Key Takeaways Zillow partners with MLB in a multiyear deal spanning spring training through postseason.Z gains exposure via MLB Network, MLB.TV, Apple TV , plus All-Star Week activations.Zillow will sponsor the Pennant Chase and run campaigns tied to its "Someday starts today" platform. Zillow Group Inc. (Z) recently announced a multiyear partnership with Major League Baseball (“MLB”), aimed at enhancing brand visibility. Spanning the entire baseball calendar — from spring training and home openers through ...

Zillow Group (NasdaqGS:Z) Update / briefing March 24, 2026 09:00 AM ET Company ParticipantsBrad Berning - VP of Investor RelationsCameron Swiggett - VP of Product ManagementCynthia Taylor - SVP of Agent Software and AdvertisingDae Lee - VP of Equity ResearchDavid Beitel - CTOJeremy Hofmann - CFOJeremy Wacksman - CEOJohn Colantuoni - Managing DirectorLloyd Frink - Co-founder and Co-Executive ChairmanMary Ellen D'Amico - Director of Investor RelationsMatt Cost - Executive DirectorMichael Sherman - SVP of Zill ...

Zillow will hold its AI investor day today. The real estate company expected to lay out how its platform is using AI across the entire home buying journey. Joining us right now is Zillow Group CEO Jeremy Waxman.And Jeremy, thank you for coming in today. >> Yeah, thanks for having me. Happy to be here.>> It's good to see you. Let's talk a little bit about what you're going to be telling investors today. How does AI work with Zillow.>> Yeah, the number one question we're getting from investors right now is ho ...

Zillow becomes official partner of Major League Baseball, bringing 'home' to America's national pastime Accessibility StatementSkip Navigation Multiyear partnership puts Zillow to the full MLB season, including tentpole moments and the postseason SEATTLE, March 23, 2026 /PRNewswire/ -- Zillow® is stepping up to the plate. The company today announced a multiyear partnership with Major League Baseball (MLB), becoming the official real estate and home rentals marketplace partner of MLB. The agreement spans the ...

Property brokerage Compass has dropped its lawsuit against Zillow, ending a legal clash over how home listings can be marketed online. https://t.co/lyb4JWLL8r https://t.co/hYgaMgW7JF ...

Compass is voluntarily dismissing its lawsuit against Zillow, ending a months-long legal battle over how homes are marketed and sold, according to a court filing. https://t.co/LK7WGs1Bzk ...

Zillow Group Inc. (NASDAQ:Z) shares are trading higher Tuesday morning. The stock climbed over 6% following a product announcement. This rally comes as the broader market also shows strength. The Nasdaq rose 0.74% while the S&P 500 gained 0.53% today.Zillow Launches Zillow Preview ServiceThe primary catalyst is the launch of Zillow Preview. This new tool brings pre-market home listings into the open. It makes “coming soon” listings publicly visible on Zillow and Trulia. Previously, many of these listings re ...

Core Viewpoint - Zillow Group Inc. is recognized as one of the top non-tech stocks to buy and hold for five years, with a recent share repurchase authorization indicating management's confidence in the company's value [1]. Group 1: Share Repurchase and Management Confidence - Zillow Group has authorized an additional $1.25 billion in share repurchases, signaling management's belief that the current share price presents an attractive opportunity for capital deployment to shareholders [1]. - Following this authorization, the company's remaining buyback capacity stands at $1.3 billion, after having repurchased $626 million of shares year-to-date [1]. Group 2: Challenges in Core Residential Segment - Despite the positive outlook on the share buyback plan, Zillow's core residential segment is facing challenges due to persistently weak home sales volumes [3]. - The segment could significantly benefit from improved transaction velocity, but it is hindered by limited visibility into a housing recovery, a choppy profit trajectory, and ongoing legal uncertainties [3].

Quick Read Zillow Group (Z) achieved first full-year GAAP profitability in 2025 with net income of $23 million, while its Rentals segment grew 45% year over year with multifamily property count reaching 72,000 units, up 44% from 2024. Housing starts surged 7.2% to 1.49 million annualized units in January, the highest reading in a year, directly expanding the inventory pipeline that feeds Zillow Group’s Premier Agent advertising, Rentals platform, and mortgage business. The analyst who called NVIDIA i ...

Core Viewpoint - Zillow Group's recent earnings report shows mixed results, with adjusted EPS missing estimates but total revenues exceeding expectations, indicating potential growth despite rising costs [2][3]. Financial Performance - The fourth-quarter 2025 adjusted EPS was 39 cents, below the Zacks Consensus Estimate of 42 cents, but showed significant year-over-year growth [2]. - Total revenues reached $654 million, surpassing the Zacks Consensus Estimate of $649.8 million, reflecting an 18.1% year-over-year increase [3]. - For-sale revenues increased by 11% to $475 million, while residential revenues grew by 8% to $418 million, supported by agent and software offerings [4]. - Mortgage revenues rose by 39% year-over-year to $57 million, driven by a 67% increase in purchase loan origination volume to $1.5 billion [4]. - Rental revenues surged by 44.8% year-over-year to $168 million, primarily due to a 63% increase in multifamily revenue [4]. Cost and Margin Analysis - Adjusted EBITDA margin improved by 260 basis points to 23% of revenues, amounting to $149 million, attributed to revenue growth and cost discipline [5]. - Total operating expenses and cost of revenues grew by 7% year-over-year to $665 million, influenced by increased lead acquisition costs and higher legal expenses [6]. Balance Sheet and Shareholder Actions - At the end of Q4 2025, Zillow had $1.3 billion in cash and investments, down from $1.4 billion in the previous quarter [7]. - The company repurchased 3.4 million shares for $232 million during the fourth quarter [7]. Future Outlook - For Q1 2026, Zillow expects total revenues between $700-710 million and adjusted EBITDA between $160 and $175 million, with for-sale revenues projected to grow slightly above 11% [8]. - Rental revenues are anticipated to rise around 40% year-over-year, driven by accelerated multifamily revenue growth [8]. - Management projects mid-teens revenue growth year-over-year and rental revenue growth of around 30% for 2026, with expectations for adjusted EBITDA margin expansion [10]. Market Sentiment and Estimates - Since the earnings release, there has been a downward trend in fresh estimates, with the consensus estimate shifting down by 6.25% [11]. - Zillow currently holds a Zacks Rank 3 (Hold), indicating an expectation of in-line returns in the coming months [13].