What Industry Disruption? Zillow Has Durable Software, Data Moat: Bullish Analyst Says

Benzinga03-14 01:52

Also, this month, the company announced a $1.25 billion buyback plan, which boosted the stock price. Several analysts made changes to their price forecast on Zillow following the earnings announcement...

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Zillow Has Durable Software, Data Moat: Bullish Analyst Says","media":"Benzinga","content":"<div>\n<p>Also, this month, the company announced a $1.25 billion buyback plan, which boosted the stock price.\nSeveral analysts made changes to their price forecast on Zillow following the earnings announcement...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/03/51249357/what-industry-disruption-zillow-has-durable-software-data-moat-bullish-analyst-says\">Source Link</a>\n\n</div>\n","source":"benzinga_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Industry Disruption? 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Zillow Has Durable Software, Data Moat: Bullish Analyst Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-14 01:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/03/51249357/what-industry-disruption-zillow-has-durable-software-data-moat-bullish-analyst-says><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Also, this month, the company announced a $1.25 billion buyback plan, which boosted the stock price.\nSeveral analysts made changes to their price forecast on Zillow following the earnings announcement...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/03/51249357/what-industry-disruption-zillow-has-durable-software-data-moat-bullish-analyst-says\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BLSG","symbol_name":"2倍做多BLSH ETF-Leverage Shares","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/03/51249357/what-industry-disruption-zillow-has-durable-software-data-moat-bullish-analyst-says","article_id":"2619140751","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/03/13/Portland--Or--Usa---Nov-11--2024-Zillow-.jpeg?optimize=medium&dpr=2&auto=webp&width=260"],"rights":{"source":"benzinga_hot_news","url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/03/51249357/what-industry-disruption-zillow-has-durable-software-data-moat-bullish-analyst-says","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2619140751","pubTimestamp":1773424320,"columns":[],"sourceInfo":{"source_id":"benzinga_hot_news","name":"Benzinga"},"weMediaInfo":null,"summary":"JPMorgan highlights Zillow's operational strength amid AI disruption, projecting 15% revenue growth and 25% adjusted EBITDA expansion in 2026.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BLSG":"2倍做多BLSH ETF-Leverage Shares","BK4551":"寇图资本持仓","BK4588":"碎股","BK4112":"金融交易所和数据","BK4585":"ETF&股票定投概念","BK4079":"房地产服务","BK4548":"巴美列捷福持仓","Z":"Zillow","BLSX":"Tradr 2X Long BLSH Daily ETF"},"translate_title":"什么行业颠覆？看涨分析师表示，Zillow拥有耐用的软件和数据护城河","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BLSX":0.6,"BLSG":0.6,"Z":1.98},"content_text":"Also, this month, the company announced a $1.25 billion buyback plan, which boosted the stock price.\nSeveral analysts made changes to their price forecast on Zillow following the earnings announcement.\nJPMorgan reiterated an Overweight rating on Zillow stock with a price forecast of $84.\nAnalyst Dae K Lee wrote that recent share movements reflect concerns about AI disruption, regulatory scrutiny, litigation, and shifts in listing models, consolidation, and commission rates.\nDespite these pressures, Zillow's operations remain strong, adds the analyst.\nThe analyst remains positive on Zillow due to its category leadership and strong engagement.\nThe analyst writes that it is the most visited U.S. real estate app and website, with ~80% direct traffic.\nDurable software and data moats, including ShowingTime (~90% of tours) and Follow Up Boss adoption among top teams, support multi-year share gains, adds the analyst.\nThe March 24 AI Summit in NYC will showcase how vertical integration, last-mile data, and closed-loop workflows create a competitive moat, says the analyst.\nLee writes that the management is expected to highlight platform-level AI, early ROI, monetization paths, and spatial-AI advantages over general-purpose LLMs.\nThe analyst says that operationally, Zillow continues to outperform the industry, with 2025 revenue up 16% year-over-year compared to 3% industry growth.\nLee expects revenue growth of 15% and adjusted EBITDA growth of 25% in 2026.\nZ Price Action: Zillow Group shares were up 4.17% at $42.97 at the time of publication on Friday. 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