Rush Street Interactive Q3 revenue beats estimates as online casino markets users grows

Rush Street Interactive

29/10/2025 21:05

Overview

Rush Street Interactive Q3 revenue grows 20% yr/yr, beating analyst expectations, per LSEG data

Adjusted EBITDA for Q3 rises 54%, surpassing analyst estimates, per LSEG data

Company raises full-year 2025 revenue and adjusted EBITDA guidance

Outlook

Rush Street Interactive raises 2025 revenue guidance to $1.1 bln-$1.12 bln

Company expects 2025 Adjusted EBITDA between $147 mln and $153 mln

Result Drivers

MAU GROWTH - 46% year-over-year growth in monthly active users in North American online casino markets drove revenue increase

PLAYER ACQUISITION - Record player acquisition and engagement contributed to revenue growth, despite reduced marketing spend

PRODUCT DIFFERENTIATION - Focus on product differentiation and customer experience validated by broad-based growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$277.91 mln
$265.50 mln (8 Analysts)
Q3 EPS
$0.06
Q3 Net Income
$14.84 mln
Q3 Adjusted EBITDA
Beat
$36 mln
$31 mln (9 Analysts)
Q3 EBIT
$19.46 mln
Q3 Pretax Profit
$22.02 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the casinos & gaming peer group is "buy"

Wall Street's median 12-month price target for Rush Street Interactive Inc is $22.00, about 15% above its October 28 closing price of $18.70

The stock recently traded at 40 times the next 12-month earnings vs. a P/E of 41 three months ago

Press Release: ID:nGNX9Yj839

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)