Zillow Group Inc. (Z)
Zillow Group: Strong Fundamentals With Cheap Valuation
Zillow Group is rated a buy as it demonstrates resilience and structural growth despite a weak housing market. ZG's Q3 2025 results showed strong revenue growth across residential, mortgage, and rentals, with notable market share gains and operating leverage. The platform's ecosystem strategy, network effects, and product integration drive outperformance and decouple ZG from traditional housing cycles.
Zillow Group's Q3 EPS Lags Estimates, Revenues Grow Y/Y
Z's Q3 revenues jump 16.4% on surging rentals and mortgage growth, even as higher costs weigh on earnings.
Zillow (Z) Lags Q3 Earnings Estimates
Zillow (Z) came out with quarterly earnings of $0.44 per share, missing the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.35 per share a year ago.
Zillow (Z) Reports Next Week: Wall Street Expects Earnings Growth
Zillow (Z) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Zillow: Strong Growth Catalysts At A Reasonable Price
Zillow (Z) maintains a dominant market position, supported by strong network effects, innovative tech, and expanding mortgage and rental segments. Z's valuation appears rich versus sector peers, but its industry leadership and bottom-cycle housing metrics justify a premium. Recent share price declines reflect lawsuit risks and rising competition, but these are not seen as significant threats to Z's long-term prospects.
Zillow & ChatGPT Duo to Transform Home-Buying Experience With AI
Z partners with ChatGPT to deliver AI-powered housing insights, streamlining the buying journey and boosting user engagement.
Zillow: Rentals Are Massively Expanding The Company's Addressable Market
Zillow's rentals platform is driving rapid revenue growth, now accounting for a quarter of revenue and accelerating each quarter. The company's Premier Agent and for-sale business are outperforming the real estate industry, positioning Zillow for further upside when the market rebounds. Zillow's capital-light, high-margin model and expanding after-market services support strong profitability and scalability.
Zillow Group: Near-Term Uncertainty Forces Me To Downgrade To Hold
Downgrade Zillow Group to Hold as macro headwinds and slowing mortgage growth introduce near-term uncertainty despite solid execution and share gains. Rentals and Enhanced Markets segments are outperforming, with Rentals up 36% y/y and Multifamily inventory driving structural growth in the business. Mortgage segment's growth is decelerating, raising concerns about the sustainability of Zillow's 'housing super app' strategy and consolidated revenue momentum.
Zillow Group's Q2 EPS Lags Estimates, Revenues Rise Y/Y
Z's Q2 revenues jump 14.5% to beat estimates, but EPS misses the same as rising costs pressure margins despite strong rental growth.
Zillow Group, Inc. (Z) Q2 2025 Earnings Call Transcript
Zillow Group, Inc. (NASDAQ:Z ) Q2 2025 Earnings Conference Call August 6, 2025 5:00 PM ET Company Participants Bradley Allen Berning - Vice President of Investor Relations Jeremy Hofmann - Chief Financial Officer Jeremy Wacksman - CEO & Director Conference Call Participants Andrew M. Boone - Citizens JMP Securities, LLC, Research Division Bradley D.
Zillow (Z) Q2 Earnings Lag Estimates
Zillow (Z) came out with quarterly earnings of $0.4 per share, missing the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.39 per share a year ago.
The Housing Market's Future Is Taking Shape. Zillow Earnings Could Show the Progress.
Of interest to analysts will be signs of a smooth rollout for Zillow's integrated services like financing and touring tools.
