Should I Buy Z? Z 2026 Analysis

Should You Buy Zillow Group Inc (Z) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

66.160

1 Day change

0.27%

52 Week Range

93.880

Analysis Updated At

2026/01/26

Zillow Group Inc. (Z) is not a strong buy at this moment for a beginner investor with a long-term strategy. While the stock is trading in a historically favorable range and has some positive long-term analyst sentiment, the lack of immediate positive catalysts, bearish technical indicators, and declining financial performance suggest waiting for more clarity or a better entry point.

Technical Analysis

The technical indicators are mixed to bearish. The MACD is positive and expanding, suggesting slight bullish momentum, but the RSI is neutral, and the moving averages are bearish (SMA_200 > SMA_20 > SMA_5). The stock is trading near a key pivot level of 68.017, with support at 64.686 and resistance at 71.348. The stock trend analysis indicates a 60% chance of declining by -1.37% in the next day and -6.55% in the next month.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

The options data shows a relatively balanced sentiment, with a slight lean towards bullishness as the put-call ratios are below 1. However, the implied volatility is moderate (45.04), and the IV rank is low (35.25), indicating limited immediate upside potential.

Technical Summary

Sell

Buy

Positive Catalysts

Benchmark raised the price target to $110, citing strong business momentum and historical entry points in the $60 range.
AI advancements in the industry could drive long-term growth.

Neutral/Negative Catalysts

Mizuho downgraded the stock to Neutral, citing uncertainty around market structure, litigation, and potential impacts on core growth areas.
Financial performance in Q3 2025 showed declining net income (-150% YoY) and EPS (-144.44% YoY), raising concerns about profitability.
Bearish moving averages and stock trend analysis suggest potential short-term downside.

Financial Performance

In Q3 2025, revenue grew by 16.35% YoY to $676 million, but net income dropped significantly by -150% YoY to $10 million. EPS also declined by -144.44% YoY to 0.04, and gross margin fell to 72.63, down -4.31% YoY. The financials indicate growth in revenue but significant challenges in profitability.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analyst sentiment is mixed. Benchmark is bullish with a $110 price target, citing strong business momentum. However, Mizuho downgraded the stock to Neutral with a $70 target, citing litigation and market structure concerns. Cantor Fitzgerald lowered its target to $68 but sees long-term potential in the sector. Overall, analysts are cautious but optimistic about long-term growth.

8 Analyst Rating

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 87.4 USD with a low forecast of 70 USD and a high forecast of 100 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

5 Hold

0 Sell

Moderate Buy

Current: 65.980

Low

Averages

87.4

High

100

Current: 65.980

Low

Averages

87.4

High

100

Benchmark

NULL -> Buy

maintain

$95 -> $110

AI Analysis

2026-01-21

Reason

Benchmark

Price Target

$95 -> $110

AI Analysis

2026-01-21

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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Z Should I Buy

Z Should I Buy

Should You Buy Zillow Group Inc (Z) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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