | $20.01 (−38.68%) |
Jul 6, 2026 12w ago | 144 | $32.22 $32.31 | ▲ +0.28% | ▲ +0.75% | $20.01 (−37.90%) |
Jul 2, 2026 13w ago | Insider Cluster | $31.68 $32.22 | ▲ +1.70% | ▲ +0.83% | $20.01 (−36.84%) |
Jun 12, 2026 16w ago | Institutional Cluster | $29.60 $30.12 | ▲ +1.76% | ▼ −0.01% | $20.01 (−32.40%) |
Jun 5, 2026 17w ago | Insider Cluster | $26.14 $27.59 | ▼ −5.55% | ▼ −5.84% | $20.01 (+23.45%) |
Jun 3, 2026 17w ago | Insider Cluster | $26.23 $26.14 | ▼ −0.34% | ▲ +2.26% | $20.01 (−23.71%) |
US Market Status
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