News

ValueAct Capital takes concentrated, long-term positions in publicly traded companies and works with management teams and boards to improve shareholder value. The firm is led by co-Chief Executive Officers Mason Morfit and Rob Hale. ValueAct’s 13F filing for the second quarter shows that Amazon.com (NASDAQ:AMZN) and Rocket Companies (NYSE:RKT) were among the firm’s largest disclosed […]

RKT hits a 52-week low as high mortgage rates, weak housing demand and rising costs pressure near-term growth despite long-term catalysts.

Rocket Lab (RKLB) stock fell 39% between mid-June and September 10, while the S&P 500 gained 2.4%. The stock fell 39%—about twice as far as L3Harris Technologies, down 18.9%, and far more than Lockheed Martin, down 1.3%, and Northrop Grumman, down 5.3%—suggesting company-specific headwinds compounded broader sector softness. Yet the company just posted record revenue, and the CEO counts more than $1 billion of new contracts since Q2 2026 began. None of that changed the Neutron rocket's calendar.

Rocket Lab (RKLB) trades near $64, about 57% below the high it set inside the last year, though it is still up 49.5% over twelve months against 19.7% for the S&P 500. The business did not break along the way. What changed is the wait: how long before Neutron flies, and how much cash goes out first.

OPEN's cost cuts and acquisitions support long-term growth, but housing weakness and capital intensity keep profitability under pressure.

Rocket Companies' Q2 earnings matched estimates as revenues missed, while record market share gains and AI efficiency offset housing weakness.

Fintech mortgage provider Rocket Companies (NYSE:RKT) missed Wall Street’s revenue expectations in Q2 CY2026, but sales rose 94.5% year on year to $2.78 billion. Next quarter’s revenue guidance of $2.6 billion underwhelmed, coming in 10.1% below analysts’ estimates. Its non-GAAP profit of $0.16 per share was in line with analysts’ consensus estimates.

A brutal earnings miss sent Opendoor plunging while Rocket Companies braces for a report that could determine the fate of the entire housing finance sector. One small iBuyer is somehow bucking the selloff, and the reason tells you everything about where this market is headed.

Finance of America Companies (FOA) delivered earnings and revenue surprises of -22.94% and -43.11%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Rocket Lab stock is well off its high again, and its shock record says the most serious damage comes from rate moves rather than from anything on the launch pad.

Rocket Companies stock has fallen 35.1% year to date, and the intrinsic value estimate from the Excess Returns model now sits close to the current share price, while the market multiple checks suggest the stock may still be on the cheap side. At the same time, Rocket Companies only passes a small portion of the broader valuation checks, which makes the current price less straightforward for investors. The share price is down 35.1% year to date, which leaves Rocket Companies trading well...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.28%. September E-mini S&P futures (ESU26 ) are down -0.40%, and September E-mini Nasdaq futures...

Rocket stock declines 12.8% in a week as high mortgage rates, weak home sales and muted refinancing cloud earnings visibility despite Redfin and Mr. Cooper deals.

A number of stocks fell in the afternoon session after the renewed flare-up in the U.S.-Iran conflict sent oil prices sharply higher and pushed Treasury yields toward nine-month highs, reigniting fears of stagflation.