Zillow Group Stock (ZG) Drops After Google Tests Home Listings in Search: Analyst Targets, Forecasts and Key Risks (Dec. 16, 2025)
Zillow shares fell about 8% Tuesday after reports that Google is testing real estate listings directly in Search results. The experiment, spotted in select U.S. markets and involving ComeHome by HouseCanary, lets users view home details and contact agents within Google. Analysts noted Zillow’s direct traffic may cushion near-term impact but flagged long-term risks. The selloff began Monday as news spread.