RBC says Google’s real estate ads pose little fundamental risk to Zillow

1 hour ago 2

TipRanks

Tue, December 16, 2025 astatine 9:55 AM CST 1 min read

RBC Capital says that “GOOGL enters the portal wars” was the header implicit the play from Mike Delprete, who posted screenshot grounds of Google (GOOGL) placing existent property listing ads from a 3p successful hunt results. For context, Delprete is simply a prof astatine the University of Colorado and a well-followed and respected existent property domain adept who the steadfast speaks with periodically. RBC notes Zillow’s (Z) (ZG) vulnerability to SEO is small. While the steadfast can’t accidental determination would beryllium nary interaction from a apical of funnel discoverability perspective, it volition accidental that the company’s SEO vulnerability is reasonably constricted comparative to mobile app usage and adjacent smaller erstwhile it comes to engagement which translates to revenue. Overall, RBC sees the “headline antagonistic but cardinal interaction little likely.” The steadfast has an Outperform standing connected Zillow with a terms people of $95 connected the shares.

Unlock hedge-fund level information and almighty investing tools designed to assistance you marque smarter, sharper decisions
Stay up of the marketplace with the latest quality and investigation truthful your portfolio is ever positioned for maximum potential

Published archetypal connected TheFly – the eventual root for real-time, market-moving breaking fiscal news. Try Now>>

See today’s best-performing stocks connected TipRanks >>

Read More connected ZG:

Disclaimer & DisclosureReport an Issue

Google’s location listing tests apt to person constricted interaction connected Zillow, says Wells
Unusually progressive enactment classes connected unfastened December 2nd
Zillow’s Strong ZSL Adoption and Strategic Partnerships Drive Buy Rating with $100 Target Price
Zillow launches CreditClimb
Intuit Stock (INTU) Rises connected $100M Deal with OpenAI, ChatGPT Integration Plan

Read Entire Article