Rush Street Interactive (NYSE:RSI) Raised to “Outperform” at Citizens Jmp

Rush Street Interactive (NYSE:RSI) was upgraded by research analysts at Citizens Jmp from a “market perform” rating to an “outperform” rating in a report issued on Wednesday, Marketbeat Ratings reports. The firm presently has a $24.00 target price on the stock. Citizens Jmp’s price target indicates a potential upside of 28.67% from the company’s current price.

A number of other equities research analysts also recently weighed in on the company. Susquehanna set a $22.00 target price on Rush Street Interactive in a research report on Wednesday, January 21st. Wall Street Zen upgraded Rush Street Interactive from a “buy” rating to a “strong-buy” rating in a report on Sunday, December 7th. Oppenheimer reaffirmed an “outperform” rating and set a $24.00 target price on shares of Rush Street Interactive in a report on Thursday, October 30th. Citigroup upgraded shares of Rush Street Interactive to an “outperform” rating in a research report on Wednesday. Finally, Craig Hallum restated a “buy” rating on shares of Rush Street Interactive in a research report on Tuesday, December 9th. Ten research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $22.00.

Rush Street Interactive Stock Up 2.6%

NYSE:RSI opened at $18.65 on Wednesday. The company has a market cap of $4.28 billion, a PE ratio of 66.62 and a beta of 1.54. The business’s 50 day moving average is $18.44 and its two-hundred day moving average is $19.05. Rush Street Interactive has a 52 week low of $9.54 and a 52 week high of $22.65.

Rush Street Interactive (NYSE:RSI) last posted its quarterly earnings results on Tuesday, February 17th. The company reported $0.08 EPS for the quarter, missing the consensus estimate of $0.10 by ($0.02). The business had revenue of $324.89 million during the quarter, compared to analyst estimates of $305.08 million. Rush Street Interactive had a net margin of 2.94% and a return on equity of 19.12%. The company’s quarterly revenue was up 27.8% on a year-over-year basis. During the same period last year, the firm posted $0.07 earnings per share. As a group, sell-side analysts expect that Rush Street Interactive will post 0.04 EPS for the current fiscal year.

Insider Activity at Rush Street Interactive

In other news, COO Mattias Stetz sold 20,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $17.67, for a total transaction of $353,400.00. Following the completion of the sale, the chief operating officer owned 289,624 shares in the company, valued at approximately $5,117,656.08. This represents a 6.46% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Richard Todd Schwartz sold 247,114 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $16.82, for a total transaction of $4,156,457.48. Following the completion of the transaction, the chief executive officer owned 701,934 shares in the company, valued at $11,806,529.88. The trade was a 26.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 1,166,535 shares of company stock valued at $21,201,337. Insiders own 56.94% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in RSI. Man Group plc grew its position in shares of Rush Street Interactive by 0.7% during the 2nd quarter. Man Group plc now owns 89,535 shares of the company’s stock valued at $1,334,000 after buying an additional 654 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in Rush Street Interactive by 4.0% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 19,422 shares of the company’s stock valued at $398,000 after acquiring an additional 752 shares during the period. Cerity Partners LLC grew its holdings in shares of Rush Street Interactive by 4.6% during the fourth quarter. Cerity Partners LLC now owns 23,675 shares of the company’s stock valued at $460,000 after purchasing an additional 1,042 shares during the last quarter. New York State Teachers Retirement System raised its position in shares of Rush Street Interactive by 15.6% during the 3rd quarter. New York State Teachers Retirement System now owns 8,022 shares of the company’s stock worth $164,000 after purchasing an additional 1,084 shares during the period. Finally, Teacher Retirement System of Texas lifted its holdings in shares of Rush Street Interactive by 11.1% in the 2nd quarter. Teacher Retirement System of Texas now owns 13,615 shares of the company’s stock worth $203,000 after purchasing an additional 1,358 shares during the last quarter. Institutional investors and hedge funds own 24.78% of the company’s stock.

Key Rush Street Interactive News

Here are the key news stories impacting Rush Street Interactive this week:

• Positive Sentiment: Q4 revenue beat and record year — Revenue of $324.9M came in above consensus and was up ~27.8% year-over-year, underpinning investor optimism about top-line momentum. Rush Street Interactive Inc (RSI) Q4 2025 Earnings Call Highlights: Record Revenue and …
• Positive Sentiment: Aggressive 2026 guidance — Management outlined a 21%–26% revenue growth target and emphasized a “casino‑first” strategy to accelerate user expansion, which supports forward growth expectations. Rush Street Interactive outlines 21%-26% revenue growth target for 2026 as casino-first strategy accelerates user expansion
• Positive Sentiment: Analyst upgrade — Citizens Jmp upgraded RSI from Market Perform to Outperform and set a $24 price target, giving the stock visible upside from current levels. Benzinga
• Neutral Sentiment: Market reaction coverage & commentary — Multiple outlets and research summaries explain the stock rally as a combination of the revenue beat, upbeat guidance and positive commentary from the earnings call. (Useful for context, less directly news-driving.) Why Rush Street Interactive, Inc.’s (RSI) Stock Is Up 8.91%
• Negative Sentiment: Small EPS miss — Reported EPS of $0.08 missed consensus (~$0.10), which highlights margin pressure despite revenue strength and could limit enthusiasm if margins don’t improve. Rush Street Interactive’s (NYSE:RSI) Q4 CY2025: Beats on revenue
• Negative Sentiment: Insider selling — Coverage flagged the CEO’s largest-ever RSI share sale, which can raise governance/insider-confidence questions and may cap the rally. CEO’s Largest RSI Share Sale Puts Focus On Earnings And Growth
• Neutral Sentiment: Analysts remain mixed — Some outlets highlight analyst conflict on consumer cyclical exposure and valuation, underscoring that sentiment could swing with future execution. Analysts Conflicted on These Consumer Cyclical Names: Rush Street Interactive (RSI) and Las Vegas Sands (LVS)

About Rush Street Interactive

Rush Street Interactive (NYSE: RSI) is a digital gaming and sports betting company that develops and operates online wagering platforms in regulated markets. As a subsidiary of Rush Street Gaming, the company specializes in delivering interactive casino games, live dealer experiences, and sports betting services through desktop and mobile applications. Its technology infrastructure is designed to support real-time wagering, secure transactions, and responsible gaming tools across multiple jurisdictions.

The company’s flagship brand, BetRivers, offers a range of casino titles—including slots, table games, and virtual sports—alongside a comprehensive sportsbook featuring pre-game and in-play betting markets.