Zillow Group, Inc. Class A
$36.21-1.1%YTD-45.7%1Y-55.6%
Mentions · last 7 days
12-8%
Price updated 13m ago·X counts updated 8d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $ZG, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
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
Digital advertising spend is recovering as macro visibility improves; AI-driven ad targeting improvements are lifting CPMs at the major platforms. Regulatory pressure (antitrust, data privacy) is the persistent overhang on the largest names.
What this means for $ZG
Partial — insurance earnings follow combined ratio and investment income dynamics, partially correlated to industry macro; Zillow Group, Inc.
Top industry ETF
$FDNFirst Trust Dow Jones Internet Index Fund
+6.4%YTD
+5.8%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 earningsThu, Oct 29·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
FYRevenueRangeEPSRangeAnalysts
FY26$3.0B$2.9B – $3.0B$2.28$2.13 – $2.4221
FY27$3.4B$3.3B – $3.6B$3.02$2.75 – $3.6621
FY28$3.8B$3.8B – $3.8B$3.96$2.91 – $4.7013
FY29$4.3B$4.2B – $4.5B$5.03$4.88 – $5.2712
FY30$4.7B$4.6B – $4.8B$6.09$5.91 – $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.0.5×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.12%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.+8.9%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.-23.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatHigh float · 210.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% 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.β1.985-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.
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
8-KPress release / Reg FDAug 248-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary
3New insider — initial holdingsAug 173
AI summary
8-KOfficer or director changeAug 58-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
AI summary
SC 13D/AActivist amendmentJun 15SC 13D/A
AI summary
8-KShareholder voteJun 38-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary
8-KPress release / Reg FDMar 58-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 23 other (17 13Gs · 2 10-Qs · 2 proxys · 1 earnings 8-K) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Can OPEN Reach Adjusted Net Income Breakeven at $9B Revenue Run Rate?Here's how the private-listing war between Zillow and Compass could cost home buyers and sellersZillow Group to present at Goldman Sachs Communacopia + Technology ConferenceOpendoor vs. Zillow: Which Real Estate Stock is the Better Buy?How the FTC's last-minute settlement with Zillow and Redfin reshapes their $100M rentals deal
In themes
Explore the broader themes this ticker is being talked about under.
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