Piper Sandler lifts Redfin stock rating, new target to $12.50

Published 11/03/2025, 07:54
Piper Sandler lifts Redfin stock rating, new target to $12.50

On Tuesday, Redfin Corp. (NASDAQ:RDFN) received an upgrade in its stock rating by analysts at Piper Sandler, moving from Underweight to Neutral. This change comes in response to the recent acquisition news where Rocket Mortgage has agreed to purchase Redfin in an all-stock deal valued at approximately $1.75 billion in equity, or around $2.4 billion when including debt. The agreed acquisition price stands at $12.50 per share, representing a significant premium over the current trading price of $9.77. InvestingPro data shows the stock has surged over 53% in the past week, reflecting investor optimism about the deal.

The transaction is considered favorable for Redfin shareholders, who have seen the company grapple with operational challenges, particularly in areas of agent capacity and profitability. According to InvestingPro data, Redfin has struggled with profitability, posting negative EBITDA of $106.8 million in the last twelve months and carrying significant debt of $994.9 million. Piper Sandler’s analyst noted that the acquisition by Rocket Mortgage is a solid move for Redfin’s stakeholders. In light of this development, the analyst has adjusted the price target for Redfin stock to $12.50, up from the previous target of $4.00, to align with the acquisition price.

While the deal is seen as a relatively minor competitive threat to Zillow (NASDAQ:ZG), it also serves to endorse the strategy of vertical expansion within the industry. The acquisition is perceived as a validation of the ongoing trend where companies are seeking to broaden their services and market reach.

Redfin’s stock has responded positively to the acquisition announcement, with the new price target reflecting the premium offered by Rocket Mortgage. The upgrade to a Neutral rating signifies a shift in perspective from Piper Sandler analysts, who now view the stock as appropriately valued at the deal price.

The acquisition is expected to close subject to customary closing conditions, including Redfin shareholder approval and regulatory clearances. As the market processes this significant corporate development, Redfin’s positioning within the industry is set to evolve with the backing of Rocket Mortgage. For investors seeking deeper insights into this deal and its implications, InvestingPro offers comprehensive analysis through its Pro Research Report, which includes detailed financial health metrics, valuation analysis, and expert insights on merger implications for over 1,400 US stocks.

In other recent news, Rocket Companies has announced its acquisition of Redfin in an all-stock deal valued at $1.75 billion. This transaction, which values Redfin shares at $12.50 each, is expected to drive significant revenue synergies and is projected to be accretive to Rocket’s adjusted earnings per share by the end of 2026. The merger, approved by both companies’ boards, aims to integrate Redfin’s real estate platform with Rocket’s mortgage services, potentially enhancing the home buying experience. Rocket Companies anticipates more than $200 million in run-rate synergies by 2027, including cost savings and revenue synergies.

Meanwhile, Susquehanna has adjusted its outlook on Redfin, reducing the company’s price target from $10 to $7, maintaining a Neutral rating. This decision reflects ongoing challenges Redfin faces in the current macroeconomic environment and the anticipated impact on short-term profitability due to increased marketing expenditures. Redfin is making strategic moves to capture greater market share, despite the housing market’s unpredictability. These developments are being closely monitored by analysts and investors as both companies navigate the evolving real estate sector.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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