RH CEO Warns Of 'Most Dire' Housing Market As Mortgage Applications Tumble On Rising Rates
Mortgage demand fell last week, with applications dropping 10.4% as borrowing costs increased. RH CEO Gary Friedman described the current housing market as "the most dire in decades" due to global tensions and economic uncertainty, while the average 30-year fixed mortgage rate rose to 6.57%. This downturn is impacting companies like RH, which missed earnings expectations, and analysts project a subdued outlook for home price growth.
Restricted stock lapse at Zillow Group (NASDAQ: Z) reported on 03/26/2026
Zillow Group filed a Form 144 on March 26, 2026, reporting a restricted stock lapse and a prior sale of 7,015 shares by Errol Samuelson on February 12, 2026, for $310,124. This filing is a routine administrative notice providing transparency on share movements, with the exact number of shares offered under the lapse to be detailed in subsequent filings. The document indicates a neutral filing impact and sentiment, primarily serving as a transparency notice about proposed dispositions.
Analysts Have Conflicting Sentiments on These Communication Services Companies: AT&T (T) and Zillow Group Class C (Z)
Analysts are showing conflicting sentiments on Communication Services companies AT&T (T) and Zillow Group Class C (Z). KeyBanc maintained a Buy rating for AT&T with a $36.00 price target, while William Blair maintained a Hold rating for Zillow Group Class C. The analyst consensus for AT&T is a Moderate Buy with a 6.9% upside, whereas Zillow Group Class C has a Hold consensus with a price target of $75.25.
Analysts Have Conflicting Sentiments on These Communication Services Companies: AT&T (T) and Zillow Group Class C (Z)
Analysts hold conflicting sentiments on AT&T (T) and Zillow Group Class C (Z) within the Communication Services sector. KeyBanc maintains a Buy rating for AT&T with a $36.00 price target, while William Blair has a Hold rating for Zillow Group Class C. The analyst consensus for AT&T is a Moderate Buy, and for Zillow, it is a Hold.
Housing Crash Fears Overblown, Analysts Say Market Is Normalizing, Not Breaking
Housing analysts are pushing back against fears of an imminent market collapse, arguing that the U.S. housing market is more likely to normalize than crash. Experts like Michael Ryan suggest current conditions are a natural reset, with mortgage rates hovering around 6.3% and national appreciation forecasts showing stagnation rather than a collapse. While some risks persist, stricter lending standards and continued supply shortages differentiate the current market from the mid-2000s housing bubble, making a widespread crash unlikely.
Hartford edges out Buffalo to become Zillow's hottest market for 2026
Zillow's 2026 hottest markets forecast names Hartford, CT, as the top market, surpassing Buffalo, NY due to high competition among buyers and strong home price growth expectations. The report highlights limited inventory and fast-selling homes in the Northeast and Bay Area, with the New York metro area, Providence, and San Jose also ranking high. Zillow also predicts a modest 1.7% rise in home values overall for 2026, with mortgage rates continuing a downward trend towards 6%.
Zillow (Z) Stock Surges 6% After JPMorgan Says Sell-Off Has Gone Too Far
Zillow's stock rebounded by 6% after JPMorgan argued that the recent sell-off, driven by fears of AI disruption and legal issues, has gone too far. The company, which recently hit a 52-week low, saw its board approve a $1.25 billion share buyback expansion. JPMorgan believes Zillow's core business is undervalued and anticipates its upcoming AI summit will highlight its strategic advantages.
Zillow Group, Inc. Class C Trade Ideas — MIL:1ZUS
This article compiles various trade ideas and analyses for Zillow Group, Inc. Class C (MIL:1ZUS), following its decision to exit the iBuying business. Traders offer diverse perspectives ranging from long-term buy recommendations based on brand strength and business restructuring to short-term plays, and warnings about continued downside due to fundamental changes and technical chart patterns. Many analyses stem from Zillow's significant stock price drop after reporting substantial losses from its home-flipping venture.
Zillow (Z) Stock Rebounds 6% as JPMorgan Calls Recent Decline Excessive
Zillow (Z) stock rebounded 6% after JPMorgan stated its recent decline was overdone, highlighting an upcoming AI summit and a $1.25 billion share buyback expansion as key catalysts. JPMorgan believes investors are overestimating threats from AI and legal issues, failing to recognize Zillow's strong business fundamentals. Despite a significant year-over-year drop, the company's Q4 2025 revenue exceeded expectations, and its board approved a substantial increase to its stock repurchase program.
Zillow (Z) Stock Rebounds 6% as JPMorgan Calls Recent Decline Excessive
Zillow's stock rebounded by 6% after JPMorgan stated that concerns over AI threats and legal issues were exaggerated, following a 52-week low. Despite a 38% decline over the past year, JPMorgan believes investors are undervaluing Zillow's core business, especially with an upcoming AI summit on March 24th highlighting its competitive advantages. The company also recently expanded its stock repurchase program by $1.25 billion, bringing total buyback capacity to $1.3 billion.
Zillow stock hits 52-week low at 41.9 USD
Zillow Group Inc Class C stock has fallen to a new 52-week low of $41.91, marking a significant decline of 38.35% over the past year and nearly 49% in the last six months. Despite the downturn, InvestingPro data suggests the stock may be undervalued given its nearly $10 billion market capitalization and notes its price volatility. The company recently reported Q4 2025 earnings with an EPS miss but revenue beat expectations, and its board authorized a $1.25 billion increase in its share buyback program.
Zillow Group (NASDAQ: Z) CFO receives 180,000 options and 20,000 RSUs
Zillow Group's Chief Financial Officer, Jeremy Hofmann, was granted 180,000 stock options and 20,000 restricted stock units (RSUs). These equity awards, with an exercise price of $0.00 per share, will both vest in 16 equal quarterly installments. The transaction was disclosed in a Form 4 SEC filing, indicating it as a compensation-based issuance rather than a market purchase.
Zillow Group (NASDAQ: Z) CPO Dan Spaulding receives new stock options and RSUs
Zillow Group's Chief People Officer Dan Spaulding has received new equity awards, including 123,750 stock options and 13,750 restricted stock units (RSUs) of Class C capital stock. Both the stock options and RSUs will vest in 16 equal quarterly installments. This information was reported in a recent SEC Form 4 filing, indicating an acquisition of equity by an insider.
Zillow Group (NASDAQ: Z) director awarded 18,996 stock options
Zillow Group director Jay C. Hoag was awarded 18,996 stock options to buy Class C shares at an exercise price of $0.00 per share. These options are a compensation grant set to vest quarterly over one year, with full vesting on the one-year anniversary of the grant. While Hoag holds voting and dispositive power, entities TCV VIII, TCV IX, and TCV XI Management hold the full pecuniary interest, leading Hoag to disclaim beneficial ownership except for his direct pecuniary interest.
Zillow's February Market Report points to spring rebound
Zillow's February Market Report indicates a potential spring rebound in the housing market, with home values rising for the first time in seven months and existing home sales increasing year-over-year. Improved affordability due to lower mortgage rates is cited as a key factor, potentially signaling a more active year for transactions after three low-volume years. The report highlights a slight increase in typical U.S. home values and a decrease in monthly mortgage payments compared to last year.
Zillow Group (Z) director sells shares and receives new equity awards
Zillow Group director Claire Cormier Thielke reported receiving new equity awards and conducting a share sale. She was granted 4,749 Class C restricted stock units and a 4,749-share stock option, both vesting quarterly over one year. Additionally, she sold 242 Class C shares at $42.85 each through a pre-arranged Rule 10b5-1 trading plan.
Zillow Faces a Wave of Litigation. What Is Dragging the Stock.
Zillow Group is facing a wave of litigation that has negatively impacted its stock performance. The company announced that legal costs incurred in 2025 would dampen its earnings expectations for 2026. This financial burden was disclosed when Zillow reported its 2025 financial results.
Zillow Group (Z) director exercises stock options for 8,417 Class C shares
Zillow Group director Erik C. Blachford exercised stock options to acquire 8,417 Class C capital shares on February 24, 2026. The options were fully vested on the grant date. Following this transaction, Blachford directly owns 41,960 shares of Class C stock.
Zillow Group (NASDAQ: Z) insider sales: 39,663 Class C shares reported
Zillow Group (NASDAQ: Z) filed a Form 144 to report the proposed sale of 39,663 shares of Class C common stock, dated February 20, 2026. The transaction is listed as an Employee Stock Option Exercise with Broker Payment for Cashless Exercise. The filing also details past dispositions by Lloyd D. Frink, including sales of 9,258 shares on February 9, 10, and 11, 2026.
Zillow Group stock hits 52-week low at $44.02
Zillow Group stock recently hit a 52-week low of $44.02, reflecting a 41.62% decline over the past year. Despite this downturn and challenges in the housing market, InvestingPro data suggests the stock is oversold and potentially undervalued, with a strong financial position including a current ratio of 3.13 and more cash than debt. Recent Q4 2025 earnings showed revenue exceeding expectations, while EPS slightly missed, and analyst price targets have been adjusted.
Is the Market Bullish or Bearish on Zillow Group Inc?
Zillow Group Inc.'s short interest has increased by 3.34% since its last report, with 10.16 million shares sold short, representing 6.5% of its available shares. This higher short interest signals a more bearish sentiment among investors compared to its peers, whose average short interest is 5.97%. It would take traders an estimated 3.85 days to cover their short positions, indicating a significant level of short-selling activity.
Zillow Group (Z) holder Bradley Owens plans sale of 2,602 shares
Bradley Owens, a shareholder of Zillow Group (NASDAQ: Z), has filed a Form 144 to sell up to 2,602 shares of Common Class C stock, valued at approximately $115,581. These shares were acquired on February 12, 2026, as equity compensation through a restricted stock lapse. This planned sale follows two previous sales by Owens within the last three months, totaling over 4,700 shares.
Zillow Group stock hits 52-week low at $44.02
Zillow Group Inc Class C stock has hit a 52-week low of $44.02, reflecting a 41.62% decline over the past year amidst housing market challenges. Despite this, the company maintains a strong financial position with more cash than debt, a 3.13 current ratio, and 15.52% revenue growth, with InvestingPro suggesting the stock is undervalued. Recent Q4 2025 earnings showed revenue exceeding expectations but EPS slightly missing targets, leading to an adjusted price target by Keefe, Bruyette & Woods.
Zillow Group stock hits 52-week low at $44.02 By Investing.com
Zillow Group Inc Class C stock has hit a 52-week low of $44.02, reflecting a 41.62% drop over the past year due to housing market challenges and investor concerns. Despite this, the company maintains a strong financial position with a current ratio of 3.13 and has achieved 15.52% revenue growth, suggesting it may be undervalued according to InvestingPro's Fair Value assessment. Recent Q4 2025 earnings showed revenue exceeding expectations but EPS falling slightly short, leading to a price target adjustment by Keefe, Bruyette & Woods.
Why Are Zillow Shares Dropping In Wednesday's Premarket?
Zillow Group Inc (NASDAQ: Z) shares are declining in premarket trading despite exceeding revenue estimates in its mixed fourth-quarter results. The company reported $654 million in revenue, above expectations, but adjusted EPS of 39 cents missed the 40-cent consensus. Zillow's stock is showing bearish technical indicators, trading below its 20-day and 100-day simple moving averages, amidst a generally bullish Nasdaq and S&P 500.
Zillow stock hits 52-week low at $57.50
Zillow Group Inc. Class C stock has fallen to a new 52-week low of $57.50, marking a 33.05% decline over the past year and a 10.67% drop in the last week. Despite the challenging market and current struggles, analysts project profitability for Zillow this year with an EPS forecast of $1.74, and the company maintains strong liquidity. Recent analyst upgrades from Benchmark and Keybanc suggest potential undervaluation and resilience in the face of competitive pressures, with an earnings report due in six days acting as a potential catalyst.
Zillow stock hits 52-week low at $57.50 By Investing.com
Zillow Group Inc. Class C stock has fallen to a 52-week low of $57.50, marking a 33.05% decline over the past year and a 10.67% drop in the last week. Despite the challenging market, Zillow maintains strong liquidity with a current ratio of 3.63 and analysts project profitability for the year, with an EPS forecast of $1.74. The company's earnings report is due in six days, which could influence the stock's future performance.
End of Zillow? Google enters another market.
Google is reportedly launching its own real estate platform, posing a significant threat to Zillow's market dominance. Zillow, which had seen substantial growth, has experienced a decline in its stock value, with a further 10% drop on the news. Given Google's vast resources and track record, this move could mark the beginning of the end for Zillow unless it adapts its business model.
Zillow Zeitgeist 2025: How America searched for homes this year
The 2025 Zillow Zeitgeist reveals that Americans' home search behavior shifted towards lifestyle over luxury, prioritizing adaptable spaces and attainable comforts. Key trends included increased interest in waterfront properties, multi-use homes (ADUs, guest houses), and comfort-focused amenities like fireplaces and fenced yards, while searches for high-end features cooled. This indicates a desire for homes that support diverse lifestyles, offer access to nature, and provide daily comforts.
Midwest markets surge to the top of Zillow's 2025 rankings
Zillow's 2025 rankings for the most popular housing markets show a strong shift towards affordable, midsize Midwestern cities, with Rockford, Illinois, claiming the top spot. The analysis highlights that affordability, growing job access, and a desirable lifestyle are key factors driving buyer interest away from more expensive coastal metros. Zillow also identified top markets in various categories including large cities, coastal destinations, small towns, vacation towns, college towns, and retirement towns across different regions.
Zillow Stock (Z, ZG) Rebounds After Google Search Real Estate Test Sparks Selloff — Latest News, Analyst Targets, and 2026 Outlook (Dec. 16, 2025)
Zillow Group, Inc. (Z, ZG) stock experienced a sharp drop and subsequent rebound following news of Google testing a direct homes-for-sale search experience. Analysts generally view this as a long-term strategic risk rather than an immediate threat, citing Zillow's strong direct traffic and limited scope of Google's experiment so far. Despite the competitive development, analyst price targets suggest potential upside, and Zillow's Q3 2025 results showed robust growth and profitability.
End of Zillow? Google enters another market.
Google's upcoming real estate platform poses a significant threat to Zillow, which has already seen its shares fall by over 55% from its peak and 10% in a single day. Given Google's vast resources and track record, the new platform could mark the beginning of the end for Zillow if it doesn't drastically alter its business model. The real estate market in the USA has also been cooling, adding further pressure to Zillow's valuation.
Zillow Group, Inc. Class C (NASDAQ:Z) Q3 2025 Earnings Call Transcript
Zillow Group, Inc. reported strong Q3 2025 results, exceeding revenue and EBITDA expectations driven by momentum in both For Sale and Rentals operations. The company achieved 16% year-over-year revenue growth and expanded EBITDA margins by over 200 basis points, resulting in positive GAAP net income. Zillow continues to emphasize its integrated transaction strategy, product innovation (including the Zillow app in ChatGPT and AI-powered virtual staging), and expansion in enhanced markets and multifamily rentals, maintaining its 2025 targets.
Zillow Group’s Earnings Call Highlights Growth and Innovation
Zillow Group announced strong Q3 financial results, with a 16% year-over-year increase in total revenue to $676 million and a significant 41% surge in Rentals revenue. The company also achieved a 24% EBITDA margin and a positive GAAP net income of $10 million, driven by strategic focus on both For Sale and Rentals segments and advancements in AI technology. Despite challenging housing market conditions expected into 2026, Zillow aims for mid-teens revenue growth and expanded EBITDA margins by 2025.
Shamis & Gentile, P.A. Is Investigating Shareholder Claims Against Zillow Group, Inc. Directors and Officers for Breach of Fiduciary Duty
Shamis & Gentile, P.A. is investigating Zillow Group, Inc. (NASDAQ: Z, ZG) directors and officers for alleged breach of fiduciary duties. This comes after the Federal Trade Commission filed a lawsuit against Zillow, claiming the company unlawfully suppressed competition in the apartment rental advertising market. The law firm is encouraging Zillow shareholders to contact them regarding potential corporate governance reforms and return of funds to the company.
Information on Class C Shares
Zillow Group, Inc. announced the issuance of Class C capital stock as a dividend, with a record date of July 31, 2015, and payment on August 14, 2015. This article details the trading timelines, symbol changes, and ratios for the new Class C and existing Class A shares, clarifying their impact on market participants and historical data retention. It also provides CUSIP numbers and information on cost basis allocation.
Here's What's Going On With Opendoor Stock—And Why It 'Could Be A 100-Bagger'
Shares of Opendoor Technologies (NASDAQ:OPEN) have recently surged, driven by retail investor interest and an endorsement from EMJ Capital founder Eric Jackson. Jackson believes Opendoor could be a "100-bagger" over the next few years, citing its market dominance in iBuying after competitors like Zillow and Redfin exited the space. He projects a stock price of $82 based on potential revenue growth and market multiples.
Zillow Group Executives Make Major Moves with Stock Sales!
Zillow Group Class C (Z) executives, Co-Executive Chairman Richard N. Barton and Co-Executive Chairman & President Lloyd Frink, have collectively sold shares worth over $51 million on August 18, 2025. This significant insider activity follows Zillow's strong Q2 financial performance, marked by a 15% year-over-year revenue increase and growth in rentals and mortgage segments, though challenges in profitability and valuation remain. TipRanks’ AI Analyst, Spark, rates Zillow Group as Neutral, acknowledging its strong technical indicators and strategic growth initiatives.
Zillow Group: Strong Growth Yet Valuation Concerns Limit Upside At $77 Price Target
Moretus Research initiates coverage on Zillow Group (ZG) with a Hold rating and a $77 price target. The firm acknowledges Zillow's strong revenue growth, driven by AI enhancements and rental momentum, which is outpacing consensus estimates. However, a premium valuation and potential regulatory risks regarding real estate commissions and competition limit the near-term upside, suggesting a balanced risk/reward at current levels.
Zillow Group’s Strong Q3 2025 Financial Performance
Zillow Group reported strong financial results for Q3 2025, exceeding revenue and Adjusted EBITDA outlooks with a 16% year-over-year increase in revenue to $676 million and a net income of $10 million. The company saw significant growth in rentals and mortgages revenue, driven by increased multifamily revenue and purchase loan originations. Zillow's strategic focus on consumer experience and innovative digital solutions contributed to its success, evidenced by 250 million average monthly unique users, and the company plans to continue its growth trajectory through an integrated-transaction strategy.
A suite of products designed to transform how agents capture business and meet consumer needs - Zillow Group
Zillow introduced Zillow Pro, a new suite of products designed to help real estate agents manage their business and better serve consumers. Powered by Zillow's data and AI, Zillow Pro integrates Follow Up Boss, My Agent, and Agent Profiles to streamline agent workflows, enhance client relationships, and uncover new opportunities. This initiative underscores Zillow's commitment to providing agents with advanced tools to thrive in a dynamic market and improve overall consumer experiences.
Zillow Group, Inc. Experiences Revision in Stock Evaluation Amid Market Challenges - Markets Mojo
Zillow Group, Inc. recently revised its stock evaluation due to shifting technical indicators and market challenges, with its stock price slightly above its previous close. The company exhibits predominantly bearish sentiment across various indicators and has underperformed the S&P 500 across multiple time frames. This evaluation adjustment highlights Zillow's struggles in a competitive market amidst fluctuating technical indicators and relative underperformance.
Zillow faces class-action suit over hidden 40% agent fees
A class-action lawsuit has been filed against Zillow, alleging the real estate giant uses deceptive practices that inflate commissions and home prices, specifically through hidden fees associated with its "Flex" program. The plaintiff claims Zillow's website design misled him into using a Zillow-affiliated buyer's agent, who then paid up to 40% of their commission back to Zillow. The lawsuit argues these "Hidden Zillow Fees" are illegal kickbacks and that Zillow's policies artificially keep commissions high, making homes more expensive for buyers.
Zillow Group stock hits 52-week high at 92.08 USD By Investing.com
Zillow Group Inc Class C stock reached a new 52-week high of $92.08 USD, backed by a strong market capitalization of $21.26 billion and robust liquidity. The company's stock delivered an impressive 41% return over the past year, with 15.3% revenue growth, reflecting investor confidence. JPMorgan recently raised its price target for Zillow to $94.00, maintaining an Overweight rating, despite a slight EPS miss in Q2 2025, due to strong revenue and a solid Q3 outlook.
Zillow Group stock hits 52-week high at 88.63 USD By Investing.com
Zillow Group's stock has reached a 52-week high of $88.63, reflecting a robust 39.78% increase over the past year and 15.31% revenue growth. The company's market capitalization now stands at $21.26 billion, with analyst price targets ranging from $66 to $105. Recent developments highlight Zillow's strategic initiatives, including unwinding capped call transactions, an upgrade to Outperform by Bernstein, and a partnership with Berkshire Hathaway HomeServices for an AI-powered listing experience.
Zillow brings AI-powered Virtual Staging to Showcase listings
Zillow has launched AI-powered Virtual Staging for its Showcase listings, allowing home shoppers to instantly visualize rooms in various design styles. This new feature aims to help buyers overcome difficulty picturing themselves in a home and provides a competitive edge for agents using Zillow Showcase, as it encourages exploration and meets demand for interactive media. The technology is an integration from Zillow's October 2024 acquisition of Virtual Staging AI (VSAI) and reflects Zillow's broader AI strategy to personalize experiences and make processes effortless for agents.
2 Stocks That Could Rocket on a Fed Rate Cut
With the Federal Reserve increasingly expected to cut interest rates, real estate-focused stocks are poised for a significant uplift due to lower borrowing costs stimulating housing and commercial activity. Zillow Group (ZG) and CoStar Group (CSGP) are highlighted as two companies that could benefit substantially, given their strong performance in previous easing cycles and recent analyst upgrades. Zillow is on a three-year uptrend with further upside potential, while CoStar, operating on the commercial side, shows strong fundamentals and growth forecasts.
Zillow Group to present at Goldman Sachs Communacopia + Technology Conference
Zillow Group, Inc. announced it will present at the Goldman Sachs Communacopia + Technology Conference in San Francisco. Chief Financial Officer Jeremy Hofmann is scheduled to participate in a fireside chat on Wednesday, September 10, at 2:25 p.m. PT / 5:25 p.m. ET. A live webcast and recorded version of the presentation will be available on Zillow Group's Investor Relations website.
Zillow Finalizes Capped Call Transactions Unwind
Zillow Group (ZG) is finalizing the unwind of capped call transactions from September 2019, which were linked to its Convertible Senior Notes. This action will result in Zillow receiving 3.1 million shares of its Class C capital stock and $38.2 million in cash, thereby reducing the outstanding Class C shares. TipRanks' AI Analyst, Spark, rates ZG as Outperform, noting positive momentum despite profitability and valuation concerns.
Zillow: Rentals Are Massively Expanding The Company’s Addressable Market (NASDAQ:Z)
Zillow's rentals platform is rapidly expanding, now making up a quarter of its revenue and accelerating. The company's Premier Agent and for-sale businesses are outperforming the broader real estate market, positioning Zillow for significant growth once the market recovers. Despite a high valuation, the author remains bullish on Zillow due to its diversified strategy, capital-light model, and market dominance.
