AI Stock Memo: Z - Zillow Group - RankAlpha

Z

Rating buyAI Memo

Zillow Group

As of 2026-02-12/Confidence medium

Open ticker Back to Memos

Data freshness

AI Memo

As of 2026-02-12 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

buy

Confidence

medium

Horizon

—

Key catalyst

Analyst coverage & target revisions • 2026-03-31

Expected move: +112%

Biggest risk

Bear case centers on prolonged ad weakness, competitive share loss to other portals/agents, and execution delays in monetization initiatives causing downward revisions [#SERP-7].

Invalidation

Break below $46 or thesis failure.

What would change my mind?

Bull case assumes faster-than-expected ad revenue recovery, improved conversion of visits to paid listings, and favorable housing trends that validate higher analyst highs [#SERP-5].

Research note

Recommendation

buy

Confidence

medium

As of

2026-02-12

Base target

$77

p=60%

Bull target

$110

p=20%

Bear target

$46

p=20%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Quarterly earnings release (assumed next report)
Housing market re-acceleration / ad monetization recovery
Bull case assumes faster-than-expected ad revenue recovery, improved conversion of visits to paid listings, and favorable housing trends that validate higher analyst highs [#SERP-5].

BearKey bullets

Advertising revenue decline
Increased competition from portals and brokerages
Prolonged housing market weakness

WatchKey bullets

Analyst coverage & target revisions

Summary

High-level snapshot

Recommendation

buy

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $77 (p=60%)

Bull/Bear spread: +202% / +26%

Vs latest close: Bull +202% · Base +112% · Bear +26%

Scenario probabilities

Bull Target: $110 (p=20%)Base Target: $77 (p=60%)Bear Target: $46 (p=20%)

Commentary

Market sentiment is mixed: analysts show a wide target range concentrated around a median near $77.17 while recent price action remains closer to the provided anchor [#SERP-1]. News and data themes emphasize ad-revenue recovery uncertainty and competitive dynamics, keeping near-term sentiment cautious [#SERP-7].

As of 2026-02-12 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Bull case assumes faster-than-expected ad revenue recovery, improved conversion of visits to paid listings, and favorable housing trends that validate higher analyst highs [#SERP-5].

Bear Case

Bear case centers on prolonged ad weakness, competitive share loss to other portals/agents, and execution delays in monetization initiatives causing downward revisions [#SERP-7].

Drivers

Scannable catalysts and supporting factors

Quarterly earnings release (assumed next report)
Housing market re-acceleration / ad monetization recovery

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-02-12Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$77.17

Range (USD)

$45.75 - $110.00

Count

Query: Zillow Group Inc Class C Common (Z) analyst consensus price target high low average

Zillow Group Inc. Cl C Analyst Estimates - MarketWatch
Search result #1
Stock Price Targets. High, $110.00. Median, $84.00. Low, $61.00. Average, $83.80. Current Price, $54.28. Yearly Numbers. Estimates. Z will report 2025 earnings ...
Extracted: $110.00, $84.00, $61.00, $83.80, $54.28Open source
Zillow Consensus Estimates (Z) - Investing.com NG
Search result #2
Zillow C has a potential Upside of +25.49%, based on analysts' average price target. How Has Zillow C Stock Performed Over the Past 52 Weeks?
Open source
Buy or Sell Zillow Class C Stock - Z Stock Price Quote & News
Search result #3
The current price stands at $45.75, placing the stock +3.9% above today's low and -13.7% off the high. The Zillow Class C(Z)'s current trading volume is 16.54M ...
Extracted: $45.75Open source
What is the current Price Target and Forecast for Zillow Group Class ...
Search result #4
The forecasts range from a low of $68.00 to a high of $110.00. The average price target represents an increase of 57.94% from the last closing price of $54.28.
Extracted: $68.00, $110.00, $54.28Open source
Zillow Group (Z) Stock Price, News & Analysis - NASDAQ - MarketBeat
Search result #5
Price Target and Rating. Average Price Target for Zillow Group: $90.60. High Price Target: $105.00. Low Price Target: $65.00. Potential Upside/Downside: +101.7 ...
Extracted: $90.60, $105.00, $65.00Open source
Z Analyst Ratings for Zillow Group Cl C Stock - Barchart.com
Search result #6
... Analyst Target Prices. HIGH TARGET. MEAN TARGET. LOW TARGET. 52 WK High. 52 WK Low. Average Analyst Ratings. 3 Mths Ago. Moderate Buy. 3.87. Based on 31 ...
Open source

Scenarios

Bull Target (Scenario probability)

$110 / p=20% prob

Base Target (Scenario probability)

$77 / p=60% prob

Bear Target (Scenario probability)

$46 / p=20% prob

Price $36 as of 2026-06-02

Nearest Scenario: Bear (∆ 26%)

Targets vs latest close: Bull +202% · Base +112% · Bear +26%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2026-03-31
Analyst coverage & target revisions
Brokerages may revise targets after updated results or macro data; assumed end of Q1 window for potential coordinated revisions [#SERP-1].
Prob 25.00% • Move 8.00% • Priced-in 20.00%

Short-term Catalysts

Next few weeks

Quarterly earnings release (assumed next report)
2026-05-13
Upcoming quarterly earnings may materially change guidance and ad/marketplace revenue outlook; date assumed for modeling purposes (no explicit date disclosed) [#SERP-1].
Prob 55% • Move 12% • Priced-in 30%

Long-term Catalysts

Months to a year

Housing market re-acceleration / ad monetization recovery
2027-02-12
A sustained improvement in housing activity and better monetization of listings/advertising could materially lift revenue and margins over a multiyear horizon [#SERP-5].
Prob 20% • Move 40% • Priced-in 10%

Risks

Advertising revenue decline
Increased competition from portals and brokerages
Prolonged housing market weakness

Peers

Symbol	Summary
OPEN	iBuyer and transaction-services competitor influencing supply/demand for instant-sale offerings and transaction economics.
NWSA	Owner of Realtor.com; strategic listings and advertising competitor with large publisher reach.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: Zillow Group Inc Class C Common (Z) analyst consensus price target high low average
Analysis date: 2026-02-12