The average of price targets set by Wall Street analysts indicates a potential upside of 63.8% in Zillow (Z). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Z unveils Buzz Index to spotlight high-demand home features, helping sellers boost engagement and pricing while guiding buyers to trending properties.
Zillow is upgraded to buy, as recent legal and strategic developments signal a positive inflection point for the stock. Z benefits from Compass dropping its lawsuit, reinforcing Z's dominant position in real estate search and weakening traditional brokerage threats. Z trades at an attractive 11.4x FY26 EV/EBITDA, with a $1.25B buyback (13% of market cap) underscoring management's confidence.
Z leverages strong brand power, tech tools and housing market tailwinds to unlock growth in a massive $202B addressable market.
Z partners with MLB in a multiyear deal to boost visibility across broadcasts and streaming, aiming to deepen engagement with prospective homebuyers.
Cinctive Capital Management LP purchased a new stake in shares of Zillow Group, Inc. (NASDAQ: Z) in the third quarter, according to the company in its most recent filing with the SEC. The fund purchased 62,909 shares of the financial services provider's stock, valued at approximately $4,847,000. A number of other hedge funds
Zillow Group (NASDAQ:Z) is trading higher in Friday morning action, with Z stock up approximately 5% as of Friday.
Zillow (ZG) shares plunged following recent earnings and a general selloff in real estate services stocks. Zillow's resilience in the face of a massive push from Homes.com illustrates that Zillow is top of mind for consumers. AI doesn't change that. I view the threat from Compass (COMP) attempting to utilize a proprietary listing network as being untenable for most home sellers.
Z misses Q4 EPS estimates but delivers 18% revenue growth, strong rental gains and an upbeat 2026 revenue outlook.
Zillow (Z) came out with quarterly earnings of $0.39 per share, missing the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.27 per share a year ago.
The Seattle-based real estate company said the cuts — which represent about 2% of Zillow's overall headcount — were part of the annual review process.
Zillow Group, Inc. is positioned to benefit from a modest housing market thaw, targeting revenue growth via deeper user engagement rather than transaction volume increases. Z's operating leverage is improving as it monetizes serious buyers and sellers, with residential revenue and rentals both outpacing the sluggish overall market. Google's entry into native home-sale listings poses a real risk to Z's lead funnel, potentially increasing acquisition costs and pressuring margins.