Las empresas de cohetes registran un impulso del 3.6% con el reporte de compra de tierra de Redfin Wildfire: ¿Es esto el catalizador para una ruptura?

Summary
• Rocket Companies (RKT) surges 3.6% to $20.075, driven by Redfin’s wildfire-affected land purchase report
• Redfin, Rocket’s real estate arm, reports 40% of vacant lots in fire zones snapped up by investors
• Technicals show short-term bullish momentum with RSI at 58.1 and MACD above signal line

Rocket Companies’ stock is surging on the back of a pivotal Redfin report revealing a surge in investor demand for vacant lots in California wildfire zones. With the stock trading at $20.075—up from its intraday low of $19.32—the move aligns with technical indicators suggesting a short-term bullish trend. The report, highlighting 40% of lots sold to investors in areas like Pacific Palisades and Altadena, underscores Rocket’s strategic role in post-disaster real estate recovery.

Redfin's Wildfire Land Buy Report Ignites Rocket Companies' Surge
Rocket Companies’ 3.6% intraday rally is directly tied to Redfin’s report revealing a surge in investor demand for vacant lots in wildfire-affected California regions. The data shows 40% of lots sold in areas like Pacific Palisades, Altadena, and Malibu, with investors capitalizing on lowball offers for land previously occupied by destroyed homes. This trend, driven by underinsured homeowners and rising insurance costs, positions Rocket’s real estate platform as a key beneficiary. The report’s release, coupled with Redfin’s role as Rocket’s subsidiary, has amplified investor confidence in the company’s ability to monetize post-disaster real estate opportunities.

Real Estate Services Sector Mixed as Rocket Companies Outperforms Zillow
The Real Estate Services sector, led by Zillow (Z), is mixed, with Z down 0.19% despite Rocket’s gains. Zillow’s decline reflects broader market skepticism toward real estate tech stocks, while Rocket’s rally is fueled by its direct exposure to post-wildfire land transactions. The sector’s divergence highlights Rocket’s unique positioning in disaster recovery markets, where demand for land development and mortgage services is surging. Zillow’s struggles with inventory management and pricing accuracy contrast sharply with Rocket’s data-driven approach to high-demand, high-margin opportunities.

Bullish Setup: ETFs and Options for Rocket’s Breakout Potential
• 200-day average: 15.97 (well below current price)
• RSI: 58.1 (neutral to bullish)
• MACD: 0.299 (above signal line at 0.295)
• Bollinger Bands: Price at 20.10 (upper band at 20.20)

Rocket Companies’ technicals suggest a continuation of its bullish momentum. Key levels to watch include the 20.10 upper Bollinger band and the 19.11 middle band. A break above 20.20 could trigger a retest of the 52-week high at $22.56. The Defiance Daily Target 2X Long RKLB ETF (RKLX) is down 8.26%, but its inverse correlation to RKT makes it a short-term hedge for aggressive bulls. For options, two contracts stand out:

• RKT20260109C20: Call option with strike $20, expiring 1/9/2026. IV: 44.73%, leverage ratio: 29.99%, delta: 0.54, theta: -0.0378, gamma: 0.2542, turnover: 131,655. This contract offers high leverage and moderate delta, ideal for a 5% upside scenario (target price $21.08).
• RKT20260109C20.5: Call option with strike $20.5, expiring 1/9/2026. IV: 43.46%, leverage ratio: 46.72%, delta: 0.41, theta: -0.0344, gamma: 0.2564, turnover: 17,155. High leverage and strong gamma make this a top pick for volatility-driven gains.

Aggressive bulls should consider RKT20260109C20 into a break above $20.20, while RKT20260109C20.5 offers amplified exposure if the rally accelerates. Both contracts benefit from Rocket’s proximity to key resistance levels and rising implied volatility.

Backtest Rocket Companies Stock Performance
The backtest of Rocket Lab USA (RKT) following a 4% intraday increase from 2022 to the present shows favorable short-to-medium-term performance. The 3-day win rate is 50.41%, the 10-day win rate is 52.88%, and the 30-day win rate is 56.79%, indicating a higher probability of positive returns in the immediate aftermath of the surge. The maximum return during the backtest was 4.88%, which occurred on day 57 after the event, suggesting that RKT can continue to perform well in the days following a significant intraday gain.

Rocket Companies’ Breakout: Time to Ride the Wildfire-Driven Rally
Rocket Companies’ 3.6% surge is a clear signal of its strategic advantage in post-wildfire real estate recovery. With Redfin’s report highlighting 40% investor demand for fire-affected lots, the stock is positioned to outperform in a sector struggling with inventory and pricing challenges. Technicals and options data suggest a continuation of the bullish trend, particularly if the price holds above $19.11. Zillow’s -0.19% decline underscores the sector’s mixed outlook, but Rocket’s unique exposure to high-margin land transactions makes it a standout. Investors should monitor the 20.20 upper Bollinger band and consider RKT20260109C20 for a breakout play. If the rally holds, Rocket Companies could redefine its 52-week high by year-end.