Zillow

Z

Market cap $16.4B

Housing technology companies are offering more than just listings, and their other services are a buffer against disruptions to the way buyers shop and agents advertise.

Mark Mahaney – a senior Evercore ISI analyst – has named his top internet stock picks for 2026, highlighting opportunities across both large-cap and small/mid-cap names. According to him, Amazon, Expedia, and Zillow are particularly strongly positioned for continued momentum in the coming year.

With repeat buyers making up 55% of the market, agents face a more digitally savvy client base that's reshaping how real estate relationships begin SEATTLE, Dec. 30, 2025 /PRNewswire/ -- How buyers and sellers choose a real estate agent has shifted meaningfully over the past several years, and it's reshaping what it takes to win business. According to Zillow's 2025 Consumer Housing Trends Report for Agents , 36% of sellers now find their agents through online channels, more than double the 15% share in 2018.

There are certain companies you don't want as competitors. Google is one of them.

A key Google partner is starting to display home listing details directly in search results, prompting some industry experts and analysts to question what impact the feature could have on the traffic — and financials — of major portal players like Zillow, Realtor.

Shares of online real-estate marketplaces Zillow Group Inc   (NASDAQ:ZG) and CoStar Group Inc (NASDAQ:CSGP) are gapping lower today, amid news that Alphabet (GOOGL) is testing home for-sale ads at the top of Google search results in certain markets.

Jefferies has some ideas about where tech investors should look after a tough stretch for the sector.

Zillow stock on Monday plummeted more than 12% after a report said Alphabet was testing putting real estate listings directly in its Google search results.

Google appears to be running tests on putting real estate sale listings into its search results. The listings allowed users to view the full details of a property's page, request a tour and contact an agent — similar to the functions offered on Zillow.com's online marketplace portal.

Zillow (NASDAQ:Z) shares fell 8.5% on Monday after reports that Alphabet Inc (NASDAQ:GOOG)'s Google is testing a new mobile real estate advertising format that could challenge the online property portal's lead-generation business. The search giant's new ad unit, developed in partnership with real estate analytics and brokerage firm ComeHome, allows users to view live MLS listings directly within Google search results and request home tours through a “Request a tour” button.