Looking for Exposure to ABNB Stock Ahead of Q1 Earnings? Try These Two ETFs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 28 2025
0mins
Should l Buy Z?
Source: TipRanks
Airbnb's Growth and Investment: Airbnb is poised for long-term growth due to increasing demand for unique travel experiences and plans to invest up to $250 million in enhancing guest experiences, with expansion into markets like Korea and Japan. Analysts expect a decline in Q1 earnings but a slight revenue increase.
ETF Investment Options: Investors can consider the Pacer U.S. Cash Cows Growth ETF (BUL) and Global X PropTech ETF (PTEC) for exposure to Airbnb stock, which constitutes 4.99% and 6.9% of their holdings respectively, both offering moderate buy ratings and potential upside.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy Z?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on Z
Wall Street analysts forecast Z stock price to rise
8 Analyst Rating
3 Buy
5 Hold
0 Sell
Moderate Buy
Current: 45.660
Low
70.00
Averages
87.40
High
100.00
Current: 45.660
Low
70.00
Averages
87.40
High
100.00
About Z
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.
Zillow Shares Drop Due to Legal Costs Impact
- Legal Costs Impact: Zillow Group's shares fell approximately 17% on Wednesday as the company warned that legal expenses would negatively affect earnings in 2026, raising investor concerns about future profitability.
- Strong Revenue Growth: Despite legal challenges, Zillow reported an 18% year-over-year revenue increase to $654 million in Q4, driven by a 45% surge in rental revenue to $168 million, partially offsetting negative impacts.
- Improved Profitability: The company's adjusted EBITDA rose 33% to $149 million, indicating enhanced profitability in its core business operations, which could attract long-term investors despite short-term challenges.
- Market Expectations Missed: Management's guidance for Q1 revenue between $700 million and $710 million, with adjusted EBITDA of $160 million to $175 million, fell short of Wall Street's expectations of $184 million, further exacerbating investor concerns.
See More
CBRE and Other Real Estate Stocks Decline Amid AI Disruption Fears
- AI Scare Trade Impact: Shares of CBRE, JLL, and Cushman & Wakefield fell on Thursday as investors reassessed the potential disruption of commercial real estate services by rapidly improving AI tools, raising concerns about the future of high-margin advisory services that rely heavily on human labor.
- CBRE Earnings Beat: CBRE Group reported a fourth-quarter adjusted EPS of $2.73, exceeding the consensus estimate of $2.67, although its revenue of approximately $11.63 billion fell slightly short of the expected $11.71 billion, indicating resilience in profitability despite market pressures.
- Optimistic Future Guidance: The company issued FY2026 adjusted EPS guidance of $7.30 to $7.60, with the midpoint above Wall Street estimates, although the stock ultimately closed down about 8% after an initial rise, reflecting market uncertainty about future performance.
- Rising Legal Costs Pressure: Commentary highlighted increasing legal costs and uncertainties related to private listing networks as near-term overhangs, further exacerbating investor concerns regarding the future profitability of real estate service firms.
See More
Zillow Shares Slide Despite Strong Growth and Rental Demand Surge
- Strong Performance: Zillow reported growth that outpaced the overall housing market, yet its shares continue to slide, indicating a market underestimation of its potential, which could undermine investor confidence.
- Surge in Rental Demand: The significant increase in rental usage highlights Zillow's growing ability to aggregate demand in the housing market, laying a foundation for future revenue growth.
- Platform Potential: Should Zillow successfully expand its platform to encompass both renting and buying homes, the upside for its stock could be tremendous, potentially attracting more investor interest.
- Market Misalignment: Despite Zillow's strong performance and robust market demand, the market has failed to adequately reflect these positive factors, which may lead to increased stock price volatility in the short term.
See More
AWS CEO Expresses Strong Confidence in Future Growth
- Cloud Revenue Growth: Amazon's cloud computing segment reported a revenue of $35.6 billion in Q4, reflecting a 24% year-over-year increase that surpassed analyst expectations, showcasing the segment's robust performance and ongoing growth potential in the market.
- Operating Margin Improvement: AWS achieved a 35% operating margin, slightly widening from the previous quarter, indicating positive progress in cost control and efficiency enhancement, thereby strengthening its profitability.
- Impact of AI Technology: AWS CEO Matt Garman stated that while market fears regarding AI models potentially slowing software company growth are overblown, AI is indeed a disruptive force that will change how software is consumed and built, emphasizing the necessity for continuous innovation.
- Growing Customer Demand: Garman highlighted that customer demand for computing technology and infrastructure will continue to rise, whether through self-building, AI-based solutions, or purchasing from SaaS vendors, a trend that will drive AWS's future business expansion.
See More
AWS Chief Claims AI Panic is Overblown Amid SaaS Apocalypse
- Cloud Growth Exceeds Expectations: Amazon Web Services reported a 24% revenue increase in Q4, reaching $35.6 billion, surpassing analyst expectations and demonstrating strong performance in the cloud infrastructure market despite pressures on overall software stocks.
- Market Panic Overreaction: AWS Chief Matt Garman stated that investor fears regarding AI models potentially slowing software company growth are overblown, emphasizing that core business metrics have not deteriorated, reflecting an excessive market reaction to technology stocks.
- AI-Driven Industry Transformation: Garman noted that AI will change how software is consumed and built, and while large SaaS providers face challenges, they still have an advantage in innovation and must continuously evolve to avoid disruption.
- Sustained Customer Demand: AWS anticipates that customers will require more compute technology and infrastructure than ever before, whether self-built, AI-based, or purchased from SaaS vendors, indicating ongoing demand for cloud services and market potential.
See More
Rocket Companies Stock Drops 5.49% Amid Housing Market Concerns
- Market Reaction Negative: Rocket Companies' stock fell 5.49% to $17.62 on Thursday, reflecting heightened investor aversion to risks in real estate intermediaries following Zillow's disappointing earnings report.
- Zillow Earnings Impact: Despite Zillow reporting fourth-quarter revenue of $654 million, exceeding expectations, its adjusted EPS of 39 cents fell short, leading to a 19% drop in its shares, which negatively affected Rocket's market performance.
- AI Tool Concerns: Investor anxiety over new AI tools potentially disrupting the real estate transaction ecosystem has further pressured Rocket and other online housing platforms, resulting in fragile market sentiment and elevated risk premiums.
- Earnings Outlook Optimistic: Rocket is set to report earnings on February 26, with an EPS estimate of 8 cents and revenue forecast of $2.28 billion, indicating that despite current pressures, the market remains optimistic about its growth prospects.
See More
Zillow Shares Drop Due to Legal Costs Impact
- Legal Costs Impact: Zillow Group's shares fell approximately 17% on Wednesday as the company warned that legal expenses would negatively affect earnings in 2026, raising investor concerns about future profitability.
- Strong Revenue Growth: Despite legal challenges, Zillow reported an 18% year-over-year revenue increase to $654 million in Q4, driven by a 45% surge in rental revenue to $168 million, partially offsetting negative impacts.
- Improved Profitability: The company's adjusted EBITDA rose 33% to $149 million, indicating enhanced profitability in its core business operations, which could attract long-term investors despite short-term challenges.
- Market Expectations Missed: Management's guidance for Q1 revenue between $700 million and $710 million, with adjusted EBITDA of $160 million to $175 million, fell short of Wall Street's expectations of $184 million, further exacerbating investor concerns.
See More
CBRE and Other Real Estate Stocks Decline Amid AI Disruption Fears
- AI Scare Trade Impact: Shares of CBRE, JLL, and Cushman & Wakefield fell on Thursday as investors reassessed the potential disruption of commercial real estate services by rapidly improving AI tools, raising concerns about the future of high-margin advisory services that rely heavily on human labor.
- CBRE Earnings Beat: CBRE Group reported a fourth-quarter adjusted EPS of $2.73, exceeding the consensus estimate of $2.67, although its revenue of approximately $11.63 billion fell slightly short of the expected $11.71 billion, indicating resilience in profitability despite market pressures.
- Optimistic Future Guidance: The company issued FY2026 adjusted EPS guidance of $7.30 to $7.60, with the midpoint above Wall Street estimates, although the stock ultimately closed down about 8% after an initial rise, reflecting market uncertainty about future performance.
- Rising Legal Costs Pressure: Commentary highlighted increasing legal costs and uncertainties related to private listing networks as near-term overhangs, further exacerbating investor concerns regarding the future profitability of real estate service firms.
See More
Zillow Shares Slide Despite Strong Growth and Rental Demand Surge
- Strong Performance: Zillow reported growth that outpaced the overall housing market, yet its shares continue to slide, indicating a market underestimation of its potential, which could undermine investor confidence.
- Surge in Rental Demand: The significant increase in rental usage highlights Zillow's growing ability to aggregate demand in the housing market, laying a foundation for future revenue growth.
- Platform Potential: Should Zillow successfully expand its platform to encompass both renting and buying homes, the upside for its stock could be tremendous, potentially attracting more investor interest.
- Market Misalignment: Despite Zillow's strong performance and robust market demand, the market has failed to adequately reflect these positive factors, which may lead to increased stock price volatility in the short term.
See More
AWS CEO Expresses Strong Confidence in Future Growth
- Cloud Revenue Growth: Amazon's cloud computing segment reported a revenue of $35.6 billion in Q4, reflecting a 24% year-over-year increase that surpassed analyst expectations, showcasing the segment's robust performance and ongoing growth potential in the market.
- Operating Margin Improvement: AWS achieved a 35% operating margin, slightly widening from the previous quarter, indicating positive progress in cost control and efficiency enhancement, thereby strengthening its profitability.
- Impact of AI Technology: AWS CEO Matt Garman stated that while market fears regarding AI models potentially slowing software company growth are overblown, AI is indeed a disruptive force that will change how software is consumed and built, emphasizing the necessity for continuous innovation.
- Growing Customer Demand: Garman highlighted that customer demand for computing technology and infrastructure will continue to rise, whether through self-building, AI-based solutions, or purchasing from SaaS vendors, a trend that will drive AWS's future business expansion.
See More
AWS Chief Claims AI Panic is Overblown Amid SaaS Apocalypse
- Cloud Growth Exceeds Expectations: Amazon Web Services reported a 24% revenue increase in Q4, reaching $35.6 billion, surpassing analyst expectations and demonstrating strong performance in the cloud infrastructure market despite pressures on overall software stocks.
- Market Panic Overreaction: AWS Chief Matt Garman stated that investor fears regarding AI models potentially slowing software company growth are overblown, emphasizing that core business metrics have not deteriorated, reflecting an excessive market reaction to technology stocks.
- AI-Driven Industry Transformation: Garman noted that AI will change how software is consumed and built, and while large SaaS providers face challenges, they still have an advantage in innovation and must continuously evolve to avoid disruption.
- Sustained Customer Demand: AWS anticipates that customers will require more compute technology and infrastructure than ever before, whether self-built, AI-based, or purchased from SaaS vendors, indicating ongoing demand for cloud services and market potential.
See More
Rocket Companies Stock Drops 5.49% Amid Housing Market Concerns
- Market Reaction Negative: Rocket Companies' stock fell 5.49% to $17.62 on Thursday, reflecting heightened investor aversion to risks in real estate intermediaries following Zillow's disappointing earnings report.
- Zillow Earnings Impact: Despite Zillow reporting fourth-quarter revenue of $654 million, exceeding expectations, its adjusted EPS of 39 cents fell short, leading to a 19% drop in its shares, which negatively affected Rocket's market performance.
- AI Tool Concerns: Investor anxiety over new AI tools potentially disrupting the real estate transaction ecosystem has further pressured Rocket and other online housing platforms, resulting in fragile market sentiment and elevated risk premiums.
- Earnings Outlook Optimistic: Rocket is set to report earnings on February 26, with an EPS estimate of 8 cents and revenue forecast of $2.28 billion, indicating that despite current pressures, the market remains optimistic about its growth prospects.
See More
