UBS analyst Stephen Ju maintained a Buy rating on Zillow Group Class A today and set a price target of $80.00.
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Stephen Ju has given his Buy rating due to a combination of factors tied to Zillow’s AI-driven strategy and financial outlook. He came away from the AI Investor Summit more confident that Zillow can outgrow the broader market by monetizing the home-buying journey more deeply, supported by management’s reaffirmed 2026 guidance and a new mid-cycle net income margin target alongside ambitious revenue and profitability goals.
He also highlights how new AI features, such as AI Mode and a unified intent layer, shift Zillow from a basic search tool to a guided, end-to-end transaction platform, which should boost user engagement and conversion. In addition, differentiated data assets, integrated transaction infrastructure, and AI tools that enhance agent productivity and internal efficiency collectively strengthen Zillow’s competitive position and support operating leverage over time.
In another report released on March 17, RBC Capital also reiterated a Buy rating on the stock with a $95.00 price target.