DA Davidson lifts Zillow Group target to $90, maintains Buy rating

Published 12/02/2025, 17:32
DA Davidson lifts Zillow Group target to $90, maintains Buy rating

On Wednesday, DA Davidson demonstrated confidence in Zillow Group (NASDAQ:ZG), with analyst Tom White raising the company’s price target to $90 from $75, while reiterating a Buy rating on the stock. The adjustment followed Zillow’s strong performance in the fourth quarter of 2024, where the company exceeded expectations in terms of revenue and EBITDA. According to InvestingPro data, Zillow has demonstrated impressive momentum with a 70.8% return over the past six months and currently trades near its 52-week high of $86.58.

White’s endorsement comes despite a cautious start to the first quarter of 2025 for the housing market, attributed to fluctuating interest rates and a historically low turnover of existing homes at around 3%. Nevertheless, the full-year outlook provided by Zillow Group suggests an optimistic view, with anticipated growth acceleration throughout the year. InvestingPro analysis indicates the company maintains strong financial health with a current ratio of 2.81 and more cash than debt on its balance sheet, though current valuations suggest the stock may be trading above its Fair Value.

The growth is expected to be driven by the expansion and maturation of Zillow Group’s Enhanced Markets, the growing traction of Zillow Showcase and Zillow Home Loans (ZHL) revenues, as well as continued progress in the Rentals sector. Notably, Zillow’s recent partnership with Redfin (NASDAQ:RDFN) is predicted to contribute to the company’s performance in the second half of the year.

White’s analysis indicates that despite the slow start to 2025, Zillow Group’s strategic initiatives are poised to foster growth as the year unfolds. The company’s efforts to diversify and strengthen its revenue streams, particularly through partnerships and service enhancements, are integral to this positive outlook.

Investors have been given a sign of Zillow Group’s potential for sustained growth and profitability, as reflected in the revised price target from DA Davidson. The firm’s stance on Zillow Group remains bullish, with expectations set for the company’s continued success in the evolving real estate market.

In other recent news, Zillow Group has been the focus of various analysts’ notes. Benchmark elevated the company’s stock price target to $110, citing strong fourth-quarter results and potential growth from a new partnership with Redfin. However, the firm noted that the first-quarter outlook fell short of expectations. Piper Sandler reduced Zillow’s target to $90, despite the company’s better-than-expected fourth-quarter results. The firm suggested that the company’s conservative revenue growth expectations could be a strategic move.

BofA Securities increased Zillow’s price target to $84 following the company’s slightly better-than-expected fourth-quarter earnings. The company projected first-quarter revenue to be between $575 million to $590 million, falling short of analysts’ expectations. KeyBanc Capital Markets reduced its price target for Zillow to $95, despite expressing confidence in the company’s strategic positioning for the year 2025.

Citi analyst Ronald Josey raised the price target for Zillow to $98, highlighting the company’s significant revenue growth in its For Sale and Rentals segments. Josey also expressed optimism about Zillow’s scaling efforts in Enhanced Markets and the company’s partnership with Redfin in the Rentals space. These are the recent developments for Zillow Group.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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