Rocket Companies (RKT) is rated a BUY, driven by strong financial momentum, strategic acquisitions, and positive macroeconomic expectations. Recent acquisitions of Redfin and Mr. Cooper create an end-to-end homebuying ecosystem, boosting revenue stability and client recapture. RKT's diversified revenue streams and AI-driven efficiencies position it to benefit from anticipated interest rate cuts and future market recovery.
Rocket Companies, Inc. ( RKT ) Q3 2025 Earnings Call October 30, 2025 4:30 PM EDT Company Participants Sharon Ng - Vice President of Investor Relations Varun Krishna - CEO & Director Brian Brown - CFO & Treasurer Conference Call Participants Jeffrey Adelson - Morgan Stanley, Research Division Mihir Bhatia - BofA Securities, Research Division Douglas Harter - UBS Investment Bank, Research Division Bose George - Keefe, Bruyette, & Woods, Inc., Research Division Terry Ma - Barclays Bank PLC, Research Division Ryan McKeveny - Zelman & Associates LLC Mark DeVries - Deutsche Bank AG, Research Division Presentation Operator Thank you for standing by, and welcome to the Rocket Companies Third Quarter 2025 Earnings Conference Call. [Operator Instructions] I'd now like to turn the call over to Sharon Ng, Head of Investor Relations.
While the top- and bottom-line numbers for Rocket Companies (RKT) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Rocket Companies (RKT) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.08 per share a year ago.
Rocket Companies, LexinFintech, and Joint Stock Company Kaspi.kz are the three Fintech stocks to watch today, according to MarketBeat's stock screener tool. Fintech stocks are shares of companies that use technology to provide or improve financial services-such as payment processors, digital banks, online lenders, robo‑advisors, insurtech firms, and blockchain or API‑based platforms. Investors treat them
Get a deeper insight into the potential performance of Rocket Companies (RKT) for the quarter ended September 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
RKT's Q3 results may show strong revenue growth driven by housing demand and the Redfin acquisition, but earnings are expected to have declined.
Rocket Companies is poised for strong growth through 2025-2026, driven by Fed rate cuts and the Mr. Cooper acquisition. RKT's digital refinance capabilities and rapid loan closing times set it apart, enabling market share gains in a fragmented mortgage industry. The Mr. Cooper acquisition creates a synergy-rich merger, combining leading origination and servicing platforms to boost profit per customer.
Investor sentiment is rising for housing-related stocks, which are gaining traction as a result of recent and potentially ongoing interest rate cuts by the Federal Reserve.
RKT acquires Mr. Cooper in a $14.2B all-stock transaction, creating a mortgage powerhouse serving nearly 10M clients.
Rocket Companies (NYSE: RKT), a fintech platform focused on homeownership and personal finance, has seen its stock climb a strong 85% year-to-date. This momentum reflects its transformative merger with Mr.
Rocket Companies, Inc. is executing well on its strategy to become a one-stop home buying platform, integrating Redfin and Mr. Cooper with AI-driven efficiencies. Early results show improved customer conversion, faster processes, and real synergy potential, despite a tough housing market and integration risks. RKT valuation is steep, but projected profit growth and operating leverage could justify the premium if execution continues to deliver as forecast.