RKT Earnings
Thursday, May 07 2026
EPS Estimate
$0.12
$0.10 – $0.18
Revenue Estimate
$2.8B
Current Price
$15.91
Our Position
neutralRedfin ChatGPT app opens conversational real estate search
structured data
est. revisions falling
(-8.7pp / 30d)
Redfin's AI integration matters because it addresses a real friction point — home search today still requires users to filter by discrete categories. Natural language search that understands context ("quiet neighborhoods near good schools") could improve engagement and conversion. Hedge fund inflows suggest institutional conviction in the AI thesis, though the stock's broader outlook depends on mortgage market recovery and whether this tool actually drives material revenue uplift.
Watch: Monitor whether Redfin's ChatGPT adoption drives user engagement and conversion rate improvements — product launches look impressive until they hit customer retention. Watch Q1 2026 earnings for any commentary on user traction and whether hedge fund money reflects real business momentum or just sector rotation into AI names.
Data Signal Summary
0 bullish
3 bearish
Estimates down -12%
Price downtrend
Insider selling
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-7.1%
Est. Revisions (30d)
-12.2% 0up/5dn
Analyst Target (mean)
$21 $16–$25 +29%
Options P/C Ratio
1.06
Est. Dispersion
64% 12 analysts
Recent Activity
insider trades
83 transactions
Other
·
BRAY JESSE KANE (Officer and Director)
·93,060 shares
Award
·
KRISHNA VARUN (Chief Executive Officer)
·1,003,344 shares
Award
·
EDWARDS NOAH A (Officer)
·60,200 shares
Award
·
MALHOTRA SHAWN (Chief Technology Officer)
·250,836 shares
Award
·
BANFIELD WILLIAM D (Officer)
·234,113 shares
78 more
Award
·
LOVIER HEATHER M.
·250,836 shr
Other
·
RIZIK MATTHEW
·29,592 shr
Award
·
BROWN BRIAN NICHOLAS
·367,892 shr
Award
·
MILDENHALL JONATHAN
·234,113 shr
Award
·
BRAY JESSE KANE
·418,060 shr
Sell
·
RIZIK MATTHEW
·5,000 shr
·$114,430
Sell
·
RIZIK MATTHEW
·5,000 shr
·$106,374
Sell
·
RIZIK MATTHEW
·5,000 shr
·$105,048
Sell
·
RIZIK MATTHEW
·5,000 shr
·$97,876
Sell
·
RIZIK MATTHEW
·5,000 shr
·$97,818
Sell
·
RIZIK MATTHEW
·7,500 shr
·$144,350
Sell
·
RIZIK MATTHEW
·5,000 shr
·$95,492
Sell
·
RIZIK MATTHEW
·5,000 shr
·$92,614
Sell
·
RIZIK MATTHEW
·5,000 shr
·$90,134
Sell
·
RIZIK MATTHEW
·7,500 shr
·$144,070
Sell
·
RIZIK MATTHEW
·5,000 shr
·$93,966
Sell
·
RIZIK MATTHEW
·5,000 shr
·$97,988
Award
·
RIZIK MATTHEW
·110,352 shr
Sell
·
RIZIK MATTHEW
·5,000 shr
·$100,484
Sell
·
RIZIK MATTHEW
·5,000 shr
·$99,256
Sell
·
RIZIK MATTHEW
·5,000 shr
·$97,844
Sell
·
RIZIK MATTHEW
·5,000 shr
·$87,021
Sell
·
RIZIK MATTHEW
·5,000 shr
·$84,879
Sell
·
RIZIK MATTHEW
·5,000 shr
·$83,719
Sell
·
RIZIK MATTHEW
·5,000 shr
·$86,596
Sell
·
RIZIK MATTHEW
·5,000 shr
·$87,874
Award
·
EDWARDS NOAH A
·30,826 shr
Award
·
MALHOTRA SHAWN
·154,130 shr
Award
·
BANFIELD WILLIAM D
·107,891 shr
Award
·
LOVIER HEATHER M.
·107,891 shr
Award
·
BROWN BRIAN NICHOLAS
·215,782 shr
Award
·
MILDENHALL JONATHAN
·154,130 shr
Award
·
GILBERT DANIEL B
·89,859 shr
Award
·
BRAY JESSE KANE
·11,868,076 shr
Award
·
BRAY JESSE KANE
·17,003,408 shr
Award
·
OLSON TAGAR C
·278,340 shr
Award
·
MARINER JONATHAN D
·15,704 shr
·$214,988
Award
·
RAMPELL ALASTAIR
·15,704 shr
·$214,988
Award
·
SHANK SUZANNE F
·15,704 shr
·$214,988
Award
·
KRISHNA VARUN
·697,526 shr
Award
·
JOHN TINA V
·95,117 shr
Award
·
EDWARDS NOAH A
·50,729 shr
Award
·
MALHOTRA SHAWN
·174,381 shr
Award
·
BANFIELD WILLIAM D
·168,040 shr
Award
·
LOVIER HEATHER M.
·174,381 shr
Award
·
RIZIK MATTHEW
·133,164 shr
Award
·
BROWN BRIAN NICHOLAS
·221,940 shr
Award
·
MILDENHALL JONATHAN
·174,381 shr
Award
·
EMERSON WILLIAM C
·221,940 shr
Award
·
BANFIELD WILLIAM D
·48,123 shr
Award
·
LOVIER HEATHER M.
·60,153 shr
Award
·
RIZIK MATTHEW
·192,492 shr
Buy
·
RIZIK MATTHEW
·634 shr
·$8,746
Buy
·
RIZIK MATTHEW
·786 shr
·$10,884
Buy
·
RIZIK MATTHEW
·622 shr
·$8,648
Award
·
TELLEM NANCY REISS
·15,034 shr
·$214,986
Buy
·
RIZIK MATTHEW
·598 shr
·$8,719
Award
·
MARINER JONATHAN D
·15,034 shr
·$214,986
Award
·
RAMPELL ALASTAIR
·5,668 shr
·$81,052
Award
·
SHANK SUZANNE F
·15,034 shr
·$214,986
Buy
·
RIZIK MATTHEW
·591 shr
·$8,664
Buy
·
RIZIK MATTHEW
·570 shr
·$8,139
Buy
·
RIZIK MATTHEW
·602 shr
·$8,630
Buy
·
RIZIK MATTHEW
·628 shr
·$8,854
Buy
·
RIZIK MATTHEW
·317 shr
·$4,375
Buy
·
RIZIK MATTHEW
·631 shr
·$8,667
Buy
·
RIZIK MATTHEW
·311 shr
·$4,292
Buy
·
RIZIK MATTHEW
·625 shr
·$8,969
Buy
·
RIZIK MATTHEW
·329 shr
·$4,605
Buy
·
RIZIK MATTHEW
·300 shr
·$4,350
Buy
·
RIZIK MATTHEW
·341 shr
·$4,670
Buy
·
RIZIK MATTHEW
·313 shr
·$4,282
Buy
·
RIZIK MATTHEW
·97 shr
·$1,196
Buy
·
RIZIK MATTHEW
·1,029 shr
·$12,635
Buy
·
RIZIK MATTHEW
·349 shr
·$4,212
Buy
·
RIZIK MATTHEW
·722 shr
·$8,728
Buy
·
RIZIK MATTHEW
·380 shr
·$4,381
Buy
·
RIZIK MATTHEW
·1,116 shr
·$13,050
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