Zillow Stock Extends Slide After Earnings As Legal Costs Cloud Outlook
Zillow Group Inc. (NASDAQ: Z) (NASDAQ: ZG) stock extended its slide after reporting fourth-quarter earnings and guidance, despite beating revenue estimates and providing strong Q1 revenue projections. The stock's decline is attributed to rising legal expenses and new competitive threats, with analysts like Needham reiterating a Hold rating due to "multiple moving parts." While long-term prospects remain tied to a housing market recovery, the immediate focus is on legal costs and competitive risks, as indicated by the stock's oversold RSI levels.
Zillow Stock Drops Nearly 20% This Week After Earnings Miss
Zillow Group Inc (NASDAQ: Z) (NASDAQ: ZG) shares have fallen nearly 20% this week after its Q4 earnings report, despite revenue beating expectations. The company missed EPS estimates by a penny and is facing pressure from rising legal costs and new competition, leading Needham to reiterate a Hold rating. Technical indicators show the stock is oversold, with mixed momentum suggesting caution for traders.
Zillow Group Inc Class C: Credit Facility Covenants and Rising Rates Threaten Liquidity and Financial Flexibility
Zillow Group Inc Class C (Z) faces significant financial risks due to restrictive covenants in its Revolving Credit Facility and exposure to interest rate volatility. These covenants limit its ability to incur new debt or make certain investments, while variable interest rates could increase debt service costs. This situation heightens Zillow's refinancing risk and could impair its long-term financial flexibility, despite an average stock price target that implies substantial upside potential.
Zillow Group (ZG) Turns TTM Profit Positive Challenging Longstanding Bearish Narratives
Zillow Group (ZG) has achieved positive trailing twelve-month (TTM) profit for the first time, reporting US$23 million in net profit and basic EPS of US$0.10 for FY 2025. This turnaround challenges prior bearish narratives, but critics note that the slim profit margins compared to US$2.6 billion in TTM revenue, along with a premium price-to-sales ratio of 4.2x, suggest caution given the company's historical earnings decline and limited buffer against market shifts.
Benchmark Maintains Buy on Zillow Group, Inc. Class A (ZG) Feb 11, 2026
Benchmark has maintained its Buy rating on Zillow Group, Inc. Class A (ZG) following the company's latest earnings report, signaling continued confidence in Zillow's business strength. This reiteration, which did not include a new price target, led to a modest 1.37% stock movement. For investors, this suggests ongoing analyst support without fresh catalysts, emphasizing the importance of also considering Zillow's fundamentals and recent earnings.
Zillow Group (Nasdaq:ZG) - Stock Analysis
This report provides a comprehensive stock analysis of Zillow Group (NASDAQ: ZG), highlighting its operational details, financial health, risk assessment, and future growth prospects. The company is currently trading at a discount to its estimated fair value, with earnings projected to increase significantly over the next year. The analysis also covers recent news, stock performance, and key financial metrics, positioning Zillow as a dynamic player in the real estate tech sector.
Zillow Shares Drop 15% on Mixed Q4 2025 Earnings, Weak Cash Flow - News and Statistics
Zillow Group (ZG) shares dropped 15.1% after its Q4 2025 earnings report. Although the company exceeded Wall Street forecasts for revenue and GAAP profit, its adjusted EBITDA was slightly below expectations, and free cash flow margin significantly decreased. This decline marks a substantial price movement, adding to a 30.9% year-to-date drop, with the stock trading well below its 52-week high.
Zillow (ZG) Stock Posts Best Quarter in Years Then Tumbles After Hours
Zillow (ZG) reported its first annual GAAP profit since 2012, with strong Q4 revenue largely due to its rentals segment. Despite beating revenue and EPS estimates, the stock fell over 4% after hours due to Q1 adjusted EBITDA guidance falling short of analyst expectations. The company is focusing on diversification beyond traditional listings into mortgages and rentals, with substantial growth in the latter, while navigating ongoing legal challenges and expecting continued housing market headwinds in Q1.
Zillow Group, Inc. Class C (NASDAQ:Z) Q4 2025 Earnings Call Transcript
Zillow Group, Inc. Class C reported strong Q4 2025 results, with total revenue up 18% year-over-year and full-year profitability, despite a challenging housing market. The company highlighted significant growth in its "for sale" revenue, driven by integrated experiences and increased adoption of Zillow Home Loans, and exceptional growth in its rentals segment. Zillow's executives also addressed their confidence in their strategy amidst recent legal matters and outlined plans for continued growth and margin expansion in 2026, including the beta launch of Zillow Pro.
ZILLOW GROUP, INC. SEC 10-K Report
Zillow Group Inc. has released its 2025 10-K report, revealing a significant financial turnaround with a net income of $23 million, a considerable improvement from the previous year's net loss. The company achieved this through a 16% increase in total revenue, driven by growth in Rentals and Mortgages, and strategic initiatives like expanding Enhanced Markets and introducing new agent tools. Despite operating in a challenging housing environment, Zillow aims to continue its growth by leveraging its competitive advantages and managing risks through innovation and capital management.
Zillow Group Posts Strong Q4 Revenue Growth and Achieves Full-Year Profitability
Zillow Group reported strong Q4 2025 revenue growth of 18% year-over-year to $654 million, surpassing analyst estimates. The company achieved full-year profitability for the first time since 2012, with rentals and mortgages segments driving significant gains. Despite a slight miss on EPS, Zillow provided optimistic Q1 2026 revenue guidance, indicating continued momentum and strong market positioning.
Zillow Ruling Clarifies Listing Rules And Competition With Compass And Anywhere
A federal judge has upheld Zillow Group's policy against private home listings, reinforcing its model of broad public exposure over exclusive deals. This decision helps clarify Zillow's competitive stance against broker-driven networks like Compass and Anywhere, as well as other portals. Investors should monitor how brokers adjust, the impact of the Compass-Anywhere merger, and Zillow's use of its new revolving credit facility.
Where Zillow Gr Stands With Analysts
Over the last three months, six analysts have evaluated Zillow Group (NASDAQ: ZG), resulting in an average 12-month price target of $83.83, a 9.21% decrease from the previous average. Analysts have adjusted ratings and price targets, with several lowering their outlooks while one raised its rating to "Buy." Zillow Group, an internet-based real estate company, demonstrates strong financial markers including an impressive market capitalization, 16.35% revenue growth, and robust net margin, ROE, and ROA, alongside a conservative debt-to-equity ratio.
Zillow Group Secures New $500 Million Credit Facility
Zillow Group has secured a new $500 million revolving credit facility, expandable to $750 million, maturing in January 2031. This facility, guaranteed by key subsidiaries and secured by their assets, provides flexible liquidity for general corporate purposes. While analysts currently rate ZG stock as a Hold with a $72.00 price target, Spark’s AI Analyst views it as Neutral, noting promising revenue growth and innovations alongside profitability issues.
Zillow 2026 Home Sales Outlook Reshapes Rates View And Valuation Case
Zillow Group has released a new 2026 outlook forecasting a significant increase in U.S. home sales, accompanied by expectations for national mortgage rate trends and local market conditions. This guidance provides crucial context for investors, especially as ZG stock shows mixed performance over various periods. The company's projections offer insights into how housing activity might evolve for transaction-focused businesses, impacting buyer demand, seller behavior, and transaction volumes on platforms like Zillow's.
Zillow Group, Inc. (ZG): A Bear Case Theory
This article summarizes a bearish thesis on Zillow Group, Inc. (ZG) primarily due to Google's new mobile-focused real estate advertising format. Google's integrated property listings directly within search results pose a significant competitive threat to Zillow's core marketplace model and its Premier Agent program, potentially undermining its traffic acquisition and monetization over time. Although Zillow currently has direct traffic and Google's rollout is limited, the long-term strategic risk from Google's distribution power and search control suggests a narrower competitive moat for Zillow than previously assumed.
Zillow Group Inc Class A (NASDAQ:ZG) Downgraded By Mizuho
Mizuho downgraded Zillow Group Inc Class A (NASDAQ:ZG) to Neutral from Outperform, lowering the price target from $100 to $70. The downgrade is attributed to increased uncertainty regarding Zillow's real estate listings distribution market structure, ongoing litigation, and potential business implications. Legal challenges related to listings access and the company's Flex program, alongside general market changes, are cited as key risks.
Homebuyers claim Zillow agents steered them away from more affordable mortgage options
A Washington federal judge has consolidated two class action lawsuits against Zillow, alleging the company paid kickbacks to brokers for referrals to its own mortgage services and engaged in other anticompetitive conduct. The lawsuits claim that Zillow agents directed homebuyers, including one who bought an Alaskan property in 2024, to Zillow Home Loans even when more affordable options were available. Lead plaintiffs Alucard Taylor and Araba Armstrong are represented by several law firms, accusing Zillow of using its "Premier Agent" program to unfairly push its mortgage services and limit homebuyers' choices.
What's Up With The Rise In Zillow Stock Today?
Zillow Group, Inc. (NASDAQ: Z) shares are moving higher on Tuesday, rebounding from a sharp sell-off triggered by reports of Alphabet experimenting with real estate listings in Google search. The stock's recovery appears to be a relief bounce, with technical analysis indicating it remains under significant pressure and closer to its 52-week lows. Traders are advised to watch key support and resistance levels carefully.
RBC Capital Sticks to Their Buy Rating for Zillow Group Class A (ZG)
RBC Capital analyst Brad Erickson has reiterated a Buy rating for Zillow Group Class A (ZG) with a price target of $95.00. Erickson, a 5-star analyst, based his rating on Zillow's recent financial performance, which showed a quarterly revenue of $676 million and a net profit of $10 million, an increase from the previous year. The overall Street consensus for Zillow Group Class A is a Moderate Buy with an average price target of $89.69.
Zillow Group Stock (ZG) Drops After Google Tests Home Listings in Search: Analyst Targets, Forecasts and Key Risks (Dec. 16, 2025)
Zillow Group (ZG) shares fell sharply after reports emerged that Google is testing home listing features directly within its search results, raising investor concerns about Zillow's core business model. Analysts acknowledge the potential long-term risk but highlight Zillow's strong direct traffic and app usage as mitigating factors in the near term, with current forecasts for Zillow showing improving profitability and growth in its rentals and mortgage segments. The article also discusses potential future impacts related to Google's experiment, Zillow's ongoing legal issues and market fundamentals.
RBC Capital Sticks to Their Buy Rating for Zillow Group Class A (ZG)
RBC Capital analyst Brad Erickson reiterated a Buy rating for Zillow Group Class A (ZG) with a price target of $95.00. Erickson is a 5-star analyst with a strong track record covering the Communication Services sector. The general Street consensus also suggests a Moderate Buy rating for Zillow Group Class A.
Zillow Group Reports Fourth-Quarter and Full-Year 2024 Financial Results
Zillow Group announced its consolidated financial results for the fourth quarter and full year ended December 31, 2024, reporting double-digit revenue growth and exceeding its outlook for both revenue and Adjusted EBITDA. The company achieved 17% year-over-year Q4 revenue growth to $554 million and 15% full-year 2024 revenue growth to $2.2 billion, driven by strong residential and rentals revenue. Zillow Group also highlighted a significant improvement in net loss margins and an increase in Adjusted EBITDA and average monthly unique users.
Zillow Group Reports Strong Q3 2025 Financial Results
Zillow Group Inc. (ZG) announced strong Q3 2025 financial results, exceeding revenue and Adjusted EBITDA outlooks with a 16% year-over-year revenue increase to $676 million. The growth was driven by robust performance in its For Sale, Mortgages, and Rentals segments, with the company reporting a net income of $10 million and Adjusted EBITDA of $165 million. Zillow Group remains focused on innovation and strategic execution to maintain its leadership in the real estate sector.
Earnings call transcript: Zillow’s Q3 2025 earnings beat forecasts, stock slides
Zillow Group Inc. reported stronger-than-expected Q3 2025 earnings with an EPS of $0.44 and revenue of $676 million, exceeding analyst forecasts. Despite the earnings beat, Zillow's stock experienced a slight decline in aftermarket trading. The company's performance was driven by a 16% year-over-year revenue increase and a significant 41% surge in rentals revenue, highlighting strategic initiatives and innovation in AI and integrated transaction services.
Zillow Group stock hits 52-week high at $89.42
Zillow Group Inc. Class C stock reached a 52-week high of $89.42, reflecting strong performance and investor confidence. The company demonstrates robust liquidity with a current ratio of 3.34 and impressive revenue growth of 15.31%, with its stock increasing by 64.83% over the last year. Despite a slight miss on Q2 2025 EPS, Zillow surpassed revenue expectations due to strong rentals and mortgages performance, leading JPMorgan to raise its price target to $94.
Zillow Group: Be Patient As Growth Rates Outpace The Industry
Despite a challenging real estate market, Zillow's stock decline presents a compelling buying opportunity due to its outperformance and diversified revenue streams in rentals and mortgages. The company is strategically expanding partnerships, such as with AppFolio, and is considered a "growth at a reasonable price" stock.
Only real estate app in ChatGPT — Zillow debuts listings, financing, maps & scheduling (Oct. 6, 2025)
Zillow (NASDAQ: ZG) launched the first real estate app within ChatGPT on October 6, 2025, enabling users to access real-time listings, financing options, and housing insights through conversational AI. The app provides detailed listings with photos, maps, and pricing, and directs users back to Zillow for scheduling tours, connecting with agents, and exploring financing. This integration, building on Zillow's AI investments and a partnership with OpenAI, aims to simplify the home search process and plans for future enhancements like new-construction listings and 3D tours.
September Rental Affordability Hits 4-Year High as Apartment Supply Grows, Zillow Says - MarketScreener
September rental affordability reached a four-year high according to Zillow, driven by an expanding apartment supply. This news was released on October 17, 2025, by MT Newswires.
Rental affordability reaches four-year high - MarketScreener
Rental affordability in the U.S. has reached a four-year high, with typical rents requiring 28.4% of median household income. This improvement is driven by cooling rent growth and a record number of concessions offered by landlords, particularly as a surge of new multifamily units hit the market in 2024. Certain Sun Belt and Mountain West metros are seeing falling apartment rents, while areas with stricter building regulations like Chicago and New York show higher growth.
28.4% of Median Income — Zillow: Rental affordability best in 4 years; 37.3% of rentals offer concessions - Stock Titan
Zillow reports that rental affordability has reached a four-year high, with a typical rental requiring 28.4% of the median household income, down from 28.8% a year ago. This improvement is attributed to subdued rent growth and a record 37.3% of rental listings offering landlord concessions. Areas in the Sun Belt and Mountain West are seeing apartment rent declines, while increased multifamily unit completions in 2024 have helped cool rental pressures.
Zillow Group, Inc. $Z Shares Acquired by Aberdeen Group plc
Aberdeen Group plc significantly increased its stake in Zillow Group, Inc. by 6.5%, acquiring an additional 108,323 shares valued at approximately $7.59 million. Other institutional investors like TD Private Client Wealth LLC and National Pension Service also raised their holdings. Analyst ratings for Zillow include a "strong-buy" from Mizuho and an upgrade to "outperform" with a $105 price target from Sanford C. Bernstein.
54% of Wichita Apartments Rent Under $1K, Zillow Highlights Affordable U.S. Markets — report - Stock Titan
Zillow (NASDAQ:ZG) published an analysis on October 16, 2025, highlighting U.S. metros where affordable rentals under $1,000 are still prevalent, with Wichita, Kansas, leading at 54% of listings. The report also notes that median room rent is $1,000 or less in 86 of the 100 largest U.S. metros, and typical apartment rent has increased by 37% since 2019, while mortgage costs have more than doubled. Zillow is also expanding its rent payment reporting options, with a paid Esusu service launching in November for a $20 annual fee.
Zillow announces Zillow Pro: A suite of products designed to transform how agents capture business and meet consumer needs - MarketScreener
Zillow has launched "Zillow Pro," a new product suite aimed at transforming how real estate agents capture business and serve consumer needs, emphasizing Zillow's commitment to technology and agent partnerships. This integrated offering, powered by AI, combines tools like Follow Up Boss, My Agent, and Agent Profiles to streamline agent workflows, strengthen client relationships, and provide real-time consumer insights. Zillow Pro is designed to help agents stay top-of-mind with home shoppers, uncover new opportunities, and deliver better support throughout the home search and transaction process.
Nationwide rollout mid-2026: Zillow Pro unites Follow Up Boss, My Agent & Agent Profiles - Stock Titan
Zillow (NYSE:ZG) has announced Zillow Pro, an AI-powered suite combining Follow Up Boss, My Agent, and Premium Agent Profiles to help real estate agents capture business and close more transactions. This new offering provides persistent agent branding across Zillow, real-time consumer insights, and AI-powered follow-up alerts. Zillow Pro is set for initial market launches in early 2026, with nationwide availability targeted for mid-2026, and will be included for Zillow Preferred partner agents at no extra cost through 2026.
Zillow and Esusu partner to expand credit-building for renters nationwide - MarketScreener
Zillow and Esusu have partnered to expand rent reporting capabilities nationwide, allowing any renter to report on-time rent payments to major credit bureaus for $20 a year. This initiative aims to help millions of renters build their credit history and improve financial readiness, leveraging Esusu's expertise which has shown an average 45-point credit score increase for participants. The partnership also capitalizes on recent Fannie Mae and Freddie Mac changes allowing rental payment history in lending, potentially unlocking over $30 billion in mortgages for renters on the Esusu platform.
Zillow and Esusu partner to expand credit-building for renters nationwide - Stock Titan
Zillow and Esusu have partnered to expand rent payment reporting nationwide, allowing any renter to have on-time payments reported to major credit bureaus for $20 per year, starting November 2025. This initiative aims to help millions of renters build credit, with Esusu reporting an average 45-point credit score increase for its users who have collectively unlocked over $30 billion in mortgages. Zillow had previously offered free reporting to its users, assisting over 141,000 renters.
Zillow class action claims company charges hidden fees to homebuyers
A new class action lawsuit alleges Zillow tricks consumers into using its agents and charges undisclosed fees, escalating home prices. Plaintiff Alucard Taylor claims Zillow's policies inflate profits by forcing sellers to post listings and incentivize agents to prioritize commissions, even if it harms buyers. The lawsuit seeks to represent consumers who purchased homes listed on Zillow.com and were represented by Zillow agents between September 19, 2021, and the present, arguing violations of consumer protection acts and unjust enrichment.
30% More Listings Won: Zillow's Premium Marketing Tool Showcase Reaches Major 50-Brokerage Milestone
Zillow's premium listing marketing platform, Zillow Showcase, has reached a significant milestone with over 50 brokerage and franchisor partnerships since its 2023 launch. The platform has proven highly effective, with agents using Showcase for most of their listings winning 30% more listings and seeing substantial increases in page views, saves, and shares compared to non-Showcase listings. This strategic offering, limited to 10% of listings per market, includes partnerships with industry leaders like Howard Hanna and Berkshire Hathaway HomeServices, reinforcing Zillow's essential role in real estate marketing.
Zillow Group (ZG) Faces Class-Action Lawsuit Alleging Price Inflation Tactics—Is Its Competitive Edge at Risk?
Zillow Group (ZG) is facing a class-action lawsuit alleging that it inflated home purchase prices through its commission practices and agent arrangements. This legal challenge introduces significant uncertainty to Zillow's investment narrative, potentially impacting its future outlook despite ongoing product innovation like the new Virtual Staging feature. The article examines how these legal risks could affect Zillow's competitive edge and investment appeal, noting a range of fair value estimates from the Simply Wall St Community.
New lawsuit accuses Zillow of deceiving home buyers
Zillow is facing a new proposed class action lawsuit in Seattle, accusing the online real estate portal of deceptively using property listings to funnel home buyers to its affiliated agents. The lawsuit claims Zillow misleads prospective buyers into contacting Zillow's network of agents instead of the listing agent, violating consumer protection laws and a federal real estate law. Zillow denies the allegations, stating the lawsuit fundamentally misrepresents its operations and that it supports consumer choice in selecting agents.
Zillow Reports Double-Digit Revenue Growth and Returns to Profitability in Q2 2025
Zillow Group announced a 15% increase in Q2 2025 revenue, reaching $655 million, and returned to profitability with a net income of $2 million. This positive performance was primarily driven by strong growth in its mortgage and rentals divisions, which saw revenue increases of 41% and 36% respectively. Despite a challenging housing market, Zillow exceeded growth rates in the residential real estate sector due to strategic investments and expanding agent offerings, and projects continued mid-teens revenue growth for the rest of 2025.
8 things to know: Mother's replacement one step closer to opening
Liv's Tavern is preparing to open in Federal Hill, taking over the former Mother's location, and has begun its hiring process. This development is part of a larger "8 things to know" series published by the Baltimore Business Journal, also touching on topics like a real estate giant suing Zillow and an auto giant acquiring a Harford County auction house.
Housing Market Power Shift: Record 26.6% of Sellers Cut Prices as Inventory Reaches 5-Year Peak
The U.S. housing market is experiencing a significant rebalancing, with Zillow reporting inventory reaching 1.36 million homes in June 2025, the highest since November 2019. A record 26.6% of listings saw price cuts, particularly in Sun Belt and Mountain West markets, indicating a shift towards a buyer-friendly or neutral market in 28 of the 50 largest U.S. metros. While affordability remains a challenge, buyers are gaining more negotiating power as homes take longer to sell.
Best Paint Colors to Sell a House for More Money in 2025
Zillow's research indicates that certain paint colors can significantly increase a home's sale price, with buyers offering up to $2,590 more for homes painted in desirable hues. The article, in collaboration with Sherwin-Williams, identifies top colors for different rooms, such as olive green for kitchens and navy blue for bedrooms, and advises sellers to avoid bright, personal colors that could deter potential buyers. It emphasizes that new paint in strategic colors is an affordable way to appeal to a wider range of buyers and boost home value.
Residential real estate giants are battling over home-listing policies
Real estate giants Zillow and Compass are currently clashing over new home-listing policies proposed by the National Association of Realtors. This battle could significantly alter how Americans buy and sell homes in the future, impacting transparency and market dynamics. The dispute is centered around the implementation of these new policies.
How NAR, MLSs And Zillow Use Market Power To Serve Themselves
Authors and agents Hans and Steve Wydler argue that the National Association of Realtors (NAR), Multiple Listing Services (MLSs), and Zillow are using their market power to benefit themselves rather than consumers or real estate professionals. They assert that these entities implement rigid policies like the Clear Cooperation Policy (CCP) and Zillow's similar policy to control real estate data and undermine consumer choice. The authors advocate for "private exclusives" as an alternative, highlighting benefits such as control over messaging, distribution, higher quality buyer interactions, and privacy, which are often compromised by the current system.
New CEO Takes The Reins Of Zillow
Zillow Group has promoted Jeremy Wacksman, its former Chief Operating Officer, to Chief Executive Officer and appointed him to the Company's Board of Directors. Wacksman succeeds co-founder Rich Barton, who will remain on the Board and become co-executive chair alongside Lloyd Frink. Wacksman has been with Zillow for 15 years, serving in various leadership roles including CMO and COO, and is credited with pioneering mobile real estate shopping and growing Zillow's brand recognition.
Zillow Group and multiple listing firms reach settlement in ShowingTime lawsuit
Zillow Group has reached an agreement in principle to settle a lawsuit with three multiple listing service organizations regarding its ShowingTime product. The lawsuit involved allegations that MLS Aligned conspired to remove ShowingTime integration in favor of Aligned Showings. The settlement terms are expected to be finalized within approximately a month.
Zillow Faces Legal Scrutiny Over Misleading House-Flipping Program
Zillow is facing a renewed legal battle over a shareholder lawsuit alleging the company misled investors about the success of its house-flipping program. The 9th Circuit Court of Appeals is re-evaluating the case, which centers on differing class action certification standards between circuits. The outcome could significantly impact how shareholder lawsuits are pursued and potentially tighten class certification requirements for future cases.
