Rush Street Interactive Increases 2025 Revenue Forecast to $1.1B–$1.12B Amid Rapid Growth in North American Online Casinos
Q3 Performance Highlights: Rush Street Interactive reported a record revenue of $277.9 million for Q3 2025, marking a 20% year-over-year increase, driven by strong player acquisition and engagement, particularly in the North American online casino market.
Organizational Changes: The company announced key promotions, elevating Kyle Sauers to President and CFO, and Rob Picard to Chief Strategy Officer, to enhance its strategic focus and operational execution.
Outlook and Guidance: RSI raised its full-year revenue guidance to between $1.1 billion and $1.12 billion, reflecting a 20% year-over-year increase, alongside an adjusted EBITDA guidance of $147 million to $153 million, indicating strong growth sustainability.
Regulatory and Market Risks: Management acknowledged ongoing regulatory risks in Colombia and Mexico, particularly concerning VAT tax changes and potential gaming tax increases, while expressing confidence in navigating industry challenges and maintaining growth momentum.
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- Earnings Announcement: Rush Street Interactive (RSI) is set to announce its Q4 2023 earnings on February 17 after market close, with a consensus EPS estimate of $0.11, reflecting a 57.1% year-over-year increase, indicating a strong profitability trend that could positively impact stock performance.
- Revenue Growth Expectations: Analysts project RSI's revenue to reach $305.6 million, representing a 20.2% year-over-year growth, which underscores the company's robust market performance and sustained customer demand, likely boosting investor confidence.
- Historical Performance: Over the past two years, RSI has consistently beaten both EPS and revenue estimates 100% of the time, reinforcing market trust in the company and laying a solid foundation for future growth.
- Revision Trends: In the last three months, EPS estimates have seen three upward revisions with no downward adjustments, while revenue estimates experienced four upward revisions and two downward adjustments, indicating a prevailing optimistic sentiment in the market regarding RSI's future performance.
- Buying Opportunity: Stocks in the consumer staples sector with an RSI below 30 are considered oversold, presenting opportunities to invest in undervalued companies, especially during market fluctuations.
- Instacart Performance: Instacart (NASDAQ:CART) shares have fallen approximately 18% over the past month, with an RSI of 29.3 indicating potential for a short-term rebound, as analysts maintain a Buy rating.
- Price Target Adjustment: Stifel analyst Mark Kelley lowered the price target for Instacart from $49 to $46, reflecting a cautious market outlook on the company's future performance while providing investors with a chance to buy at a lower price.
- Market Dynamics Analysis: Other oversold stocks in the consumer sector, such as Coffee Holding Co. and 22nd Century Group, also show investment potential, allowing investors to assess short-term trading opportunities through RSI indicators.
- Oversold Stock Overview: Kohls Corp's relative strength index (RSI) stands at 29.6, indicating a 17% decline over the past month and a 52-week low of $6.04, suggesting it is undervalued and may attract investor interest.
- Analyst Rating: Jefferies analyst Blake Anderson assigned a Hold rating to Kohl's on January 14, and despite the stock's decline, the rating may provide a relatively stable investment signal for investors.
- Market Performance: Kohls shares fell 3.2% to close at $17.22 on Wednesday, and with an 86.20 momentum score and a 96.75 value score, it indicates potential rebound opportunities in the market.
- Industry Dynamics: As consumer spending gradually recovers, oversold stocks like Kohls may become focal points for investors to reassess, especially in the context of economic recovery, which could yield higher returns.
- Insider Sale: Rush Street Interactive CEO Richard Todd Schwartz sold 158,335 shares for a total of $3 million on Friday, yet retains approximately 1.2 million shares, indicating continued confidence in the company's prospects.
- Stock Performance: The weighted average sale price was $19.22 per share, slightly below Friday's closing price of $19.26, suggesting that the insider sale may not negatively impact market sentiment.
- Strong Earnings Growth: The company reported record revenue of $277.9 million in Q3, a 20% year-over-year increase, and raised its full-year revenue guidance to about $1.11 billion, reflecting robust operational performance.
- Competitive Positioning: Rush Street Interactive leverages a multi-brand strategy and proprietary technology to capture market share in the rapidly expanding digital gambling sector, continuously attracting users and enhancing its competitive edge.
- Insider Sale: Rush Street Interactive CEO Richard Todd Schwartz sold 158,335 shares for $3 million, indicating a strategic adjustment in his ownership structure while retaining approximately 1.2 million Class A shares valued at $23 million.
- Transaction Context: The sale involved converting partnership units into Class A common stock, and although the number of shares sold is below the recent median, the 11.7% impact on pre-transaction holdings suggests a potential reduction in remaining capacity.
- Company Performance: Rush Street Interactive reported record revenue of $277.9 million in Q3, a 20% year-over-year increase, and raised its full-year revenue guidance to approximately $1.11 billion, highlighting strong growth in the online gaming market.
- Market Reaction: Despite concerns over the CEO's sale, the transaction is not viewed as bearish given the company's ongoing profitability and raised guidance, reflecting confidence in its steady expansion in regulated markets.
- Offering Size: Rogers Sugar Inc. announced a public offering of $50 million in Ninth Series convertible unsecured subordinated debentures, priced at $1,000 each, expected to close on January 12, 2026, enhancing liquidity.
- Interest Rate Advantage: The debentures will bear an annual interest rate of 5.50%, payable semi-annually, aimed at attracting investors and strengthening the company's capital structure.
- Conversion Terms: The debentures can be converted into common shares at a conversion price of $7.91 per share before maturity, providing investors with potential equity appreciation opportunities and enhancing market appeal.
- Use of Proceeds: The net proceeds from this offering will be used to reduce amounts outstanding under Lantic Inc.'s credit facility, optimizing the company's financial position and supporting general corporate purposes to enhance overall operational efficiency.









