Jefferies Reiterates Buy Rating on Rush Street Interactive
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy RSI?
Source: CNBC
- Analyst Optimism: Jefferies analyst David Katz raised the price target for Rush Street Interactive by $1 to $30, indicating strong bullish sentiment with a projected 77% upside, reflecting market confidence in the company's future growth.
- Earnings Beat: Rush Street reported a fourth-quarter revenue beat and provided robust full-year earnings guidance, showcasing its competitive edge in the digital gaming sector and reinforcing its status as an 'easy-to-own' investment choice.
- Revenue Growth Expectations: Katz anticipates continued revenue growth at a mid-high teens rate, with a solid flow-through of over 1.5X despite rising G&A costs, demonstrating resilience in profitability.
- Market Opportunity Analysis: The company shows significant growth potential in the LATAM market, particularly in Mexico, with a 100% year-over-year growth rate for three consecutive quarters, indicating a promising outlook despite its modest current business share.
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Analyst Views on RSI
Wall Street analysts forecast RSI stock price to rise
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 19.950
Low
20.00
Averages
23.60
High
29.00
Current: 19.950
Low
20.00
Averages
23.60
High
29.00
About RSI
Rush Street Interactive, Inc. is an online gaming and sports entertainment company focused on markets in the United States, Canada and Latin America. Through its brands, BetRivers, PlaySugarHouse and RushBet, offers real-money mobile and online operations in fifteen U.S. states: New Jersey, Pennsylvania, Indiana, Colorado, Illinois, Iowa, Michigan, Virginia, West Virginia, Arizona, New York, Louisiana, Maryland, Ohio and Delaware, as well as in the regulated international markets of Colombia, Ontario (Canada), Mexico and Peru. It operates and/or supports retail sports betting for its bricks-and-mortar partners under its brands or its partners’ respective brands depending on the terms of its arrangement. It also provides social gaming where users can earn or purchase virtual credits to enjoy free-to-play games. Users who exhaust their credits can either purchase additional virtual credits from the virtual cashier or wait until their virtual credits are replenished for free.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Rush Street Interactive CEO Sells Shares Amid Strong Earnings
- Executive Share Sale: Richard Todd Schwartz, CEO of Rush Street Interactive, sold 247,114 shares of common stock for approximately $4.16 million on February 17, 2026, representing 26% of his direct holdings, reducing his ownership to 701,934 shares, which reflects confidence in the company's future prospects.
- Strong Financial Performance: In Q3 fiscal year 2025, Rush Street achieved its tenth consecutive quarter of revenue growth, exceeding analyst expectations by 4.3%, and reported annual revenue surpassing $1 billion for the first time on February 17, 2026, with annual EPS growing approximately 973% YoY, indicating a significant turnaround in financial health.
- Positive Industry Trends: Similar to Rush Street, companies like DraftKings and Hasbro have reported positive results in their recent earnings, indicating a booming online betting industry, with Rush Street's stock rising about 40% in 2025, showcasing optimistic market expectations for its long-term growth.
- Investor Caution: Despite Rush Street's strong performance, it was not included in The Motley Fool Stock Advisor's current list of top investment stocks, advising investors to exercise caution when making investment decisions, especially in the competitive online betting market.
See More
Rush Street Interactive CEO Sells Shares Worth $4.16 Million
- Transaction Overview: Richard Todd Schwartz, CEO of Rush Street Interactive, sold 247,114 shares of common stock for approximately $4.16 million on February 17, 2026, marking his largest sale to date, which reflects his confidence in the market.
- Holding Impact: This sale represented 26% of Schwartz's direct holdings prior to the transaction, indicating that he maintains a relatively high stake in the company amidst market fluctuations, which may influence investor expectations regarding future performance.
- Financial Performance: Rush Street achieved its tenth consecutive quarter of revenue growth in Q3 FY 2025, with annual revenue surpassing $1 billion for the first time and a year-over-year EPS growth of approximately 973%, showcasing the company's robust growth potential in the online gambling sector.
- Industry Trends: With the online betting industry booming, Rush Street's stock rose about 40% in 2025, and following a strong fiscal year close, it is poised for long-term growth, attracting increased investor interest.
See More
Rush Street Interactive CEO Sells Shares for $4.16 Million
- Executive Share Sale: Rush Street Interactive CEO Richard Todd Schwartz sold 247,114 shares of common stock for approximately $4.16 million on February 17, 2026, marking this transaction as his largest sale, reflecting confidence in the company's stock.
- Ownership Impact: This sale represented 26% of Schwartz's direct holdings, leaving him with 701,934 shares valued at $11.89 million post-transaction, indicating his continued optimism about the company's future prospects.
- Strong Financial Performance: Rush Street achieved its tenth consecutive quarter of revenue growth in Q3 FY 2025, exceeding analyst expectations by 4.3%, with annual revenue surpassing $1 billion for the first time and a remarkable 973% year-over-year growth in earnings per share, showcasing robust market performance.
- Positive Industry Outlook: With the online betting industry booming, Rush Street's stock rose approximately 40% in 2025; although it was not included in the top investment stocks by analysts, the company's growth potential continues to attract investor interest.
See More
Software Sector's Decline Could Be Ending: Microsoft and ServiceNow Stocks Signal 'Buy' Opportunity.
- Market Observation: There are indications that software stocks have reached a bottom in their decline.
- Investor Sentiment: The current situation is drawing significant attention from investors and analysts in the software sector.
See More
Reemerging on the Scene: Previous Selections Present New Possibilities
Market Cycles: Markets operate in cycles, indicating that trends and leadership positions are temporary.
Leadership Rotation: Leadership within markets rotates, consolidates, and eventually reemerges over time.
See More
RUSH STREET INTERACTIVE STOCK SOARS 7% FOLLOWING BETTER-THAN-EXPECTED Q4 REVENUE
Stock Performance: Rush Street Interactive shares increased by 7% following a positive earnings report.
Revenue Results: The company's Q4 revenue exceeded analysts' expectations, contributing to the stock surge.
See More
Rush Street Interactive CEO Sells Shares Amid Strong Earnings
- Executive Share Sale: Richard Todd Schwartz, CEO of Rush Street Interactive, sold 247,114 shares of common stock for approximately $4.16 million on February 17, 2026, representing 26% of his direct holdings, reducing his ownership to 701,934 shares, which reflects confidence in the company's future prospects.
- Strong Financial Performance: In Q3 fiscal year 2025, Rush Street achieved its tenth consecutive quarter of revenue growth, exceeding analyst expectations by 4.3%, and reported annual revenue surpassing $1 billion for the first time on February 17, 2026, with annual EPS growing approximately 973% YoY, indicating a significant turnaround in financial health.
- Positive Industry Trends: Similar to Rush Street, companies like DraftKings and Hasbro have reported positive results in their recent earnings, indicating a booming online betting industry, with Rush Street's stock rising about 40% in 2025, showcasing optimistic market expectations for its long-term growth.
- Investor Caution: Despite Rush Street's strong performance, it was not included in The Motley Fool Stock Advisor's current list of top investment stocks, advising investors to exercise caution when making investment decisions, especially in the competitive online betting market.
See More
Rush Street Interactive CEO Sells Shares Worth $4.16 Million
- Transaction Overview: Richard Todd Schwartz, CEO of Rush Street Interactive, sold 247,114 shares of common stock for approximately $4.16 million on February 17, 2026, marking his largest sale to date, which reflects his confidence in the market.
- Holding Impact: This sale represented 26% of Schwartz's direct holdings prior to the transaction, indicating that he maintains a relatively high stake in the company amidst market fluctuations, which may influence investor expectations regarding future performance.
- Financial Performance: Rush Street achieved its tenth consecutive quarter of revenue growth in Q3 FY 2025, with annual revenue surpassing $1 billion for the first time and a year-over-year EPS growth of approximately 973%, showcasing the company's robust growth potential in the online gambling sector.
- Industry Trends: With the online betting industry booming, Rush Street's stock rose about 40% in 2025, and following a strong fiscal year close, it is poised for long-term growth, attracting increased investor interest.
See More
Rush Street Interactive CEO Sells Shares for $4.16 Million
- Executive Share Sale: Rush Street Interactive CEO Richard Todd Schwartz sold 247,114 shares of common stock for approximately $4.16 million on February 17, 2026, marking this transaction as his largest sale, reflecting confidence in the company's stock.
- Ownership Impact: This sale represented 26% of Schwartz's direct holdings, leaving him with 701,934 shares valued at $11.89 million post-transaction, indicating his continued optimism about the company's future prospects.
- Strong Financial Performance: Rush Street achieved its tenth consecutive quarter of revenue growth in Q3 FY 2025, exceeding analyst expectations by 4.3%, with annual revenue surpassing $1 billion for the first time and a remarkable 973% year-over-year growth in earnings per share, showcasing robust market performance.
- Positive Industry Outlook: With the online betting industry booming, Rush Street's stock rose approximately 40% in 2025; although it was not included in the top investment stocks by analysts, the company's growth potential continues to attract investor interest.
See More
Software Sector's Decline Could Be Ending: Microsoft and ServiceNow Stocks Signal 'Buy' Opportunity.
- Market Observation: There are indications that software stocks have reached a bottom in their decline.
- Investor Sentiment: The current situation is drawing significant attention from investors and analysts in the software sector.
See More
Reemerging on the Scene: Previous Selections Present New Possibilities
Market Cycles: Markets operate in cycles, indicating that trends and leadership positions are temporary.
Leadership Rotation: Leadership within markets rotates, consolidates, and eventually reemerges over time.
See More
RUSH STREET INTERACTIVE STOCK SOARS 7% FOLLOWING BETTER-THAN-EXPECTED Q4 REVENUE
Stock Performance: Rush Street Interactive shares increased by 7% following a positive earnings report.
Revenue Results: The company's Q4 revenue exceeded analysts' expectations, contributing to the stock surge.
See More
