UBS analyst Chris Kuntarich lowered the firm’s price target on Zillow Group (ZG) to $92 from $95 and keeps a Buy rating on the shares. The firm raised FY26 revenue growth and EBITDA estimates to 15.2% year over year and $789M on stronger Q3/Q4 guidance, especially in Residential, though EBITDA margins are trimmed to 26.6% amid sustained investment in Rentals and Mortgage, the analyst tells investors in a research note. Despite a sluggish housing backdrop, mid- to high-single-digit EHS TTV growth and new monetization initiatives could support further upside, UBS says.
TipRanks Black Friday Sale
- Claim 60% off TipRanks Premium for the data-backed insights and research tools you need to invest with confidence.
- Subscribe to TipRanks' Smart Investor Picks and see our data in action through our high-performing model portfolio - now also 60% off
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on ZG:
- Zillow Group: Hold Rating Amid Stable Performance and Limited Growth Catalysts
- Zillow Group Reports Strong Q3 2025 Financial Results
- Closing Bell Movers: Amazon soars to all-time highs on earnings
- Zillow reports Q3 adjusted EPS 44c, consensus 44c
- Zillow options imply 7.7% move in share price post-earnings