Dec 17, 2025 • Quantisnow
SOMEWHAT-BULLISH
Zillow Zeitgeist 2025: How America searched for homes this year
The 2025 Zillow Zeitgeist reveals that Americans' home search behavior shifted towards lifestyle over luxury, prioritizing adaptable spaces and attainable comforts. Key trends included increased interest in waterfront properties, multi-use homes (ADUs, guest houses), and comfort-focused amenities like fireplaces and fenced yards, while searches for high-end features cooled. This indicates a desire for homes that support diverse lifestyles, offer access to nature, and provide daily comforts.
Dec 13, 2025 • XTB.com
SOMEWHAT-BEARISH
End of Zillow? Google enters another market.
Google's upcoming real estate platform poses a significant threat to Zillow, which has already seen its shares fall by over 55% from its peak and 10% in a single day. Given Google's vast resources and track record, the new platform could mark the beginning of the end for Zillow if it doesn't drastically alter its business model. The real estate market in the USA has also been cooling, adding further pressure to Zillow's valuation.
Nov 08, 2025 • Insider Monkey
BULLISH
Zillow Group, Inc. Class C (NASDAQ:Z) Q3 2025 Earnings Call Transcript
Zillow Group, Inc. reported strong Q3 2025 results, exceeding revenue and EBITDA expectations driven by momentum in both For Sale and Rentals operations. The company achieved 16% year-over-year revenue growth and expanded EBITDA margins by over 200 basis points, resulting in positive GAAP net income. Zillow continues to emphasize its integrated transaction strategy, product innovation (including the Zillow app in ChatGPT and AI-powered virtual staging), and expansion in enhanced markets and multifamily rentals, maintaining its 2025 targets.
Nov 04, 2025 • GlobeNewswire
BEARISH
Shamis & Gentile, P.A. Is Investigating Shareholder Claims Against Zillow Group, Inc. Directors and Officers for Breach of Fiduciary Duty
Shamis & Gentile, P.A. is investigating Zillow Group, Inc. (NASDAQ: Z, ZG) directors and officers for alleged breach of fiduciary duties. This comes after the Federal Trade Commission filed a lawsuit against Zillow, claiming the company unlawfully suppressed competition in the apartment rental advertising market. The law firm is encouraging Zillow shareholders to contact them regarding potential corporate governance reforms and return of funds to the company.
Nov 01, 2025 • TipRanks
NEUTRAL
Zillow Group Executives Make Major Moves with Stock Sales!
Zillow Group Class C (Z) executives, Co-Executive Chairman Richard N. Barton and Co-Executive Chairman & President Lloyd Frink, have collectively sold shares worth over $51 million on August 18, 2025. This significant insider activity follows Zillow's strong Q2 financial performance, marked by a 15% year-over-year revenue increase and growth in rentals and mortgage segments, though challenges in profitability and valuation remain. TipRanks’ AI Analyst, Spark, rates Zillow Group as Neutral, acknowledging its strong technical indicators and strategic growth initiatives.
Nov 01, 2025 • Sahm
NEUTRAL
Here's What's Going On With Opendoor Stock—And Why It 'Could Be A 100-Bagger'
Shares of Opendoor Technologies (NASDAQ:OPEN) have recently surged, driven by retail investor interest and an endorsement from EMJ Capital founder Eric Jackson. Jackson believes Opendoor could be a "100-bagger" over the next few years, citing its market dominance in iBuying after competitors like Zillow and Redfin exited the space. He projects a stock price of $82 based on potential revenue growth and market multiples.