Looking for Exposure to ABNB Stock Ahead of Q1 Earnings? Try These Two ETFs

Written by Emily J. Thompson, Senior Investment Analyst

Z-1.19%

CSGP-0.66%

UBER-0.26%

Source: TipRanks

Updated: Apr 28 2025

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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.

$67.775+Infinity%1D

Analyst Views on Z

Wall Street analysts forecast Z stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for Z is 87.40 USD with a low forecast of 70.00 USD and a high forecast of 100.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

8 Analyst Rating

3 Buy

5 Hold

0 Sell

Moderate Buy

Current: 68.590

Low

70.00

Averages

87.40

High

100.00

Current: 68.590

Low

70.00

Averages

87.40

High

100.00

Benchmark

NULL -> Buy

maintain

$95 -> $110

2026-01-21

New

Reason

Benchmark

Price Target

$95 -> $110

AI Analysis

2026-01-21

New

maintain

NULL -> Buy

Reason

Benchmark raised the firm's price target on Zillow Group to $110 from $95 and keeps a Buy rating on the shares. Noting that the stock is only 10% above last year's Liberation Day lows, the firm says it feels "very comfortable with Street estimates," especially EBITDA, for 2026 given ongoing momentum it sees across the business, including ramping growth in Showcase. The firm thinks Zillow shares "anywhere in the $60 range have historically represented an excellent entry point, making Zillow one of our favorite ideas for 2026," the analyst added.

Mizuho

Lloyd Walmsley

Outperform -> Neutral

downgrade

$100 -> $70

2026-01-08

Reason

Mizuho

Lloyd Walmsley

Price Target

$100 -> $70

2026-01-08

downgrade

Outperform -> Neutral

Reason

Mizuho analyst Lloyd Walmsley downgraded Zillow Group to Neutral from Outperform with a price target of $70, down from $100. The firm cites increasing uncertainty around the market structure of the company's real estate listings distribution, the magnitude of its litigation, and potential implications for Zillow's business for the downgrade. Even if changes to the industry structure end up modest, agent concerns around fiduciary duty "could put a chill" on Flex, which is core to the company's growth story, the analyst tells investors in a research note. Mizuho believes the shares deserve to trade at a lower multiple given the uncertainty.

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Cantor Fitzgerald

Neutral

downgrade

$74 -> $68

2026-01-08

Reason

Cantor Fitzgerald

Price Target

$74 -> $68

2026-01-08

downgrade

Neutral

Reason

Cantor Fitzgerald lowered the firm's price target on Zillow Group to $68 from $74 and keeps a Neutral rating on the shares. Despite lingering macro concerns, the outlook for Global Internet stocks into 2026 is increasingly positive as AI enters a "Synergy" phase that should drive accelerating revenue growth, improved value capture, and clearer long-term returns on capex, the analyst tells investors in a research note. With valuations still about 20% below medium-term ranges despite 2025 outperformance, the group is positioned to outperform in 2026 amid positive estimate revisions and improving sentiment, Cantor says.

Wells Fargo

Lawrence Frankel

Underweight

downgrade

$70 -> $60

2025-11-17

Reason

Wells Fargo

Lawrence Frankel

Price Target

$70 -> $60

2025-11-17

downgrade

Underweight

Reason

Wells Fargo lowered the firm's price target on CoStar Group (CSGP) to $60 from $70 and keeps an Underweight rating on the shares after hosting an expert call with Lawrence Frankel, former DOJ antitrust attorney, to get his view on the FTC's and Compass' recent lawsuits against Zillow (ZG). Overall, the firm views these developments as neutral to slightly positive for CoStar. While the FTC's options to remedy the Zillow/Redfin deal are limited, any disruption to this partnership would be a positive for CoStar's Apartments.com given Zillow is its largest competitor, Wells adds.

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.