Zillow Reports Q4 Earnings with Mixed Results and Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 10 2026
0mins
Should l Buy ZG?
Source: seekingalpha
Zillow Group Inc (ZG) saw its stock decline by 17.84% as it crossed below the 5-day SMA amid mixed earnings results.
Zillow reported Q4 revenue of $654 million, surpassing expectations of $650 million, but adjusted EPS of $0.39 fell short of the $0.40 consensus. The company provided Q1 revenue guidance of $700 million to $710 million, exceeding analyst estimates, but the mixed results and a rating downgrade by Mizuho amid market uncertainty have raised concerns about investor confidence.
Despite the challenges, Zillow's revenue growth of 18% year-over-year indicates its competitive strength in the residential real estate sector. The company's proactive capital management, including a share buyback, and its focus on sustainable growth through technology innovations may attract investor interest moving forward.
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Analyst Views on ZG
Wall Street analysts forecast ZG stock price to rise
17 Analyst Rating
9 Buy
7 Hold
1 Sell
Moderate Buy
Current: 47.010
Low
66.00
Averages
85.00
High
100.00
Current: 47.010
Low
66.00
Averages
85.00
High
100.00
About ZG
Zillow Group, Inc. helps people find and get the home they want by connecting them with digital solutions, dedicated partners and agents, and buying, selling, financing, and renting experiences. The Company’s affiliates, subsidiaries, and brands include Zillow, Zillow Premier Agent, Zillow Home Loans, Zillow Rentals, Trulia, Out East, StreetEasy, HotPads, ShowingTime+, Spruce, and Follow Up Boss. It helps renters, buyers, sellers, and real estate professionals across all their residential real estate needs through its housing super app, which serves as an ecosystem of connected solutions for the tasks and services related to moving. It provides integrated transaction experience for movers through Zillow, its network of partners, its affiliated brands, and through a comprehensive suite of marketing software and technology solutions for the real estate industry, including ShowingTime+, Follow Up Boss and Spruce. It offers multifamily property managers a variety of advertising products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Rosen Law Firm Investigates Securities Claims Against Zillow Group
- Securities Claims Investigation: Rosen Law Firm is investigating potential securities claims against Zillow Group, Inc. (NASDAQ: Z, ZG) for possibly issuing materially misleading business information, indicating legal risks that could negatively impact the company's stock performance.
- Class Action Preparation: Shareholders who purchased Zillow securities may be entitled to compensation through a contingency fee arrangement, highlighting investor concerns over the company's transparency and potentially prompting more investors to seek legal recourse.
- FTC Lawsuit Impact: On September 30, 2025, the Federal Trade Commission (FTC) sued Zillow and Redfin for an unlawful agreement to suppress rental advertising competition, resulting in a 4.6% drop in Zillow's Class C stock on October 1, 2025, reflecting market worries about the company's compliance.
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- Zillow's Market Challenges: Despite achieving 15% to 16% revenue growth over the past two years, Zillow is constrained by high mortgage rates and economic uncertainty, placing its future growth potential at the mercy of macroeconomic factors in a sluggish real estate market.
- Investor Caution: In the current market environment, investors are cautious about the prospects of these growth stocks, particularly in light of potential market volatility and increasing competition, making the timing of investment decisions crucial.
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- Nvidia Growth Momentum: Nvidia's latest quarter saw a 73% year-over-year revenue increase, achieving over 53% annual growth in five of the last six fiscal years, demonstrating strong demand and competitive advantage in the AI chip market despite trade restrictions and geopolitical challenges.
- Reddit Revenue Acceleration: Reddit's daily active users reached 121.4 million, a 19% increase year-over-year, with a 70% revenue growth in the latest quarter, showcasing its strong monetization capabilities by keeping the platform free for users and attracting sponsors.
- Zillow Market Performance: Despite high mortgage rates impacting the U.S. real estate market, Zillow has achieved 15% to 16% revenue growth over the past two years, with analysts expecting this trend to continue into 2026, reinforcing its leadership position in the real estate sector.
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- Rising Homebuyer Proportion: Single women account for 25% of first-time homebuyers compared to 10% for single men, a significant increase from 11% and 9% in 1985, indicating a growing recognition of homeownership as a wealth-building tool among women.
- Mismatch of Home Prices and Income: From 2000 to 2024, median household income rose by approximately 155%, while home prices surged by about 207%, creating substantial challenges for single buyers, particularly women relying on a single income to qualify for mortgages.
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- Securities Claims Investigation: Rosen Law Firm is investigating potential securities claims against Zillow Group, Inc. (NASDAQ: Z, ZG) for possibly issuing materially misleading business information, indicating legal risks that could negatively impact the company's stock performance.
- Class Action Preparation: Shareholders who purchased Zillow securities may be entitled to compensation through a contingency fee arrangement, highlighting investor concerns over the company's transparency and potentially prompting more investors to seek legal recourse.
- FTC Lawsuit Impact: On September 30, 2025, the Federal Trade Commission (FTC) sued Zillow and Redfin for an unlawful agreement to suppress rental advertising competition, resulting in a 4.6% drop in Zillow's Class C stock on October 1, 2025, reflecting market worries about the company's compliance.
- Law Firm Reputation: Rosen Law Firm is renowned for its successful track record in securities class actions, recovering over $438 million for investors in 2019 alone, showcasing its expertise in handling similar cases and potentially attracting more affected investors to join the lawsuit.
See More
Meta's AI Model Launch Sparks 9% Stock Surge
- Meta AI Model Launch: Meta Platforms unveiled its new AI model, Muse Spark, leading to a stock surge of over 9%, as this model will power the digital assistant in the Meta AI app and desktop website, with a rollout planned for Facebook, Instagram, WhatsApp, and Messenger in the coming weeks, thereby enhancing user experience and platform attractiveness.
- Kimberly-Clark Stock Rebound: Kimberly-Clark's shares rebounded by 3% after a previous drop of over 4% due to a warehouse fire in California, with the company confirming no injuries, alleviating market concerns about supply chain disruptions and likely restoring investor confidence.
- Housing Market Stocks Rise: Stocks linked to the housing market saw gains as Treasury yields retreated, with the 10-year yield dropping about 7 basis points to 4.273%, resulting in Zillow Group shares rising over 2% and Rocket Companies gaining 4%, indicating a growing optimism about housing demand.
- Travel Stocks Surge: Travel-related stocks surged as oil prices fell, with United Airlines and Carnival Corporation shares jumping over 10%, reflecting increased market confidence in consumer spending recovery and signaling a potential rebound in the travel industry.
See More
Growth Investors Face Challenges and Opportunities
- Nvidia's Strong Growth: Nvidia reported a 73% revenue increase in its latest quarter, showcasing its robust competitiveness in the AI chip market with a net margin of 56%, despite facing trade restrictions and geopolitical pressures, which may attract more investor interest in the future.
- Reddit's User Growth: Reddit's daily active users reached 121.4 million, a 19% year-over-year increase, with a 70% revenue growth in the latest quarter, indicating a successful business model transformation in the AI era, although it faces competitive pressure from search engines.
- Zillow's Market Challenges: Despite achieving 15% to 16% revenue growth over the past two years, Zillow is constrained by high mortgage rates and economic uncertainty, placing its future growth potential at the mercy of macroeconomic factors in a sluggish real estate market.
- Investor Caution: In the current market environment, investors are cautious about the prospects of these growth stocks, particularly in light of potential market volatility and increasing competition, making the timing of investment decisions crucial.
See More
Analysis of Growth Potential for Nvidia, Reddit, and Zillow
- Nvidia Growth Momentum: Nvidia's latest quarter saw a 73% year-over-year revenue increase, achieving over 53% annual growth in five of the last six fiscal years, demonstrating strong demand and competitive advantage in the AI chip market despite trade restrictions and geopolitical challenges.
- Reddit Revenue Acceleration: Reddit's daily active users reached 121.4 million, a 19% increase year-over-year, with a 70% revenue growth in the latest quarter, showcasing its strong monetization capabilities by keeping the platform free for users and attracting sponsors.
- Zillow Market Performance: Despite high mortgage rates impacting the U.S. real estate market, Zillow has achieved 15% to 16% revenue growth over the past two years, with analysts expecting this trend to continue into 2026, reinforcing its leadership position in the real estate sector.
- Investment Risks and Opportunities: While Nvidia, Reddit, and Zillow each exhibit strong growth potential, attention must be paid to the competitive landscape in the AI market and fluctuations in the real estate sector, as these factors could impact their future profitability and market performance.
See More
Buffett Teams Up with Curry for Charity Lunch Revival
- Surging Oil Prices Impact Markets: The average price of gasoline in the U.S. has surpassed $4 per gallon for the first time since 2022, leading Wall Street to face its worst monthly and quarterly losses since 2022, prompting investors to consider the potential impact of oil prices on the stock market.
- Fed's Stabilizing Signal: Federal Reserve Chair Jerome Powell reassured investors at Harvard University that rising oil prices would not necessitate interest rate hikes, resulting in a significant drop in market expectations for future rate increases, reflecting confidence in economic stability.
- Opendoor Acquires Doma: Opendoor is acquiring parts of Doma to lower real estate transaction costs, particularly as mortgage refinancing applications decline, demonstrating the real estate market's adaptability amid rising rates due to geopolitical tensions.
- Novo Nordisk Launches Long-Term Subscriptions: Novo Nordisk has introduced multi-month subscriptions for Wegovy in an effort to compete with Eli Lilly, offering more cost-effective options that could attract additional users and enhance market share in the GLP-1 segment.
See More
Single Women Outpace Men in Homebuying Trends
- Income Disparity Reversal: According to the National Association of Realtors, first-time single women homebuyers have a median income of $73,000, surpassing single men's $66,400, marking a potential shift in long-term homebuying trends favoring women.
- Rising Homebuyer Proportion: Single women account for 25% of first-time homebuyers compared to 10% for single men, a significant increase from 11% and 9% in 1985, indicating a growing recognition of homeownership as a wealth-building tool among women.
- Mismatch of Home Prices and Income: From 2000 to 2024, median household income rose by approximately 155%, while home prices surged by about 207%, creating substantial challenges for single buyers, particularly women relying on a single income to qualify for mortgages.
- Financial Sacrifices for Goals: Among single women buyers, 41% reported making financial sacrifices to save for a down payment, compared to 31% of men, highlighting women's commitment to achieving homeownership and financial independence despite economic hurdles.
See More
