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    Colombian Tax Clarity Could Be A Game Changer For Rush Street Interactive (RSI)

    Simply Wall St·12/17/2025 13:16:53
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    • In recent days, Rush Street Interactive announced a favorable tax development in Colombia that reduces regulatory uncertainty around its Latin American operations.
    • This regulatory clarity has reinforced already optimistic analyst views on the company, highlighting Latin America as an increasingly important earnings driver.
    • Next, we’ll examine how this reduced Colombian tax uncertainty affects Rush Street Interactive’s investment narrative, particularly its Latin American growth ambitions.

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    Rush Street Interactive Investment Narrative Recap

    To own Rush Street Interactive, you need to believe that online betting can scale profitably as regulations evolve, especially in Latin America. The resolution of Colombia’s tax uncertainty directly reduces one of the most immediate overhangs on its Latin American earnings story, while the bigger short term catalyst remains how effectively RSI converts its growing user base into sustained, profitable revenue. The key ongoing risk is that other jurisdictions could still tighten tax or regulatory rules.

    The most relevant recent development here is Susquehanna’s higher US$23.00 price target, framed around a “de-risked” Latin America outlook after the Colombian tax clarification. That call fits alongside RSI’s raised 2025 revenue guidance and improving profitability, which together keep Latin America at the center of the investment debate, but do not eliminate exposure to future tax or regulatory shifts elsewhere.

    But even with Colombia clarified, investors still need to consider the risk that other markets raise gaming taxes or tighten rules...

    Read the full narrative on Rush Street Interactive (it's free!)

    Rush Street Interactive's narrative projects $1.5 billion revenue and $44.7 million earnings by 2028. This requires 13.2% yearly revenue growth and a $19.5 million earnings increase from $25.2 million today.

    Uncover how Rush Street Interactive's forecasts yield a $22.86 fair value, a 17% upside to its current price.

    Exploring Other Perspectives

    RSI 1-Year Stock Price Chart
    RSI 1-Year Stock Price Chart

    Simply Wall St Community members see fair value between US$22.86 and US$26.51 across 2 independent views, underscoring how far opinions can spread. Against that backdrop, the Colombian tax relief reduces one major regulatory overhang, but readers should weigh how remaining tax and licensing risks could influence RSI’s long term earnings profile and explore several alternative viewpoints.

    Explore 2 other fair value estimates on Rush Street Interactive - why the stock might be worth as much as 35% more than the current price!

    Build Your Own Rush Street Interactive Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Rush Street Interactive research is our analysis highlighting 3 key rewards that could impact your investment decision.
    • Our free Rush Street Interactive research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Rush Street Interactive's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.