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Z Stock Forecast: Zillow Group, Inc. Price Predictions for 2026-2027

Last close, 14 Sept 2026
$33
+2.09% on the day

The 7 Wall Street analysts covering Zillow Group, Inc. hold a median 12-month price target of $42 — +25.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 59 of 100 as at 14 Sept 2026 — in the upper half.

Market cap
$7.5B
Ticker Nerd rank
59 / 100
Median analyst target
$42
Analysts covering
7
Revenue$772.0M+17.9% y/y
Operating income$26.0M
Net income−$4.0M
Free cash flow−$34.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−4.1%
1M
−4.6%
YTD
−51.4%
1Y
−62.2%
From 52W high
−63.3%
From 52W low
+12.8%
$29
$90
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

Z stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Zillow Group, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 14 Sept 2026
59 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Growth
85
Value
78
Accruals
76
Volatility
69
Quality
63
Issuance
59
Revisions
52
Size
18
Momentum
7

Growth (85): Sales and profits are climbing, and climbing faster than before.

Momentum (7): The shares have been drifting down relative to others.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

Z stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on Z, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$30$40$50$60$70$80$90Oct 25Jan 26Apr 26Jul 26ZHigh $62Median $42Low $34

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says7 analysts
2 Buy5 Hold0 Sell
Low $34Median $42High $62

The green dot is the last close — the median target sits +25.1% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 0 moved their price target up and 4 moved it down.

DateFirmActionRatingTarget
11 Aug 2026JP MorganMaintainsOverweight$76 → $62
7 Aug 2026Keefe, Bruyette & WoodsMaintainsMarket Perform$37 → $34
14 July 2026JefferiesMaintainsBuy$75 → $60
14 July 2026JefferiesMaintainsBuy—
13 July 2026Keefe, Bruyette & WoodsMaintainsMarket Perform$50 → $37
13 July 2026Keefe, Bruyette & WoodsMaintainsMarket Perform—
7 May 2026JP MorganMaintainsOverweight—
7 May 2026Keefe, Bruyette & WoodsMaintainsMarket Perform—
11 Feb 2026Keefe, Bruyette & WoodsMaintainsMarket Perform—
11 Feb 2026NeedhamReiteratesHold—
9 Feb 2026Keefe, Bruyette & WoodsMaintainsMarket Perform—
3 Nov 2025Keefe, Bruyette & WoodsMaintainsMarket Perform—
31 Oct 2025JP MorganMaintainsOverweight—
6 Oct 2025OppenheimerInitiatesPerform—
8 Aug 2025Zelman & AssocDowngradeNeutral—
7 Aug 2025B of A SecuritiesMaintainsNeutral—
7 Aug 2025JP MorganMaintainsOverweight—
8 May 2025JP MorganMaintainsOverweight—
8 May 2025Keefe, Bruyette & WoodsMaintainsMarket Perform—
7 May 2025Keefe, Bruyette & WoodsMaintainsMarket Perform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. Z appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

Z vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 14 Sept 2026, Zillow Group, Inc. returned −62.2% against +17.0% for the S&P 500, dividends included.

Z vs S&P 500, last 12 monthsTotal return, rebased to 100
20406080100120Oct 25Jan 26Apr 26Jul 26ZS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

Z analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−3.5%
Analysts raising
2
Analysts cutting
4
Fundamentals

Zillow Group, Inc. (Z) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
144.3×

Cheaper than 5% of US stocks

Price / sales
2.7×

Cheaper than 45% of US stocks

Price / book
1.7×

Cheaper than 51% of US stocks

EV / EBITDA
41.8×

Cheaper than 6% of US stocks

Growth & margins
Revenue growth (YoY)
17.9%

Higher than 67% of US stocks

Earnings growth (YoY)
17.9%

Higher than 56% of US stocks

Gross margin
72.8%

Higher than 85% of US stocks

Operating margin
4.7%

Higher than 54% of US stocks

Net margin
2.0%

Higher than 52% of US stocks

Returns & dividend
Return on equity
1.2%

Higher than 46% of US stocks

Return on assets
0.9%

Higher than 48% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Zillow Group, Inc. (Z) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Zillow Group, Inc. has a market value of $7.5B and an enterprise value of $7.3B.

  • Revenue in the twelve months to 30 June 2026: $2.8B. The latest quarter grew 17.9% year on year.

  • Net income over the same four quarters: $55.0M, a 2.0% net margin.

  • Diluted earnings per share, trailing twelve months: $0.22.

  • Free cash flow in the twelve months to 30 June 2026: $220.0M.

  • Zillow Group, Inc. spent $1.1B on share buybacks in the twelve months to 30 June 2026.

  • Shares outstanding: 224.9M.

  • Trailing P/E: 144.3×; forward P/E: 11.9× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Zillow Group, Inc. employs 7,232 people — $389K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 15 Sept 2026

Data provided by Twelve Data

Peers

Z vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelInternet Content & Information
CompanyMarket capTKN rank
ZZillow Group, Inc.$7.5B
59
SNAPSnap, Inc.$9.7B
74
MTCHMatch Group, Inc.$10.2B
97
PINSPinterest, Inc.$11.3B
78
RUMRUM Group, Inc.$4.0B
13
CARGCargurus, Inc.$3.2B
99
PPLIPeople, Inc.$2.9B
77

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Zillow Group, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest Z news & analysis

The new home construction boom is running out of steam

PRNewsWire · 14 Sept 2026negative

Residential building permits fell 1.7% in the year ending July 2026 and are running 19.4% below the pre-pandemic trend line, marking a post-pandemic low. Detached single-family home completions dropped 2.5% in 2025 to about 817,000, the third straight annual decline and the lowest total since 2020.

Why it matters — A slowing new-home construction market and deepening housing shortage could affect housing inventory and affordability trends relevant to Zillow's listings and marketplace activity.

Zillow: The Market Is Underestimating Its Moat

Seeking Alpha · 9 Sept 2026positive

According to a Seeking Alpha article, Zillow is transitioning toward an integrated transaction platform, which is improving revenue per connection and monetization despite a challenging housing market, though it currently drags on revenue recognition. The piece argues that Zillow's valuation appears too low given the quality of the company.

Why it matters — A Z watcher would care because the article contends the market is undervaluing Zillow's competitive moat and platform shift despite near-term revenue headwinds.

Zillow's August Market Report shows elevated rates dampen home sales

PRNewsWire · 8 Sept 2026negative

Zillow's August Market Report shows home sales fell 0.6% year over year and newly pending listings declined 2.6%, with Zillow expecting continued softness in the for-sale market as affordability challenges push demand toward rentals.

Why it matters — A softening for-sale market with decelerating pending sales and inventory growth signals reduced transaction volume, which could weigh on Zillow's marketplace revenue.

A surge in out-of-town rental searches points to Buffalo, Chicago and Houston as markets to watch

PRNewsWire · 2 Sept 2026neutral

Zillow data shows out-of-town rental search shares grew fastest year over year in Buffalo, Chicago, and Houston, indicating these markets are drawing the most outside interest. In established hotspots like Raleigh, Hartford, New Orleans, and Nashville, out-of-town rental searchers now outnumber local searchers on the platform.

Why it matters — Z watchers would care because rental search activity across the Zillow platform offers insight into where demand is shifting among markets the company serves.

Zillow Expands Rent Reporting to Support Renters' Homeownership Goals

Zacks Investment Research · 1 Sept 2026positive

Zillow is expanding its rent-reporting program, which helps renters build credit, while broadening its housing platform from rental search into homeownership-related services.

Why it matters — The expansion underscores Zillow's efforts to broaden its platform beyond rental listings into services that support renters' paths to homeownership, potentially deepening user engagement.

FAQ

Frequently asked questions about Z stock

What is the Z stock price forecast for 2026-2027?

The 7 Wall Street analysts covering Zillow Group, Inc. have a median 12-month price target of $42, with estimates ranging from $34 to $62. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is Z stock a buy right now?

Of the 7 analysts covering Zillow Group, Inc., 2 rate it a Buy, 5 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Zillow Group, Inc. 59 out of 100 across roughly 4,600 US stocks as at 14 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank Z?

As at 14 Sept 2026, Zillow Group, Inc. ranks 59 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (85 of 100).

Will Z stock go up?

No one can know that. What the data says: the median 12-month target from 7 analysts implies +25.1% from the last close, and Ticker Nerd's factor model ranks Zillow Group, Inc. 59 out of 100 as at 14 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the Z stock forecast for 2030?

No analyst covering Zillow Group, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for Z are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $34 to $62 over the next 12 months.

How has Z stock performed over the past year?

Zillow Group, Inc. returned -62.2% over the 12 months to 14 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Zillow Group, Inc. do?

Zillow Group Inc. Class C Capital Stock is the non-voting equity class of Zillow Group, a U.S.

What is the latest news on Z?

The most recent item we track (PRNewsWire, 14 Sept 2026): "The new home construction boom is running out of steam". Residential building permits fell 1.7% in the year ending July 2026 and are running 19.4% below the pre-pandemic trend line, marking a post-pandemic low. Detached single-family home completions dropped 2.5% in 2025 to about 817,000, the third straight annual decline and the lowest total since 2020.

Company

About Zillow Group, Inc.

Zillow Group Inc. Class C Capital Stock is the non-voting equity class of Zillow Group, a U.S. real estate technology company based in Seattle, Washington. Zillow Group operates a digital marketplace for buying, selling, renting, and financing homes through consumer-facing websites and mobile apps. Its products and services include home search tools, property and rental listings, home value estimates, agent and lender connections, advertising solutions, and software services for real estate professionals. The company also serves landlords, property managers, builders, and mortgage-related businesses with tools designed to support listing distribution, lead generation, transaction management, and other home-related workflows. Zillow Group Inc. Class C Capital Stock represents a widely followed part of the company’s capital structure and provides economic exposure to Zillow Group’s real estate and housing platform businesses.

CEO Mr. Jeremy Wacksman · 7,232 employees · United States · https://www.zillow.com