BTIG on Zillow Group (ZG): 'This isn't an immediate threat given lack of coverage & mobile-only visibility'
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Morgan Stanley: 'What GOOGL Home Listing Ads Mean for Zillow', 'the Long-Term Risks Are Real'
June 11, 2026 3:55 PM EDTMorgan Stanley analyst Matthew Cost reiterated an Equalweight rating and $70.00 price target on Zillow (NASDAQ: Z).
The analyst comments "What Happened? After running a limited test in December, GOOGL is launching a new feature nationwide, which places for-sale home listings directly into search results, using MLS data. The listings include details and photos of properties, as well as links to request tours with brokers who are identified as advertisers in GOOGL's Ad Center. GOOGL Could Be Working Towards an Agentic AI Strategy in Real Estate: Following the test last year, GOOGL is now... More
Gordon Haskett Defending Zillow, 'Remain Buyers'
June 10, 2026 6:24 AM EDTGordon Haskett analyst Robert Mollins reiterated a buy rating and $63 price target on Zillow Group Inc. (NASDAQ: Z), according to a research note.
Mollins said the real estate platform company is expected to continue gaining market share despite a slower pace compared to recent quarters. The... More
Zillow Group (ZG) PT Lowered to $70 at RBC Capital
June 10, 2026 5:15 AM EDTRBC Capital analyst Brad Erickson lowered the price target on Zillow Group (NASDAQ: ZG) to $70.00 (from $95.00) while maintaining a Outperform rating.
The analyst comments ": We update our proprietary enhanced market model (EM) for an estimated snapshot at ZG's progress (please ask... More
