Is ZG stock a buy after the Mizuho downgrade?

We see a balanced setup. Mizuho’s Neutral and a US$70 target cap near-term upside. Momentum is soft, and legal and listing items add risk. If rates ease and transaction activity improves into spring, the story brightens. Until earnings on 17 February, a hold with defined risk limits looks reasonable.

What is the new Zillow price target and how does it compare to consensus?

Mizuho cut its Zillow price target to US$70. Recent 12‑month averages cluster around US$81.67, with a wider Street range of US$68 to US$105. That puts Mizuho near the low end, signaling caution on legal and listing access. Watch for updates in the next earnings call to reassess targets.

How could the mortgage rates outlook influence ZG stock?

Lower mortgage rates tend to lift search activity, tours, and agent budgets, which helps Premier Agent and Flex. If rates stay sticky, buyers may delay and agents may trim spend, weighing on growth. Canadian investors should monitor Government of Canada yields and lender rate sheets as early signals for housing demand.

When is Zillow’s next earnings and what should investors watch?

Zillow is scheduled to report on 17 February 2026. Watch Flex conversion and take‑rate, Premier Agent ad budgets, rentals growth, mortgage attach and margins, cash flow, and any updates on listing access and legal matters. Guidance for spring selling season will be crucial for resetting expectations on ZG stock.

Global Market Insights

ZG Stock Today, January 10: Mizuho Cut, Mortgage Policy Noise

ByHuzaifa Zahoor January 10, 2026January 10, 2026

ZG stock is back in focus after Mizuho cut Zillow to Neutral and lowered its target to US$70 on listing access and legal risks. The move follows a four-session rebound and new policy chatter that could sway mortgage rates and housing demand. For Canadian investors, currency and rate paths matter. We break down the downgrade, price targets, technical levels, and what to watch into the February earnings print, plus how a shifting mortgage rates outlook could filter into revenue mix and growth pacing.