Zillow's Mixed Quarter: Analysts See Strong Execution But Caution On 2025 Guidance
1. Zillow reported mixed Q4 results: EPS missed, sales beat estimates. 2. Guidance for Q1 sales is lower than consensus; $575M to $590M expected. 3. Analysts revised price forecasts: Piper Sandler cuts to $90; Cantor raises to $70. 4. Rental revenue growth and partnerships noted as positives despite a soft housing market. 5. Overall market sentiment remains cautious but acknowledges Zillow's long-term potential.