Real Estate·Real Estate Services·$10.5B
Zillow Group Inc A (ZG) operates in the real estate sector, providing services that help people buy, sell, and rent homes. As a major player in online real estate listings, Zillow's performance is closely tied to housing market trends and consumer spending in real estate.
EPS
Earnings per share is a key indicator of profitability and will show how well Zillow is managing costs and generating income.
Revenue
Revenue reflects the overall sales performance and market demand for Zillow's services, which is crucial for assessing growth.
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EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+1268.36%
Avg Stock Reaction
-0.78%
In Q4-2025, Zillow reported an impressive earnings surprise with an EPS of $0.39, significantly exceeding expectations. The stock reacted positively, gaining 0.89% the following day.
Management Promises & Guidance
Analysts are generally optimistic about Zillow's upcoming earnings, expecting a solid EPS of $0.46 and revenue of $705 million. The company has consistently beaten earnings expectations in recent quarters.
Bull Case
If Zillow continues its trend of strong earnings surprises, it could signal robust demand in the housing market and effective cost management, leading to further stock appreciation.
Bear Case
Conversely, if Zillow fails to meet the consensus estimates, it may indicate weakening demand or increased competition, which could negatively impact investor sentiment.
EPS
$0.46Earnings per share is a key indicator of profitability and will show how well Zillow is managing costs and generating income.
Revenue
$705MRevenue reflects the overall sales performance and market demand for Zillow's services, which is crucial for assessing growth.
The print will turn on these two things.
Q1
Will Zillow's EPS exceed the consensus estimate of $0.46?
A strong EPS could reinforce investor confidence and suggest continued strength in the housing market.
Q2
What insights can Zillow provide regarding revenue trends in the current housing market?
Understanding revenue trends will help gauge market demand and Zillow's competitive position.
Why consensus could be wrong
The consensus may underestimate Zillow's ability to capitalize on emerging trends in the housing market, particularly in digital transactions.
Supporting Evidence
Zillow has consistently beaten EPS estimates, indicating stronger-than-expected performance.
The housing market has shown resilience, which may not be fully reflected in current estimates.
Zillow's investments in technology could lead to improved efficiency and revenue growth.
Key Risk
If Zillow's revenue growth exceeds $720 million, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
The market is closely watching Zillow's ability to maintain its earnings momentum amid fluctuating housing market conditions.
Bull Confirmed If
An EPS of $0.50 or higher would confirm strong operational performance and market demand.
Bear Confirmed If
An EPS below $0.36 would raise concerns about declining demand or operational challenges.
Implied Move
±4.2%
The options market is pricing in a potential move of 4.2% following the earnings report, suggesting that investors expect some volatility.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Zillow beats estimates and raises guidance, history suggests a potential stock increase of around 2.04%, confirming strong demand.
In-Line / Cautious
If results are in line with expectations, the stock may see a muted reaction as investors await further commentary.
Miss
A miss could lead to a decline, with history suggesting an average drop of around 0.78% following earnings misses.
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PARAMOUNT SKYDANCE C Class B
May 4, 2026