RSI Rush Street Interactive Inc - Ordinary Shares - Class A

$RSI reported earnings after the close: EPS of $0.15 vs. $0.13 estimated, a beat of 12.1%. I used Stock Meadow to review the results. What do you think?

$RSI RSI still has a strong revenue growth, rapidly expanding EBITDA, roughly $382M cash, essentially no debt, strong Latin America growth, and maintained full-year EBITDA guidance.

$RSI You have to wonder if a suitor who wants to buy the company has been shorting this to buy Rush Street at a lower price?

$RSI not even joking this could legitimately short squeeze to ATH's and then some. This is absurd hahaha

$RSI I have never seen such inexplicable price action, especially after relatively solid earnings. I am honestly baffled, but buying.

$RSI Doubled down on $RSI today. So let me get this straight… we’re worried about future growth while the company is sitting on roughly $300 million in cash, earnings keep growing, and more states continue moving toward legalized online gambling? Profitable, growing, cash-rich, and operating in an industry that’s still expanding. Apparently that’s a reason to sell? 😂 I’ll take my chances. $RSI

$RSI Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.15 up 66.67% YoY • Reported revenue of $385.85M up 38.84% YoY • Rush Street Interactive reiterated full-year 2026 revenue guidance of $1.56B and Adjusted EBITDA guidance of $245M, with year-over-year growth of 38% to 41% and 59% to 72%, respectively.

$RSI Way undervalued and I would bet Rush Street will be in the 20's again very soon. There was no real reason it got beat down like that. This company is making a ton of cash, no debt, and sitting on a pile of money. Great buying opportunity here.

$RSI also hilarious all the analysts lower their targets AFTER the stock gets cut 65%. Why werent their price targets $12 when the stock was $30+?

$RSI lol JPM raised PT to $30 in July and now cutting to $18 a couple months later. Don’t these analysts literally get paid to forecast the future? Any other industry you get fired for being so wrong. The rest of the analysts should all be ashamed with their PT’s still in the $20’s and $30’s. “The bank maintained this target until mid-July 2026, when they raised it to $30.00. Following that, the target was subsequently lowered to $22.00 and then to the current $18.00 in October 2026 due to sector-wide growth pressures and increased marketing spend”

$RSI At a loss to understand the collapse in the share price from over 30. Earnings were great. Is manipulation so strong by the shorts that they can adversely impact the share price so dramatically. You may not agree but its time for a competitor to step up at this time given the low share price and execute a take over.

$RSI AI blames the fall on the following : Why RSI specifically collapsed • The Second-Half Spending Shock: RSI didn't fall because people stopped betting; it crashed because management announced plans for significantly higher-than-expected marketing spend for the rest of the year. Wall Street immediately panicked that RSI is getting dragged right back into the margin-destroying promo wars. • Insiders Bailed at the Top: Heavy insider selling near the July all-time highs signaled to the market that the people running the company thought the stock was overextended. • Macro Economic Pressure: A recent spike in Treasury yields has slammed all consumer-facing discretionary stocks. Investors are terrified that tightening household budgets will dry up the excess cash people use to fund online casino accounts. The tax increase in Pennsylvania, from 10 to 40% doesn't affect the I casino money. But obviously the taxes are hurting the SN.Which is not the big x in RSI. To be continued ..

$RSI 9 days to quarterly report. Directors have not sold only a pitance of the shares they hold so they are certainly not panicing. Shorts will eventually have to cover....

$RSI I will give RSI credit for avoiding the absolute madness going on in Brazil. Hopefully their shares will start to recover soon…

$RSI I know a lot of people will say it’s automatic sales, but IMO it’s preferred similar to any dumping into open market. Does ownership really need that extra few million dollars selling at 52 week low? They would probably make more money buying the stock and putting a floor underneath it.

$RSI insane. The RSI is lower than it was at all time lows. Most oversold it has been in history

$RSI My plan for this now is buy under $10 and keep it as a takeover target. This was probably a plan B for management before it all the sudden blasted to $34 while rest of gaming crashed to the floor.

$RSI has become very under valued no debt tons of cash on hand and increasing revenue. a couple years ago we valued the stock at more and it was loosing money getting set up now we are established and raking it in the price is going down? make it make sense

$RSI Not even joking! All what happened today is overreaction, see you tomorrow at close +15$..

$RSI I have been in and out of this stock in decent size for years. Sold most of my holdings earlier this year, then have started to buy back in with a modest position in the mid 20s. That said this price action and valuation makes ZERO sense to me. A 60% haircut in 3 months with no deterioration in the underlying business is stupid. All I can figure is institutional rotation away from gaming. Looking at a chart, if this approaches $10 I am all-in assuming nothing has changed.