Rush Street Interactive (RSI)

• Market cap: $1.11B
• 1 day: -1.86%
• 5 days: 2.45%
• 1 month: 13.15%
• 3 months: -15.17%
• 6 months: 12.73%
• Year to date: -11.72%
• 1 year: 89.83%
• 5 years: 26.35%
• 10 years: 23.90%
• Sector: Consumer Discretionary
• Industry: Gambling

About: Rush Street Interactive Inc is an online gaming and entertainment company that focuses on online casinos and online sports betting in the U.S. and Latin American markets. It provides customers with an array of gaming offerings such as real-money online casinos, online sports betting, and retail sports betting, as well as social gaming, which involves free-to-play games that use virtual credits that can be earned or purchased. The company generates revenue by offering online casinos, online sports betting, and social gaming directly to the end customer through its websites or apps. The company generates revenue through business-to-consumer (B2C) and business-to-business (B2B) models.

Employees: 883

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

990% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $1.08M

108% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 24

51% more capital invested

Capital invested by funds: $698M [Q3] → $1.06B (+$358M) [Q4]

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

12% more funds holding

Funds holding: 185 [Q3] → 207 (+22) [Q4]

9.43% more ownership

Funds ownership: 77.36% [Q3] → 86.8% (+9.43%) [Q4]

17% less funds holding in top 10

Funds holding in top 10: 6 [Q3] → 5 (-1) [Q4]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $14 15% upside
• Avg. target: $15.20 25% upside
• High target: $17 40% upside

5 analyst ratings

• positive: 5 100%
• neutral: 0 0%
• negative: 0 0%

Susquehanna Joseph Stauff 41% 1-year accuracy 15 / 37 met price target	15% upside $14	Positive Upgraded	28 Feb 2025
Benchmark Mike Hickey 56% 1-year accuracy 50 / 89 met price target	15% upside $14	Buy Maintained	28 Feb 2025
Macquarie Chad Beynon 28% 1-year accuracy 15 / 53 met price target	32% upside $16	Outperform Maintained	27 Feb 2025
Wells Fargo Daniel Politzer 27% 1-year accuracy 15 / 56 met price target	24% upside $15	Overweight Maintained	27 Feb 2025
Needham Bernie McTernan 50% 1-year accuracy 70 / 139 met price target	40% upside $17	Buy Reiterated	27 Feb 2025