Equity Profile
Post-Earnings Recap
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.14 | $0.12 | +75.00% |
| Revenue | N/A | $331M | N/A |
management commentary, guidance changes, and full analysis available with Pro.
Rush Street Interactive, Inc. (RSI) operates in the consumer discretionary sector, focusing on online gaming and casinos....
Earnings Per Share (EPS)
EPS is a key indicator of profitability and will show how well RSI is managing costs and generating income.
Revenue
Revenue growth reflects the company's ability to attract and retain customers in a competitive market.
Wall Street expectations, options signals, track record, and call prep available with Pro.
| EPS | $0.14 | $0.12 | +75.00% |
| Revenue | N/A | $331M | N/A |
Tone: Cautiously Optimistic
Overall, management expressed confidence in their growth strategy despite not providing specific guidance. They emphasized the importance of maintaining user engagement.
Management highlighted strong user engagement and growth in key markets.
They noted ongoing investments in technology to enhance customer experience.
Rush Street Interactive's earnings report shows a positive surprise in EPS, indicating better-than-expected profitability. However, the stock fell by 1.15% following the announcement, likely due to the lack of revenue data and forward guidance. Investors may be cautious as the company continues to navigate a competitive landscape without clear future projections.
EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+101.77%
Avg Stock Reaction
+0.93%
In Q4-2025, RSI reported an EPS of $0.08, exceeding expectations and demonstrating strong performance. The stock reacted positively, gaining 5.68% the following day.
Management Promises & Guidance
Analysts expect RSI to continue its trend of beating earnings estimates, with a consensus EPS of $0.12 for Q1-2026. Revenue is also anticipated to grow, reflecting ongoing consumer interest in online gaming.
Bull Case
If RSI exceeds the EPS estimate, it could signal strong operational efficiency and market demand, potentially driving the stock higher.
Bear Case
Conversely, if RSI fails to meet expectations, it may raise concerns about its growth prospects and competitive positioning, leading to a negative market reaction.
Earnings Per Share (EPS)
$0.12EPS is a key indicator of profitability and will show how well RSI is managing costs and generating income.
Revenue
$331MRevenue growth reflects the company's ability to attract and retain customers in a competitive market.
Expectations
The print will turn on these two things.
Q1
Will RSI's EPS exceed the consensus estimate of $0.12?
A beat on EPS would reinforce the company's operational strength and could lead to a positive stock reaction.
Q2
How does RSI's revenue compare to the consensus of $331M?
Revenue performance is crucial for assessing growth and market demand, impacting investor confidence.
Edge
Why consensus could be wrong
The consensus may underestimate RSI's ability to capitalize on the growing online gaming market, particularly if new customer acquisition strategies are effective.
Supporting Evidence
RSI has consistently beaten EPS estimates in the past, suggesting a potential for continued strong performance.
Options pricing indicates a significant move, reflecting investor sentiment that may not align with consensus expectations.
Key Risk
If RSI's revenue growth exceeds $349M, it could challenge the current bearish outlook.
Edge
Pre-commit to what would confirm each case.
The market is debating whether RSI can sustain its growth trajectory amid increasing competition and changing consumer preferences.
Bull Confirmed If
An EPS of $0.13 or higher would confirm strong operational performance and investor confidence.
Bear Confirmed If
An EPS below $0.10 would raise concerns about profitability and growth potential.
Pre-Earnings Positioning
Implied Move
±14.87%
Historical Avg
±2.4%
The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.
Options are pricing ±14.9% while RSI has averaged ±2.4% over the last 8 prints — setup is pricing rich.
ATM IV
0.9%
30d HV
35.9%
Edge
Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.
Bought
$0.00
0 sh
0 insiders
Sold
$2.5M
110,051 sh
2 insiders
Net
$2.5M
Net selling
Most Active Insiders· 2 open-market trades
$1.4M
Net selling
$1.1M
Net selling
Recent Transactions
Apr 16, 2026 · @ $22.60
61,765 sh
$1.4M
Apr 17, 2026 · @ $23.07
48,286 sh
$1.1M
Open-market trades only (Form 4 codes P/S). Awards, exercises, and tax-withholding excluded as routine compensation noise.
Preparation
Likely market behavior by outcome — not investment advice.
Beat & Raise
If RSI beats expectations, history suggests the stock could rise by around 1.14%, confirming strong demand and operational efficiency.
In-Line / Cautious
If results are in line with expectations, the stock may experience muted movement as investors await further guidance.
Miss
A miss could lead to a decline of around 2.31%, indicating potential concerns about the company's growth prospects.
Preparation
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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