Zillow Group, Inc. Z

NASDAQ | Technology | Digital real estate services

General analysis — not personal advice.

Signal

NEUTRAL

Sentiment

4/10

Risk

7/10

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Price & valuation

Last close

USD 33.75

2026-08-10

1 week

-6.5 %

3 months

-12.4 %

12 months

-57.9 %

From 52w high

-62.6 %

From 52w low

+14.8 %

Market sentiment

Sentiment has weakened: strong Q1 results and product initiatives (Preview/AI) are now being outweighed by MLS/data-access and legal risks, plus governance concerns following the repurchase-program amendment.

Why NEUTRAL?

Legal/operational risk has increased materially because MLS access in a major market is being contested and could affect inventory/engagement, while the buyback amendment may be read as a defensive move against control concentration. Overall this warrants a position review pending clarity on litigation outcomes and any knock-on effects to traffic and lead monetization.

Review/wait: hold only if you can tolerate elevated legal and data-access risk; otherwise reduce exposure until the dispute and any MLS terms become clearer.

We're already tracking Zillow Group, Inc. — here are the latest events we've registered

Recent News

Since May 6, Zillow has been pulled into a dispute with Chicago-area MLS MRED and Compass over the display of private/pocket listings. MRED cut off Zillow’s MLS feed, but on May 22 a federal court ordered access to be restored for now. On June 3, the board also amended the 2026 share repurchase program to prevent any shareholder from exceeding 45% of voting power, signaling elevated governance/control risk. The next earnings report is expected on Aug 5, 2026 (Q2).

Catalysts

Outcome of the MRED/Compass dispute (Chicago MLS access)

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