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    How Jefferies’ Colombia Tax Tailwind Call At Rush Street Interactive (RSI) Has Changed Its Investment Story

    Simply Wall St·12/25/2025 15:20:01
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    • Rush Street Interactive (NYSE:RSI) recently drew attention after a Jefferies analyst reiterated a positive rating, highlighting its online casino and sports betting operations across North America and Latin America, alongside elevated options activity and meaningful institutional involvement.
    • An important angle for investors is how expected tax relief in Colombia and ongoing regulatory support for online wagering could interact with RSI’s relatively modest operating margin and lagging monthly active user growth.
    • We’ll now explore how Jefferies’ upbeat commentary on industry tailwinds, particularly the anticipated Colombian VAT removal, reshapes Rush Street Interactive’s investment narrative.

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    Rush Street Interactive Investment Narrative Recap

    To own Rush Street Interactive, you need to believe its online casino and sports betting footprint in the Americas can translate user engagement into durable profitability, even with modest margins and slower MAU growth than peers. Jefferies’ upbeat view and the anticipated Colombian VAT removal speak directly to the key near term catalyst of tax relief, but they do not remove the central risk that heavier marketing or new taxes elsewhere could still pressure margins.

    The most relevant recent development alongside Jefferies’ commentary is RSI’s 2025 guidance raise, which now points to US$1,100 million to US$1,120 million in revenue and reflects continued profitability. For investors, that higher outlook sits against the backdrop of Colombia’s expected VAT rollback and ongoing regulatory acceptance of online gaming, reinforcing revenue momentum while leaving open questions around how much of that flows through to margins if competitive and regulatory pressures intensify.

    Yet behind the optimism around Colombian tax relief, investors should also be aware of the risk that rising regulatory scrutiny and higher jurisdictional taxes could...

    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 $23.43 fair value, a 22% upside to its current price.

    Exploring Other Perspectives

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

    Two Simply Wall St Community estimates cluster between US$22.38 and US$23.43 per share, showing how even a small sample can span a tight valuation band. Readers should weigh these views against the possibility that higher marketing spend in a competitive online gaming market could limit how much of any tax tailwind ultimately reaches RSI’s bottom line and explore several alternative viewpoints before forming their own stance.

    Explore 2 other fair value estimates on Rush Street Interactive - why the stock might be worth as much as 22% 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 4 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.