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Is Zillow Stock Too Cheap to Pass Up?

Zillow's marketplace is growing and rentals are up 45% from a year ago, but the stock is dropping.

By Travis Hoium – Feb 12, 2026 at 2:53PM EST

Key Points

  • Zillow's financials continue to improve, but investors aren't impressed enough to buy the stock.
  • The long-term trajectory hasn't changed and this is one area AI disruption is likely to impact anytime soon.

Zillow (Z 5.81%) (ZG 5.25%) shares continued their slide this week after the company reported growth that exceeded the housing market and a huge jump in rental usage. In this video, I go over the results and why the market is missing the forest for the trees with Zillow's aggregation of demand in the housing market. If this becomes a platform for both renting and buying homes, the upside is tremendous for Zillow stock.

*Stock prices used were end-of-day prices of Feb. 11, 2026. The video was published on Feb. 12, 2026.

Read Next

About the Author

Travis Hoium
Travis Hoium is a contributing Motley Fool stock market analyst covering solar energy, technology, and growth stocks. Before The Motley Fool, Travis was a mechanical engineer at 3M and founded a virtual reality company. He holds a bachelor’s degree in mechanical engineering and a master’s degree in business administration from the University of Minnesota.
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Travis Hoium has positions in Zillow Group. The Motley Fool has positions in and recommends Zillow Group. The Motley Fool has a disclosure policy. Travis Hoium is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Stocks Mentioned

Zillow Group Stock Quote
Zillow Group
NASDAQ: Z
$42.42
(-5.52%)-$2.48
Zillow Group Stock Quote
Zillow Group
NASDAQ: ZG
$41.90
(-5.52%)-$2.45

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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