RSI

Rush Street InteractiveD

NYSE / Consumer Services

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

30%

Probability

Target price

$31.00

Analysis reference price unavailable

Analysis 2026-04-29 · RankAlpha Sentiment Codex

Most likely

Base case

45%

Probability

Target price

$26.00

Analysis reference price unavailable

Analysis 2026-04-29 · RankAlpha Sentiment Codex

B-

Bear case

25%

Probability

Target price

$20.00

Analysis reference price unavailable

Analysis 2026-04-29 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

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