ZG Earnings

ZG reported its FY2025Q3 earnings on 2025-10-30, showcasing a revenue of 676.00M against an estimate of 670.90M, resulting in a 0.76% surprise. The EPS was 0.44, surpassing the expected 0.4 by 10%. The stock experienced a 4.04% price change on the earnings day and a 2.01% change over the next five days, reflecting market reactions to the results.

Following ZG's FY2025Q3 earnings announcement on 2025-10-30, the stock price moved by 4.04% on the day of the release. Over the subsequent five days, it saw a 2.01% change. Historically, ZG's stock price tends to shift by an average of 3.26% in the 10 days leading up to earnings and 3.46% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate ZG's annual revenue to reach 689.07M, while the EPS is projected at 0.52. These estimates reflect recent revisions, with revenue estimates revised upward by 0.03% and EPS estimates revised upward by 0.01% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ZG's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.03%, while EPS estimates moved revised upward by 0.01%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ZG's stock price typically moves by 3.26% in the 10 days before its earnings and 3.46% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.52 and revenue of 689.07M.

The earnings call reveals strong financial performance with 13% YoY revenue growth, a 26% EBITDA margin, and a $1 billion share repurchase authorization. Despite macroeconomic challenges and competitive pressures, Zillow's strategic partnerships and marketplace strategy drive growth, particularly in Rentals. While management was vague on some Q2 forecasts, the overall sentiment is positive, bolstered by the company's substantial share repurchase plan and revenue growth exceeding industry averages. The lack of clear guidance on some issues is a minor concern but doesn't overshadow the strong financials and strategic initiatives.