Zillow Analysts Cut Their Forecasts After Q4 Earnings

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:

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