Zillow Costs Less Than $28 a Share. Here's Why I'd Still Not Buy One.
Legal issues and macroeconomic headwinds pose significant challenges for the real estate company.
Z - Zillow Group, Inc. Class C
Price:
--
--
|
CONSENSUS:
Hold
DETAILS
|
PRICE TARGET:
$52.00
DETAILS
HIGH:
$68.00
LOW:
$35.00
MEDIAN:
$53.00
CONSENSUS:
$52.00
UPSIDE:
88.10%
Stock News
Zillow Group to Announce Third-Quarter 2026 Results Nov. 4
Conference call to be webcast live at 2 p.m. PT / 5 p.m.
Zillow Group (NASDAQ:Z) & Weibo (NASDAQ:WB) Head-To-Head Review
Zillow Group (NASDAQ: Z - Get Free Report) and Weibo (NASDAQ: WB - Get Free Report) are both communication services companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, analyst recommendations, profitability, risk, dividends, earnings and valuation. Analyst Recommendations This is a summary of recent
Zillow's September Market Report shows an early winter in the housing market as newly pending sales fall 8.5%
The rental market continues to show strength, with the biggest annual rent gain since April 2025 In September, existing home sales fell 2.5% from last year according to Zillow's nowcast. Newly pending sales, a forward-looking indicator of future closed sales, fell by 8.5% as mortgage rates reached their highest level since November 2023.
‘People Can’t Sell Their Place Because of the Homeowners Fees’: Clark Howard to Iowa Listener Watching HOA Homes Sit Unsold
HOA fees are quietly doing to some homeowners what timeshares do to their owners, and an Iowa listener's question to Clark Howard reveals just how trapped sellers can become when monthly dues spiral out of control.
New homes now cost less than existing ones in one-third of major markets
Sun Belt markets where building has boomed account for most of the markets where new construction offers the best value per square foot Newly built homes sell for a median of $205 per square foot nationally, below the $212 median for existing homes, a new Zillow analysis finds. Many of the markets with the biggest discounts for new homes — as much as 19% less — are high-supply Sun Belt markets where builders have been most active, including Austin, Raleigh and Tampa.
Mortgage rates could hit 9%: three stocks that will be hit hard
Cotality's chief economist Selma Hepp warns the 30-year fixed mortgage rates could spike to 9% if inflation reaccelerates and growing fiscal deficit drive long-term US Treasury yields up further. While not her base case, Hepp emphasized in a recent CNBC interview that such an “extreme” rate environment will severely paralyze housing activity, deepening the affordability crisis and freezing existing inventory as homebuyer demand collapses.
Inside The War Between Real Estate's Compass and Zillow
How a court case and listing battle is shaping up.
A 20% spike in high-intent home shoppers signals pent-up demand
Nearly 5 engaged home shoppers are competing for every listing, but affordability headwinds are weighing on sales Engaged home shoppers — Zillow users who save or share a for-sale listing — were up 21% year over year this past spring, at 4.8 shoppers per listing nationally. Buffalo, Providence and Hartford had the most engaged shoppers per listing; Houston, Miami and San Antonio had the fewest.
Opendoor Slides 5% as Housing Names Fall Together; Zillow and Offerpad Drop 3%
Housing-linked stocks are moving lower together in Wednesday morning trading, with the iBuyers taking the sharpest hits and the homebuilder fund pulling back in step.
AI meets real estate: Zillow engineering SVP Toby Roberts on the future of buying and selling homes
Zillow Senior Vice President of Engineering Toby Roberts joins the GeekWire Podcast to discuss what AI is changing about buying and selling homes, from AI agents working alongside real estate agents to the company's integration with ChatGPT.
Zillow Stock Near 52-Week Lows: Is It Time to Buy the Dip?
Zillow Group shares have fallen sharply toward 52-week lows, potentially putting the online real estate giant back on investors' radars.
The renter's advantage: $12,792 a year in savings and $322 more if invested
In all 50 major U.S. metros, typical rent is less than the typical monthly cost of homeownership, giving renters a financial cushion According to the Zillow Observed Rent Index, the typical U.S. rent is $1,948 a month. The typical new home buyer's monthly payment is $3,014, a difference of $1,066 a month or $12,792 a year.
Rate Hike Jitters Rattle iBuyer Stocks: Opendoor Falls 4%, Zillow Slides 2% but Offerpad Holds Steady
Opendoor Technologies (NASDAQ:OPEN) stock is falling 4% to $2.68 in Tuesday morning trading as rising Treasury yields and expectations for tighter monetary policy weigh on housing-related shares. Offerpad Solutions (NYSE:OPAD) stock is essentially unchanged at $3.
The new home construction boom is running out of steam
With permitting at a post-pandemic low, the housing shortage at the root of today's affordability crisis could deepen Residential building permits fell 1.7% in the year ending July 2026 and are now running a record 19.4% below the pre-pandemic trend line. Detached single-family home completions dropped 2.5% in 2025 to about 817,000, the third consecutive annual decline and the lowest total since 2020.
Zillow: The Market Is Underestimating Its Moat
Zillow is shifting to an integrated transaction platform, driving higher revenue per connection and improved monetization despite a challenging housing market. While this is dragging on revenue recognition at the moment, and there remains uncertainty about profits, I would argue the model is working. Looking past the weak housing market and concerns regarding jostling between competitors, Zillow's valuation appears far too low given the quality of the company.
Zillow's August Market Report shows elevated rates dampen home sales
Zillow expects continued softness in the for-sale market, with newly pending sales and inventory growth both decelerating as affordability challenges push demand toward rentals Home sales fell 0.6% year over year in August, a deceleration from July's 6% annual gain, according to Zillow's August Market Report. Newly pending listings, a leading indicator of future closings, fell 2.6% year over year in August, extending a rapid deceleration from June's 7.5% annual gain — even as the number of homes for sale continues to climb.
A surge in out-of-town rental searches points to Buffalo, Chicago and Houston as markets to watch
Zillow data reveals which rental markets are drawing the most outside interest and where demand may be heading next Outside interest is growing fastest in Buffalo, Chicago and Houston, where out-of-town rental search shares grew the most year over year. In established hotspots — Raleigh (59%), Hartford (55%), New Orleans (54%) and Nashville (52%) — outside rental searchers outnumber local rental searchers on Zillow.
Zillow Expands Rent Reporting to Support Renters' Homeownership Goals
Zillow's rent-reporting program is helping renters build credit while expanding its housing platform from rental search to homeownership.
Zillow is helping 78,000 renters and counting turn monthly bills into credit progress
Zillow has reported nearly 2 million on-time rent payments to credit bureaus for free since launching its rent reporting program in 2024 In July, more than 78,000 renters who paid on time through Zillow had their payments reported to credit bureaus. That's 26% more than a year ago, reflecting strong demand for tools that translate rent into credit history.
Price Targets
Zillow price target lowered to $35 from $60 at Morgan Stanley
$35.00
(was $27.95)
Morgan Stanley
Zillow Group price target lowered to $60 from $70 at Morgan Stanley
$60.00
(was $31.52)
Morgan Stanley
Zillow price target lowered to $70 from $82 at Morgan Stanley
$70.00
(was $41.73)
Matthew Cost
·
Morgan Stanley
Zillow price target lowered to $68 from $80 at Deutsche Bank
$68.00
(was $41.86)
Deutsche Bank
Zillow price target lowered to $53 from $62 at Goldman Sachs
$53.00
(was $43.60)
Goldman Sachs
Zillow price target raised to $80 from $65 at Keefe Bruyette
$80.00
(was $54.97)
Compass Point
Zillow upgraded to Buy at Gordon Haskett after recent share price weakness
$90.00
(was $74.85)
Gordon Haskett Capital Corporation
UBS Initiates Coverage On Zillow Gr with Buy Rating, Announces Price Target of $50
$50.00
(was $38.43)
UBS
Zillow (Z / ZG) Stock: $42 Target And Equal-Weight Rating
$42.00
(was $36.33)
Brian Nowak
·
Morgan Stanley
Zillow Group Stock: $40 Target And In Line Rating
$40.00
(was $33.40)
Mark Mahaney
·
Evercore ISI
Zillow Stock: $33 Target From Goldman Sachs
$33.00
(was $32.58)
Michael Ng
·
Goldman Sachs
Why Are Top Insiders Ditching Zillow Stock?
$54.00
(was $38.74)
Brian Nowak
·
Morgan Stanley