据新浪财经ESG评级中心，2025年10月08日，Zillow（Z.US）MSCI（明晟）ESG评级由BB调升至 BBB。 点击查看更多企业ESG评级。 来源：ESG评级中心 ...

For the most part, large-cap tech stocks have enjoyed an aggressive late summer rally, buoyed by the prospect of rate cuts and continued crowding into the AI trade. One major holdout is Zillow (NASDAQ: Z ), the self-described housing super-app.With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regula ...

Key Takeaways Zillow collaborates with ChatGPT to offer AI-driven insights for home buyers and sellers.The Zillow app in ChatGPT shares photos, maps and pricing, linking users to Zillow for tours and financing.The move reinforces Zillow's focus on AI adoption to enhance user experience and brand appeal.Zillow Group (Z) recently announced that it has collaborated with ChatGPT to empower its customers with AI-driven insights to enhance their home-buying experience. The move will aid in faster decision-making ...

Three years of terrible home sales have made the residential real-estate industry more territorial. That could be bad news for home buyers and sellers. ...

Core Insights - Zillow has launched the first real estate app integrated within ChatGPT, allowing users to access real listings and housing insights through conversational AI [1][2][4]. Group 1: Product Features - The Zillow app in ChatGPT enables users to ask questions about housing, such as affordability and current rental listings, and provides listings with photos, maps, and pricing [3][5]. - The app maintains Zillow's familiar design and is powered by real-time listings and trusted housing insights, ensuring a seamless user experience [5][6]. - Users can schedule tours, connect with agents, and explore financing options directly through Zillow, enhancing the overall home search journey [5][6]. Group 2: Strategic Importance - Zillow's partnership with OpenAI positions the company at the forefront of generative AI adoption in real estate, reflecting its commitment to leveraging technology for consumer benefit [4]. - The app supports various listing types, including rentals and homes for sale, with plans to integrate new-construction listings and immersive 3D tours in the future [6]. - Zillow's long-standing investment in AI and technology aims to simplify the home buying and renting process, reinforcing its brand as a trusted leader in the real estate market [4][7].

An analyst who has been neutral on Zillow's stock for years just turned bullish after the recent selloff, saying it now offers potential 20% upside. ...

Upgrades - Rothschild & Co Redburn upgraded Coinbase (COIN) to Buy from Neutral with a price target of $417, increased from $325, expecting retail volume growth to mitigate take rate compression [2] - Wells Fargo upgraded Johnson & Johnson (JNJ) to Overweight from Equal Weight with a price target of $212, up from $170, indicating that concerns around pharmaceutical tariffs and pricing risks are largely resolved [3] - Gordon Haskett upgraded Zillow (Z) to Buy from Hold with a price target of $90, citing favorable risk/reward due to negative sentiment affecting shares [3] - Fox Advisors upgraded Instacart (CART) to Outperform from Equal-Weight, believing the 24% decline in stock price since August 11 is "oversold" due to overblown competitive concerns [3] - Erste Group upgraded Alibaba (BABA) to Buy from Hold, noting the company's strong development in artificial intelligence applications [4] Downgrades - Jefferies downgraded Apple (AAPL) to Underperform from Hold with a price target of $205.16, down from $205.82, citing excessive expectations on the replacement cycle and prospects of the iPhone 18 Fold [5] - Piper Sandler downgraded Instacart (CART) to Neutral from Overweight with a price target of $41, down from $62, due to rising competitive pressures from major players like Amazon and Walmart [5] - Wolfe Research downgraded PayPal (PYPL) to Peer Perform from Outperform, with a fair value range of $70-$80, indicating shares may be range-bound until further proof of execution is shown [5] - KeyBanc downgraded Corteva (CTVA) to Sector Weight from Overweight without a price target, following the company's announcement to separate into two public companies [5] - Goldman Sachs downgraded Bumble (BMBL) to Neutral from Buy with a price target of $7, down from $8, stating that the stock's risk/reward is more balanced at current levels [5]

Core Insights - The article discusses the current state of the housing market, highlighting trends and potential shifts in demand and pricing dynamics [1] Group 1: Market Trends - There is an increasing interest in housing as mortgage rates fluctuate, impacting buyer behavior and affordability [1] - The inventory levels of homes for sale are at historic lows, contributing to upward pressure on prices [1] - The demand for single-family homes remains strong, particularly in suburban areas, as remote work continues to influence living preferences [1] Group 2: Economic Indicators - Recent data indicates that home prices have risen by approximately 10% year-over-year, reflecting a competitive market environment [1] - Economic factors such as employment rates and consumer confidence are playing a significant role in shaping housing market dynamics [1] - The Federal Reserve's monetary policy decisions are closely monitored, as they directly affect mortgage rates and housing affordability [1]

Group 1 - The Federal Trade Commission (FTC) has filed a complaint against Zillow Group regarding its rental syndication agreement with Redfin, raising concerns about reduced competition in the rental market [2]

Legal & Regulatory - The Federal Trade Commission (FTC) is suing Zillow and Redfin over an alleged unlawful agreement [1] - The FTC alleges the agreement eliminates Redfin as a competitor in the market for advertising rental homes on internet listing services (ILS) [1] - The FTC previously targeted apartment landlords, including Greystar, for alleged motives to maintain certain pricing levels [4] Business Agreement - Zillow and Redfin allegedly entered an illegal agreement in February of this year [3] - Redfin allegedly agreed to dismantle its ILS advertising market for multifamily rental properties in exchange for $100 million and other compensation from Zillow [3] - Redfin allegedly agreed to end contracts with advertising customers and help Zillow take over that business [3] Market Impact - Zillow's stock is down 4% following the announcement [4] - Redfin and Zillow operate two of the largest rental ILS networks by traffic and revenue, including sites like Zillow Rentals, Rentcom, and Apartmentguidecom [2]