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RSI: New Integrated Debit Payments Will Support Strong Platform Momentum

Digital Payment Solutions And Buybacks Will Drive Platform Expansion In Coming Years

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RSI
AnalystConsensusTarget
Not Invested
Published 26 Apr 2025

Update shared on 10 Dec 2025

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Narrative Update on Rush Street Interactive

The analyst price target for Rush Street Interactive was reaffirmed at approximately 22.86 dollars, as analysts cited largely unchanged assumptions around revenue growth, profit margins, and long term valuation multiples, with only slight adjustments to discount rate inputs.

What's in the News

  • Raised full year 2025 revenue guidance to a range of 1,100 million dollars to 1,120 million dollars, implying about 20% year over year growth versus 2024 revenue of 924 million dollars (Company guidance)
  • Launched BetRivers Debit, described as the gaming industry's first integrated debit payments solution, through a partnership with Sightline Payments to give customers secure, seamless access to wagering balances and enhance user experience on the BetRivers platform (Product announcement)
  • Updated share repurchase activity, confirming no shares were bought in the July to September 2025 period and that the company has completed total buybacks of 733,019 shares for 7.63 million dollars under the October 2024 authorization (Buyback update)

Valuation Changes

  • Fair value estimate remains unchanged at approximately 22.86 dollars per share, reflecting stable long term valuation assumptions.
  • The discount rate has risen slightly from about 8.19% to approximately 8.24%, indicating a modest increase in the required return assumption.
  • Revenue growth is effectively unchanged at roughly 15.1% per year, signaling consistent expectations for top line expansion.
  • The net profit margin is effectively unchanged at around 2.79%, suggesting no material revisions to long term profitability assumptions.
  • The future P/E has risen slightly from about 69.05x to roughly 69.14x, reflecting a marginally higher valuation multiple applied to forward earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.