[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-zillow-group-stock-hits-full-year-gaap-profitability-as-rentals-accelerates-EN":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":186,"relatedPosts":192,"suggestedPosts":268},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":166,"editor":172,"categories":177,"relatedPosts":183,"seo":184},102195,"Zillow Group Stock Hits Full-Year GAAP Profitability as Rentals Accelerates","2026-04-20T19:40:00","2026-04-21T06:56:47","\u003Cp>Zillow hit GAAP profitability and guided $700M for Q1 2026. The question is how much of the thesis needs housing to recover.\u003C\u002Fp>\n","\n\u003Ch2 class=\"wp-block-heading\" id=\"h-key-stats-zillow-group-q4-2025\">\u003Cstrong>Key Stats — Zillow Group, Q4 2025\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current price:\u003C\u002Fstrong> ~$47\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Q4 2025 total revenue: \u003C\u002Fstrong>$654M, +18% YoY\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Full-year 2025 revenue:\u003C\u002Fstrong> $2.53B, +16% YoY\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Q4 2025 Rentals revenue: \u003C\u002Fstrong>$168M, +45% YoY\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Q4 2025 For Sale revenue: \u003C\u002Fstrong>$475M, +11% YoY\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Q4 2025 mortgages revenue:\u003C\u002Fstrong> $57M, +39% YoY\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Full-year 2025 GAAP net income:\u003C\u002Fstrong> $23M (first full-year GAAP profitability)\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Q4 2025 EBITDA: $149M, EBITDA margin: \u003C\u002Fstrong>23%, +260bps YoY\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Full-year 2025 free cash flow: \u003C\u002Fstrong>$420M, +36% YoY\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Q1 2026 revenue guidance:\u003C\u002Fstrong> $700M–$710M (~18% YoY at midpoint)\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Full-year 2026 revenue guidance:\u003C\u002Fstrong> mid-teens growth\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>TIKR model price target: \u003C\u002Fstrong>~$243\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Implied upside:\u003C\u002Fstrong> ~416%\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Most investors never know if a stock is truly undervalued or overpriced. TIKR’s professional-grade valuation tools give you a clear, data-backed answer across 60,000+ stocks for free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-zillow-group-s-q4-2025-earnings-breakdown\">Zillow Group’s \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscript?cid=20523038&tid=137224792&e=1979174542&ts=3676115&ref=q2enxr\">Q4 2025\u003C\u002Fa> Earnings Breakdown\u003C\u002Fh2>\n\n\n\n\u003Cp>Zillow stock (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=20523038&tid=137224792&ref=q2enxr\">ZG\u003C\u002Fa>) delivered Q4 total revenue of $654M, up 18% year-over-year and near the top of its outlook range, capping a full year of 16% revenue growth against a housing market that expanded just 3%.\u003C\u002Fp>\n\n\n\n\u003Cp>The headline number inside the headline was Rentals: $168M in Q4, up 45% year-over-year, with multifamily revenue up 63%.\u003C\u002Fp>\n\n\n\n\u003Cp>Multifamily property count reached 72,000 at year-end, up 44% from 50,000 a year earlier, as property managers expanded their advertising spend on what management describes as the highest-ROI platform in the category.\u003C\u002Fp>\n\n\n\n\u003Cp>In For Sale, Q4 revenue of $475M grew 11% year-over-year, roughly 800 basis points ahead of the 3% industry growth rate reported by NAR.\u003C\u002Fp>\n\n\n\n\u003Cp>Within For Sale, mortgages revenue of $57M grew 39% in Q4, well above management’s own ~20% guidance, as purchase loan origination volume accelerated to 67% growth year-over-year.\u003C\u002Fp>\n\n\n\n\u003Cp>Enhanced markets, where the integrated buyer-agent-loan officer experience comes together, accounted for 44% of connections in Q4, up from 21% a year ago, with the company targeting 75% as an intermediate milestone.\u003C\u002Fp>\n\n\n\n\u003Cp>For the full year, Zillow Group reported $23M of GAAP net income, delivering on its profitability target and expanding net income margin 590 basis points year-over-year.\u003C\u002Fp>\n\n\n\n\u003Cp>Full-year free cash flow reached $420M, up 36%, and the company repurchased $670M of shares in 2025, part of $1.1B in total capital returned after retiring $419M in convertible debt earlier in the year.\u003C\u002Fp>\n\n\n\n\u003Cp>For Q1 2026, management guided revenue of $700M to $710M, implying about 18% growth at the midpoint, with Rentals expected to grow approximately 40% and mortgages approximately 40%.\u003C\u002Fp>\n\n\n\n\u003Cp id=\"h-what-happened\">Full-year 2026 guidance calls for mid-teens revenue growth, continued EBITDA margin expansion, and share-based compensation down more than 10% year-over-year, with elevated legal expenses flagged as a 100 basis point EBITDA headwind for the year.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>See the exact moment Wall Street upgrades a stock before the rest of the market piles in — track analyst rating changes in real time with TIKR for free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-zillow-group-stock-what-the-financials-show\">Zillow Group Stock: What the Financials Show\u003C\u002Fh2>\n\n\n\n\u003Cp>The Q4 income statement is a margin recovery story: operating losses are narrowing sharply as revenue scales, even as gross margins face mix pressure from faster-growing, higher-cost segments.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"677\" data-public-id=\"images\u002Fimage-559_102200d4f19\u002Fimage-559_102200d4f19.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_677,c_scale\u002Ff_webp,q_auto\u002Fv1776661724\u002Fimages\u002Fimage-559_102200d4f19\u002Fimage-559_102200d4f19.png?_i=AA\" alt=\"zillow stock gross margins\" class=\"wp-post-102195 wp-image-102200\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1776661724\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_677,c_scale\u002Ff_webp,q_auto\u002Fv1776661724\u002Fimages\u002Fimage-559_102200d4f19\u002Fimage-559_102200d4f19.png?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_198,c_scale\u002Ff_webp,q_auto\u002Fv1776661724\u002Fimages\u002Fimage-559_102200d4f19\u002Fimage-559_102200d4f19.png?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_508,c_scale\u002Ff_webp,q_auto\u002Fv1776661724\u002Fimages\u002Fimage-559_102200d4f19\u002Fimage-559_102200d4f19.png?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_793,c_scale\u002Ff_webp,q_auto\u002Fv1776661724\u002Fimages\u002Fimage-559_102200d4f19\u002Fimage-559_102200d4f19.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1776661724\u002Fimages\u002Fimage-559_102200d4f19\u002Fimage-559_102200d4f19.png?_i=AA 1268w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">ZG Stock \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ffinancials?cid=20523038&tid=137224792&tab=is&ref=q2enxr\">Gross Margins \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>Q4 gross margin was 73%, down from about 77% in Q4 2024, reflecting the faster growth of mortgages and rentals relative to the higher-margin residential segment.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"681\" data-public-id=\"images\u002Fimage-560_10220157831\u002Fimage-560_10220157831.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_681,c_scale\u002Ff_webp,q_auto\u002Fv1776661782\u002Fimages\u002Fimage-560_10220157831\u002Fimage-560_10220157831.png?_i=AA\" alt=\"zillow stock operating income and margins\" class=\"wp-post-102195 wp-image-102201\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1776661782\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_681,c_scale\u002Ff_webp,q_auto\u002Fv1776661782\u002Fimages\u002Fimage-560_10220157831\u002Fimage-560_10220157831.png?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1776661782\u002Fimages\u002Fimage-560_10220157831\u002Fimage-560_10220157831.png?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_510,c_scale\u002Ff_webp,q_auto\u002Fv1776661782\u002Fimages\u002Fimage-560_10220157831\u002Fimage-560_10220157831.png?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776661782\u002Fimages\u002Fimage-560_10220157831\u002Fimage-560_10220157831.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_797,c_scale\u002Ff_webp,q_auto\u002Fv1776661782\u002Fimages\u002Fimage-560_10220157831\u002Fimage-560_10220157831.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1776661782\u002Fimages\u002Fimage-560_10220157831\u002Fimage-560_10220157831.png?_i=AA 1270w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">ZG Stock Operating Income and Margins \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ffinancials?cid=20523038&tid=137224792&tab=is&ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>Operating income was ($11M) in Q4, with an operating margin of (1.7%), compared to (12.5%) in Q4 2024, an improvement of roughly 11%  year-over-year.\u003C\u002Fp>\n\n\n\n\u003Cp>That improvement is part of a consistent recovery arc across 2025: operating margins of (1.5%), (1.7%), (0.1%), and (1.7%) across Q1 through Q4, with the company holding operating losses near breakeven throughout the full year.\u003C\u002Fp>\n\n\n\n\u003Cp>Fixed costs as a percentage of revenue declined from 44% in 2024 to 41% in 2025, as total fixed costs grew only 2% against 16% revenue growth, according to CFO Jeremy Hofmann on the Q4 earnings call.\u003C\u002Fp>\n\n\n\n\u003Cp id=\"h-wall-street-s-take-on-x-stock\">Full-year 2025 EBITDA margin expanded 180 basis points year-over-year, and management guided for similar expansion in 2026, notwithstanding the elevated legal expense headwind.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-valuation-model-take\">\u003Cstrong>Valuation Model Take\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The TIKR model prices Zillow stock at ~$243, implying roughly 416% upside from the current price near $47.\u003C\u002Fp>\n\n\n\n\u003Cp>The mid-case assumptions require a 13.5% revenue CAGR through the forecast period and a 46.5% net income margin, both directionally consistent with management’s stated mid-cycle targets of $5B in revenue and 45% EBITDA margins in a normalized housing environment.\u003C\u002Fp>\n\n\n\n\u003Cp>This Q4 report strengthens the investment case on execution: the company delivered at the top of its revenue guidance, hit GAAP profitability ahead of many expectations, and is expanding both Rentals and Mortgages at rates that improve the long-term revenue mix.\u003C\u002Fp>\n\n\n\n\u003Cp>Even in the low-case scenario, the model implies a stock price near $250 by end of 2030, suggesting the current price of ~$47 is pricing in a level of execution and macro risk that Q4 results do not obviously support.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-large\">\u003Cimg width=\"1024\" height=\"832\" data-public-id=\"images\u002FZG_valuation_model-1\u002FZG_valuation_model-1.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_832,c_scale\u002Ff_webp,q_auto\u002Fv1776661365\u002Fimages\u002FZG_valuation_model-1\u002FZG_valuation_model-1.webp?_i=AA\" alt=\"zillow stock valuation model results\" class=\"wp-post-102195 wp-image-102197\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1776661365\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1024,h_832,c_scale\u002Ff_webp,q_auto\u002Fv1776661365\u002Fimages\u002FZG_valuation_model-1\u002FZG_valuation_model-1.webp?_i=AA 1024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_244,c_scale\u002Ff_webp,q_auto\u002Fv1776661365\u002Fimages\u002FZG_valuation_model-1\u002FZG_valuation_model-1.webp?_i=AA 300w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_624,c_scale\u002Ff_webp,q_auto\u002Fv1776661365\u002Fimages\u002FZG_valuation_model-1\u002FZG_valuation_model-1.webp?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1248,c_scale\u002Ff_webp,q_auto\u002Fv1776661365\u002Fimages\u002FZG_valuation_model-1\u002FZG_valuation_model-1.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1663,c_scale\u002Ff_webp,q_auto\u002Fv1776661365\u002Fimages\u002FZG_valuation_model-1\u002FZG_valuation_model-1.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_975,c_scale\u002Ff_webp,q_auto\u002Fv1776661365\u002Fimages\u002FZG_valuation_model-1\u002FZG_valuation_model-1.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1137,c_scale\u002Ff_webp,q_auto\u002Fv1776661365\u002Fimages\u002FZG_valuation_model-1\u002FZG_valuation_model-1.webp?_i=AA 1400w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">ZG Stock Valuation Model Results \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=21127&tid=2621295&ref=tikrblog\">\u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>Zillow stock is executing on what it can control; the question for investors is how much of the thesis requires the housing market to recover from its current 4.1M annual sales pace toward a more normalized 6M.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>The central tension: Zillow stock is demonstrating consistent outperformance in a broken housing market, but the path to full model value requires both sustained execution and an industry cycle that has not yet turned.\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>What Has to Go Right\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Rentals hits the $1B+ revenue target: multifamily properties grew 44% in 2025 to 72,000, against an addressable market of 140,000 buildings, with 2026 guidance of ~30% Rentals revenue growth\u003C\u002Fli>\n\n\n\n\u003Cli>Enhanced markets scale toward 75% of connections: at 44% in Q4 2025, up from 21% a year ago, with each percentage point adding mortgage attach volume and transaction conversion lift\u003C\u002Fli>\n\n\n\n\u003Cli>Zillow Home Loans becomes a consequential purchase lender: purchase originations grew 53% in 2025, Q4 volume grew 67%, and management guided ~40% mortgage revenue growth in Q1 2026\u003C\u002Fli>\n\n\n\n\u003Cli>GAAP profitability expands: full-year 2025 net income of $23M with 590bps of margin expansion, with share-based comp expected down 10%+ again in 2026 and net income projected to grow faster than both revenue and EBITDA\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cstrong>What Could Still Go Wrong\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Existing home sales stay flat at 4.1M: management explicitly modeled 2026 with no housing market recovery; the 45% EBITDA mid-cycle target requires a return to ~6M homes sold annually\u003C\u002Fli>\n\n\n\n\u003Cli>Legal expenses run longer and deeper than guided: Q1 2026 carries a 200bps EBITDA margin headwind, including an FTC matter on an accelerated timeline targeting a summer 2026 trial\u003C\u002Fli>\n\n\n\n\u003Cli>Gross margin compression continues: Q4 2025 gross margin of 73% is down roughly 4 percentage points from Q4 2024, as faster-growing, higher-cost segments pull the blended margin lower\u003C\u002Fli>\n\n\n\n\u003Cli>Enhanced market rollout pace disappoints: management acknowledged that loan officer ramp time and agent trust-building constrain expansion speed, not capital, making the 75% connection target timeline uncertain\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Wall Street’s best ideas don’t stay hidden for long. Catch analyst upgrades, earnings beats, and revenue surprises on thousands of stocks the moment they happen with TIKR for free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-should-you-invest-in-zillow-group-inc\">\u003Cstrong>Should You Invest in Zillow Group, Inc.?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp>Pull up ZG stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp>You can build a free watchlist to track Zillow Group, Inc. alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Access Professional Tools to Analyze ZG stock on TIKR for Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n",1262,"en","\u002Fblog\u002Fzillow-group-stock-hits-full-year-gaap-profitability-as-rentals-accelerates","zillow-group-stock-hits-full-year-gaap-profitability-as-rentals-accelerates","images\u002FFEATURED-IMAGE-MAKER-356_1022025f673\u002FFEATURED-IMAGE-MAKER-356_1022025f673","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776661880\u002Fimages\u002FFEATURED-IMAGE-MAKER-356_1022025f673\u002FFEATURED-IMAGE-MAKER-356_1022025f673.png?_i=AA",{"altText":153,"imageCredit":165},"TIKR",{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":171},"Gian Estrada","giantikr","author","",[],{"name":173,"slug":174,"role":175,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":176},"David Hanson","davidtikr","editor",[],[178],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",0,[],{"title":153,"metaDesc":185,"opengraphDescription":185,"twitterTitle":153,"twitterDescription":185},"Zillow hit GAAP profitability and guided $700M for Q1 2026. The question is how much of the thesis needs housing to recover.",{"title":153,"description":185,"twitterTitle":153,"twitterDescription":185,"author":167,"articlePublisher":187,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":188,"twitterData1":189,"ogTitle":153,"ogDescription":185,"ogUrl":160,"ogImage":163,"ogImageWidth":190,"ogImageHeight":191,"ogImageSecureUrl":163,"ogImageAlt":153,"twitterImage":163},"TIKR.com","Est. reading time","8 minutes",1200,630,[193,208,223,238,253],{"id":182,"title":194,"date":195,"excerpt":196,"wordCount":197,"uri":198,"slug":199,"cloudinaryAssetId":200,"featuredImageOriginalUrl":201,"featuredImageMetadata":202,"author":203,"categories":205,"relatedPosts":207},"CBRE Group Posts Record Q4 Revenue and Core EPS in Strong 2025 Finish","2026-04-20 19:20:00","CBRE posted record Q4 revenue and 18% EPS growth, but the real debate is whether data center momentum holds into 2026.",1190,"\u002Fblog\u002Fcbre-group-posts-record-q4-revenue-and-core-eps-in-strong-2025-finish","cbre-group-posts-record-q4-revenue-and-core-eps-in-strong-2025-finish","images\u002FFEATURED-IMAGE-MAKER-355_1021947a26b\u002FFEATURED-IMAGE-MAKER-355_1021947a26b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776660491\u002Fimages\u002FFEATURED-IMAGE-MAKER-355_1021947a26b\u002FFEATURED-IMAGE-MAKER-355_1021947a26b.png?_i=AA",{"altText":194},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":204},[],[206],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":209,"date":210,"excerpt":211,"wordCount":212,"uri":213,"slug":214,"cloudinaryAssetId":215,"featuredImageOriginalUrl":216,"featuredImageMetadata":217,"author":218,"categories":220,"relatedPosts":222},"Astera Labs Revenue More Than Doubled in 2025. Is the Stock Still Cheap?","2026-04-20 19:00:00","Astera Labs more than doubled revenue in 2025. But with opex accelerating and the biggest product ramp still ahead, the debate is just beginning.",1254,"\u002Fblog\u002Fastera-labs-revenue-more-than-doubled-in-2025-is-the-stock-still-cheap","astera-labs-revenue-more-than-doubled-in-2025-is-the-stock-still-cheap","images\u002FFEATURED-IMAGE-MAKER-354_102186ab4ed\u002FFEATURED-IMAGE-MAKER-354_102186ab4ed","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776656657\u002Fimages\u002FFEATURED-IMAGE-MAKER-354_102186ab4ed\u002FFEATURED-IMAGE-MAKER-354_102186ab4ed.png?_i=AA",{"altText":209},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":219},[],[221],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":224,"date":225,"excerpt":226,"wordCount":227,"uri":228,"slug":229,"cloudinaryAssetId":230,"featuredImageOriginalUrl":231,"featuredImageMetadata":232,"author":233,"categories":235,"relatedPosts":237},"Ventas Stock Delivers Fourth Straight Year of Double-Digit SHOP NOI Growth","2026-04-20 17:40:00","Four straight years of double-digit SHOP NOI growth. Baby boomers just started turning 80. Ventas stock is at 86% occupancy with room to run.",1285,"\u002Fblog\u002Fventas-stock-delivers-fourth-straight-year-of-double-digit-shop-noi-growth","ventas-stock-delivers-fourth-straight-year-of-double-digit-shop-noi-growth","images\u002FFEATURED-IMAGE-MAKER-350_10208352e4b\u002FFEATURED-IMAGE-MAKER-350_10208352e4b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776580220\u002Fimages\u002FFEATURED-IMAGE-MAKER-350_10208352e4b\u002FFEATURED-IMAGE-MAKER-350_10208352e4b.png?_i=AA",{"altText":224},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":234},[],[236],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":239,"date":240,"excerpt":241,"wordCount":242,"uri":243,"slug":244,"cloudinaryAssetId":245,"featuredImageOriginalUrl":246,"featuredImageMetadata":247,"author":248,"categories":250,"relatedPosts":252},"Corteva Stock Hits Record 22% EBITDA Margin as Licensing Strategy Accelerates","2026-04-20 15:50:00","Corteva crossed 22% EBITDA margins for the first time. Now a $610 million Bayer settlement is pulling the licensing ramp years forward.",1217,"\u002Fblog\u002Fcorteva-stock-hits-record-22-ebitda-margin-as-licensing-strategy-accelerates","corteva-stock-hits-record-22-ebitda-margin-as-licensing-strategy-accelerates","images\u002FFEATURED-IMAGE-MAKER-349_102079121fb\u002FFEATURED-IMAGE-MAKER-349_102079121fb","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776574989\u002Fimages\u002FFEATURED-IMAGE-MAKER-349_102079121fb\u002FFEATURED-IMAGE-MAKER-349_102079121fb.png?_i=AA",{"altText":239},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":249},[],[251],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],{"id":182,"title":254,"date":255,"excerpt":256,"wordCount":257,"uri":258,"slug":259,"cloudinaryAssetId":260,"featuredImageOriginalUrl":261,"featuredImageMetadata":262,"author":263,"categories":265,"relatedPosts":267},"Diamondback Energy Q4 2025: A $3.65B Impairment Hid a 70% Gross Margin Quarter","2026-04-20 15:30:00","Diamondback's Q4 operating loss was $2.77 billion. Strip out the impairment and the business delivered a 70% gross margin.",1313,"\u002Fblog\u002Fdiamondback-energy-q4-2025-a-3-65b-impairment-hid-a-70-gross-margin-quarter","diamondback-energy-q4-2025-a-3-65b-impairment-hid-a-70-gross-margin-quarter","images\u002FFEATURED-IMAGE-MAKER-344_10204983ee0\u002FFEATURED-IMAGE-MAKER-344_10204983ee0","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776559660\u002Fimages\u002FFEATURED-IMAGE-MAKER-344_10204983ee0\u002FFEATURED-IMAGE-MAKER-344_10204983ee0.png?_i=AA",{"altText":254},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":264},[],[266],{"name":179,"slug":180,"uri":181,"description":170,"postsCount":182},[],[269,289,304,319,334,349,363,378,393,408,428,442,458,473],{"id":182,"title":270,"date":271,"excerpt":272,"wordCount":273,"uri":274,"slug":275,"cloudinaryAssetId":276,"featuredImageOriginalUrl":277,"featuredImageMetadata":278,"author":279,"categories":283,"relatedPosts":288},"ArcelorMittal Rose 25% in the Past Month. Here’s Where Shares Could Head in 2026","2026-04-20 22:55:00","ArcelorMittal stock rose about 25% over the past month, and our analysis suggests the stock could still deliver meaningful upside into 2026. Here’s why improving steel demand and margin recovery are starting to support the setup.",683,"\u002Fblog\u002Farcelormittal-rose-25-in-the-past-month-heres-where-shares-could-head-in-2026","arcelormittal-rose-25-in-the-past-month-heres-where-shares-could-head-in-2026","images\u002F@Michael-Orshan-from-Pexels-via-Canva\u002F@Michael-Orshan-from-Pexels-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776724924\u002Fimages\u002F@Michael-Orshan-from-Pexels-via-Canva\u002F@Michael-Orshan-from-Pexels-via-Canva.png?_i=AA",{"altText":270},{"name":280,"slug":281,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":282},"Nikko Henson","nikkotikr",[],[284],{"name":285,"slug":286,"uri":287,"description":170,"postsCount":182},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":182,"title":290,"date":291,"excerpt":292,"wordCount":293,"uri":294,"slug":295,"cloudinaryAssetId":296,"featuredImageOriginalUrl":297,"featuredImageMetadata":298,"author":299,"categories":301,"relatedPosts":303},"Cognizant Stock Looks Mispriced in 2026 After Crossing $21 Billion in Revenue","2026-04-20 18:00:00","Cognizant's EPS grew 11% in 2025 to $5.28, the fastest growth in nearly a decade, while CTSH trades at 10x forward earnings.",1225,"\u002Fblog\u002Fcognizant-stock-looks-mispriced-in-2026-after-crossing-21-billion-in-revenue","cognizant-stock-looks-mispriced-in-2026-after-crossing-21-billion-in-revenue","images\u002FFEATURED-IMAGE-MAKER-351_1021007d3dc\u002FFEATURED-IMAGE-MAKER-351_1021007d3dc","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776582400\u002Fimages\u002FFEATURED-IMAGE-MAKER-351_1021007d3dc\u002FFEATURED-IMAGE-MAKER-351_1021007d3dc.png?_i=AA",{"altText":290},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":300},[],[302],{"name":285,"slug":286,"uri":287,"description":170,"postsCount":182},[],{"id":182,"title":305,"date":306,"excerpt":307,"wordCount":308,"uri":309,"slug":310,"cloudinaryAssetId":311,"featuredImageOriginalUrl":312,"featuredImageMetadata":313,"author":314,"categories":316,"relatedPosts":318},"Mattel Q4 2025: Vehicles Surged 16% But Barbie and December Dragged the Year","2026-04-20 16:08:00","Mattel's full year missed expectations, but the bull case just got more specific: a $150 million investment with a 12-month payback promise.",1206,"\u002Fblog\u002Fmattel-q4-2025-vehicles-surged-16-but-barbie-and-december-dragged-the-year","mattel-q4-2025-vehicles-surged-16-but-barbie-and-december-dragged-the-year","images\u002FFEATURED-IMAGE-MAKER-343_102041e2060\u002FFEATURED-IMAGE-MAKER-343_102041e2060","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776528472\u002Fimages\u002FFEATURED-IMAGE-MAKER-343_102041e2060\u002FFEATURED-IMAGE-MAKER-343_102041e2060.png?_i=AA",{"altText":305},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":315},[],[317],{"name":285,"slug":286,"uri":287,"description":170,"postsCount":182},[],{"id":182,"title":320,"date":321,"excerpt":322,"wordCount":323,"uri":324,"slug":325,"cloudinaryAssetId":326,"featuredImageOriginalUrl":327,"featuredImageMetadata":328,"author":329,"categories":331,"relatedPosts":333},"Cox Acquisition and $3.7 Billion in CapEx Cuts: The Bull Case for Charter Communications Stock","2026-04-20 16:00:00","Charter's CapEx drops from $11.7B to under $8B by 2028 — a $28 per share annual FCF unlock the stock has completely ignored. ",1426,"\u002Fblog\u002Fcox-acquisition-and-3-7-billion-in-capex-cuts-the-bull-case-for-charter-communications-stock","cox-acquisition-and-3-7-billion-in-capex-cuts-the-bull-case-for-charter-communications-stock","images\u002FFEATURED-IMAGE-MAKER-338_1019736f3ea\u002FFEATURED-IMAGE-MAKER-338_1019736f3ea","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776484872\u002Fimages\u002FFEATURED-IMAGE-MAKER-338_1019736f3ea\u002FFEATURED-IMAGE-MAKER-338_1019736f3ea.png?_i=AA",{"altText":320},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":330},[],[332],{"name":285,"slug":286,"uri":287,"description":170,"postsCount":182},[],{"id":182,"title":335,"date":336,"excerpt":337,"wordCount":338,"uri":339,"slug":340,"cloudinaryAssetId":341,"featuredImageOriginalUrl":342,"featuredImageMetadata":343,"author":344,"categories":346,"relatedPosts":348},"Compass Rose 14% This Week. Here’s How Much the Stock Could Rise in 2026","2026-04-20 15:45:00","Compass is re-entering the spotlight as a high-beta housing recovery play, and the stock surged about 14% this week. Here’s why expectations around a potential stabilization in housing activity and operating leverage could drive upside into 2026.",744,"\u002Fblog\u002Fcompass-rose-14-this-week-heres-how-much-the-stock-could-rise-in-2026","compass-rose-14-this-week-heres-how-much-the-stock-could-rise-in-2026","images\u002F@Ahmet-COTUR-from-Pexels-via-Canva\u002F@Ahmet-COTUR-from-Pexels-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776699038\u002Fimages\u002F@Ahmet-COTUR-from-Pexels-via-Canva\u002F@Ahmet-COTUR-from-Pexels-via-Canva.png?_i=AA",{"altText":335},{"name":280,"slug":281,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":345},[],[347],{"name":285,"slug":286,"uri":287,"description":170,"postsCount":182},[],{"id":182,"title":350,"date":321,"excerpt":351,"wordCount":212,"uri":352,"slug":353,"cloudinaryAssetId":354,"featuredImageOriginalUrl":355,"featuredImageMetadata":356,"author":357,"categories":359,"relatedPosts":362},"Block Raises 2026 AOI Guidance to $3.2 Billion After Strongest NVA Year on Record","Block raised its 2026 AOI guide to $3.2 billion, up 54%. Nearly 60% of that number is riding on the second half.","\u002Fblog\u002Fblock-raises-2026-aoi-guidance-to-3-2-billion-after-strongest-nva-year-on-record","block-raises-2026-aoi-guidance-to-3-2-billion-after-strongest-nva-year-on-record","images\u002FFEATURED-IMAGE-MAKER-342_102031506a3\u002FFEATURED-IMAGE-MAKER-342_102031506a3","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776522160\u002Fimages\u002FFEATURED-IMAGE-MAKER-342_102031506a3\u002FFEATURED-IMAGE-MAKER-342_102031506a3.png?_i=AA",{"altText":350},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":358},[],[360],{"name":76,"slug":75,"uri":361,"description":170,"postsCount":182},"\u002Fblog\u002Fcategory\u002Ffundamental-analysis",[],{"id":182,"title":364,"date":365,"excerpt":366,"wordCount":367,"uri":368,"slug":369,"cloudinaryAssetId":370,"featuredImageOriginalUrl":371,"featuredImageMetadata":372,"author":373,"categories":375,"relatedPosts":377},"Amer Sports Stock Delivers 27% Revenue Growth as Salomon Crosses $2 Billion in Sales","2026-04-19 12:40:00","Amer Sports grew 27% in 2025 with three brand engines firing. The question is whether the margin investment in Salomon is temporary or structural.",1247,"\u002Fblog\u002Famer-sports-stock-delivers-27-revenue-growth-as-salomon-crosses-2-billion-in-sales","amer-sports-stock-delivers-27-revenue-growth-as-salomon-crosses-2-billion-in-sales","images\u002FFEATURED-IMAGE-MAKER-347_102065dfae9\u002FFEATURED-IMAGE-MAKER-347_102065dfae9","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776566743\u002Fimages\u002FFEATURED-IMAGE-MAKER-347_102065dfae9\u002FFEATURED-IMAGE-MAKER-347_102065dfae9.png?_i=AA",{"altText":364},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":374},[],[376],{"name":76,"slug":75,"uri":361,"description":170,"postsCount":182},[],{"id":182,"title":379,"date":380,"excerpt":381,"wordCount":382,"uri":383,"slug":384,"cloudinaryAssetId":385,"featuredImageOriginalUrl":386,"featuredImageMetadata":387,"author":388,"categories":390,"relatedPosts":392},"Helios Technologies Q4 2025: EPS Up 145%, Dividend Raised for the First Time Ever","2026-04-18 15:00:00","Helios Technologies returned to revenue growth for the first time in three years. Whether the momentum holds through 2026 is a harder question.",1307,"\u002Fblog\u002Fhelios-technologies-q4-2025-eps-up-145-dividend-raised-for-the-first-time-ever","helios-technologies-q4-2025-eps-up-145-dividend-raised-for-the-first-time-ever","images\u002FFEATURED-IMAGE-MAKER-341_101995d387e\u002FFEATURED-IMAGE-MAKER-341_101995d387e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776497160\u002Fimages\u002FFEATURED-IMAGE-MAKER-341_101995d387e\u002FFEATURED-IMAGE-MAKER-341_101995d387e.png?_i=AA",{"altText":379},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":389},[],[391],{"name":76,"slug":75,"uri":361,"description":170,"postsCount":182},[],{"id":182,"title":394,"date":395,"excerpt":396,"wordCount":397,"uri":398,"slug":399,"cloudinaryAssetId":400,"featuredImageOriginalUrl":401,"featuredImageMetadata":402,"author":403,"categories":405,"relatedPosts":407},"Amazon's P\u002FE Ratio: Current Levels, Historical Trends, and Outlook","2026-04-17 12:00:00","Amazon's 10-year average P\u002FE was 105x. Amazon stock now trades at 35x. The earnings era has arrived.",2693,"\u002Fblog\u002Famazon-pe-ratio","amazon-pe-ratio","images\u002FFEATURED-IMAGE-MAKER-327_10179767c52\u002FFEATURED-IMAGE-MAKER-327_10179767c52","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776394372\u002Fimages\u002FFEATURED-IMAGE-MAKER-327_10179767c52\u002FFEATURED-IMAGE-MAKER-327_10179767c52.png?_i=AA",{"altText":394},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":404},[],[406],{"name":76,"slug":75,"uri":361,"description":170,"postsCount":182},[],{"id":182,"title":409,"date":410,"excerpt":411,"wordCount":412,"uri":413,"slug":414,"cloudinaryAssetId":415,"featuredImageOriginalUrl":416,"featuredImageMetadata":417,"author":418,"categories":422,"relatedPosts":427},"TopBuild Stock Soars 19% After QXO Announces $17 Billion Acquisition","2026-04-20 14:10:00","TopBuild stock surges after QXO announces a $17 billion acquisition, creating North America's second largest publicly traded building products distributor.",685,"\u002Fblog\u002Ftopbuild-nyse-19-stock-soar-after-qxo-announces-17-billion-acquisition","topbuild-nyse-19-stock-soar-after-qxo-announces-17-billion-acquisition","images\u002FBLD-stock\u002FBLD-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776692893\u002Fimages\u002FBLD-stock\u002FBLD-stock.png?_i=AA",{"altText":409},{"name":419,"slug":420,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":421},"Aditya Raghunath","adityatikr",[],[423],{"name":424,"slug":425,"uri":426,"description":170,"postsCount":182},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":182,"title":429,"date":430,"excerpt":170,"wordCount":431,"uri":432,"slug":433,"cloudinaryAssetId":434,"featuredImageOriginalUrl":435,"featuredImageMetadata":436,"author":437,"categories":439,"relatedPosts":441},"TJX Stock Crosses $60 Billion in Sales: Does the Street High Target of $193 Hold Up?","2026-04-20 14:00:00",1147,"\u002Fblog\u002Ftjx-stock-crosses-60-billion-in-sales-does-the-street-high-target-of-193-hold-up","tjx-stock-crosses-60-billion-in-sales-does-the-street-high-target-of-193-hold-up","images\u002FFEATURED-IMAGE-MAKER-339-1\u002FFEATURED-IMAGE-MAKER-339-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1776492418\u002Fimages\u002FFEATURED-IMAGE-MAKER-339-1\u002FFEATURED-IMAGE-MAKER-339-1.png?_i=AA",{"altText":429},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":438},[],[440],{"name":424,"slug":425,"uri":426,"description":170,"postsCount":182},[],{"id":182,"title":443,"date":430,"excerpt":444,"wordCount":445,"uri":446,"slug":447,"cloudinaryAssetId":448,"featuredImageOriginalUrl":449,"featuredImageMetadata":450,"author":451,"categories":455,"relatedPosts":457},"KeyCorp Beat Q1 2026 Earnings Estimates. What a $25 Street Target Means for Investors","KeyCorp just posted its strongest Q1 in years, raised guidance, and is buying back stock at a record pace. The market barely moved. That disconnect is exactly what investors are focused on right now.",1115,"\u002Fblog\u002Fkeycorp-beat-q1-2026-earnings-estimates-what-a-25-street-target-means-for-investors","keycorp-beat-q1-2026-earnings-estimates-what-a-25-street-target-means-for-investors","images\u002F7-3_102164f96c3\u002F7-3_102164f96c3","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776644006\u002Fimages\u002F7-3_102164f96c3\u002F7-3_102164f96c3.png?_i=AA",{"altText":443},{"name":452,"slug":453,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":454},"Wiltone Asuncion","wiltonetikr",[],[456],{"name":424,"slug":425,"uri":426,"description":170,"postsCount":182},[],{"id":182,"title":459,"date":460,"excerpt":461,"wordCount":462,"uri":463,"slug":464,"cloudinaryAssetId":465,"featuredImageOriginalUrl":466,"featuredImageMetadata":467,"author":468,"categories":470,"relatedPosts":472},"Travelers Companies Had a Record Q1 2026. Here's Why the Stock May Have More Room to Run","2026-04-20 13:50:00","Travelers Companies just posted its seventh consecutive quarter of $1 billion-plus in after-tax underwriting income, beat earnings estimates, and raised its dividend 14%. Yet TRV barely moved. The TIKR model suggests the Street may be underestimating this franchise.",1220,"\u002Fblog\u002Ftravelers-companies-had-a-record-q1-2026-heres-why-the-stock-may-have-more-room-to-run","travelers-companies-had-a-record-q1-2026-heres-why-the-stock-may-have-more-room-to-run","images\u002F6-3_10216345f5c\u002F6-3_10216345f5c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776643996\u002Fimages\u002F6-3_10216345f5c\u002F6-3_10216345f5c.png?_i=AA",{"altText":459},{"name":452,"slug":453,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":469},[],[471],{"name":424,"slug":425,"uri":426,"description":170,"postsCount":182},[],{"id":182,"title":474,"date":475,"excerpt":476,"wordCount":477,"uri":478,"slug":479,"cloudinaryAssetId":480,"featuredImageOriginalUrl":481,"featuredImageMetadata":482,"author":483,"categories":485,"relatedPosts":487},"U.S. Bancorp Stock Beats Q1 Earnings: What the Amazon Deal Means for Investors","2026-04-20 13:40:00","U.S. Bancorp rose 2.6% after its Q1 2026 earnings beat, but the stock still trades below its 52-week high. With the Amazon card partnership converting in Q3 and BTIG closing imminently, the question is whether the market is underpricing what USB is building. ",1192,"\u002Fblog\u002Fu-s-bancorp-stock-beats-q1-earnings-what-the-amazon-deal-means-for-investors","u-s-bancorp-stock-beats-q1-earnings-what-the-amazon-deal-means-for-investors","images\u002F5-3_102162bc966\u002F5-3_102162bc966","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1776643988\u002Fimages\u002F5-3_102162bc966\u002F5-3_102162bc966.png?_i=AA",{"altText":474},{"name":452,"slug":453,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":484},[],[486],{"name":424,"slug":425,"uri":426,"description":170,"postsCount":182},[]]