• Earlier in July 2025, Zillow Group introduced five innovative features, including SkyTour, an interactive 3D home exterior tour, aimed at simplifying the home shopping and rental process for users.
• By pioneering the use of advanced Gaussian splatting technology for virtual tours and expanding pricing transparency tools, Zillow is setting a new standard for digital real estate experiences.
• We'll explore how the rollout of SkyTour and transparent cost tools may influence Zillow's investment narrative and growth outlook.

Find companies with promising cash flow potential yet trading below their fair value.

Zillow Group Investment Narrative Recap

To be a shareholder in Zillow Group, you need to believe in its vision of a seamless, tech-driven marketplace where digital experiences win user trust and drive conversion, especially as the housing market remains unpredictable. The July 2025 rollout of features like SkyTour and transparent pricing tools showcases Zillow’s ongoing investment in usability, but the announcement is not likely to materially alter the main short-term catalyst, rental segment expansion, or fully mitigate the key risk of affordability-driven transaction volume pressure.

Among the new features, the Rentals Costs & Fees Breakdown stands out as especially relevant. As Zillow’s rental revenues accelerate, this tool addresses the pain point of hidden costs for users, reinforcing Zillow’s push into the multifamily and rental markets, which remains a core company catalyst amid ongoing margin and competition challenges.

By contrast, investors should keep a close watch on whether affordability pressures continue to limit market transaction volumes and what that means for revenue momentum...

Read the full narrative on Zillow Group (it's free!)

Zillow Group's outlook anticipates $3.5 billion in revenue and $373.0 million in earnings by 2028. This assumes a 14.8% annual revenue growth rate and marks a $454 million increase in earnings from the current -$81.0 million loss.

Uncover how Zillow Group's forecasts yield a $79.53 fair value, a 3% upside to its current price.

Exploring Other Perspectives

Six Simply Wall St Community members estimate Zillow’s fair value between US$25.79 and US$103.33, reflecting wide divergence in outlooks. With rental segment growth as a catalyst, you can explore why opinions about Zillow’s long-term upside differ so much.

Explore 6 other fair value estimates on Zillow Group - why the stock might be worth less than half the current price!

Build Your Own Zillow Group Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Zillow Group research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Zillow Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Zillow Group's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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