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Software stocks have plunged this year on fears of AI disruption. Block seemed to confirm those fears by announcing mass layoffs as it pivoted AI.
Zillow Group, Inc. (ZG) Presents at Bernstein Insights: What's next in tech? - 4th Annual Tech, Media, Telecom Forum Transcript
SEATTLE, Feb. 23, 2026 /PRNewswire/ -- Zillow Group, Inc. (Nasdaq: Z and ZG), which is transforming the way people buy, sell, rent and finance homes, today announced it will host an investor event focused on how the company continues to deliver and lead on AI innovation in real estate at 9 a.m. ET / 6 a.m.
After months of relentless selling, shares of Zillow Group Inc NASDAQ: ZG have quietly done something they haven't managed in weeks. ZG stock just posted three straight days of gains.
SEATTLE, Feb. 19, 2026 /PRNewswire/ -- AI is changing how people make big life decisions. Buying a home is filled with complex, high-stakes decisions and, when people ask for help, answers need to be fast, clear and accurate.
SEATTLE, Feb. 19, 2026 /PRNewswire/ -- Zillow Group, Inc. (Nasdaq: Z and ZG), which is transforming the way people buy, sell, rent and finance homes, today announced Zillow Group will present at this year's Bernstein 4th Annual TMT Forum in Palo Alto, California. Chief Financial Officer Jeremy Hofmann will participate in a fireside chat on Thursday, Feb. 26, at 9 a.m.
Zillow's 2026 Agent Trends Survey finds ease of use now outranks cost as the leading factor agents consider when choosing new technology, while AI use becomes a daily habit for nearly half the industry SEATTLE, Feb. 19, 2026 /PRNewswire/ -- Real estate agents know that time is money, yet they would sacrifice both for technology that saves them mental energy instead. According to Zillow's 2026 Agent Trends Survey, ease of use is agents' top priority when choosing new tech tools, above both cost and time savings.
The drop followed fourth-quarter results in which revenue of about $654 million slightly topped Wall Street expectations, but adjusted earnings of 39 cents per share missed the consensus by a penny.
Zillow (ZG) shares plunged following recent earnings and a general selloff in real estate services stocks. Zillow's resilience in the face of a massive push from Homes.com illustrates that Zillow is top of mind for consumers. AI doesn't change that. I view the threat from Compass (COMP) attempting to utilize a proprietary listing network as being untenable for most home sellers.
Zillow's financials continue to improve, but investors aren't impressed enough to buy the stock. The long-term trajectory hasn't changed and this is one area AI disruption is likely to impact anytime soon.
Zillow's rentals and mortgages businesses are growing quickly. Yet a projected earnings shortfall drove many investors to sell.
Zillow faces a number of lawsuits from competitors and consumers targeting different parts of its business.
Needham analyst Bernie McTernan reiterated a Hold rating on the company following the company's fourth-quarter results and first-quarter guidance released Tuesday.
Revenue came in at $654 million, versus estimates of $650.29 million. Adjusted EPS came in at 39 cents, versus estimates of 40 cents.
Zillow reported fourth-quarter revenue of $654 million, ahead of Wall Street expectations, while adjusted earnings per share of 39 cents missed the 40-cent consensus estimate.
Zillow (ZG) shares dropped 18% after the company reported Q4 results that slightly missed adjusted EPS expectations. Revenue increased by 18.1% year-over-year t
ZG posts Q4 revenue beat on surging rentals and mortgage growth, but higher costs and earnings miss highlight margin pressure.
Zillow CEO Jeremy Wacksman explains why he believes an increase in the supply side of the housing market will help the affordability problem.
Zillow Group, Inc. (ZG) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for Zillow (ZG) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.