ZG Stock Analysis: Buy, Sell, or Hold?

ZG - ZILLOW GROUP INC CLASS A

SERVICES-BUSINESS SERVICES, NEC
$34.36
-1.43 (-4.00%) â–ŧ
5d: -7.36%
30d: -4.02%
90d: -6.07%
WAIT
LOW Confidence
Analysis Updated: Sep 1, 2026 12:00 AM ET
Earnings: Aug 05, 2026 0d

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Interactive Price Chart (1 Month)

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💡
Bottom Line:
â„šī¸ NEUTRAL: ZG is fairly priced but lacks strong directional signals. At -12.4% expected growth, valuation appears cheap. Wait for clearer setup or better entry on dips.
See Forward Earnings Fair Value & Price Prediction →

Long-Term Wealth Forecast (2031)

Based on Analyst Consensus Growth & Historical Valuation

0% (Stagnation) 50% (Hyper Growth)
EST. PRICE IN 2031
$99.71
Based on 14.5% avg growth
INTRINSIC VALUE TODAY
$61.91
44.5% Margin of Safety

How this is calculated: We use a Growth Decay Model: starting with analyst consensus growth (adjusted above) and gradually slowing it down to a long-term terminal rate (4%) by Year 5. This provides a more realistic valuation than assuming constant hyper-growth. We then apply a 17.5x Exit PE.

In-depth Analysis How we analyze

Valuation Analysis: ZG is currently trading at $34.36, which is considered slightly low relative to its 30-day fair value range of $33.88 to $36.78. From a valuation perspective, the stock is trading at a discount (Forward PE: 11.7) compared to its historical average (17.5). Remarkably, the market is currently pricing in an annual earnings decline of 12.4% over the next few years. This pessimistic expectation contrasts with the company's recent 533.3% earnings growth, suggesting potential undervaluation if the company simply maintains stability.

Technical Outlook: Technically, ZG is in a downtrend. The price is currently testing key support at $34.08. A bounce from this level would confirm strength, while a break below could signal further downside. Short-term momentum is weak, with the stock down 4.0% recently.

Market Sentiment: The stock scores a mixed 45/100 on our bottoming-setup gauge, with only partial signs of a stabilized entry point. Wall Street analysts see significant upside, with an average price target of $47.23 (+37.4%). Current signals suggest waiting for a better entry point before initiating new positions.

Quick Decision Summary

Current Position SLIGHTLY LOW
Historical Trading Range $33.88 - $36.78
Company Quality Score 45/100 (HOLD)
Volume Confirmation HIGH
Confidence Score 74.8%

All Signals

  • BULLISH: Price oversold vs 30-day range
  • NEUTRAL: Mixed technical signals (45/100)
  • BULLISH: High volume confirmation
  • BEARISH: Downward momentum (-4.0%)
  • BULLISH: Trading 37.4% below Wall St target ($47.23)
  • WARNING: Composite score 45/100 in the bottom quintile — this cohort historically lags the market

Trading Range Analysis

30-Day Trading Range $33.88 - $36.78
Current vs Trading Range SLIGHTLY LOW

Support & Resistance Levels

Support Level $34.08
Resistance Level $38.45
Current Trend Downtrend
Technical data as of Sep 1, 2026

Fundamental Context

Forward P/E (Next Year Est.) 11.74
Wall Street Target $47.23 (+37.4%)
Revenue Growth (YoY) 17.9%
Earnings Growth (YoY) 533.3%
Profit Margin 2.0%
Valuation Discount vs History -12.4% cheaper
PE vs Historical 11.7 vs 17.5 CHEAP
Market-Implied Price Targets If current PE multiple persists
Implied Growth (YoY): -12.4% (market-implied from PE analysis)
1-Year Target $30.92 (-10%)
2-Year Target $27.83 (-19%)
3-Year Target $25.05 (-27%)
3-Yr Target (if PE normalizes) (PE: 12→18) $37.33 (+9%)
3-Year Scenarios Using analyst projected EPS growth
Bull: (PE: 20.1, Growth: 29.2%) $126.71 (+269%)
Base: (SPY PE: 11.7, Growth: 29.2%) $74.03 (+115%)
Bear: (PE: 10.0, Growth: 29.2%) $62.92 (+83%)
📈 Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (16x PE), but valuation improves significantly next year (12x PE) as earnings recover.
Forward PE: 16.45 | Forward EPS (Implied): $2.09
Bull Case $41.49 (+21%)
Analyst growth 15.0%, PE expands to 17.3
Base Case $34.36 (0%)
Market implied 0.0%, PE stable at 16.5
Bear Case $26.29 (-24%)
Severe decline -15.0%, PE contracts to 14.8
These are projections based on PE multiples and EPS growth scenarios, not predictions. Actual results may vary significantly.
💡 Upside Surprise Potential
If earnings stabilize (0% growth), PE could expand from 11.7 to 17.5
Stabilization Target: $51.21 (+49.0%)
PE Expansion Potential: +49.0%
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Last updated: September 02, 2026 1:45 AM ET
Data refreshes hourly during market hours. Next update: 2:45 AM
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Insider Activity (6 Months)
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