Rush Street Interactive Shares Surge on Revenue Beat and 2026 Outlook

The Chicago-based firm reported a net profit of $5.2 million, or 5 cents per share, more than doubling its performance from the same period last year. Revenue climbed to $324.9 million, comfortably exceeding Wall Street projections of $305.6 million. While adjusted earnings of 8 cents per share fell short of the 10 cents anticipated by analysts, investors focused on the company’s aggressive scale and top-line growth.

Operational Growth and User Metrics

Growth was largely driven by a significant influx of new players. Monthly active users (MAUs) in the United States and Canada increased 37% year-over-year to over 278,000, with average revenue per user reaching $331. CEO Richard Schwartz noted that this represented the second-fastest growth rate for active users in over four years, a trend that directly bolstered the company’s bottom line.

For the full year, Rush Street issued guidance that outpaced market expectations. The company projects revenue between $1.38 billion and $1.43 billion, well above the $1.32 billion consensus among analysts. Management also expects adjusted Ebitda to land between $210 million and $230 million as the firm continues to execute its long-term expansion strategy.