Opendoor vs. Zillow: Which Real Estate Stock is the Better Buy?
ZG's diversified model and stronger ROE contrast with OPEN's discounted valuation, AI push and bigger housing-market risks.
ZG - Zillow Group, Inc. Class A
Price:
--
--
|
CONSENSUS:
Hold
DETAILS
|
PRICE TARGET:
$49.47
DETAILS
HIGH:
$80.00
LOW:
$32.00
MEDIAN:
$50.00
CONSENSUS:
$49.47
UPSIDE:
30.36%
Stock News
How the FTC's last-minute settlement with Zillow and Redfin reshapes their $100M rentals deal
Zillow and Redfin settled an antitrust case with the FTC and five states on the day their trial was set to begin, agreeing to undo part of the $100 million deal that took Redfin out of the apartment rental advertising business.
Zillow Resolves Federal Trade Commission Lawsuit, Reaffirming Partnership with Redfin and Expanding Access to Even More Housing Options for Renters
Syndication partnership with Redfin continues; both companies to also offer standalone options, improving choice, affordability and access SEATTLE, Aug. 24, 2026 /PRNewswire/ -- Zillow Group today announced a resolution with the Federal Trade Commission (FTC) and five states regarding its multifamily rental listings syndication agreement with Redfin. Zillow has consistently maintained the partnership with Redfin is pro-consumer and procompetitive, and we're pleased to have found a resolution that enables its continuation.
Zillow settles FTC claims it paid Redfin to stop competing on apartment listings
The U.S. Federal Trade Commission on Monday said it is settling with Zillow , ending its lawsuit accusing the online real estate platform of illegally paying Rocket Companies' Redfin $100 million to stop competing in apartment rental listings, the agency said in a statement.
In the priciest markets, saving and breaking even on a home purchase can take a buyer into their retirement years
Nationally, a typical household can save for and come out ahead on a home purchase compared to renting after about 15 years A typical U.S. household needs 8.5 years to save for a down payment and an additional 6.2 years to break even on the purchase relative to renting, according to a new analysis by Zillow. In San Jose, the combined timeline is almost 50 years.
Abacus FCF Advisors LLC Invests $8.71 Million in Zillow Group, Inc. $ZG
Abacus FCF Advisors LLC acquired a new stake in shares of Zillow Group, Inc. (NASDAQ: ZG) in the undefined quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 73,120 shares of the technology company's stock, valued at approximately $8,712,000. Zillow Group comprises 1.6% of Abacus
Rents near $2,000, rising at the fastest pace in over a year
Rents are rising and demand is strong, but property managers aren't rushing to cut concessions The Zillow Observed Rent Index (ZORI) shows the typical U.S. asking rent rose to $1,962 in July, up 2.3% annually — the fastest pace in more than a year. 39.8% of rentals on Zillow offered a concession in July, up from 35.9% a year ago.
Rent burden hits families with children hardest
A scarcity of affordable multibedroom rentals is the biggest barrier Key Findings: Rent burden falls harder on families: Families with children are more likely to be rent-burdened than nonfamily households — a gap driven not by income, but by the higher cost of the larger homes families need. Family-size rentals are scarce: Thirty-seven percent of rentals offered two bedrooms, and only 24% offered three or more as of July 2026, limiting options for the more than one-third of renters who have children.
Zillow Group: Preferred Monetization Drives The Bull Case
Zillow Group delivered strong Q2 2026 results, with 18% revenue growth and outperformance across mortgage, rentals, and for-sale segments. The preferred model now drives 61% of connections, boosting revenue per connection and positioning ZG for higher long-term monetization. Despite near-term profit headwinds from revenue recognition timing, I see EBITDA growth accelerating as the preferred transition matures.
Is Zillow (Z) Stock a Buy After Falling Nearly 13% in 1 Day?
Zillow is operating in a tough real estate market at the moment. It's still growing, though.
ZILLOW DEADLINE TODAY: ROSEN, LEADING INVESTOR COUNSEL, Encourages Zillow Group, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - Z, ZG
NEW YORK, Aug. 10, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of Class A or Class C common stock of Zillow Group, Inc. (NASDAQ: ZG) (NASDAQ: Z) between February 11, 2025 and May 7, 2026, both dates inclusive (the "Class Period"), of the important August 10, 2026 lead plaintiff deadline in the securities class action first filed by the Firm.
CLASS ACTION DEADLINE TONIGHT: Faruqi & Faruqi, LLP Reminds Zillow Group (ZG, Z) Investors of Securities Class Action Lawsuit Deadline on August 10, 2026
NEW YORK--(BUSINESS WIRE)---- $Z #ClassAction--Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Zillow Group, Inc. (“Zillow” or the “Company”) (NASDAQ: ZG) (NASDAQ: Z) and reminds investors of the August 10, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company. Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia.
Zillow: Setting Up Success With A Business Model Transition
Zillow has shifted its focus in its For Sale business to a Preferred Agent model, where agents pay Zillow upon successful transactions closing. Zillow's expected revenue deceleration this year is largely due to deferring revenue to home sales, rather than upfront. The new model allows for >30% greater monetization per connection made on Zillow.
ZG and Z INVESTOR DEADLINE APPROACHING: Faruqi & Faruqi, LLP Reminds Zillow Group (ZG, Z) Investors of Securities Class Action Lawsuit Deadline on August 10, 2026
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Zillow To Contact Him Directly To Discuss Their Options If you purchased or acquired Class A or Class C Zillow common stock between February 11, 2025 and May 7, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] New York, New York--(Newsfile Corp. - August 9, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Zillow Group, Inc. ("Zillow" or the "Company") (NASDAQ: ZG) (NASDAQ: Z) and reminds investors of the August 10, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
ZILLOW DEADLINE TOMORROW: ROSEN, SKILLED INVESTOR COUNSEL, Encourages Zillow Group, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - Z, ZG
New York, New York--(Newsfile Corp. - August 9, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of Class A or Class C common stock of Zillow Group, Inc. (NASDAQ: ZG) (NASDAQ: Z) between February 11, 2025 and May 7, 2026, both dates inclusive (the "Class Period"), of the important August 10, 2026 lead plaintiff deadline in the securities class action first filed by the Firm. SO WHAT: If you purchased Zillow common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
Zillow Deadline Tomorrow: Z, ZG Investors Have Opportunity to Lead Zillow Group, Inc. Securities Fraud Lawsuit Filed by The Rosen Law Firm
Zillow Deadline Tomorrow: Z, ZG Investors Have Opportunity to Lead Zillow Group, Inc. Securities Fraud Lawsuit Filed by The Rosen Law Firm
Zillow Deadline Tomorrow: Z, ZG Investors Have Opportunity to Lead Zillow Group, Inc. Securities Fraud Lawsuit Filed by The Rosen Law Firm
NEW YORK, Aug. 9, 2026 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, reminds purchasers of Class A or Class C common stock of Zillow Group, Inc. (NASDAQ: ZG) (NASDAQ: Z) between February 11, 2025 and May 7, 2026, both dates inclusive (the "Class Period"), of the important August 10, 2026 lead plaintiff deadline in the securities class action first filed by the Firm. So what: If you purchased Zillow common stock during the Class Period, you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
ZILLOW DEADLINE: ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Zillow Group, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - Z, ZG
New York, New York--(Newsfile Corp. - August 8, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of Class A or Class C common stock of Zillow Group, Inc. (NASDAQ: ZG) (NASDAQ: Z) between February 11, 2025 and May 7, 2026, both dates inclusive (the "Class Period"), of the important August 10, 2026 lead plaintiff deadline in the securities class action first filed by the Firm. SO WHAT: If you purchased Zillow common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
Zillow Group 72 Hour Deadline Alert: Kahn Swick & Foti, LLC Reminds Investors With Losses In Excess Of $100,000 of Deadline in Class Action Lawsuit Against Zillow Group, Inc. – ZG, Z
NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Kahn Swick & Foti, LLC (“KSF”) and KSF partner, the former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors that they have until August 10, 2026 to file lead plaintiff applications in a securities class action lawsuit against Zillow Group, Inc. (NasdaqGS: ZG, Z) (“Zillow” or the “Company”), if they purchased or otherwise acquired Zillow Class A or Class C common stock between February 11, 2025 and May 7, 2026, inclusive (the “Cla.
ZILLOW GROUP INVESTOR DEADLINE MONDAY: Bragar Eagel & Squire, P.C. Reminds Zillow Group, Inc. Investors of the August 10th Lead Plaintiff Deadline and Urges Investors to Contact the Firm
Bragar Eagel & Squire, P.C. Litigation Partners Brandon Walker and Melissa Fortunato Encourage Investors Who Suffered Losses In Zillow (Z) To Contact Them Directly To Discuss Their Options
Price Targets
Benchmark Reiterates Buy Rating on Zillow Group (ZG) on 'Underlying Monetization Engine'
$80.00
(was $37.68)
Deutsche Bank
Zillow Group price target lowered to $50 from $60 at DA Davidson
$50.00
(was $34.30)
D.A. Davidson
Zillow price target lowered to $35 from $46 at Wells Fargo
$35.00
(was $33.76)
Wells Fargo
Zillow Group price target lowered to $32 from $34 at Cantor Fitzgerald
$32.00
(was $36.89)
Cantor Fitzgerald
Zillow Group price target lowered to $38 from $50 at Susquehanna
$38.00
(was $36.89)
Susquehanna
Zillow Group price target lowered to $55 from $70 at RBC Capital
$55.00
(was $36.89)
Brad Erickson
·
RBC Capital
Zillow Group price target lowered to $40 from $52 at Canaccord
$40.00
(was $36.89)
Canaccord Genuity
Zillow Group downgraded to Market Perform from Outperform at Bernstein
$38.00
(was $36.89)
Bernstein
Zillow Group downgraded to In Line from Outperform at Evercore ISI
$40.00
(was $36.89)
Mark Mahaney
·
Evercore ISI
Zillow price target lowered to $57 from $65 at KeyBanc
$57.00
(was $34.69)
Sergio Segura
·
KeyBanc
Zillow price target raised to $46 from $45 at Wells Fargo
$46.00
(was $32.95)
Wells Fargo
Zillow Group price target lowered to $40 from $53 at Goldman Sachs
$40.00
(was $33.05)
Goldman Sachs
Zillow Group (ZG) PT Lowered to $70 at RBC Capital
$70.00
(was $35.83)
Brad Erickson
·
RBC Capital
Zillow Group price target lowered to $54 from $58 at Barclays
$54.00
(was $44.04)
Barclays
Zillow Group price target lowered to $53 from $65 at Mizuho
$53.00
(was $44.83)
Mizuho Securities
Zillow Group price target lowered to $53 from $62 at Goldman Sachs
$53.00
(was $44.83)
Goldman Sachs
Zillow price target lowered to $55 from $70 at Piper Sandler
$55.00
(was $44.83)
Piper Sandler
Zillow Group price target lowered to $52 from $72 at Canaccord
$52.00
(was $44.83)
Canaccord Genuity
Zillow price target lowered to $70 from $85 at Bernstein
$70.00
(was $44.83)
Bernstein
Zillow Group price target lowered to $75 from $80 at UBS
$75.00
(was $45.69)
Stephen Ju
·
UBS