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ZGZG

Zillow Group, Inc. Class A

$ZG·$7.7B·Internet Content & Information·Communication Services
$33.81+6.3%YTD-53.4%1Y-58.3%
Mentions · last 7 days
2026-07-08: 7 posts2026-07-09: 5 posts2026-07-10: 3 posts2026-07-11: 1 posts2026-07-12: 4 posts2026-07-13: 15 posts2026-07-14: 2 posts37+24%
Price updated 13m ago·X counts updated 18h ago
ZGZG
$ZGZillow Group, Inc. Class A
$33.82+6.34%37 posts+24%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ZG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storyWinding up for a moveAI verdict · as of 2026-07-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Real-estate marketplace at 4% of its 52-week range with Q1 revenue +18% and an EPS beat, but multiple securities-fraud lawsuits with an Aug 10 lead-plaintiff deadline weighing.

Zillow is a beaten-down real-estate marketplace — $31.80, -53% YTD, -58% T12M — with the operating story quietly improving (Q1 revenue $708M +18% YoY, EPS $0.53 vs $0.43 est, +23% beat) while the litigation overhang keeps a lid on the tape.

  • Bear tell: multiple securities-fraud class actions (Rosen, Faruqi, Howard Smith, Glancy Prongay) with Aug-10 lead-plaintiff deadline all announced Jul-13/14 — churn in the shareholder base.
  • Bull tell: revenue growing 15-18% each of last 4 quarters; three of last four EPS surprises positive; consensus FY26 EPS $2.29 rising to $3.02 FY27; op margin turned positive Q1.
  • Fundamentals: gross margin 73%, ROIC 0.2%, D/E 0.10, EV/EBITDA 24.6x, PE 137x — quality metrics intact but priced on tomorrow's earnings.
  • Structure: -41% vs 200d MA, -11% vs 50d, 4.5% of 52w range, beta 1.95, insider filings empty.
  • Barton holds 9.2% Class A / 36.4% voting via dual-class — governance lock intact.
  • Aug 5 Q2 print is the next hard read.

Growth is real but the litigation narrative is the near-term ceiling; a strong Q2 could break the coiling pattern.

What to watch: Aug 5 Q2 print — revenue continuation, mortgages segment margin, any litigation update.

On the calendar: 2026-08-05 — Q2 earnings

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Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk to search revenue. Digital advertising continues to outperform traditional media as brand budgets follow eyeballs to social and search platforms.

What this means for $ZG

Partial — Operates the most-visited US real estate marketplace, monetizing through mortgage origination, rentals, and agent referral fees; the AI-enhanced digital advertising repricing creates tailwinds for one product line, not the full operation.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+1.8%YTD
+3.2%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
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%
Q2 2025Aug 6, 2025$0.40$0.44-9.1%
Next earningsWed, Aug 5·consensus EPS $0.44

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$2.29$2.14 – $2.4221
FY27$3.4B$3.3B – $3.6B$3.02$2.75 – $3.6621
FY28$3.8B$3.8B – $3.8B$3.96$2.92 – $4.7113
FY29$4.3B$4.2B – $4.5B$5.03$4.86 – $5.2712
FY30$4.7B$4.5B – $4.8B$6.09$5.89 – $6.386

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.0.9×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.5%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.-11.4%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.-41.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.955-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

SellJun 8Erik C BlachfordDirector791 sh$28KSellMay 22Jeremy WacksmanCEO9.1K sh$331KSellMay 18Jeremy HofmannCFO5.5K sh$206KSellMay 18Dan SpauldingChief People Officer3.1K sh$115KSellMay 15Bradley D. OwensGeneral Counsel3.4K sh$125KSellMay 14Dan SpauldingChief People Officer2.1K sh$78KSellMay 14Jeremy HofmannCFO3.7K sh$139KSellMay 14Errol G SamuelsonChief Industry Dev. Officer2.9K sh$112KSellMay 14David A. BeitelCTO1.9K sh$71KSellMay 14Jennifer RockChief Accounting Officer1.0K sh$39K
1–10 of 18
+ 22 other (19 awards · 2 exempts · 1 other) 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
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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

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.

8-KPress release / Reg FDMar 58-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
SC 13D/AActivist amendmentFeb 18SC 13D/A
8-KMaterial agreementJan 308-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 21 other (13 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

ROSEN, THE FIRST FILING FIRM, Encourages Zillow Group, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - Z, ZGglobenewswire.com·1d agoZillow Group, Inc. (Z, ZG) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuitprnewswire.com·1d agoZG and Z EQUITY ACTION REMINDER: Faruqi & Faruqi, LLP Reminds Zillow Group (ZG, Z) Investors of Securities Class Action Lawsuit Deadline on August 10, 2026newsfilecorp.com·1d agoZ, ZG Court News: Zillow Class Action Lawsuit Alleges Securities Fraud on behalf of Investors with Lossesprnewswire.com·1d agoROSEN, A GLOBALLY RECOGNIZED LAW FIRM, Encourages Zillow Group, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - Z, ZGnewsfilecorp.com·2d ago

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