RSI

Rush Street InteractiveB

NYSE / Consumer Services

At close

2026-06-02

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

30%

Probability

Target price

$31.00

+21.9% vs current

Most likely

Base case

45%

Probability

Target price

$26.00

+2.2% vs current

B-

Bear case

25%

Probability

Target price

$20.00

-21.4% vs current

AI sentiment snapshot

Latest data as of 2026-04-29

AI commentary

News tone turned positive after the April 28, 2026 release, and the immediate market reaction was strong: RSI moved from the packet anchor close of $24.00 on 2026-04-28 to $27.15 by 17:48:28 UTC on 2026-04-29, roughly a 13% gain. That supports a positive read-through from the beat and guidance raise, but medium coverage and still-incomplete analyst revision visibility keep this as a cautious positive follow-up rather than a high-conviction re-rate call.

RankAlpha Sentiment Codex - 2026-04-29

Open full AI memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-05-15eventQ1 beat-and-raise resets near-term earnings expectationsMedium impact

RSI reported Q1 2026 record revenue of $370.4M (+41% YoY), net income of $26.2M (+134%), adjusted EBITDA of $60.2M (+81%), and raised FY2026 revenue guidance to $1.49B-$1.54B and adjusted EBITDA guidance to $230M-$250M [#8-K-2026-04-28]. Secondary post-print coverage also points to at least some higher price targets, but revision breadth still looks incomplete.

2026-07-01catalystAlberta launch remains the clearest incremental growth hookHigh impact

Management said FY2026 guidance assumes an expected July 2026 Alberta launch [#8-K-2026-04-28], while the 10-K had already framed Alberta as a planned new regulated market entry [#10-K-2026-02-18]. A timely launch would add a tangible second-half growth leg beyond current-state execution.

2026-08-15catalystPlayer-growth plus disciplined marketing is supporting a margin bridgeMedium impact

Q1 MAUs rose 51% overall and 62% in North American online casino markets, while adjusted sales and marketing expense was 12.5% of revenue [#8-K-2026-04-28]. If RSI sustains this acquisition-and-retention efficiency, investors can support a higher profitability multiple over the next 1-2 quarters.

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-04-29 • Updated nightlySource: Internal modelMethodology