ZG Zillow Group Inc

A Washington federal judge has consolidated two class action lawsuits against Zillow, alleging the company paid kickbacks to brokers for referrals to its own mortgage services and engaged in other anticompetitive conduct. The lawsuits claim that Zillow agents directed homebuyers, including one who bought an Alaskan property in 2024, to Zillow Home Loans even when more affordable options were available. Lead plaintiffs Alucard Taylor and Araba Armstrong are represented by several law firms, accusing Zillow of using its "Premier Agent" program to unfairly push its mortgage services and limit homebuyers' choices.

Zillow Group, Inc. (NASDAQ: Z) shares are moving higher on Tuesday, rebounding from a sharp sell-off triggered by reports of Alphabet experimenting with real estate listings in Google search. The stock's recovery appears to be a relief bounce, with technical analysis indicating it remains under significant pressure and closer to its 52-week lows. Traders are advised to watch key support and resistance levels carefully.

RBC Capital analyst Brad Erickson has reiterated a Buy rating for Zillow Group Class A (ZG) with a price target of $95.00. Erickson, a 5-star analyst, based his rating on Zillow's recent financial performance, which showed a quarterly revenue of $676 million and a net profit of $10 million, an increase from the previous year. The overall Street consensus for Zillow Group Class A is a Moderate Buy with an average price target of $89.69.

Zillow Group (ZG) shares fell sharply after reports emerged that Google is testing home listing features directly within its search results, raising investor concerns about Zillow's core business model. Analysts acknowledge the potential long-term risk but highlight Zillow's strong direct traffic and app usage as mitigating factors in the near term, with current forecasts for Zillow showing improving profitability and growth in its rentals and mortgage segments. The article also discusses potential future impacts related to Google's experiment, Zillow's ongoing legal issues and market fundamentals.

Zillow Group Inc. (ZG) announced strong Q3 2025 financial results, exceeding revenue and Adjusted EBITDA outlooks with a 16% year-over-year revenue increase to $676 million. The growth was driven by robust performance in its For Sale, Mortgages, and Rentals segments, with the company reporting a net income of $10 million and Adjusted EBITDA of $165 million. Zillow Group remains focused on innovation and strategic execution to maintain its leadership in the real estate sector.

Zillow Group Inc. reported stronger-than-expected Q3 2025 earnings with an EPS of $0.44 and revenue of $676 million, exceeding analyst forecasts. Despite the earnings beat, Zillow's stock experienced a slight decline in aftermarket trading. The company's performance was driven by a 16% year-over-year revenue increase and a significant 41% surge in rentals revenue, highlighting strategic initiatives and innovation in AI and integrated transaction services.