
Zillow (Z) Stock Forecast & Price Target
Zillow (Z) Analyst Ratings
Bulls say
Zillow Group Inc. is positioned for substantial growth, with its IMT business projected to see significant revenue increases driven by a strong housing market, particularly with multifamily revenue forecasted to grow by 60% over the next few years. The company's ability to capture market share through new market launches is expected to accelerate revenue growth, especially as non-GAAP net income is anticipated to rise from $319 million in 2023 to $690 million by 2027, representing a compound annual growth rate (CAGR) of 26%. Additionally, the firm has seen impressive momentum in its mortgage segment, with a 51% increase in mortgage revenue in 2024 and 37% growth in the first half of 2025, largely due to the predominance of purchasing mortgages.
Bears say
Zillow Group Inc faces a challenging financial outlook due to anticipated deleverage resulting from ongoing macro housing weakness and a slowdown in revenue growth, projected to decline from 16% in 2026 to just 11% in 2027. The company's non-GAAP gross profit for 2027 is forecasted at $2.5 billion, which represents a 2% shortfall against market expectations, while gross margins are expected to fall to 78%—above 2024 levels but below 2023. Additionally, the real estate sector is under significant commission pressure, which, combined with the affordability crisis exacerbated by high interest rates and elevated home prices, could lead to a severe deceleration in revenue growth for the company’s Insights and Market Technology (IMT) segment.
This aggregate rating is based on analysts' research of Zillow and is not a guaranteed prediction by Public.com or investment advice.
Zillow (Z) Analyst Forecast & Price Prediction
Start investing in Zillow (Z)
Order type
Buy in
Order amount
Est. shares
0 shares