Zillow Group, Inc. Class C

Zillow Group, Inc. Class C

ZยทNASDAQ

$35.51

-2.0%
Communication ServicesInternet Content & Information

Zillow Group, Inc., a digital real estate company, operates real estate brands on mobile applications and Websites in the United States. The company operates through three segments: Homes; Internet, Media & Technology; and Mortgages. The Homes segment is involved in resale of homes; and title and escrow services to home buyers and sellers, including title search procedures for title insurance policies, escrow, and other closing services. The IMT segment offers premier agent, rentals, and new construction marketplaces, as well as dotloop, display, and other advertising, as well as business software solutions. The Mortgage segment provides home loans; and marketing products including custom quote and connect services. Its portfolio of brands includes Zillow Rentals, Trulia, StreetEasy, Zillow Closing Services, HotPads, and Out East. The company was incorporated in 2004 and is headquartered in Seattle, Washington.

At a Glance

Live Snapshot
Market Cap$8.53B
EPS0.0951
P/E Ratio717.59
Earnings Date08/05/2026
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Zillow Group, Inc. Class C Street Expectations Map

Z ยท NASDAQ

Wall Street analysts project that Z stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 67.75, with estimates ranging from a low of 53.00 to a high of 80.00.

Lowest Target
53.00
49.25%
Consensus Target
67.75
90.79%
Highest Target
80.00
125.29%

The consensus 1-year price target stands at 67.75, with estimates ranging from a low of 53.00 to a high of 80.00.

Analyst Consensus Analysis

Upside Potential

+90.8%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

39.9% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Zillow Group, Inc. Class C Forward Estimates of Revenue

Z ยท NASDAQ
Latest Revenue
2.58B
FY 2025
Avg Estimate
2.95B
FY 2026
Estimate Range
2.92B - 2.98B
Analyst Spread

Forward Growth Analysis

Projected Growth+14.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Zillow Group, Inc. Class C Forward Estimates of Net Income

Z ยท NASDAQ
Latest Net Income
23.00M
FY 2025
Avg Estimate
510.39M
FY 2026
Estimate Range
482.42M - 526.70M
Analyst Spread

Forward Growth Analysis

Projected Growth+2119.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Zillow Group, Inc. Class C Forward Estimates of EPS

Z ยท NASDAQ
Latest EPS
0.10
FY 2025
Avg Estimate
$2.18
FY 2026
Estimate Range
$2.06 - $2.25
Analyst Spread

Forward Growth Analysis

Projected Growth+2192.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Zillow Group, Inc. Class C Forward Estimates of EBIT

Z ยท NASDAQ
Latest EBIT
-32.00M
FY 2025
Avg Estimate
61.29M
FY 2026
Estimate Range
60.67M - 61.92M
Analyst Spread

Forward Growth Analysis

Projected Growth+291.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Zillow Group, Inc. Class C Forward Estimates of EBITDA

Z ยท NASDAQ
Latest EBITDA
261.00M
FY 2025
Avg Estimate
328.53M
FY 2026
Estimate Range
325.18M - 331.89M
Analyst Spread

Forward Growth Analysis

Projected Growth+25.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Zillow Group, Inc. Class C Forward Estimates of SG&A Expense

Z ยท NASDAQ
Latest SG&A Expense
1.34B
FY 2025
Avg Estimate
1.67B
FY 2026
Estimate Range
1.65B - 1.69B
Analyst Spread

Forward Growth Analysis

Projected Growth+24.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Zillow Group, Inc. Class C Insider Positioning

Z ยท NASDAQ

During the last 12 months, insiders have sold $45.97M worth of Z shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

30.3K

1.22M

Net Activity

-1.2M

-$1.22M

3-6 Months

Bought

0

0.00

Sold

120.3K

5.44M

Net Activity

-5.4M

-$5.44M

6-9 Months

Bought

0

0.00

Sold

111.0K

9.39M

Net Activity

-9.4M

-$9.39M

9-12 Months

Bought

0

0.00

Sold

355.7K

29.93M

Net Activity

-29.9M

-$29.93M

Top Buyers

No buying activity

Top Sellers

1
FLD

Frink Lloyd D

Director, Officer, Other: Co -Exec. Chairman & President

219.5K sharesโ€ข18 transactions

$16.43M

2
CJ

Choo Jun

Officer: Chief Operating Officer

75.0K sharesโ€ข5 transactions

$6.45M

3
BRN

Barton Richard N

Director, 10 Percent Owner, Officer, Other: Co-Executive Chairman

63.7K sharesโ€ข2 transactions

$5.46M

4
HJ

Hofmann Jeremy

Officer: Chief Financial Officer

54.7K sharesโ€ข7 transactions

$4.10M

5
SD

Spaulding Dan

Officer: Chief People Officer

50.1K sharesโ€ข8 transactions

$3.75M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $45.97M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.22M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.