Cantor Fitzgerald raises Zillow Group stock price target to $74 on strong Q2

Published 07/08/2025, 16:02
Cantor Fitzgerald raises Zillow Group stock price target to $74 on strong Q2

Investing.com - Cantor Fitzgerald raised its price target on Zillow Group (NASDAQ:ZG) stock to $74.00 from $60.00 on Thursday, while maintaining a Neutral rating following the company’s second-quarter results. The stock, currently trading at $81.76, has shown remarkable strength with a 102% return over the past year. According to InvestingPro analysis, Zillow appears to be trading above its Fair Value, with analyst targets ranging from $60 to $100.

The real estate marketplace reported second-quarter revenue and EBITDA that exceeded prior Street estimates by 1% and 2%, respectively. For Sale revenue accelerated 1 percentage point to 9% year-over-year growth, with continued strong performance in the mortgage segment. InvestingPro data reveals the company maintains strong financial health with a current ratio of 3.34 and holds more cash than debt on its balance sheet.

Zillow’s third-quarter revenue guidance suggests modest acceleration with approximately 1 percentage point of EBITDA margin expansion at the midpoint. The company also raised its full-year top-line outlook to mid-teens year-over-year growth, compared to its previous forecast of low-to-mid teens growth.

Cantor Fitzgerald noted that Zillow continues to make progress on its Enhanced Market strategy while experiencing strength in both Rentals and Mortgages segments, despite challenges in the real estate market.

The investment firm increased its fiscal year 2026 revenue and EBITDA estimates by 2% each following the results.

In other recent news, Zillow Group reported its second-quarter earnings, revealing revenue of $655 million, which surpassed analyst expectations of $647.65 million. This revenue marks a 15% year-over-year growth, significantly outpacing the residential real estate industry’s transaction value growth of 1-2% during the same period. The company also reported an adjusted EBITDA of $155 million with a 24% margin, aligning with the high end of its outlook range. However, Zillow’s adjusted earnings per share were $0.40, slightly below the analyst consensus of $0.42. Following these results, Evercore ISI raised its price target for Zillow Group’s stock from $90 to $95, maintaining an Outperform rating. Zillow has updated its full-year revenue growth guidance to mid-teens, while reiterating its forecast for EBITDA margin expansion. These developments reflect a mixed performance for the company in the second quarter.

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