KeyBanc cuts Zillow Group stock price target to $95

Published 12/02/2025, 16:04
KeyBanc cuts Zillow Group stock price target to $95

On Wednesday, KeyBanc Capital Markets adjusted its price target for Zillow Group (NASDAQ:ZG) stock, reducing it to $95 from $100 while sustaining an Overweight rating. Currently trading at $71.78, Zillow’s stock has shown remarkable momentum with a 70.82% gain over the past six months, according to InvestingPro data. The adjustment follows Zillow’s fourth-quarter earnings release, which, although surpassing Wall Street’s expectations, did not meet KeyBanc’s projections. The real estate industry as a whole benefited from lower mortgage rates during the quarter, an advantage that Zillow did not fully capitalize on according to KeyBanc’s expectations.

Zillow Group’s performance in the fourth quarter was noted as solid by KeyBanc, despite the results not aligning with the more optimistic estimates previously held by the firm. The real estate platform’s earnings were higher than the consensus estimates from other analysts, yet they fell short of KeyBanc’s more bullish predictions. The discrepancy was attributed to an anticipation of Zillow outperforming the broader real estate market, which did not occur as the sector enjoyed significant benefits from reduced mortgage rates.

Looking ahead, KeyBanc expressed confidence in Zillow’s strategic positioning for the year 2025. The firm anticipates that Zillow will achieve market share gains, which should drive double-digit revenue growth and support a healthy expansion of margins. InvestingPro analysis reveals that analysts expect the company to become profitable this year, with a forecasted EPS of $1.50 for 2024. For deeper insights into Zillow’s financial health and growth prospects, investors can access the comprehensive Pro Research Report, available exclusively to InvestingPro subscribers. Despite the lower price target, KeyBanc’s Overweight rating indicates a belief in Zillow’s potential for growth and performance above the market average.

The reduction in the price target to $95 is a reflection of KeyBanc’s revised, more conservative estimates for Zillow Group. While acknowledging the company’s solid foundation, KeyBanc’s commentary suggests a recalibration of expectations in light of the recent quarter’s performance relative to industry trends.

In conclusion, KeyBanc continues to view Zillow Group positively, expecting the company to leverage its position for growth in the coming years, despite the recent adjustment to its price target based on the fourth-quarter earnings and broader industry dynamics. With strong liquidity indicators and a current ratio of 3.13, Zillow maintains a solid financial foundation for future growth initiatives.

In other recent news, Zillow Group has seen a series of analyst upgrades and positive adjustments to its price target. Citi analyst Ronald Josey raised the price target for Zillow to $98, citing the company’s strong revenue growth and successful product initiatives. Similarly, Cantor Fitzgerald analyst Deepak Mathivanan increased the price target from $62 to $70, following Zillow’s fourth-quarter earnings report that exceeded expectations. UBS analyst Chris Kuntarich also maintained a Buy rating on Zillow with a steady price target of $98, despite a slight decrease in expected EBITDA.

Benchmark analyst Daniel Kurnos raised the price target for Zillow to $100, expressing optimism about the company’s ability to manage mid-cycle margins and earnings effectively. Additionally, KeyBanc analyst Sergio Segura upgraded Zillow’s stock rating to Overweight and set a $100 price target, highlighting the company’s integrated application experience and growing penetration in enhanced markets. These recent developments suggest a generally positive outlook from analysts regarding Zillow’s financial performance and growth prospects.

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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