UWMC United Wholesale Mortgage Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
13:00
08 авг
08 авг
Incompetent hedging forces Oaktree rescue, subordinating shareholders.
United Wholesale Mortgage demonstrated a complete lack of competence when it hedged the balance sheet of an acquisition target it did not own and never won, producing a $600 million loss. The company was forced into a rescue by Oaktree on onerous terms, giving Oaktree control and senior preferred equity plus warrants, leaving common shareholders subordinated. CEO Matt Ishbia should be removed, and the company is likely to be sold.
Выс.
17:17
07 авг
07 авг
United Wholesale Mortgage, the largest U.S. mortgage lender.
United Wholesale Mortgage, the largest U.S. mortgage lender, plunged to an all-time low yesterday, suffering its biggest one-day drop on record.
11:17
07 авг
07 авг
CEO distraction driving UWM business deterioration
Short United Wholesale Mortgage; CEO Mat Ishiba's dual sports-team ownership (Phoenix Suns + option on White Sox) signals management distraction as a structural deterioration mechanism, consistent with the company's 40% plunge and dividend suspension.
Сред.
17:40
06 авг
06 авг
United Wholesale Mortgage shares plunged by a record 49 percent on Thursday according.
United Wholesale Mortgage shares plunged by a record 49 percent on Thursday according to the news report.
16:13
30 июн
30 июн
UWMC trades near all-time lows with a capitulation volume spike, CEO stopped selling at $3.39 (now ~$2), and the company earns 44% wholesale mortgage market share with a P/E of 4.9 base case. The extreme fear and insider behavior signal a potential floor; a dividend cut (likely) would strengthen the balance sheet, and the stock is pricing in worst-case Mat Ishbia disaster, offering a margin of safety. Buy UWMC for a mean-reversion play on a dominant mortgage originator trading below intrinsic value, with catalysts from insider behavior and potential leveraged buyout or capital structure improvement. Mat Ishbia’s personal margin call could force massive share sales; interest rate cuts could hurt MSR values; dividend reduction could spook income investors initially.
Выс.
16:01
30 июн
30 июн
Stock down 80% from 2024 high, trading at ~$2; CEO Mat stopped selling shares after last sale at $3.39 on 5/7/2026; company has 44% wholesale mortgage market share and P/E as low as 2.7 in bull case. Capitulation volume spike + insider buying halt + potential dividend reduction to fix leverage → catalyst for mean reversion and value recognition. UWMC is a deeply undervalued mortgage originator with a strong moat, mispriced due to idiosyncratic CEO risk that is now fading, offering a high margin of safety. Mat re-engages stock sales, margin call forces forced selling, mortgage rates collapse (hurting MSR value), or dividend not cut further strains balance sheet.
Выс.
22:49
22 июн
22 июн
Внедрение VantageScore способствует росту ипотечного кредитования
Новая модель кредитного скоринга VantageScore была одобрена для использования в ипотечном кредитовании государственными спонсируемыми организациями, что стимулирует ее более широкое внедрение такими ипотечными кредиторами, как Rocket Mortgage и United Wholesale Mortgage. Это обеспечит прирост ипотечного кредитования на сумму около 1 триллиона долларов в течение следующих 12 месяцев и позволит кредиторам сэкономить около 1 миллиарда долларов расходов, что существенно отразится на выгоде ипотечных кредиторов, использующих данную модель.
Сред.
13:00
16 мая
16 мая
United Wholesale Mortgage unattractive, risky
United Wholesale Mortgage is the largest non-bank lender but is losing money buying loans in the secondary market, trading low, and faces potential share overhang. Higher-for-longer rates will force consolidation and may lead to distress.
Сред.
10:47
15 мая
15 мая
Reports a $100M lawsuit by Rocket Mortgage against UWM; no directional view from speaker.
Низ.
19:12
13 мая
13 мая
Speaker criticizes UWMC's bid for TWO as non-credible unless all cash, implying deal weakness.
Сред.
09:49
13 мая
13 мая
Author explicitly names UWMC in a Countrywide Financial risk comparison.
Author explicitly names UWMC in a Countrywide Financial risk comparison, implying structural mortgage-originator vulnerability and downside risk from similar business model fragilities.
Сред.
10:34
12 мая
12 мая
Author shares article comparing UWMC, RKT, and PFSI to Countrywide Financial.
Author shares article comparing UWMC, RKT, and PFSI to Countrywide Financial, implying potential systemic mortgage-lender risk; no explicit short position stated.
Сред.
10:00
11 мая
11 мая
Author links article comparing UWM Holdings to Countrywide Financial.
Author links article comparing UWM Holdings to Countrywide Financial, implying potential systemic mortgage risk; no explicit short position stated.
Сред.
22:56
04 мая
04 мая
Long scaled mortgage lenders and servicers that can leverage AI to reduce costs and improve.
Long scaled mortgage lenders and servicers that can leverage AI to reduce costs and improve conversion, benefiting from end-to-end automation.
Выс.
19:32
02 мая
02 мая
Short UWMC — structural deterioration thesis: no tradeable float, active insider selling.
Short UWMC — structural deterioration thesis: no tradeable float, active insider selling, MSR/corporate debt imbalance, and ongoing operating losses make the equity worthless; cash is the only rational consideration in any deal.
Сред.
18:31
02 мая
02 мая
Short UWMC — author explicitly states the stock has no intrinsic value.
Short UWMC — author explicitly states the stock has no intrinsic value, making any stock-based consideration worthless; structural impairment thesis consistent with debt/operating loss commentary in companion tweet.
Сред.
12:30
30 апр
30 апр
UWM going live on ICE's MSP platform is a major win, a key client reference and driver for mortgage technology revenue.
Выс.
20:44
24 апр
24 апр
Reports scheduled earnings release for UWMC on May 6, 2026; no directional view stated.
Низ.
19:11
31 мар
31 мар
Short UWMC — mortgage analyst argues balance sheet stress is visible when netting secured.
Short UWMC — mortgage analyst argues balance sheet stress is visible when netting secured financing/assets and MSR against corporate debt, with a public attack on the CEO adding reputational pressure to an already strained capital structure.
Сред.
21:29
24 мар
24 мар
Mentions busted auction for UWMC involving mortgage servicer and $200B AUM servicing.
Mentions busted auction for UWMC involving mortgage servicer and $200B AUM servicing; no directional view, just factual observation of an event.
Низ.
21:24
17 мар
17 мар
Reports UWM merger decision delayed by Two Harbors, a fundamental corporate development.
Сред.
12:44
14 мар
14 мар
Author co-mentions UWMC in a bearish Countrywide-analogy framing alongside TWO.
Author co-mentions UWMC in a bearish Countrywide-analogy framing alongside TWO, implying structural mortgage-sector stress; no explicit directional commitment.
Низ.
23:23
25 фев
25 фев
Reports BTIG note with Buy rating and $10 price target citing refi volume pickup.
Reports BTIG note with Buy rating and $10 price target citing refi volume pickup; speaker adds sarcastic commentary but no personal stance.
Сред.
13:30
05 фев
05 фев
Successful rapid implementation of UWM onto ICE's MSP platform is a major proof point for ICE's mortgage servicing technology and validates cross-sell strategy.
Выс.
Об аналитическом покрытии UWMC
Buzzberg отслеживает UWMC (United Wholesale Mortgage) в 9 источниках. Бычьих сигналов: 3, медвежьих: 5, от 8 аналитиков. Сентимент смешанный с уклоном в медвежий. Всего отслеживаются 24 торговые идеи. За последние 7 дней: медвежьих: 1, наблюдение: 2. Последние спикеры: Chris Whalen, unusual_whales, Jim Bianco.