Rocket Companies (RKT)

Outperform Recap: Q1 2026

First Standalone Quarter as a Consolidated Operator Beats the High End of the Guide; Capacity Two Years Early, Synergies One Year Early; Q2 Guide Tempers the Pace — Maintaining Outperform.

Outperform Flashcap: Q1 2026

First Standalone Quarter as a Consolidated Operator Beats the High End of the Guide; Synergies Pulled Forward a Full Year — Maintaining Outperform.

Outperform Recap: Q4 2025

First Fully Consolidated Quarter Clears Every Bar; Compass Alliance Widens the Distribution Moat — Maintaining Outperform.

Outperform Recap: Q3 2025

Mr. Cooper Closes, Redfin Attach Hits 40%, Margins Expand to 20% — Maintaining Outperform.

Outperform Recap: Q2 2025

Print Beats Guide, Redfin Closes Hot, Mr. Cooper On Track, AI Capacity Compounding — Upgrading to Outperform

Hold Recap: Q1 2025

Strong Print, April Reversal, Two Transformative Acquisitions Ahead — Initiating Coverage at Hold