Zillow Set to Announce Q4 Earnings on February 10th
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 09 2026
0mins
Source: seekingalpha
- Earnings Announcement: Zillow (ZG) is set to release its Q4 2023 earnings after market close on February 10th, with consensus EPS estimates at $0.40 and revenue expectations at $650.34 million, indicating cautious market sentiment regarding its financial performance.
- EPS Estimate Changes: Over the past three months, Zillow's EPS estimates have seen two upward revisions and one downward revision, reflecting analysts' differing views on the company's profitability, which could impact investor confidence.
- Revenue Estimate Fluctuations: Revenue estimates have also experienced two upward revisions and two downward revisions, suggesting mixed market perceptions of Zillow's revenue growth potential in the current economic climate, which may affect its stock performance.
- Rating Downgrade Impact: Zillow's rating was downgraded by Mizuho amid increasing market structure uncertainty, potentially heightening investor concerns about its future performance and affecting its market valuation.
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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: 36.920
Low
66.00
Averages
85.00
High
100.00
Current: 36.920
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.
- Data Access Termination: Midwest Real Estate Group (MRED) announced that it has cut off Zillow's access to 43,000 Chicago listings due to Zillow's refusal to rectify a breach of its licensing agreement, directly impacting Zillow's competitive position in the region.
- Legal Dispute Intensifies: MRED accuses Zillow of choosing not to display nine Compass listings, claiming Zillow is attempting to impose its own display rules, while Zillow counters that MRED's rules block its national standards, highlighting a fundamental disagreement over market transparency and fairness.
- Antitrust Lawsuit: Zillow recently filed a federal antitrust lawsuit against Compass and MRED, alleging collusion to hide listings and punish Zillow, reflecting the complexities of competition and compliance in the real estate market, which could have far-reaching implications for industry regulations.
- Market Reaction: Following the announcement, Compass's stock rose by 9.4%, while Zillow's stock increased by 0.9%, indicating a boost in market confidence for Compass and ongoing investor interest in Zillow's future earnings potential.
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- Securities Claims Investigation: Rosen Law Firm is investigating potential securities claims against Zillow Group (NASDAQ: Z, ZG) due to allegations of issuing materially misleading business information, aiming to protect investor rights and seek compensation.
- Class Action Preparation: If you purchased Zillow securities, you may be entitled to compensation through a contingency fee arrangement without upfront costs, as Rosen Law Firm prepares a class action to recover investor losses.
- 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.
- Law Firm Advantages: Rosen Law Firm specializes in securities class actions, having recovered over $438 million for investors in 2019 alone, and was ranked first by ISS Securities Class Action Services in 2017, demonstrating its expertise and successful track record in the field.
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- Legal Escalation: Zillow Group has filed for a preliminary injunction to prevent Midwest Real Estate Data (MRED) from terminating its Chicago listing feed during ongoing litigation, a move that could significantly impact Zillow's competitive position in the market.
- Antitrust Allegations: Last week, Zillow filed a federal antitrust lawsuit against Compass and MRED, alleging collusion to hide listings and conspire against Zillow, which, if successful, could reshape the competitive landscape of the real estate market.
- Data Supply Threat: MRED has stated that it will suspend property listing data feeds to Zillow.com and Trulia.com unless Zillow cures its violations of licensing agreements by the deadline, directly affecting Zillow's user experience and market share.
- Financial Outlook: Despite facing legal challenges, Zillow expects Q2 revenue between $750 million and $765 million while reaffirming its mid-teens growth target for 2026, demonstrating resilience and ongoing profitability amid adversity.
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- Securities Claims Investigation: Rosen Law Firm is investigating potential securities claims against Zillow Group (NASDAQ: Z, ZG) for allegedly issuing materially misleading business information, emphasizing the importance of protecting investor rights.
- Class Action Preparation: Shareholders who purchased Zillow securities may be entitled to compensation through a contingency fee arrangement, indicating the firm's commitment to providing accessible legal support for investors.
- FTC Lawsuit Impact: On September 30, 2025, the FTC sued Zillow and Redfin over an unlawful agreement to suppress rental advertising competition, causing Zillow's Class C stock to drop 4.6% on October 1, 2025, reflecting market concerns about the company's compliance.
- Firm's Strength: Rosen Law Firm is renowned for its successful track record in securities class actions, having recovered over $438 million for investors in 2019 alone, showcasing its leadership position in the industry and strong support for investors.
See More
- Securities Claims Investigation: Rosen Law Firm is investigating potential securities claims against Zillow Group (NASDAQ: Z, ZG) due to allegations of issuing materially misleading business information, aiming to protect investor rights and seek compensation.
- Class Action Preparation: If you purchased Zillow securities, you may be entitled to compensation through a contingency fee arrangement without upfront costs, as Rosen Law Firm prepares a class action to recover investor losses.
- FTC Lawsuit Impact: On September 30, 2025, the Federal Trade Commission (FTC) sued Zillow and Redfin over an illegal agreement to suppress rental advertising competition, resulting in a 4.6% drop in Zillow's Class C stock on October 1, 2025.
- Law Firm Advantages: Rosen Law Firm specializes in securities class actions, having recovered over $438 million for investors in 2019 alone, and was ranked No. 1 by ISS Securities Class Action Services in 2017, demonstrating its expertise and successful track record in the field.
See More










