Zillow Group, a prominent player in the online real estate marketplace, has recently been the subject of several analyst evaluations. These assessments offer a glimpse into the investment community's perspective on the company's financial trajectory and market standing. The analyses highlight Zillow's position in the evolving real estate technology landscape, considering both its intrinsic value and broader market dynamics.
Detailed Analyst Insights on Zillow Group's Market Position
In February 2026, several financial institutions released their updated perspectives on Zillow Group (NASDAQ:ZG), a leading platform for real estate and home-related information. On February 9, investment firm Keefe Bruyette revised its price target for Zillow Group, elevating it to $80 from a previous $65. The firm maintained a "Market Perform" rating, advising investors that the outcome of the ongoing Compass trial introduced a degree of uncertainty into the company's short-term outlook.
Just a few days prior, on February 6, KeyBanc adjusted its price target for Zillow Group downwards, moving it to $75 from $90. Despite this reduction, KeyBanc reaffirmed an "Overweight" rating on the stock. This modification was primarily attributed to prevailing lower valuation multiples across the broader internet and technology sectors. However, KeyBanc expressed confidence that Zillow's growth trajectory and margin profile remained robust, viewing the recent market pullback as an opportune moment for potential investment.
Earlier, on January 29, Barclays provided its own assessment, upgrading Zillow Group's stock from an "Underweight" to an "Equal Weight" rating. Concurrently, Barclays raised its price target for the company to $72 from $66. In its research commentary, Barclays noted a "stable, but not yet inflecting" residential market backdrop, yet projected Zillow Group's capacity to achieve mid-teen revenue growth and accelerated EBITDA performance. Zillow Group continues to operate as a vital resource for real estate information and marketplaces, catering to both mobile and web users.
These converging, yet distinct, viewpoints underscore the complexity of valuing companies in a dynamic sector. While some analysts see a clear path for growth despite market headwinds, others temper expectations based on wider industry trends. Investors are thus presented with a nuanced picture, balancing optimism for Zillow's fundamental strengths with cautious consideration of external market factors.