Sep. 13 at 6:47 AM
$CVNA Wall Street Zen clipped Carvana down to a “Hold,” & insiders have lightened up—never a confidence-builder. The mix is tilting: nearly 9% of retail unit sales now come from electrified vehicles, with SUVs leading.
#RKT Rocket Companies bought Redfin, which means collaging real estate traffic with an equally interest-rate-sensitive mortgage business. Analysts are already hyping rate cuts. BofA upgraded the stock, hiking the target from
$21 to
$24. The case is simple: falling rates juice both purchase & refinance volumes. The Mr. Cooper deal comes with the usual promise of half a billion in “synergies.” Add in
$200M in Redfin synergy fairy dust & an 11% bump to 2026 EPS estimates.
