分组1 - Better Home & Finance Holding Company (BETR) reported a quarterly loss of $1.86 per share, which was worse than the Zacks Consensus Estimate of a loss of $1.75, but an improvement from a loss of $3.23 per share a year ago, indicating a surprise of -6.29% [1] - The company posted revenues of $43.87 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 8.74%, and showing an increase from year-ago revenues of $28.99 million [2] - The stock has increased approximately 563.2% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.5% [3] 分组2 - The earnings outlook for Better Home & Finance Holding Company is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The estimate revisions trend for the company was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] - The current consensus EPS estimate for the upcoming quarter is -$1.96 on revenues of $47.3 million, and for the current fiscal year, it is -$8.75 on revenues of $172.07 million [7] 分组3 - The Financial - Mortgage & Related Services industry, to which Better Home & Finance Holding Company belongs, is currently in the top 36% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Core Insights - loanDepot reported a quarterly loss of $0.01 per share, outperforming the Zacks Consensus Estimate of a loss of $0.04, and compared to earnings of $0.03 per share a year ago, resulting in an earnings surprise of +75.00% [1] - The company posted revenues of $323.32 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 13.61% and showing an increase from $314.6 million year-over-year [2] - loanDepot shares have increased approximately 36.8% since the beginning of the year, outperforming the S&P 500's gain of 15.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.03 on revenues of $277.8 million, and for the current fiscal year, it is -$0.19 on revenues of $1.12 billion [7] - The estimate revisions trend for loanDepot was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Financial - Mortgage & Related Services industry, to which loanDepot belongs, is currently ranked in the top 41% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Core Insights - Walker & Dunlop reported quarterly earnings of $1.22 per share, exceeding the Zacks Consensus Estimate of $1.21 per share, and up from $1.19 per share a year ago [1] - The company achieved revenues of $337.68 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.82% and increasing from $292.3 million year-over-year [3] Earnings Performance - The earnings surprise for the quarter was +0.83%, while the previous quarter saw a surprise of -10.85% with actual earnings of $1.15 per share against an expectation of $1.29 [2] - Over the last four quarters, the company has exceeded consensus EPS estimates only once [2] Revenue Insights - Walker & Dunlop has outperformed consensus revenue estimates three times in the last four quarters [3] - The current consensus EPS estimate for the upcoming quarter is $1.31 on revenues of $326 million, and for the current fiscal year, it is $3.60 on revenues of $1.21 billion [8] Market Performance - The stock has underperformed the market, losing about 17.7% since the beginning of the year, compared to a 15.6% gain in the S&P 500 [4] - The Zacks Industry Rank for Financial - Mortgage & Related Services is in the top 41% of over 250 Zacks industries, indicating a favorable industry outlook [9] Future Outlook - The earnings outlook will be influenced by management's commentary during the earnings call and the trends in earnings estimate revisions [4][5] - The current Zacks Rank for Walker & Dunlop is 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [7]

Core Insights - Zillow Group reported quarterly earnings of $0.44 per share, missing the Zacks Consensus Estimate of $0.45 per share, but showing an increase from $0.35 per share a year ago, resulting in an earnings surprise of -2.22% [1] - The company posted revenues of $676 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.05% and increasing from $581 million year-over-year [2] - Zillow shares have underperformed the market, losing about 2.8% since the beginning of the year compared to the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.41 on revenues of $645.96 million, and for the current fiscal year, it is $1.67 on revenues of $2.57 billion [7] - The estimate revisions trend for Zillow was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Financial - Mortgage & Related Services industry, to which Zillow belongs, is currently in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Rocket Companies (RKT) reported quarterly earnings of $0.07 per share, exceeding the Zacks Consensus Estimate of $0.04 per share, but down from $0.08 per share a year ago, resulting in an earnings surprise of +75.00% [1] - The company achieved revenues of $1.78 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.01%, and up from $1.32 billion year-over-year [2] - Rocket Companies has outperformed the S&P 500, with shares increasing approximately 44.2% since the beginning of the year compared to the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.13 on revenues of $1.24 billion, and for the current fiscal year, it is $0.25 on revenues of $5.16 billion [7] - The estimate revisions trend for Rocket Companies was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Financial - Mortgage & Related Services industry, to which Rocket Companies belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - The performance of Rocket Companies' stock may also be influenced by the overall industry outlook, as empirical research indicates a strong correlation between stock movements and earnings estimate revisions [5]

Company Performance - Tree.com reported quarterly earnings of $1.7 per share, exceeding the Zacks Consensus Estimate of $1.23 per share, and up from $0.8 per share a year ago, representing an earnings surprise of +38.21% [1] - The company posted revenues of $307.8 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 10.51%, compared to revenues of $260.8 million in the same quarter last year [2] - Over the last four quarters, Tree.com has consistently surpassed consensus EPS estimates four times and topped revenue estimates two times [2] Stock Performance - Tree.com shares have increased approximately 55.9% since the beginning of the year, significantly outperforming the S&P 500's gain of 17.2% [3] - The current consensus EPS estimate for the upcoming quarter is $1.02 on revenues of $266.06 million, and for the current fiscal year, it is $4.37 on revenues of $1.03 billion [7] Industry Outlook - The Financial - Mortgage & Related Services industry, to which Tree.com belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Tree.com's stock performance [5]

Core Insights - Wall Street anticipates a year-over-year increase in earnings for Federal Agricultural Mortgage (AGM) due to higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2] - AGM is expected to report quarterly earnings of $4.43 per share, reflecting an 8.1% increase year-over-year, and revenues of $101.01 million, up 11.7% from the previous year [3] - The consensus EPS estimate has been revised 1.43% lower in the last 30 days, indicating a reassessment by analysts [4] Earnings Expectations - The earnings report is set to be released on November 3, and better-than-expected results could lead to a stock price increase, while a miss may result in a decline [2] - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the likelihood of actual earnings deviating from consensus estimates, with a focus on positive readings [9][10] Analyst Insights - For AGM, the Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, and the stock holds a Zacks Rank of 4, complicating predictions of an earnings beat [12] - Historical performance shows that AGM has beaten consensus EPS estimates in two out of the last four quarters, with a recent surprise of +0.70% [13][14] Industry Comparisons - In the Zacks Financial - Mortgage & Related Services industry, Rocket Companies (RKT) is expected to report earnings of $0.04 per share, indicating a 50% year-over-year decline, with revenues projected at $1.75 billion, up 32.1% [18][19] - The consensus EPS estimate for Rocket Companies has been revised 37.5% higher in the last 30 days, but an Earnings ESP of 0% and a Zacks Rank of 2 (Buy) make predictions of an earnings beat uncertain [19][20]

Core Viewpoint - Tree.com (TREE) has experienced significant stock price appreciation, with a 67.5% increase over the past month and a 63.9% gain since the beginning of the year, outperforming both the Zacks Finance sector and the Zacks Financial - Mortgage & Related Services industry [1][2]. Financial Performance - Tree.com has consistently exceeded earnings expectations, reporting an EPS of $1.13 against a consensus estimate of $0.97 in its last earnings report on July 31, 2025 [2]. - For the current fiscal year, Tree.com is projected to achieve earnings of $4.37 per share on revenues of $1.03 billion, reflecting a 36.99% increase in EPS and a 14.93% increase in revenues [3]. - The following fiscal year is expected to see earnings of $4.7 per share on revenues of $1.1 billion, indicating year-over-year changes of 7.49% and 6.75%, respectively [3]. Valuation Metrics - Tree.com currently trades at 14.5 times the current fiscal year EPS estimates, which is below the peer industry average of 15.3 times [7]. - On a trailing cash flow basis, the stock trades at 19.7 times, compared to the peer group's average of 7.2 times, suggesting it is not positioned among the top value stocks [7]. Zacks Rank and Style Scores - Tree.com holds a Zacks Rank of 1 (Strong Buy), supported by favorable earnings estimate revisions from analysts [8]. - The stock has a Value Score of C, a Growth Score of B, and a Momentum Score of C, resulting in a combined VGM Score of B [6][9]. - Given the Zacks Rank and Style Scores, Tree.com appears to have potential for further price appreciation in the near term [9].

分组1 - loanDepot reported a quarterly loss of $0.09 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.02, and compared to a loss of $0.05 per share a year ago, indicating a significant earnings surprise of -350.00% [1] - The company posted revenues of $282.54 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 11.46%, while year-ago revenues were $265.39 million [2] - loanDepot shares have declined approximately 7.8% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] 分组2 - The earnings outlook for loanDepot is uncertain, with current consensus EPS estimates at $0.02 on $333.25 million in revenues for the coming quarter and -$0.07 on $1.27 billion in revenues for the current fiscal year [7] - The Zacks Industry Rank for Financial - Mortgage & Related Services is currently in the bottom 9% of over 250 Zacks industries, suggesting that the industry outlook may negatively impact loanDepot's stock performance [8] - The estimate revisions trend for loanDepot was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6]

Group 1: Earnings Performance - Federal Agricultural Mortgage (Farmer Mac) reported quarterly earnings of $4.32 per share, exceeding the Zacks Consensus Estimate of $4.29 per share, and up from $3.63 per share a year ago, representing an earnings surprise of +0.70% [1] - The company posted revenues of $100.51 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.11%, compared to year-ago revenues of $89.87 million [2] - Over the last four quarters, Farmer Mac has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - Farmer Mac shares have declined approximately 12.3% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is $4.40 on revenues of $98.12 million, and for the current fiscal year, it is $17.30 on revenues of $391.66 million [7] Group 3: Industry Context - The Zacks Industry Rank indicates that the Financial - Mortgage & Related Services sector is currently in the bottom 9% of over 250 Zacks industries, suggesting potential challenges for stocks in this category [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]