
Zillow (ZG) Stock Forecast & Price Target
Zillow (ZG) Analyst Ratings
Bulls say
Zillow Group Inc. has demonstrated significant growth in its Enhanced Markets, with connections increasing to 44% from 34% last quarter and 21% year-over-year. The Zillow Rentals marketplace has also shown strength, boasting 2.5 million active listings, reflecting a consistent upward trend from previous quarters, while reported EBITDA reached $149 million, marking a 33% year-over-year increase. Furthermore, management anticipates EBITDA margin expansion for fiscal year 2026, driven by disciplined cost management and revenue-growing variable costs, signaling a positive outlook for operational efficiency and profitability.
Bears say
Zillow Group Inc. reported fourth-quarter revenue of $654 million, slightly above estimates, but EBITDA fell short of expectations, impacted by increased legal expenses which were a significant drag on margins. The company anticipates continued pressure with guidance reflecting a 200 basis point drag in both the first quarter and for the full year of 2026. Key risks identified include prolonged depression in the real estate industry due to low supply, potential shifts in the compensation structure for agents, and heightened competition that could diminish Zillow's market position.
This aggregate rating is based on analysts' research of Zillow and is not a guaranteed prediction by Public.com or investment advice.
Zillow (ZG) Analyst Forecast & Price Prediction
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