Zillow Faces Long-Term Threat from Google's New Ad Platform
"Shares of the company are tumbling today. It looks like it's down about 8.4% right now. This is after a report that Alphabet's Google has begun testing a new advertising platform for real estate listings. This threatens portals like Zillow and of course some of its competitors. If you look at CoStar Group, which is ownerofhomes.com, it also fell as much as 9.1% today to a July 2022 intraday low. Uh Google's listings basically allow users to view full details of a property right as you search it. You can request a tour, contact the agent. Uh Goldman Sachs said they don't expect a direct near-term hit, but this could be a problem in the long run."
— Alexandra Seova
The discussion highlights Zillow's significant share decline, attributed to competitive pressure from Google's new advertising platform aimed at real estate listings. While immediate impacts may be limited, the long-term competitive threat could pressure Zillow and similar companies as consumer behavior shifts.
Target:N/A
Horizon:Long-term >1 year
Company CommentaryBearish
Medium ConvictionScore: 7.5
Company Opinion •Stock Movers • Dec 15, 2025
Zillow's Modest Post-Earnings Gain Amid Lawsuit Concerns
"Just 20 seconds on Zillow, ticker Z. Zillow is up about 1% and announced third quarter results that exceeded analyst estimates. The real estate firm is battling several lawsuits, and just this week we got a little bit more information, but the earnings report is helping generate some positive moves."
— Denita Sakova
Zillow delivered a positive Q3 report, pushing the stock up modestly despite ongoing legal challenges. The favorable earnings results are providing some investor support amidst the broader concerns.
Target:N/A
Horizon:Immediate
Company CommentaryNeutral/Mixed
Low ConvictionScore: 6.2
Company Opinion •Stock Movers • Oct 30, 2025