WallStSmart
RKT

Rocket Companies Inc

NYSE: RKT · FINANCIAL SERVICES · MORTGAGE FINANCE

$14.40
-5.94% today

Updated 2026-04-29

Market cap
$40.61B
P/E ratio
—
P/S ratio
5.74x
EPS (TTM)
$-0.03
Dividend yield
—
52W range
$11 – $24
Volume
26.4M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Rocket Companies Inc (RKT) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$14.40
Consensus
$20.93
+45.35%
2030 Target
$85.27
+492.15%
DCF
—
—
15 analysts:
7 Buy8 Hold0 Sell

Management guidance

No specific CEO revenue targets for 2026-2030 identified in available guidance. Management has focused on strategic initiatives (Compass partnership, Redfin integration, Mr. Cooper acquisition) rather than explicit revenue guidance. Q4 2025 showed strong execution with $2.69B quarterly revenue and beat guidance, but forward-looking CEO revenue targets through 2030 were not disclosed in earnings materials.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$142.12
$20.0B Rev × 20x P/S
Base case (2030)
$85.27
$20.0B Rev × 12x P/S
Bear case (2030)
$56.85
$20.0B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$4.0B$5.4B$6.9B$11.8B$13.2B$15.2B$17.4B$20.0B
Revenue growth—34.8%27.4%67.0%12.2%14.4%15.0%14.7%
EPS$-0.11$0.22$0.26$0.84$1.16$1.42$1.68$1.95
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$50.86$56.85$64.33$74.80$85.27

Catalysts & risks

Growth catalysts
+ Compass International Holdings 3-year strategic alliance expanding distribution and lead generation
+ Mr. Cooper Group acquisition making RKT largest mortgage servicer in U.S. with recurring servicing revenue
+ Redfin integration enabling vertical integration of origination, real estate, and title services
+ Trump administration deregulation of mortgage lending and homebuilding reducing compliance costs
+ Adjustable-rate mortgage (ARM) product launches capturing borrowers seeking payment relief
+ AI-powered tools (ChatGPT app on Redfin) improving customer acquisition efficiency
+ Interest rate cuts driving mortgage demand recovery and refi volume surge
Key risks
- Class action lawsuits alleging illegal steering of customers to in-house services under RESPA—regulatory/reputational damage if found liable
- DOJ/HUD litigation over lender liability for independent appraisers; conflict between HUD and DOJ enforcement
- Mortgage origination volumes highly sensitive to interest rate environment; rates above 6% suppressing demand
- Housing inventory at historic lows (630K more sellers than buyers) constraining transaction volumes
- Integration execution risk from Mr. Cooper and Redfin acquisitions; cultural/operational complexity
- Competitive pressure from loanDepot, UWM Holdings, and traditional banks entering digital mortgage space
- Negative profit margin (-1.0%) and negative TTM EPS (-$0.03) despite high revenue—profitability not yet restored

Methodology

Rocket Companies Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 15 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.