Zillow Investors 'Overly Bullish' on 2026 Housing Recovery, Oppenheimer Says

MT Newswires Live

Oct 06

Zillow Group (ZG, Z) is making the correct strategic decisions, but investors seem to be "overly bullish" on a 2026 housing recovery and growth for long-term rentals, Oppenheimer said in a Monday note.

The real estate marketplace has found it difficult to gain share of agent commissions even during the times of industry strength, analysts Chad Larkin and Jason Helfstein wrote.

Additionally, the analysts said that Zillow is facing a "real threat" to gather listings on its website from the multiple listing service, especially following Compass' (COMP) acquisition of Anywhere Real Estate (HOUS), expected in H2 of 2026.

Oppenheimer initiated Zillow's coverage with a perform rating.

Shares of Zillow's Class A shares were down about 3% in recent Monday trading, while its Class C shares fell 2.8%.

Price: 72.18, Change: -2.21, Percent Change: -2.97

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