Zillow Group Inc

Zillow Group Inc (Z) Stock Analysis

$35.660

+0.232 (+0.65%)At close

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High
36.830
Open
35.650
VWAP
35.94
Vol
2.69M
Mkt Cap
11.05B
Low
35.320
Amount
96.63M
EV/EBITDA, TTM
18.72

Zillow Group, Inc. connects consumers with technology, trust agents and loan officers, and seamless digital solutions. The Company offers renters and housing providers a robust marketplace and a set of end-to-end products and services to streamline applications, leases, payments and others. Its portfolio of affiliates, subsidiaries and brands includes Zillow, Zillow Premier Agent, Zillow Home Loans, its mortgage origination operations and affiliate lender, Zillow Rentals, Zillow New Construction, Trulia, StreetEasy, Out East, HotPads, Follow Up Boss, ShowingTime, dotloop and Zillow Closing. Its transaction-focused platform integrates its services across various consumers' housing journeys while equipping real estate professionals with tools and insights to support client service. It provides integrated transaction experience for movers through Zillow, its network of partners, its affiliated brands, and through a suite of marketing software and technology solutions.

AI analysis of Zillow Group Inc (Z)

hold

Zillow Group Inc is not a strong buy at the moment. The current price is $35.66, which is significantly lower than the analyst price targets, with the highest being $76 from JPMorgan. However, the stock has a high forward P/E of 16.03, indicating that it may be overvalued compared to its earnings potential. Additionally, the stock has seen a year-to-date decline of 45.90%, which raises concerns about its recovery potential in the near term. The main risk is the declining housing market, which Zillow anticipates will affect its growth, as indicated by the lowered revenue guidance for the second half of 2026. Therefore, while there are some positive indicators, such as a recent revenue growth of 17.9% year-over-year, the overall outlook suggests caution.

Analyst Ratings (4)

+145.09% upside
Hold
1 Buy
3 Hold
0 Sell
Current: 35.66
Low
70.00
Average
87.40
High
100.00

William Blair

2026-08-24

Price Target

$37.05

Market Perform

JPMorgan

2026-08-11

Price Target

$62

Overweight

BofA

2026-08-11

Price Target

$37

Neutral

Keefe Bruyette

2026-08-07

Price Target

$34

Market Perform

Morgan Stanley

2026-08-06

Price Target

$60

Hold

Valuation Metrics

The current forward P/E ratio for Zillow Group Inc (Z) is 16.03, compared to its 5-year average forward P/E of 29.53.

Forward P/E

Fair
5Y Average P/E
29.53
Current P/E
16.03
Overvalued
61.21
Undervalued
-2.16

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
30.49
Current EV/EBITDA
18.72
Overvalued
60.27
Undervalued
0.72

Forward P/S

Undervalued
5Y Average P/S
4.83
Current P/S
2.43
Overvalued
6.46
Undervalued
3.20

Alphio AI Price Scenarios for Z

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%Z

$91.32

Scenario price

B

Base

Base · 50%Z

$79.94

Scenario price

B

Bear

Bear · 25%Z

$70.85

Scenario price

Events Timeline

2026-08-24 (ET)

16:30:00

Citi Reiterates Buy Rating on Zillow, Price Target $52

09:30:00

Zillow Reaches Agreement with FTC, Continues Partnership with Redfin

2026-08-06 (ET)

09:00:00

Western Digital and SanDisk Shares Plunge as Market Awaits Employment Data

2026-08-05 (ET)

19:30:00

Stock Futures Mixed in After-Hours Trading

News

Z FAQ — answered by Alphio AI

Zillow Group, Inc. connects consumers with technology, trust agents and loan officers, and seamless digital solutions. The Company offers renters and housing providers a robust marketplace and a set of end-to-end products and services to streamline applications, leases, payments and others. Its portfolio of affiliates, subsidiaries and brands includes Zillow, Zillow Premier Agent, Zillow Home Loans, its mortgage origination operations and affiliate lender, Zillow Rentals, Zillow New Construction, Trulia, StreetEasy, Out East, HotPads, Follow Up Boss, ShowingTime, dotloop and Zillow Closing. Its transaction-focused platform integrates its services across various consumers' housing journeys while equipping real estate professionals with tools and insights to support client service. It provides integrated transaction experience for movers through Zillow, its network of partners, its affiliated brands, and through a suite of marketing software and technology solutions. It operates in the Real Estate sector (SERVICES-BUSINESS SERVICES, NEC industry).

Zillow Group Inc is not a strong buy at the moment. The current price is $35.66, which is significantly lower than the analyst price targets, with the highest being $76 from JPMorgan. However, the stock has a high forward P/E of 16.03, indicating that it may be overvalued compared to its earnings potential. Additionally, the stock has seen a year-to-date decline of 45.90%, which raises concerns about its recovery potential in the near term. The main risk is the declining housing market, which Zillow anticipates will affect its growth, as indicated by the lowered revenue guidance for the second half of 2026. Therefore, while there are some positive indicators, such as a recent revenue growth of 17.9% year-over-year, the overall outlook suggests caution.

4 analysts cover Z: 1 rate it Buy, 3 Hold and 0 Sell. The average price target is 87.40.

This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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