RSI

Rush Street InteractiveC

NYSE / Consumer Services

At close

2026-07-21

Current thesis

The bull view is that April 28, 2026 earnings validated a durable profit inflection rather than a one-quarter spike: record revenue, record EBITDA, accelerating player growth, disciplined marketing, and a full-year raise all support further estimate resets [#8-K-2026-04-28].

Posture

Mixed

Lead driver

Momentum

What changed

Momentum remains the lead driver in the composite, 7D delta +1.5.

What can break

After the post-earnings move, RSI may face de-rating risk if subsequent analyst revisions, demand trends, or second-quarter pacing fail to confirm the beat-and-raise as a durable new run-rate.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $26.00 · Bull $31.00 · Bear $20.00

Data freshness

Prices

As of 2026-07-21

Fundamentals

As of 2026-07-20 • Vendor: Data Vendor v1

Scores

As of 2026-07-21 • Model: HYBRID_IC_RP

AI Memo

As of 2026-04-29 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-21

Supporting evidence

What

Grade C · Mixed

Confidence Medium · Net Neutral

Target $33.36

Why

Momentum92 · Δ7d +1.5

Value42 · Δ7d +0.0

Sentiment25 · Δ7d -2.2

So what

Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Lead driver: Momentum · See technicals

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+1.5

Δ21d

+9.0

Value

39% active weight

Current posture

7d trendFlat

Δ7d

+0.0

Δ21d

-0.9

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-2.2

Δ21d

-10.7

Why this grade

Composite grade C. Momentum 91.7 / Value 41.8 / Sentiment 24.6

Fundamentals (TTM)

As of 2026-07-20

Market Cap

$8.04B

Beta

1.55

Shares Out

104.11M

P/E (TTM)

77.1

P/S (TTM)

4.26

P/FCF (TTM)

52.10

Rev YoY

+41.1%

EPS YoY

+77.6%

Gross Margin

+31.6%

Op Margin

+6.6%

Net Debt

-$323.79M

Current Ratio

1.96

As of 2026-07-21 • Updated nightlySource: Internal modelMethodology