Z

Zillow Group Inc

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89.980

-0.34(-0.376%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

91.170

Open

90.190

VWAP

89.76

Vol

2.56M

Mkt Cap

21.80B

Low

89.000

Amount

229.96M

EV/EBITDA(TTM)

136.54

Total Shares

236.19M

20.75B

EV/OCF(TTM)

42.88

P/S(TTM)

9.23

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q1

FY2025Q4

FY2025Q3

684.17M

+14.41%

0.487

+18.7%

644.46M

+16.33%

0.395

+46.44%

669.97M

+15.31%

0.440

+25.64%

Estimates Revision

The market is revising Upward the revenue expectations for Zillow Group, Inc. (Z) for FY2025, with the revenue forecasts being adjusted by 0.58% over the past three months. During the same period, the stock price has changed by 33.24%.

Revenue Estimates for FY2025

Revise Upward

+0.58%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-1.41%

In Past 3 Month

Stock Price

Go Up

+33.24%

In Past 3 Month

10 Analyst Rating

-3.16% Downside

Wall Street analysts forecast Z.O stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for Z.O is 87.14 USD with a low forecast of 75.00 USD and a high forecast of 97.00 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.

3 Buy

7 Hold

0 Sell

Moderate Buy

-3.16% Downside

Current: 89.980

Low

75.00

Averages

87.14

High

97.00

-3.16% Downside

Current: 89.980

Low

75.00

Averages

87.14

High

97.00

Bernstein

Market Perform -> Outperform

upgrade

$75 -> $105

2025-09-17

New

Reason

Bernstein

Price Target

$75 -> $105

2025-09-17

New

upgrade

Market Perform -> Outperform

Reason

Bernstein upgraded Zillow Group (ZG) to Outperform from Market Perform with a price target of $105, up from $75. The company has been executing on mid-teens revenue growth with Rentals and Showcase emerging as growth drivers, the analyst tells investors in a research note. The firm believes Zillow's operating leverage \"can surprise to the upside\" in 2027 and 2028 with the company compounding EBITDA at 25%-30% and posting mid-teens revenue growth. Bernstein also sees Zillow benefitting from lower interest rates.

KeyBanc

Overweight

maintain

$90 -> $92

2025-08-07

Reason

KeyBanc

Price Target

$90 -> $92

2025-08-07

maintain

Overweight

Reason

KeyBanc raised the firm's price target on Zillow Group to $92 from $90 and keeps an Overweight rating on the shares. The firm notes Zillow's Q2 results were ahead of its/Street's expectations as Residential revenue returned to growth above the broader real estate market. While mix dynamics may have played a role, KeyBanc believes the primary driver of outperformance was continued momentum within enhanced markets and ongoing adoption of Zillow's software tools.

Keefe Bruyette

Ryan Tomasello

Market Perform

downgrade

$76 -> $74

2025-05-08

Reason

Keefe Bruyette

Ryan Tomasello

Price Target

$76 -> $74

2025-05-08

downgrade

Market Perform

Reason

Keefe Bruyette analyst Ryan Tomasello lowered the firm's price target on Zillow to $74 from $76 and keeps a Market Perform rating on the shares. Zillow's updates around enhanced markets were positive, but management's commentary came off as more subdued than in prior quarters, the analyst tells investors in a research note.

JPMorgan

Overweight

downgrade

$93 -> $79

2025-05-08

Reason

JPMorgan

Price Target

$93 -> $79

2025-05-08

downgrade

Overweight

Reason

JPMorgan lowered the firm's price target on Zillow to $79 from $93 and keeps an Overweight rating on the shares. The shares traded down post the Q1 report on less upside to revenue than anticipated, the analyst tells investors in a research note. However, the firm says Zillow will grow its revenue by mid-teens in 2025 against the housing market "bouncing along the bottom" and drive margin expansion while investing in growth opportunities. Zillow remains its favorite online real estate name.

Piper Sandler

Overweight

maintain

$80 -> $82

2025-05-08

Reason

Piper Sandler

Price Target

$80 -> $82

2025-05-08

maintain

Overweight

Reason

Piper Sandler raised the firm's price target on Zillow Group to $82 from $80 and keeps an Overweight rating on the shares. The firm notes Q1 results met expectations with Q1 revenues 2% ahead of forecast and EBITDA +8%. The housing market remains subdued, but Zillow is executing on its product initiatives, cutting debt, buying back stock and should be GAAP net income profitable by year-end, Piper adds. Rentals is a bright spot and normalized housing still looms on the horizon.

Benchmark

Buy

downgrade

$110 -> $95

2025-05-08

Reason

Benchmark

Price Target

$110 -> $95

2025-05-08

downgrade

Buy

Reason

Benchmark lowered the firm's price target on Zillow Group to $95 from $110 and keeps a Buy rating on the shares. Shares looked bid down about 5% after-hours following a "strong" Q1 report, but "light" Q2 guidance, says the analyst, who adds that "the real debate will likely be less about the 2Q outlook" and more about the reiterated full-year guidance. The firm adds that it thinks "today's snapshot tells a very different picture from the narrative 12 months from now, with a strong buyback helping keep a floor until growth really reaccelerates and margins explode upwards."

See All Ratings

Valuation Metrics

The current forward P/E ratio for Zillow Group Inc (Z.O) is 47.91, compared to its 5-year average forward P/E of 73.89. For a more detailed relative valuation and DCF analysis to assess Zillow Group Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A

5Y Average PE

73.89

Current PE

47.91

Overvalued PE

506.27

Undervalued PE

-358.48

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A

5Y Average EV/EBITDA

-80.77

Current EV/EBITDA

29.88

Overvalued EV/EBITDA

435.38

Undervalued EV/EBITDA

-596.93

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Overvalued

5Y Average PS

5.03

Current PS

7.88

Overvalued PS

6.53

Undervalued PS

3.53