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Stock impact report

Keefe Bruyette Boosts Rocket Companies (RKT) PT to $20 on Strong Sector Growth Outlook [Yahoo! Finance]

Rocket Companies, Inc. Class A (RKT) 
Company Research Source: Yahoo! Finance
target on Rocket Companies to $20 from $18 and kept a Market Perform rating on the shares. This sentiment was posted as the firm maintains a positive outlook on the mortgage insurance sector, driven by the anticipation that these companies will achieve double-digit growth in book value. Keefe Bruyette noted that this expected increase in net asset value makes the group a constructive investment opportunity for the coming year. In Q3 2025, Rocket Companies delivered adjusted revenue of $1.783 billion, surpassing guidance by $133.93 million and growing 34.77% year-over-year. At the same time, the company also earned $0.07 per share, which also beat Street estimates by $0.02. A primary driver of this performance was the integration of Redfin and Mr. Cooper. The acquisition of Mr. Cooper combined America's leading mortgage originator with the nation's top servicer. This merger creates a massive flywheel effect, with a combined servicing portfolio now nearing 10 million clients and rep Show less Read more
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