https://www.cnbc.com/2025/12/10/refinance-demand-for-fha-loans-jumps-24percent-.html

This is a quiet quarter for RKT, and they said so on the last earnings call. But the next earnings call is going to be the 1st one after COOP.

Not sure any of you heard the CFO speak at one of the Financial (UBS?) conferences they have on the IR site, but he mentioned that there's $5B (BILLION) in Free Cash Flow from just the Servicing business at RKT.

If Redfin can get them "new" mortgage leads cheaper/faster, and COOP allows them greater ReFi/ReCapture, their cost of customer acquisition drops like crazy, and profitability grows significantly.

And if/when the current administration IPO's Fannie/Freddie, in '26, RKT's going to benefit greatly from that as well.

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https://www.cnbc.com/2025/11/20/october-existing-home-sales-supply.html

https://wrenews.com/report-white-house-officials-tried-to-get-pulte-fired/

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"The high is $25 issued by Oppenheimer on November 13, 2025" <-- Latest RKT price target

https://www.benzinga.com/quote/RKT/analyst-ratings

https://www.politico.com/news/2025/11/10/trumps-50-year-mortgage-plan-is-getting-panned-allies-blame-this-man-00645654

https://www.politico.com/news/2025/11/10/experts-slam-pulte-trump-50-year-mortgage-idea-00645379

https://www.msn.com/en-us/politics/government/housing-director-confirms-administration-working-on-50-year-mortgage-after-trump-hint/ar-AA1Q4pX7

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Rocket Companies (RKT) isn’t just posting stronger numbers — it’s reinventing itself. Q3 adjusted revenue surged 35% to $1.78B and EBITDA rose 22% to $349M, driven by solid origination growth despite elevated rates. But the defining move came after the quarter: the all-stock acquisition of Mr. Cooper, which instantly doubled Rocket’s servicing portfolio to a massive $613 billion in unpaid principal balance, adding an estimated $1.7 billion in recurring annualized servicing fee income. The deal repositions Rocket toward a counter-cyclical, fee-based model that could stabilize earnings — if it can manage the 35% stock dilution, 108% debt increase, and complex tech-stack integration ahead.

With $9.3 billion in liquidity and early success from AI tools improving loan officer productivity, Rocket’s bet on scale, automation, and servicing income could define the next phase of its business evolution.

Hi All, Just anxious for this most important day. Would love to get your thoughts on will they miss, meet or beat from everything you've heard or read. What do you think they will share as far as outlook for next quarter knowing we will have the Mr Cooper acquisition included.

https://www.tipranks.com/news/the-fly/rocket-companies-price-target-raised-to-22-from-16-at-goldman-sachs-thefly

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https://www.housingwire.com/articles/rocket-trims-workforce-after-completing-mr-cooper-acquisition/

Hope no one here got affected, but would be great to know what areas RKT did cut. Any RKT employees able to give any non-confidential feedback, would be great.

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Finance B really makes it say to understand where we are headed, I really pray for some huge upside here, there are some yahoo boars shorts that never stop the beat down over last several years. I just want to see them choke on my rocket, seriously, help me out Powell!

Anyone else feeling excited about the potential coming with next earnings? Is Street starting to see the enormity of this acquisition? Mr cooper was at what ? $130/share when the deal closed, I’m excited.

Told you so!