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The Bull Case For Rocket Companies (RKT) Could Change Following New Redfin Integration Cross-Sell Momentum

Simply Wall St · 2d ago
  • On 9 December 2025, Rocket Companies presented at the Goldman Sachs 2025 U.S. Financial Services Conference, updating investors on how its acquisitions and technology platform are reshaping its nationwide mortgage and real estate services.
  • Management highlighted that early Redfin integration is already driving more Redfin buyers to choose Rocket mortgages and supporting very strong growth in home equity lending, underscoring the company’s push to deepen customer engagement across its homeownership ecosystem.
  • We’ll now examine how this early Redfin cross-sell traction may influence Rocket’s investment narrative built around technology, acquisitions, and profitability.

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Rocket Companies Investment Narrative Recap

To own Rocket Companies, you need to believe its technology and acquisitions can convert a larger share of homebuyers and homeowners into long-term, multi-product customers, despite current losses and a still-challenging housing backdrop. The early Redfin cross-sell gains and home equity momentum reinforce the near term catalyst around integration-driven revenue synergies, but do not yet change the fact that execution risk and housing affordability remain the biggest overhangs on the story.

The most relevant recent update is Rocket’s disclosure that Redfin homebuyers using Rocket mortgages rose from 5% to 11% in about three months, while home equity loan volumes doubled year over year. This directly connects to the key catalyst of realizing more value from its expanded platform, as stronger cross-sell from Redfin and, in time, Mr. Cooper could help support the path from scale and technology investment toward improved profitability.

But while this early progress is encouraging, investors should still pay close attention to how higher rates and housing affordability pressures could...

Read the full narrative on Rocket Companies (it's free!)

Rocket Companies’ narrative projects $8.7 billion in revenue and $3.2 billion in earnings by 2028.

Uncover how Rocket Companies' forecasts yield a $19.92 fair value, a 4% upside to its current price.

Exploring Other Perspectives

RKT 1-Year Stock Price Chart
RKT 1-Year Stock Price Chart

Eight Simply Wall St Community fair value estimates for Rocket range from about US$19.92 to US$40 per share, underscoring how far apart individual views can be. You can set these against the early Redfin cross sell traction, which supports the integration and technology catalyst but sits alongside ongoing concerns about housing affordability and loan volume sensitivity.

Explore 8 other fair value estimates on Rocket Companies - why the stock might be worth over 2x more than the current price!

Build Your Own Rocket Companies Narrative

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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.