Zillow Analysts Cut Their Forecasts After Q4 Earnings

Zillow Group, Inc. Class C +1.56% Pre
Zillow Group, Inc. Class A +1.73% Pre

Zillow Group, Inc. Class C

Z

40.49

40.49

+1.56%

0.00% Pre

Zillow Group, Inc. Class A

ZG

40.63

40.63

+1.73%

0.00% Pre

Zillow Group Inc (NASDAQ:Z) (NASDAQ:ZG) reported mixed financial results for the fourth quarter after the market close on Tuesday.

Revenue came in at $654 million, versus estimates of $650.29 million. Adjusted EPS came in at 39 cents, versus estimates of 40 cents.

"We delivered strong results in the fourth quarter and throughout 2025, achieving all our reported full-year financial targets, including positive net income, while continuing to gain share in both For Sale and Rentals," said Jeremy Wacksman, CEO of Zillow.

Zillow expects first-quarter revenue to be in the range of $700 million to $710 million versus estimates of $690.33 million, according to estimates from Benzinga Pro.

Zillow shares dipped 17.2% to trade at $45.04 on Wednesday.

These analysts made changes to their price targets on Zillow following earnings announcement.

  • Cantor Fitzgerald analyst Deepak Mathivanan maintained Zillow with a Neutral and lowered the price target from $68 to $56.
  • Barclays analyst Trevor Young maintained the stock with an Equal-Weight rating and lowered the price target from $72 to $66.
  • Wells Fargo analyst Alec Brondolo maintained the stock with an Equal-Weight rating and lowered the price target from $61 to $60.
  • Goldman Sachs analyst Mike Burton maintained Zillow with a Neutral and lowered the price target from $78 to $62.

Considering buying ZG stock? Here’s what analysts think:

Photo via Shutterstock

This page is machine-translated. Sahm tries to improve but does not guarantee the accuracy and reliability of the translation, and will not be liable for any loss or damage caused by any inaccuracy or omission of the translation. *Disclaimer: The above content only represents the author's personal position and opinion and does not represent any position of Sahm Capital Financial Company and Sahm cannot confirm the authenticity, accuracy, and originality of the above content. Investors should consider the risks of investment products in light of their circumstances before making any investment decisions. When necessary, please consult a professional investment advisor. Sahm does not provide any investment advice, nor does it make any commitments and guarantees.