FMCC FREDDIE MAC Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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23:28
Jun 24
Jun 24
Housing bill passage boosts home builders.
The bipartisan Road Act has passed Congress and is still expected to become law despite the signing ceremony being delayed. This legislation will boost home construction, benefiting home builders and related companies. KB Home had its best one-day gain since 2020, and the rally extended to D.R. Horton, Home Depot, Fannie Mae, and Freddie Mac.
MED
14:27
Jun 17
Jun 17
Fannie and Freddie worth a trillion dollars.
Fannie Mae and Freddie Mac are now worth approximately a trillion dollars due to the successful job done by Bill Py under the current administration, implying significant value creation and a bullish outlook for the GSEs.
MED
16:05
Jun 15
Jun 15
Bill Ackman details Pershing Square USA's rapid capital deployment into high-quality companies at attractive valuations and highlights a 20% NAV discount, signaling strong conviction in PSUS shares.
LOW
17:07
Jun 10
Jun 10
Fannie Mae and Freddie Mac value surging
President Trump notes that the value of Fannie Mae and Freddie Mac has increased dramatically since he retained control over them, and estimates they could be worth $1 trillion. He emphasizes he chose not to sell them earlier at a low price, implying significant future upside.
HIGH
16:14
Jun 10
Jun 10
Fannie Mae could be $1 trillion
Trump states that the value of Fannie Mae and Freddie Mac has increased dramatically since he took charge, having rejected a buyout offer for 10% of today's worth. He claims they could be worth $1 trillion, implying massive upside from current levels.
MED
19:04
Jun 05
Jun 05
Donald Trump said his administration is still considering a public offering of shares in mortgage giants Fannie Mae and Freddie Mac.
18:06
Jun 05
Jun 05
Fannie Mae and Freddie Mac shares jump after former President Trump floats a potential one trillion dollar valuation for the mortgage giants.
17:59
Jun 05
Jun 05
Former President Trump comments that initial public offerings for Fannie Mae and Freddie Mac are not off the table but there is no rush.
14:54
Jun 05
Jun 05
Fannie Mae and Freddie Mac common shares initially surged after Trump said the mortgage giants could be worth $1 trillion, but later gave back most gains as skepticism grew.
20:02
Jun 04
Jun 04
Former President Trump values Fannie Mae and Freddie Mac at roughly one trillion dollars according to a statement reported by FirstSquawk.
13:07
Jun 02
Jun 02
President Trump announces William Pulte will remain Director of FHFA and Chairman of Fannie Mae and Freddie Mac.
22:05
Mar 30
Mar 30
Stocks surged on Bill Ackman calling them "stupidly cheap" and reiterating the thesis for release from government conservatorship. The primary catalyst is political/regulatory action. Any progress toward release would lead to significant revaluation. The asymmetric payoff (10x potential) is tied to an uncertain binary event, making it a speculative watch. Conservatorship persists indefinitely or is resolved unfavorably for private shareholders.
01:45
Mar 30
Mar 30
Freddie Mac 'stupidly cheap' — asymmetric setup; potential 10X return and could happen soon. Long-standing Pershing Square position.
HIGH
20:26
Mar 27
Mar 27
Ackman endorses thesis on releasing Freddie Mac from conservatorship and recapitalization, unlocking common-shareholder value.
MED
03:56
Mar 22
Mar 22
Freddie Mac shareholder thesis: SPS more than repaid; respecting contractual terms unlocks value vs. dilutive SPS conversion.
HIGH
13:54
Jan 10
Jan 10
Reports upcoming Trump decision on Fannie Mae/Freddie Mac IPO, no directional view expressed.
LOW
23:26
Jan 08
Jan 08
1. THE FACT: Trump is using authorities granted by the 2008 conservatorship of Fannie Mae and Freddie Mac that allows the companies to increase by around $200 billion their holdings of mortgage bonds.
2. THE BRIDGE: An increase in mortgage bond holdings by Fannie Mae and Freddie Mac could imply increased demand for mortgage-backed securities or a potential for these entities to become more active in the housing finance market. This could be a positive catalyst for the companies themselves or related assets.
3. THE VERDICT: Trump's action to allow FNMA/FMCC to increase mortgage bond holdings by $200 billion is a positive for the companies.
About FMCC Analyst Coverage
Buzzberg tracks FMCC (FREDDIE MAC) across 10 sources. 8 bullish vs 0 bearish calls from 11 analysts. Sentiment: predominantly bullish (47%). 17 total trade ideas tracked. Latest voices: Romaine Bostick, Donald Trump, Bill Ackman.