Cantor Fitzgerald Issues Pessimistic Forecast for Zillow Group (NASDAQ:ZG) Stock Price

Zillow Group (NASDAQ:ZG) had its target price dropped by investment analysts at Cantor Fitzgerald from $68.00 to $56.00 in a report issued on Wednesday,Benzinga reports. The firm presently has a “neutral” rating on the technology company’s stock. Cantor Fitzgerald’s price objective would indicate a potential upside of 2.90% from the stock’s current price.

A number of other brokerages have also recently issued reports on ZG. Citizens Jmp decreased their price objective on shares of Zillow Group from $90.00 to $85.00 and set a “market outperform” rating for the company in a report on Monday, January 12th. Piper Sandler reiterated an “overweight” rating and set a $85.00 target price (down from $94.00) on shares of Zillow Group in a research note on Friday, October 31st. Royal Bank Of Canada reissued an “outperform” rating and set a $95.00 target price on shares of Zillow Group in a report on Monday, December 15th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Zillow Group in a research report on Wednesday, January 21st. Finally, UBS Group cut their price objective on Zillow Group from $95.00 to $92.00 and set a “buy” rating on the stock in a report on Friday, October 31st. Sixteen research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Zillow Group has a consensus rating of “Moderate Buy” and a consensus price target of $84.13.

Zillow Group Stock Up 0.9%

Shares of ZG opened at $54.42 on Wednesday. The stock has a market cap of $13.17 billion, a price-to-earnings ratio of -388.69, a P/E/G ratio of 3.13 and a beta of 2.04. The company has a 50-day moving average price of $66.55 and a two-hundred day moving average price of $72.45. Zillow Group has a 12 month low of $53.37 and a 12 month high of $90.22.

Zillow Group (NASDAQ:ZG) last released its quarterly earnings results on Tuesday, February 10th. The technology company reported $0.01 EPS for the quarter, missing analysts’ consensus estimates of $0.42 by ($0.41). Zillow Group had a negative return on equity of 0.56% and a negative net margin of 1.29%.The business had revenue of $654.00 million for the quarter, compared to the consensus estimate of $650.40 million. During the same quarter last year, the company earned $0.27 earnings per share. The firm’s revenue was up 18.1% on a year-over-year basis. Equities research analysts expect that Zillow Group will post 0.32 EPS for the current fiscal year.

Insider Activity

In related news, Director Erik C. Blachford sold 965 shares of the company’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $72.51, for a total transaction of $69,972.15. Following the completion of the transaction, the director owned 33,543 shares in the company, valued at $2,432,202.93. This represents a 2.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, General Counsel Bradley D. Owens sold 2,722 shares of the stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $67.41, for a total value of $183,490.02. Following the completion of the sale, the general counsel directly owned 37,974 shares of the company’s stock, valued at approximately $2,559,827.34. This represents a 6.69% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 28,103 shares of company stock worth $1,956,109. 17.14% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Smartleaf Asset Management LLC grew its stake in shares of Zillow Group by 78.9% during the 3rd quarter. Smartleaf Asset Management LLC now owns 424 shares of the technology company’s stock worth $33,000 after purchasing an additional 187 shares during the period. Global Retirement Partners LLC lifted its stake in shares of Zillow Group by 4,130.0% during the fourth quarter. Global Retirement Partners LLC now owns 846 shares of the technology company’s stock valued at $58,000 after buying an additional 826 shares during the period. Jones Financial Companies Lllp lifted its position in Zillow Group by 23.1% during the third quarter. Jones Financial Companies Lllp now owns 1,033 shares of the technology company’s stock worth $80,000 after buying an additional 194 shares during the period. Group One Trading LLC grew its holdings in Zillow Group by 884.7% in the third quarter. Group One Trading LLC now owns 1,477 shares of the technology company’s stock valued at $110,000 after purchasing an additional 1,327 shares during the period. Finally, Lavaca Capital LLC boosted its holdings in Zillow Group by 67.0% in the second quarter. Lavaca Capital LLC now owns 1,670 shares of the technology company’s stock valued at $114,000 after acquiring an additional 670 shares during the last quarter. 20.32% of the stock is currently owned by institutional investors and hedge funds.

More Zillow Group News

Here are the key news stories impacting Zillow Group this week:

• Positive Sentiment: Revenue beat and solid top-line growth: Zillow reported Q4 revenue of about $654M, up ~18% year-over-year and slightly above consensus — supporting the view that its ad/listings and partner channels are recovering. Zillow Group Reports Fourth-Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: Encouraging near-term revenue guidance: management guided Q1 2026 revenue to roughly $700M–$710M, above the consensus (~$691M), which investors often view as a forward sign of demand recovery. Zillow Group Reports Fourth-Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: Swing to GAAP profit: the company recorded a small GAAP profit (~$3M) in Q4 versus a loss a year earlier, which helps the narrative of margin improvement and operational leverage. Zillow Swings to Fourth-Quarter Profit as Revenue Climbs
• Positive Sentiment: Analyst support: Bernstein initiated coverage with a Buy, signaling some firms still see upside if housing and ad demand continue to recover. Zillow Group Class A (ZG) Gets a Buy from Bernstein
• Neutral Sentiment: Earnings call details available: the full Q4 2025 earnings call transcript contains management commentary on product trends, marketing spend and margin targets that investors will parse for forward signals. Earnings Call Transcript
• Neutral Sentiment: Analyst writeups and metric deep dives are circulating; some note key KPI comparisons and seasonal effects that could temper short-term expectations. Zacks: What Key Metrics Have to Say
• Negative Sentiment: EPS missed consensus: reported EPS came in well below street estimates (widely reported as a sizeable miss), which triggered initial downside headlines and investor concern about near-term profitability. Zillow stock falls after Q4 earnings miss
• Negative Sentiment: Analyst downgrade/price-target cut: Wells Fargo trimmed its price target from $73 to $61 and moved to an “equal weight” stance, reducing near-term sell‑side upside. Benzinga: Wells Fargo price-target cut

About Zillow Group

Zillow Group (NASDAQ:ZG) is a U.S.-based online real estate marketplace that connects consumers, real estate professionals and mortgage lenders through a suite of digital products and advertising services. Founded in 2006 by Rich Barton and Lloyd Frink and headquartered in Seattle, Washington, the company operates a portfolio of consumer-facing brands and tools designed to simplify home search, rental discovery, valuation and mortgage shopping.

Zillow’s core products include its consumer websites and mobile apps that list homes for sale and rent, the Zestimate automated home value estimate, and marketplaces that connect buyers and renters with agents and lenders.