Rush Street Interactive Q4 revenue beats estimates

Rush Street Interactive

17/02/2026 21:26

Overview

Online casino and sports betting firm's Q4 revenue rose 28%, beating analyst expectations

Adjusted EBITDA for Q4 rose 44% yr/yr, beating analyst estimates

Outlook

Rush Street Interactive expects 2026 revenue between $1,375 mln and $1,425 mln

Company forecasts 2026 adjusted EBITDA between $210 mln and $230 mln

Result Drivers

MAU GROWTH - Total monthly active users in North America and Latin America increased significantly, driving revenue growth

SYSTEMATIC IMPROVEMENTS - Co credited systematic improvements in customer acquisition, retention, and technology for strong results

LATAM RESILIENCE - Co demonstrated resilience in Latin America despite regulatory headwinds, contributing to record profits

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$324.89 mln
$306.22 mln (8 Analysts)
Q4 EPS
$0.05
Q4 Net Income
$19.14 mln
Q4 Adjusted EBITDA
Beat
$44.1 mln
$42.56 mln (9 Analysts)
Q4 EBIT
$28.71 mln
Q4 Pretax Profit
$36.8 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 $24.00, about 49.7% above its February 13 closing price of $16.03

The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 35 three months ago

Press Release: ID:nGNX1lmkd2

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(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.)