Rush Street Interactive Inc. (RSI) reported first-quarter 2026 revenue of $370.4 million, up 41.1% year over year.
Top-line performance beat consensus revenue expectations of $333.4 million by about 11.1%, while diluted EPS of $0.08 fell short of the estimate of $0.12, a roughly 33% miss versus the forecast.
Margins expanded alongside growth: gross profit rose to $132.2 million (up 44.4% YoY) as cost of sales came in at $238.2 million, and operating profit surged nearly threefold to $42.8 million.
On the cash and balance-sheet front, the company held $331.6 million in cash and cash equivalents (up 45.3% YoY). Cash generated from operations declined to $20.1 million (down 29.9% YoY), capital expenditures were $252,000 (up 56.5% YoY), and total liabilities increased to $358.7 million (up 87.2% YoY).
Market reaction was positive: RSI shares rose about 13.16% since market close following the release.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Rush Street Interactive Inc. Insider Trading Activity
Rush Street Interactive Inc. insiders have traded $RSI stock on the open market 38 times in the past 6 months. Of those trades, 0 have been purchases and 38 have been sales.
Here’s a breakdown of recent trading of $RSI stock by insiders over the last 6 months:
- RICHARD TODD SCHWARTZ (Chief Executive Officer) has made 0 purchases and 12 sales selling 1,439,733 shares for an estimated $26,820,639.
- MATTIAS STETZ (Chief Operating Officer) has made 0 purchases and 17 sales selling 340,000 shares for an estimated $6,605,692.
- KYLE SAUERS (Chief Financial Officer) has made 0 purchases and 3 sales selling 206,067 shares for an estimated $4,020,429.
- JUDITH GOLD has made 0 purchases and 2 sales selling 50,000 shares for an estimated $1,153,481.
- DANIEL W YIH sold 50,000 shares for an estimated $1,006,755
- PAUL WIERBICKI (Chief Legal Officer) has made 0 purchases and 3 sales selling 45,000 shares for an estimated $990,835.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Rush Street Interactive Inc. Hedge Fund Activity
We have seen 118 institutional investors add shares of Rush Street Interactive Inc. stock to their portfolio, and 123 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MARSHALL WACE, LLP removed 957,478 shares (-39.3%) from their portfolio in Q4 2025, for an estimated $18,603,797
- CITADEL ADVISORS LLC added 847,973 shares (+170.9%) to their portfolio in Q4 2025, for an estimated $16,476,115
- NICHOLAS INVESTMENT PARTNERS, LP removed 796,325 shares (-57.9%) from their portfolio in Q4 2025, for an estimated $15,472,594
- AMERIPRISE FINANCIAL INC added 780,572 shares (+27.7%) to their portfolio in Q4 2025, for an estimated $15,166,513
- HOOD RIVER CAPITAL MANAGEMENT LLC added 723,016 shares (+25.7%) to their portfolio in Q4 2025, for an estimated $14,048,200
- CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. removed 640,466 shares (-71.0%) from their portfolio in Q4 2025, for an estimated $12,444,254
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 630,480 shares (-29.6%) from their portfolio in Q4 2025, for an estimated $12,250,226
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Rush Street Interactive Inc. Analyst Ratings
Wall Street analysts have issued reports on $RSI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/18/2026
To track analyst ratings and price targets for Rush Street Interactive Inc., check out Quiver Quantitative's $RSI forecast page.
Rush Street Interactive Inc. Price Targets
Multiple analysts have issued price targets for $RSI recently. We have seen 8 analysts offer price targets for $RSI in the last 6 months, with a median target of $25.0.
Here are some recent targets:
- Daniel Politzer from JP Morgan set a target price of $21.0 on 04/16/2026
- Jordan Bender from Citizens set a target price of $25.0 on 04/08/2026
- Zachary Silverberg from Wells Fargo set a target price of $26.0 on 03/26/2026
- Nick McKay from Freedom Capital Markets set a target price of $25.0 on 03/12/2026
- Bernie McTernan from Needham set a target price of $25.0 on 02/18/2026
- Jed Kelly from Oppenheimer set a target price of $25.0 on 02/18/2026
- John Zamparo from Scotiabank set a target price of $6.0 on 02/06/2026
