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BofA upgrades Rocket Cos shares to neutral on balanced valuation

EditorNatashya Angelica
Published 11/15/2024, 07:09 AM
RKT
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On Friday, BofA Securities revised its stance on Rocket Cos Inc. (NYSE:RKT) shares, shifting from an Underperform rating to Neutral. This change comes with a new price target set at $15.00. The adjustment reflects a reassessment of the company's stock valuation, which is now perceived as more even-handed given the current market conditions.

Rocket Cos' shares are currently trading at approximately 18 times the estimated earnings per share (EPS) for the year 2025. This ratio is higher than the average of its peers but represents a significant decrease from its September high, where it was trading at around 35 times its forecasted earnings. The BofA analyst believes that this new valuation presents a more equitable risk-reward scenario for investors.

The analyst noted that a shift towards a more favorable interest rate environment could lead to an increase in loan originations, which would highlight Rocket Cos' operational efficiency. Conversely, if interest rates were to remain high for an extended period, it could postpone the anticipated rise in the company's earnings. However, even in such a scenario, Rocket Cos is still expected to maintain profitability.

The update from BofA Securities comes as the market evaluates the potential impacts of interest rates on companies in the mortgage lending sector. Rocket Cos, known for its digital mortgage solutions, has been closely watched by investors for signs of how it will navigate the changing economic landscape.

The new price target of $15.00 suggests that BofA Securities sees limited upside potential for Rocket Cos' stock price at this time, but also reduced downside risk, leading to the neutral rating. This information is crucial for investors considering their positions in Rocket Cos Inc. as they weigh the company's current valuation against potential future earnings and market conditions.

In other recent news, Rocket Companies Inc. has seen a variety of analyst adjustments following its third-quarter earnings release. Piper Sandler cut its price target from $17 to $16 but maintained a Neutral rating. RBC Capital also reduced its price target despite maintaining a Sector Perform rating.

Rocket Companies reported a 32% year-over-year increase in adjusted revenue, reaching $1.323 billion in the third quarter. The company also saw a 43% rise in net rate lock volume. Despite a challenging economic environment, the company has continued to expand its market share.

Recent developments also highlight Rocket Companies' strategic plans. The company aims to double its purchase market share and increase refinance market share by 2027, with a new brand identity launch targeted for 2025. Additionally, the company forecasts a 27% year-over-year growth in adjusted revenue for the fourth quarter.

Analysts from RBC Capital noted the company's operational efficiency, enhanced by its technology, including the AI-driven Navigator platform. Despite potential challenges due to rising interest rates, Rocket Companies received an investment-grade credit rating from Fitch, illustrating its strategic positioning for growth and operational efficiency.

InvestingPro Insights

Adding to BofA Securities' revised outlook on Rocket Companies Inc. (NYSE:RKT), recent data from InvestingPro provides additional context for investors. Despite the company's recent stock price volatility, with a 26.08% decline over the past month, InvestingPro Tips suggest that net income is expected to grow this year. This aligns with the analyst's view that Rocket Cos could benefit from a more favorable interest rate environment.

The company's price-to-book ratio stands at 3.05, indicating that the market values Rocket Cos at a premium to its book value. This could reflect investor expectations of future growth or the company's intangible assets. However, with a negative P/E ratio of -131.61 for the last twelve months as of Q3 2024, profitability remains a concern.

Interestingly, Rocket Cos has shown significant revenue growth of 13.77% over the last twelve months, which could support the potential for improved earnings that BofA Securities mentioned. The company's liquid assets exceeding short-term obligations, as noted by InvestingPro Tips, suggests a strong balance sheet that may help weather potential economic headwinds.

For investors seeking a more comprehensive analysis, InvestingPro offers 13 additional tips for Rocket Companies Inc., providing a deeper dive into the company's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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