
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 from 34% last quarter to 44%, highlighting effective market expansion efforts. The company's Zillow Rentals marketplace has also shown resilience, now boasting 2.5 million active listings, a notable rise from previous quarters, indicating strong demand. Furthermore, Zillow's reported EBITDA of $149 million reflects a 33% year-over-year increase and aligns with management's guidance, while expectations for margin expansion in FY26 underscore disciplined cost management approaches.
Bears say
Zillow Group's financial outlook appears negative primarily due to rising legal expenses that are expected to impact EBITDA margins significantly, with a projected 200 basis points drag in the first quarter and an additional 100 basis points for the full fiscal year of 2026. Despite reporting a slight revenue increase in the fourth quarter, the company’s EBITDA fell short of previous estimates, indicating underlying financial pressures. Moreover, potential disruptions in the real estate industry and increasing competition raise concerns about Zillow's ability to maintain its market share and profitability moving forward.
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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