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BofA upgrades Rocket to Buy on new rate cut forecast

BofA upgraded Rocket Companies (RKT) to Buy from Neutral with a price target of $24, up from $21. The analyst cites BofA’s updated Federal Reserve rate cut forecast for the upgrade. The firm now expects two rate cuts this year from none previously and three more next year. Rocket is a “strong beneficiary” of rate cuts, as they will drive both purchase and refinance mortgage volumes, the analyst tells investors in a research note. Rate cuts could help unlock refinance mortgages, where the company has 10% market share, contends BofA.

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