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TickerTalks›$ZG
ZGZG

Zillow Group, Inc. Class A

$ZG·$6.8B·Internet Content & Information·Communication Services
$32.43+10.8%YTD-57.0%1Y-53.6%
Price updated 8h ago·X counts updated 4d ago
ZGZG
$ZGZillow Group, Inc. Class A
$32.43+10.80%53 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ZG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

53X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $ZG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 90% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ZG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-10-03

Falling on heavy selling — points lower unless it turns around.

Zillow down 57% YTD, 1.7% of 52-week range — the real-estate marketplace trade needs housing demand to come back first.

Zillow Group is beating EPS every quarter yet trading at the floor of its 52-week range — Q2 EPS of $0.52 was 18% above the $0.44 estimate, Q1 EPS of $0.53 was 23% above, but the housing market is pricing the forward real-estate ad-cycle rather than the quarterly print.

  • Revenue growth has been consistent at 15-18% YoY across the last four quarters, confirming the IMT business is working, but the overall multi-year housing-transaction decline weighs on the Rentals and Mortgages segment.
  • At $28.10 and 1.7% of the 52-week range after a 57% YTD decline, the stock is pricing a complete reset — sell-side 2027 EPS of $2.90 against today's price gives a forward multiple of 9.7x, which is cheap only if the housing cycle inflects.
  • Chief Accounting Officer Jennifer Rock's September 17 retirement and the Rikki Tremblay Form 3 appointment are standard governance signals; small director sales (Blachford $28K, Cormier Thielke $42K) at $35.71 pre-decline were not predictive but noteworthy.

The October 29 Q3 earnings is the next catalyst — a beat plus commentary on the 20% high-intent home-shopper spike (September 24 news) could start the recovery; another in-line print would leave the stock trading on housing-macro rather than company-specific signals.

What to watch: October 29 Q3 earnings and IMT revenue growth; 10-year Treasury yield trajectory and mortgage-rate response; Zillow Showcase and 'Super Lead' product monetization commentary.

On the calendar: Q3 earnings scheduled 2026-10-29

Read the AI verdict on $ZG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates the most-visited US real estate marketplace, monetizing through mortgage origination, rentals, and agent referral fees.

Industry overviewAI analysisGenerated by AI from underlying data

Where Internet Content & Information sits in its cycle right now — and what that implies for $ZG.

Internet Content & Information · Communication Services

No material change from last week — AI-enhanced ad targeting continues to concentrate digital ad share in Google and Meta.

What this means for $ZG

Neutral — Operates the most-visited US real estate marketplace, monetizing through mortgage origination, rentals, and agent referral fees.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+7.5%YTD
+5.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
136.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
0.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
1.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
73.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.52$0.44+18.2%
Q1 2026May 6, 2026$0.53$0.43+23.3%
Q4 2025Feb 10, 2026$0.39$0.42-7.1%
Q3 2025Oct 30, 2025$0.44$0.42+3.9%
Next earningsWed, Nov 4·consensus EPS $0.58

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$708.0M+18.4%73.3%5.1%$0.20$164.0M
Q4 FY25$654.0M+18.1%72.8%-1.7%$0.01$51.0M
Q3 FY25$676.0M+16.4%72.6%-0.4%$0.04$73.0M
Q2 FY25$655.0M+14.5%74.7%-1.7%$0.01$43.0M

Forward consensus

5-year forecast · up to 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.0B$2.9B – $3.0B$2.24$1.98 – $2.4220
FY27$3.3B$3.2B – $3.4B$2.90$2.59 – $3.2121
FY28$3.7B$3.5B – $3.9B$3.74$1.82 – $5.4416
FY29$4.1B$4.0B – $4.2B$4.67$4.52 – $4.8414
FY30$4.5B$4.4B – $4.7B$5.50$5.32 – $5.7014

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.11%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-21.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 207.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.025-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 3Erik C BlachfordDirector792 sh$28KSellSep 3Cormier Thielke ClaireDirector1.2K sh$42KSellAug 17Jeremy WacksmanCEO9.3K sh$319KSellAug 17Jeremy HofmannCFO5.7K sh$193KSellAug 14Dan SpauldingChief People Officer3.2K sh$112KSellAug 13David A. BeitelCTO1.8K sh$62KSellAug 13Jennifer RockChief Accounting Officer990 sh$34KSellAug 13Errol G SamuelsonChief Industry Dev. Officer3.2K sh$108KSellAug 13Jeremy HofmannCFO3.5K sh$120KSellAug 13Jeremy WacksmanCEO5.8K sh$198K
1–10 of 25
+ 2 other (2 awards) in window

See when $ZG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 183
AI summary

Rikki Tremblay, newly appointed VP and Principal Accounting Officer at Zillow Group (Z/ZG), filed an initial Form 3 disclosing beneficial ownership of 18,431 Class C capital stock shares comprising direct shares and multiple RSU tranches from grants in 2024, 2025, and 2026 with quarterly vesting schedules. This filing accompanies the 8-K reporting her appointment following Jennifer Rock's retirement. Routine officer beneficial ownership disclosure — administrative.

8-KOfficer or director changeSep 178-K — Item 5.02: Officer or director change
AI summary

Zillow Group's (Z/ZG) Chief Accounting Officer Jennifer Rock retired effective September 17, 2026 (advisory role through March 1, 2027 for transition support). The board appointed Rikki Tremblay (41, a Zillow employee since December 2014 who most recently served as VP of Reporting and Technical Accounting) as VP Principal Accounting Officer, effective September 17, 2026. The transition is orderly with no disagreement cited. Routine accounting officer succession — no disruption risk for a large-cap real estate tech company.

8-KPress release / Reg FDAug 248-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Zillow Group (Class A shares, ZG) filed an identical Current Report to Z (Class C), both disclosing the same business event under Item 8.01 and reaffirming 2026 full-year financial guidance originally given in the August 5, 2026 Q2 Shareholder Letter. Standard dual-class simultaneous filing; same event and guidance reaffirmation as the Z filing.

3New insider — initial holdingsAug 173
AI summary

Cassandra Knight filed an initial Form 3 for Zillow Group (ZG) on August 11, 2026 (reporting date August 10, 2026). No securities are beneficially owned at the time of filing. Routine new officer or director Form 3 with zero initial holdings for a new Zillow Group reporting person.

8-KOfficer or director changeAug 58-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
AI summary

ZILLOW GROUP, INC. (ZG) reported Q2 2026 financial results on 2026-08-05, reporting results detailed in attached press release. The press release notes: mission (“SEC”) on April 15, 2026. Additional items: Item 5.02. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

SC 13D/AActivist amendmentJun 15SC 13D/A
AI summary

Richard N. Barton, co-founder and executive chairman of Zillow Group, holds 4,194,265 Class A shares (approximately 9.2% of Class A outstanding) as of June 11, 2026, including 3,763,725 Class A shares held directly or through an LLC, plus 3,763,725 Class B shares convertible 1:1 to Class A; his Class B holding represents approximately 36.4% of total combined voting power. Barton's latest 13D/A updates his stake following June 2026 transactions; his dominant voting position despite a modest economic interest reflects Zillow's dual-class governance structure.

8-KShareholder voteJun 38-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

ZG (ZG) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

+ 18 other (15 13Gs · 2 10-Qs · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Here's why Zillow Group, Better Home, and Opendoor stocks are rising todayinvezz.com·11h agoOpendoor and Zillow Surge 7% as Long-Term Rates Retreat; Compass Climbs 6%247wallst.com·17h agoRental demand is up 20% as high lending costs stifle the for-sale marketprnewswire.com·21h agoZillow Group, Inc. (NASDAQ:ZG) Stock Has Consensus Target Price of $51.19 According to Brokeragesdefenseworld.net·3d agoZillow Group (NASDAQ:ZG) Shares Break Below Fifty Day Moving Average – Should You Sell?defenseworld.net·8d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on X

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Voices on X · last 7 days

No standout posts about $ZG on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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