
Zillow (ZG) Stock Forecast & Price Target
Zillow (ZG) Analyst Ratings
Bulls say
Zillow Group is accelerating its shift to Preferred, with management expecting penetration to reach 75%+ by year-end and Preferred generating 23% more revenue per connection than legacy advertising. Additionally, Zillow Home Loans is becoming a more important component of For Sale monetization, with management seeing a path to profitability and higher margins compared to traditional lenders. While there are risks related to competition, consumer mindshare, and macroeconomic factors, Zillow's growing inventory and success-based agent revenue model support a positive outlook for the company's long-term earnings potential.
Bears say
Zillow Group is in a critical transitional phase as it shifts to a "rip the band-aid off" Preferred monetization model, which may cause near-term revenue deceleration and further confusion in the already beaten-up housing market with high mortgage rates. The restructuring and leadership reset may help with cost efficiency and support margin expansion in the long-term, but the multiple changes and lack of near-term visibility may weigh on stock performance. Investors may want to wait and observe how these changes play out before making any significant investments.
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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