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ZZillow Group, Inc.Sell5.3·$29.93

Zillow Group (Z) Q3 2026 earnings — TrendMatrix coverage

MISS-6.0% vs estimateEPS $0.55 vs $0.58 estCurrent verdict Sell 5.3/10

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy

Event detail · Q3 2026

Key numbers

Adjusted EPS
$0.55
Estimate
$0.58
Surprise
-6.0%
Revenue (period 2026-09-30)
$724.0M
Score today
5.3/10

Revenue source: xbrl.

Report record · Q3 2026

How the report landed

Zillow Group (Z) missed the $0.58 estimate with adjusted EPS of $0.55 — a clear 6.0% shortfall.

Around the report

Coverage in the report window

  • Zillow Group Maintained at Neutral by Susquehanna — fiscal.ai, 2026-11-06
  • Zillow's Troubles Are Far From Over, Wall Street Analyst Warns As Housing Market Weakens — benzinga, 2026-11-05
Current read · as of 2026-11-06

Where TrendMatrix's rating stands now

TrendMatrix currently rates Z Sell at 5.3/10; no pre/post engine snapshot brackets this report.

2 of the last 4 quarters beat the estimate; this quarter's -6.0% surprise compares with a +4.7% four-quarter average. Next scheduled report: 2027-02-09.

What supports the rating

  • Strong growth profile
  • Wide economic moat

What argues against it

  • Concentration risk — Product: Residential revenue (66.0%)
  • V7 low-quality RISK_OFF penalty: -0.5 (Q=5.4)
  • Sector modifier (Communication Services): -0.8

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$29.93
Price target
$35.82
Stop
$27.83
Upside to target
+19.7%
Reward-to-risk
1.6:1

Model outputs from TrendMatrix’s engine as of 2026-11-06 — shown for context, not personalized investment advice.

Communication Services context

Z at TrendMatrix's latest read

Communication and media names are subscriber-economics stories; engagement and ARPU trends behind the print drive the reaction.

Industry
Internet Content & Information
Market cap
$6.81B
P/E (fwd)
11.0
52-week range
$26.67–$77.07
Off 52-week high
61.2%
RSI (14)
48
Volume vs avg
0.24×
Score today
5.3/10

EPS and the estimate come from Yahoo Finance’s earnings calendar, captured around the report date. That EPS is the adjusted figure analysts forecast, so it can differ from the GAAP diluted EPS in the company’s filing, and consensus estimates vary between data providers. Revenue comes from SEC XBRL company facts where available, yfinance-provisional otherwise. Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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