Rush Street Interactive Stock Scoring World Cup Goals

The World Cup winner will be crowned today, but in terms of the intersection of the tournament and sports wagering stocks, there’s already a clear winner: Rush Street Interactive (NYSE: RSI).

Helped by a significant footprint in soccer-crazed Latin America — a trait not shared by many of its US-based peers — Rush Street Interactive benefited in significant fashion from the 2026 FIFA World Cup. That much is a confirmed by a nearly 11% jump in the stock since the competition started.

In June, the month in which the World Cup commenced, downloads of the gaming company’s mobile sports wagering app surged 125.1% year-over-year while downloads of the operator’s Latin America-focused app, RushBet, jumped 163%, according to Jefferies.

He lifted his second-quarter monthly average user (MAU) growth estimate on Rush Street to 42% from 35% while boosting his average revenue per monthly active user (ARMAU) forecast to 10% from 7%, citing “effective execution” by the operator in the U.S. The analyst rates Rush Street Interactive stock a “buy” with a $38 price target, implying upside of almost 17% from the July 17 close.

Rush Street Interactive Stock Has ‘Cleanest Setup’

Already one of this year’s best-performing gaming stocks, Rush Street Interactive could add to those gains when it reports second-quarter results on July 29, particularly if the company confirms World Cup benefits and lifts 2026 guidance.

Heading into that report, Katz is constructive on the gaming company, citing the tournament and Rush Street’s iGaming-first strategy in the U.S.

He also points out that the recent outcome of Colombia’s presidential election could result in a more favorable tax regime for Rush Street in that country. A previously enacted value added tax (VAT) in the South American nation has, at various points, been a drag on the gaming stock.

No Prediction Market, No Problem

Making the World Cup showing notched by Rush Street Interactive stock all the more impressive is that the shares surged without the help of prediction market exposure.

“Prediction markets are becoming an increasingly important strategic consideration across the sector, and the World Cup is driving meaningful engagement,” said Katz in his report.

Due to its iGaming focus in the U.S., Rush Street has been seen as somewhat immune to the growth of yes/no exchanges, but that expansion isn’t lost on the operator. In May, the operator filed for a Designated Contract Market permit, potentially signaling it’s eyeing a prediction market entry of its own.