Rocket Companies (NYSE:RKT) Shares Gap Up – Still a Buy?

Shares of Rocket Companies, Inc. (NYSE:RKT) gapped up prior to trading on Tuesday . The stock had previously closed at $18.77, but opened at $20.23. Rocket Companies shares last traded at $20.5920, with a volume of 6,255,193 shares.

More Rocket Companies News

Here are the key news stories impacting Rocket Companies this week:

• Positive Sentiment: BTIG reiterated a Buy rating on Rocket, a direct analyst endorsement that can support the stock and limit downside until results/ guidance arrive. BTIG Sticks to Their Buy Rating for Rocket Companies (RKT)
• Positive Sentiment: A published bull thesis outlines upside scenarios for RKT tied to mortgage demand improvement, multiple re-rating potential (forward P/E materially lower than trailing), and cross-selling across Rocket’s ecosystem — a reminder of upside if macro/mortgage dynamics continue to normalize. Rocket Companies, Inc. (RKT): A Bull Case Theory
• Positive Sentiment: Redfin (part of Rocket) is launching a high-visibility Super Bowl–tied promotion (“The Great American Home Search”) that could boost app downloads, brand awareness and traffic — a near-term marketing catalyst that may help future transaction flow. The Great American Home Search: Redfin’s Big Game Debut Kicks Off a Scavenger Hunt for $1 Million Home
• Positive Sentiment: Coverage noting a recent rally tied to early signs of mortgage demand recovery suggests improving revenue prospects for Rocket’s mortgage and servicing businesses if the trend continues. Stock Market Today, Feb. 3: Rocket Companies Rallies on Signs of Mortgage Demand Recovery
• Neutral Sentiment: Rocket scheduled Q4 and full-year 2025 earnings for Feb. 26; the print and management commentary (guidance, margin outlook, mortgage vs. services mix) are likely to be the next major stock catalysts and may drive volatility. Rocket Companies to Announce Fourth Quarter and Full Year 2025 Results on February 26, 2026
• Neutral Sentiment: Aggregated analyst commentary pieces summarize views across banks/fintech names — useful context but not a single directional trigger; investors should watch which analysts change estimates ahead of earnings. Analysts Offer Insights on Financial Companies: Rocket Companies (RKT), First Citizens BancShares (FCNCA) and Fifth Third Bancorp (FITB)
• Negative Sentiment: Zacks notes that despite a recent strong session, the pattern of earnings-estimate revisions is not signaling further strength — a warning that momentum may fade absent better fundamentals or guidance. Rocket Companies (RKT) Stock Jumps 8.4%: Will It Continue to Soar?
• Negative Sentiment: Valuation coverage highlights sector-wide selloff and political/Fed headlines (e.g., Fed chair nomination) that have pressured bank/fintech multiples; macro/interest-rate risks remain a key downside driver for mortgage-originator sentiment. A Look At Rocket Companies (RKT) Valuation After Sector Selloff And Fed Chair Nomination

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the stock. BTIG Research restated a “buy” rating and issued a $25.00 target price on shares of Rocket Companies in a research report on Wednesday, November 19th. Wall Street Zen downgraded Rocket Companies from a “hold” rating to a “sell” rating in a report on Saturday, November 8th. Weiss Ratings restated a “sell (d+)” rating on shares of Rocket Companies in a research report on Monday, December 29th. Jefferies Financial Group initiated coverage on Rocket Companies in a research note on Friday, December 19th. They set a “buy” rating and a $25.00 price target on the stock. Finally, Barclays set a $22.00 price objective on Rocket Companies and gave the company an “equal weight” rating in a research note on Tuesday, January 6th. Five investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $20.50.

Rocket Companies Stock Performance

The company’s 50-day moving average price is $20.26 and its two-hundred day moving average price is $18.67. The company has a market capitalization of $40.48 billion, a price-to-earnings ratio of 240.44 and a beta of 2.31. The company has a debt-to-equity ratio of 2.16, a current ratio of 19.68 and a quick ratio of 19.68.

Insider Activity

In related news, Director Matthew Rizik sold 2,500 shares of the firm’s stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $19.44, for a total transaction of $48,600.00. Following the completion of the sale, the director owned 1,066,036 shares of the company’s stock, valued at $20,723,739.84. This trade represents a 0.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Over the last 90 days, insiders sold 40,000 shares of company stock valued at $779,425. 92.64% of the stock is owned by insiders.

Institutional Trading of Rocket Companies

Several large investors have recently modified their holdings of the stock. Cloud Capital Management LLC acquired a new position in shares of Rocket Companies during the 3rd quarter valued at $25,000. Pinnacle Bancorp Inc. raised its holdings in shares of Rocket Companies by 369.7% during the fourth quarter. Pinnacle Bancorp Inc. now owns 1,503 shares of the company’s stock valued at $29,000 after purchasing an additional 1,183 shares during the period. City State Bank acquired a new position in shares of Rocket Companies during the fourth quarter valued at about $30,000. Miller Wealth Advisors LLC boosted its position in shares of Rocket Companies by 65.0% during the 3rd quarter. Miller Wealth Advisors LLC now owns 1,650 shares of the company’s stock worth $32,000 after purchasing an additional 650 shares in the last quarter. Finally, North Capital Inc. increased its position in Rocket Companies by 287.2% in the 2nd quarter. North Capital Inc. now owns 1,820 shares of the company’s stock valued at $26,000 after buying an additional 1,350 shares in the last quarter. Institutional investors and hedge funds own 4.59% of the company’s stock.

About Rocket Companies

Rocket Companies, Inc is a Detroit-based holding company whose businesses are centered on digital mortgage origination and related consumer finance and real estate services. The company grew out of the Quicken Loans franchise and completed an initial public offering in 2020. Founder Dan Gilbert remains a prominent figure associated with the firm, which operates a suite of brands that aim to simplify the home financing and buying experience through technology and scale.

The company’s core activity is mortgage lending through its Rocket Mortgage platform, which offers online application, underwriting and servicing for home purchase and refinance loans.