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Zillow remains a buy despite 50% YTD drop, driven by strong rental growth and share buybacks.

Analyst Insights
27 May 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Zillow's stock has fallen about 50% year-to-date, but it remains a buy due to sustainable growth drivers and product innovation. Its rental marketplace is growing revenue over 40% year-over-year, challenging older rental platforms. Zillow has diversified its revenue beyond its Premier Agent service to include rentals, software, and mortgage financing. With nearly $1 billion in cash, the company is actively repurchasing shares, which could enhance shareholder value at its current attractive valuation.

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