10 Best Large Cap Stocks to Buy in 2026 According to Billionaire Dan Loeb

7. Rocket Companies Inc (NYSE:RKT)

Third Point Equity Stake: $184.2 Million

Number of Hedge Fund Holders: 114

Stock Upside Potential: 38.51%

Market Cap: $41.8 Billion

Rocket Companies Inc (NYSE:RKT) is one of the best large cap stocks to buy in 2026 according to billionaire Dan Loeb.

On May 12, Keefe, Bruyette & Woods reiterated an Outperform rating on Rocket Companies Inc (NYSE:RKT) stock but reduced the price target on the shares to $21 from $22. In making this decision, the firm pointed to higher interest rates, which led it to lower its EPS estimates for Rocket Companies.

Keefe cut its 2026 EPS projection for Rocket to $0.69 from $0.70. It reduced its 2027 EPS estimate to $0.99 from $1, and lowered its 2028 EPS estimate to $1.12 from $1.28. The firm specifically tied the price target reduction to 2027 estimate revisions, which it said better reflects the higher interest rate environment.

Notably, Keefe’s action on Rocket stock followed the release of the April inflation reading that showed consumer prices soared more than expected. According to a Wall Street Journal report on May 12, the high and rising prices diminish expectations for Fed rate cuts in 2026. Despite reducing its estimates due to higher interest rates, Keefe believes that Rocket’s business remains solid.

Rocket Companies Inc (NYSE:RKT) operates a fintech platform covering home loans and mortgage refinancing, real estate brokerage, and personal finance. The company’s brands include Rocket Mortgage, Rocket Homes, and Rocket Money. Rocket Companies was founded in 1985 and is based in Detroit, Michigan.