ZG · Zillow Group, Inc.
$36.78
+0.21 (+0.57%)
At close · Aug 21
Market Cap
$8.27B
Shares
224.87M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$36.78
Open$36.88
Day$36.20–37.34
52W close$29.14–86.76
Avg vol 30d1.3M
Short int3.9M · 1.8% float · 3.0d
Short vol77%
Last earningsAug 5, 2026
DataJan 2020–Aug 2026
Filing10-Q · Aug 5
Up next
Next earnings call
Nov 1, 2026
Est · unconfirmed
· in 10 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Aug 5, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceOverall
Sell
SellHoldBuy
Technical
Neutral
Momentum
Weak
Sentiment
Bearish
Fundamentals
Excellent
Quant / Vol
Very High
Market backdrop
VIX 15.1 · calm
Equity put/call 0.51
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−24%
below
Price vs 50-day avg
+11%
above
RSI (14)
58
neutral
MACD trend
Positive
52-week position
13%
near low
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+20%
trailing
6-month return
−16%
trailing
YTD return
−46%
this year
Relative strength
−27%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $33 › 200d $48 — 200d above 50d
Institutional flow
Distributing
-28% holders QoQ · +61 funds added
Insider flow
Distributing
Net -$382.9K over 90 days · 100% sells
Short interest
Rising
1.75% of float · ▲ +11.6% MoM · 3.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr low
398 holders — near 3-yr low, contrarian setup
Squeeze score
62
elevated · 0–100
Fundamentals
Revenue growth
+27%
Y/Y
Gross margin
178%
contracting
EPS growth
+119%
Y/Y
Free cash flow
$235.0M
Valuation
P/E 167.2
rich
Buyback
$1.1B
remaining
Balance sheet
$551.2M
net debt
Quant / Vol
risk profile
Volatility
48%
annualized · 1-yr
Max drawdown
−66%
past year
ATR
5.1%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Aug 5, 2026
Q3
For Sale revenue growth
5% – 7%
Q3 year-over-year
Mortgages revenue growth
at least 50%
full year 2026 year-over-year
Rentals revenue growth
30%
Prior guidance
period ended
· from the 8-K filed Feb 10, 2026
Mortgages revenue growth
· Q1 2026
40%
Adjusted EBITDA expenses
· Q1 2026
$535M – $540M
Guided vs delivered
· last 2 settled
Total company revenue
Q1
guided $495M – $510M
$529M
Beat +5.3%
Total revenue
Q3
guided $458M – $486M
$496M
Beat +5.1%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−24%
Bearish
Price vs 50-day avg
+11%
Bullish
RSI (14)
58
Neutral
MACD trend
Positive
Bullish
52-week position
13%
Bearish
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bearish · 3 of 6
Trend (MA cross)
No cross
50d $33 › 200d $48 — 200d above 50d
Institutional flow
Distributing
-28% holders QoQ · +61 funds added
Insider flow
Distributing
Net -$382.9K over 90 days · 100% sells
Short interest
Rising
1.75% of float · ▲ +11.6% MoM · 3.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr low
398 holders — near 3-yr low, contrarian setup
Price context
position in its 52-week range
Range low $29
Now $37 · 13%
Range high $87
vs 200-day avg -24%
vs 50-day avg +11%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted weighted-average shares outstanding non-GAAP | 228.2M | Three Months Ended June 30, 2026 | — |
| Adjusted EBITDA non-GAAP | $176M | Q2 2026 | — |
|
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GAAP → non-GAAP reconciliationGAAP Net income (loss) -4M
+1M Income taxes
-13M Other income, net
+65M Depreciation and amortization
+75M Share-based compensation
+36M Restructuring costs
+10M FTC Matter litigation costs
+6M Interest expense
= Adjusted EBITDA 176M
|
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| Adjusted EBITDA expenses non-GAAP | $596M | Three Months Ended June 30, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Revenue $772M
-$176M Less: Adjusted EBITDA
= Adjusted EBITDA expenses $596M
|
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| Adjusted EBITDA margin non-GAAP | 23% | Q2 2026 | — |
|
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| Adjusted free cash flow non-GAAP | $223M | Six Months Ended June 30, 2026 | — |
|
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| Adjusted net income non-GAAP | $118M | Q2 2026 | — |
|
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GAAP → non-GAAP reconciliationGAAP Net income (loss) -4M
+75M Share-based compensation
+36M Restructuring costs
+10M FTC Matter litigation costs
+1M Income taxes
= Adjusted net income 118M
|
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| Average monthly active rental listings | 2.8M | Q2 2026 | — |
|
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| average monthly unique users | 239M | Q2 | — |
|
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| Diluted adjusted net income per share non-GAAP | $0.52 | Q2 2026 | — |
|
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| Follow Up Boss monthly active users | 138,000 | Q2 2026 | — |
| Multifamily properties | 79,000 | Q2 2026 | — |
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| Multifamily revenue growth | 42% | Q2 2026 | — |
| Purchase loan origination volume | $2.2B | Q2 2026 | — |
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| Shares repurchased | 5.6M | Q2 2026 | — |
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| Visits | 2.5B | Q2 2026 | — |
|
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| Average monthly rentals unique visitors | 36M | Q1 | — |
| Average monthly unique visitors (Comscore) | 127M | Q1 | — |
| Enhanced Markets share of connections | 49% | Q1 | — |
| For Sale revenue per TTV (trailing 12-month basis points) | 8.7 | trailing 12-month basis at the end of Q1 | — |
| ShowingTime tours booked last year | 40M | last year | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Internet Content & Information — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ZG
this stock
Zillow Group, Inc.
|
$8.27B | -46.1% | +27.2% | 167.2 | 1.8% |
|
GOOGL
Alphabet Inc.
|
$4.22T | +10.2% | +15.1% | 17.3 | 0.6% |
|
META
Meta Platforms, Inc.
|
$1.40T | -16.7% | +47.1% | 20.7 | 1.2% |
|
SPOT
Spotify Technology S.A.
|
$109.72B | -8.1% | — | — | 3.1% |
|
NBIS
Nebius Group N.V.
|
$59.57B | +161.8% | +479.0% | — | 22.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ZG | +4.6% | +19.9% | -15.8% | +6.0% | -46.1% |
| SPY | -1.4% | +3.6% | +11.6% | +2.5% | +12.3% |
| vs SPY | +6.0% | +16.3% | -27.4% | +3.5% | -58.4% |
Capital returns
Buyback program
· as of Jun 30, 2026
Authorized
$4.80B
Spent (derived)
$3.70B
Remaining
$1.10B
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
1617640
CUSIP
98954M101
13F (30d)
375 filings
361 filers
Visit website
Investor relations