Real Estate·Real Estate Services·$10.4B
Zillow Group Inc. Class C operates in the real estate sector, providing services that help people buy, sell, and rent homes....
Earnings Per Share (EPS)
EPS is a key indicator of profitability and financial health, and this quarter's estimate reflects investor expectations for growth.
Revenue
Revenue figures provide insight into the company's sales performance and market demand, which are critical for assessing growth potential.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
7Q
EPS Beat Rate
88%
Avg EPS Surprise
+1242.11%
Avg Stock Reaction
-0.47%
In Q4-2025, Zillow reported an EPS of $0.39, significantly exceeding expectations. This strong performance continued a trend of positive surprises in earnings.
Management Promises & Guidance
Analysts are optimistic about Zillow's upcoming earnings, expecting continued growth in both EPS and revenue. The company has consistently beaten earnings estimates in recent quarters.
Bull Case
If Zillow meets or exceeds the EPS and revenue estimates, it could signal strong demand in the real estate market, leading to further stock price appreciation.
Bear Case
Conversely, if Zillow fails to meet expectations, it may raise concerns about its market position and growth prospects, potentially leading to a decline in stock value.
Earnings Per Share (EPS)
$0.46EPS is a key indicator of profitability and financial health, and this quarter's estimate reflects investor expectations for growth.
Revenue
$705MRevenue figures provide insight into the company's sales performance and market demand, which are critical for assessing growth potential.
The print will turn on these two things.
Q1
Will Zillow's EPS exceed the consensus estimate of $0.46?
A beat on EPS would reinforce the company's growth narrative and could lead to a positive market reaction.
Q2
What are the revenue figures compared to the $705M consensus?
Revenue performance is critical for assessing overall business health and market demand, influencing investor sentiment.
Why consensus could be wrong
The consensus may underestimate Zillow's ability to capitalize on emerging trends in the real estate market, particularly in digital services.
Supporting Evidence
Zillow has consistently beaten EPS estimates, indicating stronger operational performance than anticipated.
Recent trends in housing demand suggest a potential uptick in revenue that analysts may not fully account for.
Key Risk
If Zillow's revenue exceeds $709M, it could challenge the current market expectations and shift sentiment positively.
Pre-commit to what would confirm each case.
This quarter's performance is pivotal as it will indicate whether Zillow can sustain its recent momentum in a competitive real estate landscape.
Bull Confirmed If
An EPS of $0.49 or higher would confirm strong operational performance and market demand.
Bear Confirmed If
An EPS below $0.36 would raise concerns about the company's growth trajectory and market position.
Implied Move
±4.2%
The options market is pricing in a potential move of 4.2% around the earnings report, indicating some uncertainty among investors.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Zillow beats expectations, history suggests a potential stock increase of around 1.95%, confirming strong demand and operational efficiency.
In-Line / Cautious
If results are in line with expectations, the stock may react moderately, reflecting cautious optimism from investors.
Miss
A miss could lead to a decline, with historical patterns indicating a potential drop of around 1.95% if expectations are not met.
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PARAMOUNT SKYDANCE C Class B
May 4, 2026