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Does Mizuho’s Legal Concerns Versus Mortgage Optionality Reframe the Bull Case For Zillow Group (ZG)?
Recently, Mizuho downgraded Zillow Group, citing unresolved litigation around real estate practices and uncertainty over listing rules that could affect its Flex agent program and broader business model. At the same time, Zillow’s own research shows most borrowers still apply with only one mortgage lender, underscoring a large, underused opportunity for Zillow’s financing tools to influence long-term housing costs. Next, we’ll examine how the downgrade’s focus on legal and listing risks... Jan 13, 2026 - $Z
How Recent Shifts Are Reshaping The Story For Zillow Group (ZG)
Why the Zillow Group Price Target Was Trimmed The latest update on Zillow Group trims the fair value estimate from about US$88.46 to US$86.65, with a higher discount rate of roughly 8.73% and slightly lower modeled revenue growth of about 14.22%. This shift reflects a tug of war between optimism around long term product and monetization plans and caution around legal risk, listing market structure, and the durability of programs like Flex. As these moving parts continue to reshape the... Jan 12, 2026 - $Z
Optimism Prevails for Zillow Group (ZG) Despite Fears of Third-Party Real Estate Advertisements
Zillow Group (NASDAQ:ZG) is one of the best communication services stocks according to Hedge Funds. RBC Capital analyst Brad Erickson reiterated his bullish call on Zillow Group (NASDAQ:ZG). The analyst assigned a Buy rating on December 15, with a $95.00 price target. As per Erickson’s forecasts, investors should expect an upside of almost 41%. Erickson’s […] Jan 10, 2026 - $Z
A Look At Zillow Group (ZG) Valuation As Hartford Forecast Draws Fresh Attention
Hartford forecast puts Zillow Group (ZG) in focus Zillow Group (ZG) drew fresh attention after its latest hottest markets forecast highlighted Hartford as the top market for expected home price growth in 2026, with fast sales activity and limited price cuts. For investors watching housing related names, this forecast underlines how Zillow’s data and marketplaces sit close to real transaction trends, especially in tight inventory environments where pricing power and listing speed can matter... Jan 10, 2026 - $Z
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