The M&A Boom Wall Street Wanted Is Here, if You Know Where to Look
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 31 2025
0mins
Should l Buy RKT?
Source: WSJ
Current Mergers and Acquisitions Landscape: Despite expectations for a surge in large deals under President Trump, significant megamergers have been scarce, while smaller buyouts are still occurring.
International Deal Activity: There has been an increase in dealmaking activity outside the U.S., particularly in Europe and Asia, compared to the previous year.
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Analyst Views on RKT
Wall Street analysts forecast RKT stock price to rise
11 Analyst Rating
5 Buy
6 Hold
0 Sell
Moderate Buy
Current: 17.770
Low
18.00
Averages
22.18
High
25.00
Current: 17.770
Low
18.00
Averages
22.18
High
25.00
About RKT
Rocket Companies, Inc. is a fintech platform including mortgage, real estate and personal finance businesses: Rocket Mortgage, Redfin, Mr. Cooper, Rocket Homes, Rocket Close, Rocket Money, and Rocket Loans. The Company's full suite of products empowers its clients across financial wellness, personal loans, home search, mortgage finance, title and closing. Through these businesses, it delivers client solutions leveraging its Rocket platform. It operates in two segments: Direct to Consumer and Partner Network. In the Direct to Consumer segment, clients have the ability to interact with Rocket Mortgage digitally and/or with the Company's mortgage bankers. It provides client service and leverages its brand to strengthen its wholesale relationships, through Rocket Pro, as well as enterprise partnerships, both driving growth in its Partner Network segment. The Company's capabilities span the entirety of homeownership, such as home search, financing, title, closing and servicing.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Investment Focus Shift: Netflix plans to invest around $20 billion in 2026 on films, TV, and other services, indicating a strategic pivot towards content creation despite the failed acquisition, which aims to bolster its competitive edge in the streaming market.
- Market Reaction: Following the acquisition news, Paramount's stock rose by 6%, while Warner Bros saw a nearly 2% decline, illustrating the varied market responses to the outcomes of the bidding war and highlighting investor sensitivity to industry developments.
- Regulatory Risk Management: Paramount's agreement to pay Warner $7 billion if the deal fails to gain regulatory approval demonstrates confidence in the transaction's success, while also reflecting Netflix's cautious approach in navigating potential regulatory challenges.
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- Market Share Increase: The company's market share rose from 3.8% a year ago to 5.5%, attributed to the successful integration of Redfin and Mr. Cooper, which further solidifies its market leadership position.
- EBITDA Growth: Adjusted EBITDA increased from $349 million in Q3 to $592 million in Q4, with margins expanding from 20% to 24%, reflecting a significant improvement in operational efficiency.
- Optimistic Outlook: Management expects adjusted revenue for Q1 2026 to be between $2.6 billion and $2.8 billion, demonstrating confidence in future market opportunities, while emphasizing that the strategic partnership with Compass will further drive business growth.
See More
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- Significant Revenue Growth: The company achieved quarterly revenue of $2.44 billion, exceeding the market expectation of $2.26 billion and marking a 104% increase from $1.19 billion in the same period last year, indicating strong market performance.
- Impressive Loan Metrics: Rocket generated $41.6 billion in net rate lock volume and $47.3 billion in closed mortgage loan origination volume in Q4, the highest figures in four years, showcasing its robust competitiveness in the mortgage market.
- Optimistic Outlook: The company expects first-quarter revenue to range between $2.6 billion and $2.8 billion, exceeding the analyst estimate of $2.37 billion, demonstrating confidence in future growth and strong market demand.
See More
