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-0.00039597687495048 -0.000316781499960452 -0.00380137799952486 -0.00229666587471297 -0.00704838837411896 -0.0138591906232676 -0.014888730498139 -0.0140175813732479
Stock impact report

Barclays upgrades Zillow as it sees improved execution [Yahoo! Finance]

CoStar Group, Inc. (CSGP) 
Last costar group, inc. earnings: 4/28 04:02 pm Check Earnings Report
US:NASDAQ Investor Relations: costargroup.com/investors/stock-info
Company Research Source: Yahoo! Finance
Its price target was bumped to $72 from $66. Issues around affordability, legal disputes, policy uncertainty, and competition remain unresolved but much of the downside risk now appears priced into the shares. Zillow has delivered mid-teens revenue growth and mid to high-20s adjusted EBITDA growth for two consecutive years, despite a weak residential backdrop. Sentiment around the stock has softened heading into 2026, even after Zillow outlined expectations for mid-teens revenue growth and about two points of EBITDA margin expansion. Valuation multiples have compressed by about 6%, while earnings estimates have moved little, largely reflecting investor concerns around competition, litigation, and housing policy. Barclays expects Zillow's fourth-quarter results to land broadly in line with expectations, with US residential transaction volumes seen rising about 3% year on year, slightly slower than the prior quarter. The bank said the housing market remains stable but has ye Show less Read more
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