RithmCapital

Rithm Capital: Piper Sandler lowers PT to $15 from $15.5, maintains Overweight rating.

Rithm Capital

Rithm Capital's Q4 2025 Earnings and ValonOS Deployment: A Redefined Mortgage Servicing Edge?

Rithm Capital Forecasts 10% Origination Growth in 2026, Expands Asset Management and Real Estate Footprint.

Rithm Capital Corp Reports Record Q4 Earnings, Exceeds $100 Billion in Assets Under Management

KBRA Assigns Preliminary Ratings to New Residential Mortgage Loan Trust 2026-NQM2

Catalyst<ul> <li>A recent MACD Golden Cross signal on January 7 indicates strong bullish momentum for RITM.</li> <li>Fund flow analysis shows positive net inflow across all order sizes, indicating growing institutional interest.</li> <li>The company maintains strong cash reserves relative to market value and has positive factors in asset and revenue valuation.</li></ul>Risk<ul> <li>A Bearish Engulfing pattern identified on January 28 suggests potential downward pressure.</li> <li>Technical indicators show market volatility with unclear direction, indicating cautious investor sentiment.</li></ul>

Key Factors

RITM reported Q4 2025 earnings with revenue up 21.2% to $789.93M but EPS down 72.2% to $0.10. RITM guided for a 10% mortgage production increase in 2026 citing operational efficiency and tech investments. RITM expanded its technology footprint through deeper collaboration with Valon Technologies in Q4 2025.

RITM News