Better Home & Finance stock jumped 46 percent on Monday. This happened after hedge fund manager Eric Jackson from EMJ Capital shared a long post on X. He called the company “the Shopify of mortgages” and said it could grow a lot.
Jackson is known for spotting winners early. He had talked about Opendoor before it rose 1600 percent in three months. He said Better could become a “350-bagger in 2 years,” with shares possibly hitting twelve thousand dollars. On Friday, the stock closed at just thirty-four dollars.
He explained that Better is trying to change the fifteen trillion dollar mortgage industry using AI. Jackson compared it to Figure Technologies, which trades at nineteen times expected sales in 2026. Better trades at only one times forward sales, even though it is growing faster.
Jackson pointed out two AI systems, Betsy and Tinman, as major advantages. These tools let Better work with nine hundred employees instead of three thousand. He said the company could handle much more business because of them.
He also predicted Better could make twelve billion dollars in revenue by 2028. This would come from direct-to-consumer sales, partnerships with institutions, and licensing its AI. He mentioned there might also be opportunities to work with Opendoor, where he owns shares too.
EMJ Capital confirmed it owns shares in Better Home & Finance.