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Zillow Group shares price target lifted amid strong Q3 results

EditorNatashya Angelica
Published 03/12/2024, 12:36 am
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On Monday, Zillow Group (NASDAQ:ZG) saw its stock price target increased by Canaccord Genuity to $86 from the previous $64, while the Hold rating was maintained. The adjustment follows a significant rise in Zillow's stock value, which soared approximately 40% in November.

Trading near its 52-week high of $83.67, the stock has delivered an impressive 103% return over the past six months. Zillow's third-quarter performance exceeded market expectations, showcasing robust revenue and profitability. According to InvestingPro analysis, the stock appears to be in overbought territory, with 14 additional exclusive insights available to subscribers.

The real estate technology company demonstrated exceptional cost management, surpassing the residential real estate sector's performance by roughly 1500 basis points. With a healthy gross profit margin of 76.4% and strong liquidity position evidenced by a current ratio of 3.13, Zillow's financial foundation remains solid.

The company's forecast for fourth-quarter revenue and profitability aligns with analyst projections, indicating sustained growth in its Rentals and Mortgages segments. The guidance also accounts for the expected seasonal decrease in advertising expenditure.

Recently, Zillow enhanced its technological offerings by acquiring Virtual Staging AI (VSAI), incorporating the firm's advanced AI-powered solutions into its existing product lineup. This move is poised to strengthen Zillow's position in the real estate industry by enriching the customer experience with innovative features.

For a deeper understanding of Zillow's strategic positioning and growth potential, InvestingPro subscribers can access comprehensive research reports and detailed financial analysis.

In addition to the acquisition, Zillow has expanded its partnership with Realtor.com, which will allow for wider access to interactive listing media. Furthermore, the company introduced BuyAbility, a new tool designed to provide consumers with instant, personalized assessments of home affordability.

With revenue growth of 13.1% in the last twelve months and analysts forecasting profitability this year, these strategic initiatives are part of Zillow's ongoing efforts to refine its services and cater to the evolving needs of its users.

In other recent news, Zillow Group has seen significant developments in its performance and corporate structure. The online real estate company reported a 17% year-over-year revenue increase in the third quarter, reaching $581 million, primarily driven by a 63% surge in mortgage revenue totaling $39 million.

Despite a net loss of $20 million, Zillow demonstrated effective cost management, with an EBITDA of $127 million. For the fourth quarter, Zillow anticipates a 12% year-over-year increase in revenue, projecting earnings between $525 million and $540 million.

Piper Sandler confirmed its Overweight rating on Zillow Group shares, maintaining a price target of $73.00, indicating confidence in Zillow's potential for growth and ability to navigate future market uncertainties. The firm's stance is based on Zillow's strategic initiatives like Enhanced Markets and Mortgage, which are showing positive results and expected to contribute to Zillow's performance in the potentially challenging real estate market in the coming years.

In corporate developments, Zillow announced the promotion of Jun Choo to Chief Operating Officer, overseeing Zillow's for-sale business strategy and operations. This executive change follows the departure of Susan Daimler (OTC:MBGAF) and Matt Daimler, president of Zillow and senior vice president of product, respectively.

Furthermore, Zillow has been expanding its market presence through strategic initiatives, including the acquisition of Virtual Staging AI and a partnership with Realtor.com. These recent developments highlight Zillow's commitment to enhancing its product offerings and operational efficiency.

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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