For the second quarter of 2026, analysts expect Rocket Companies to report consensus revenue of $2.82 billion and adjusted EPS of $0.17, while the stock currently trades near $14.11 against an average price target of $20.73.
Investors are primarily focused on gain-on-sale margins and mortgage origination volumes as the company scales its AI-driven homeownership platform.
Performance is expected to be bolstered by the full integration of the Redfin and Mr. Cooper acquisitions, which have significantly expanded Rocket's purchase mortgage funnel and servicing portfolio.
Management's ability to maintain high conversion rates through its new agentic AI tools will be critical for sustaining the triple-digit year-over-year growth seen in recent quarters.