Zillow Posts Profit in Q4 2025 with Strong Revenue Growth - Alpha Spread

/

Share

Zillow Group reported a profit of $3 million for the fourth quarter of 2025, compared to a loss of $52 million in the same period last year. Fourth-quarter revenue reached $654 million, representing an 18% increase from the previous year.

While Zillow's earnings of $0.39 per share were slightly below analyst estimates of $0.42 per share, the company's revenue growth beat expectations. Zillow also reported strong gains in its rentals business and gave an optimistic revenue outlook for 2026.

The full financial results and outlook for the first quarter of 2026 are available on Zillow's Investor Relations website. Zillow's CEO commented that the main issue affecting housing affordability is the availability of homes on the market.

Zillow turned a profit this quarter after reporting a loss a year ago, which shows financial improvement for the company.

Zillow's revenue exceeded expectations, but its earnings per share were slightly below what analysts had predicted.

Growth in revenue, especially in rentals, contributed to Zillow's positive results.

Detailed results and the company’s outlook can be found on Zillow Group's Investor Relations website.

PRNewsWire

SEATTLE, Feb. 10, 2026 /PRNewswire/ -- Zillow Group, Inc. (NASDAQ: Z and ZG), which is transforming the way people buy, sell, rent and finance homes, today announced its consolidated financial results for the three months and year ended December 31, 2025. Complete financial results, and outlook for...

WSJ

The home-listing site posted a quarterly profit of $3 million, compared with a loss of $52 million a year earlier.

GeekWire

Despite all of the headlines Zillow faced last year involving various court cases, the company continued to outperform investor expectations in the fourth quarter.

Zacks Investment Research

Zillow (Z) came out with quarterly earnings of $0.39 per share, missing the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.27 per share a year ago.

Seeking Alpha

Zillow Group, Inc. (ZG) Q4 2025 Earnings Call Transcript

Zacks Investment Research

Z misses Q4 EPS estimates but delivers 18% revenue growth, strong rental gains and an upbeat 2026 revenue outlook.

CNBC Television

Zillow CEO Jeremy Wacksman explains why he believes an increase in the supply side of the housing market will help the affordability problem.

Benzinga

Zillow reported fourth-quarter revenue of $654 million, ahead of Wall Street expectations, while adjusted earnings per share of 39 cents missed the 40-cent consensus estimate.

Benzinga

Revenue came in at $654 million, versus estimates of $650.29 million. Adjusted EPS came in at 39 cents, versus estimates of 40 cents.

Benzinga

Needham analyst Bernie McTernan reiterated a Hold rating on the company following the company's fourth-quarter results and first-quarter guidance released Tuesday.

Barrons

Zillow faces a number of lawsuits from competitors and consumers targeting different parts of its business.

The Motley Fool

Zillow's rentals and mortgages businesses are growing quickly. Yet a projected earnings shortfall drove many investors to sell.

Show All Sources

Price

46.04

Intrinsic Value

Open

Stock Movements

Shares of Zillow and other online real estate listing companies dropped sharply after Alphabet's Google began testing a new format that displays homes-for-sale ads directly at the top of search results. Google's test, developed with real estate anal...

Regulatory Actions

The U.S. Federal Trade Commission (FTC) has filed a lawsuit against real estate companies Zillow and Redfin, claiming they worked together to reduce competition in the online apartment rental listing market. According to the FTC, Zillow allegedly pa...

Regulatory Actions

Compass, the largest residential real estate brokerage in the United States by sales volume, has filed a lawsuit against Zillow, the country's leading online real estate platform. The lawsuit was filed in federal court on June 23, and accuses Zillow...

Stock Movements

Shares of Zillow and other online real estate listing companies dropped sharply after Alphabet's Google began testing a new format that displays homes-for-sale ads directly at the top of search results. Google's test, developed with real estate anal...

Regulatory Actions

The U.S. Federal Trade Commission (FTC) has filed a lawsuit against real estate companies Zillow and Redfin, claiming they worked together to reduce competition in the online apartment rental listing market. According to the FTC, Zillow allegedly pa...

Regulatory Actions

Compass, the largest residential real estate brokerage in the United States by sales volume, has filed a lawsuit against Zillow, the country's leading online real estate platform. The lawsuit was filed in federal court on June 23, and accuses Zillow...

Other News

S&P Dow Jones Indices announced that Vertiv, Lumentum, Coherent and EchoStar will be added to the S&P 500, effective before market open on March 23. The move reflects growing weight for technology and...

Oracle and OpenAI have stopped plans to expand a flagship artificial intelligence data center in Abilene, Texas after talks stalled over financing and OpenAI's changing needs, according to multiple re...

Target Corp. said it will open more than 30 new stores in 2026 as part of a push to drive long-term, sustainable growth through increased investment in its physical locations. The retailer will open...

Apple announced a new generation of laptops and processors, unveiling the M5 chip for the MacBook Air and two pro variants — M5 Pro and M5 Max — for 14‑ and 16‑inch MacBook Pro models. The M5 brings...

Apple announced the iPhone 17e, a lower-cost addition to the iPhone 17 family, positioned to help the company defend market share in a competitive handset market. The iPhone 17e is powered by Apple’s...

Novo Nordisk has announced it will reduce the list prices of its popular diabetes and weight-loss drugs, Ozempic and Wegovy, by up to 50% in the United States. The new pricing will take effect in Janu...

Multiple plaintiffs' law firms have announced class action lawsuits against CoreWeave, Inc. (NASDAQ: CRWV) following the company's fourth-quarter 2025 results and related disclosures. The firms say th...

A senior U.S. Food and Drug Administration (FDA) official said uniQure N.V.'s experimental gene therapy for Huntington's disease did not provide sufficient evidence that it slows disease progression a...

FedEx has filed a lawsuit against the U.S. government to recover money it paid in tariffs that were implemented under former President Donald Trump. The company is seeking a full refund of these trade...

Samsara Inc. (NYSE: IOT) reported stronger-than-expected fourth-quarter and full fiscal 2026 results, driving a sizable jump in its stock after the market close. For Q4 FY26 the company reported reve...

Gap Inc. reported fiscal 2025 results showing modest top-line growth and measures to return cash to shareholders. Full-year net sales rose 2% year‑over‑year, with comparable sales up 3%—the company’s...

Costco Wholesale reported stronger-than-expected results for the second quarter of fiscal 2026, the 12-week period ended Feb. 15, 2026, and for the first 24 weeks of the fiscal year. The company post...

Shares of The Trade Desk Inc. (NASDAQ: TTD) jumped sharply on March 5, 2026, rising about 19%–21% to roughly $30.60, making the stock one of the best performers in the software sector for the day. Th...

Global defense stocks rose sharply on Monday after reports of military exchanges between the U.S., Israel and Iran, and retaliatory strikes on regional allies. The moves came amid concern the conflict...

Escalating geopolitical tensions in the Middle East have put energy exchange-traded funds (ETFs) at the center of market moves after military strikes and reported disruptions in the Strait of Hormuz....

U.S. oil prices surged this week at their fastest pace on record as rising tensions related to Iran pushed U.S. crude above $90 a barrel. The escalation in conflict has rattled global oil markets and...

Rising tensions around the Strait of Hormuz have begun to disrupt tanker traffic and raise costs across global crude markets, tightening deliverable supply and lifting price risk premiums, especially...

Private-sector employment in the United States grew by 63,000 jobs in February, according to the ADP National Employment Report produced by ADP Research with the Stanford Digital Economy Lab. ADP sai...

Broadcom shares have pulled back in 2026 after a strong 2025 rally that lifted the stock about 60%. The companys AI-focused semiconductor business has been a primary driver of revenue and profit grow...

Oracle shares received an upgrade from Oppenheimer & Co, which raised its rating to 'Outperform' and set a new price target of $185. This comes after Oracle's stock had fallen significantly since its...

Wall Street analysts have recently updated their price targets for Nvidia, showing strong confidence in the chipmaker's stock. Despite some market turbulence expected in early 2026, institutional inve...

Servier, an independent international pharmaceutical group, agreed to acquire Day One Biopharmaceuticals (Nasdaq: DAWN) for $21.50 per share in cash, valuing Day One at about $2.5 billion in equity. T...

<p>Netflix said on Thursday it has acquired InterPositive, a filmmaking technology company founded in 2022 by actor and filmmaker Ben Affleck. InterPositive develops artificial intelligence–powered to...

Astellas Pharma and Vir Biotechnology have entered into a global collaboration to develop and commercialize VIR-5500, an experimental treatment for prostate cancer. As part of the agreement, both comp...

Robinhood Ventures Fund I (RVI) priced its initial public offering at $25.00 per share for 12,615,608 common shares, creating a fund valued at $658.4 million. With the underwriter's option to purchase...

Nvidia CEO Jensen Huang said on March 4 that the company's recent $30 billion investment in OpenAI "might be the last" time it invests in the ChatGPT creator, as OpenAI is expected to pursue a public...

Once Upon a Farm, an organic children's food company co-founded by actress Jennifer Garner, has successfully gone public in the United States. The company raised nearly $198 million in its initial pub...

Back to Top

Join more than 322,700+ value investors using Alpha Spread

Create Free Account

or see our plans & pricing

About Us Careers Pricing Affiliate Program Terms of Service Privacy Policy

What is Intrinsic Value? Help Center Contact Us

Stock Screener Intrinsic Value Calculator DCF Value Calculator Discount Rate Calculator

Most Undervalued Stocks Wide Economic Moat Stocks High Profitability Stocks High Solvency Stocks Most Popular Stocks

© 2026 Alpha Spread Limited. All Rights Reserved.

www.alphaspread.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on www.alphaspread.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall Alpha Spread Limited be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on www.alphaspread.com, or relating to the use of, or inability to use, www.alphaspread.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Get AI-powered insights for any company or topic.

Open AI Assistant

Stock Screener

Discover stocks

Stock Comparison

Smarter decisions through side-by-side analysis

Intrinsic Value Calculator

Discover the true worth of your stocks

DCF Value Calculator

Harness the power of DCF

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.