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arlier this month Zillow unveiled Zillow Pro, an AI‑driven platform that merges key agent tools—Follow Up Boss, My Agent, Agent Profiles—into a single interface. It also broadened nationwide rent‑reporting by teaming with Esusu, letting renters build credit for a $20 yearly fee. The dual move boosts agent productivity and client engagement while giving renters a clearer path to homeownership through credit‑building access. Zillow Pro signals the company’s shift toward a fully integrated, tech‑centric real‑estate ecosystem.

    Beyond the big names like Nvidia and Microsoft, the next wave of AI growth may come from 24 smaller, high‑potential firms focused on machine learning, automation, and data intelligence—an attractive prospect for investors eyeing long‑term returns.

    For those evaluating Zillow Group, the core thesis is that the firm will dominate real‑estate digital transformation via technology, platform synergies, and expanding services. While Zillow Pro improves agent efficiency, it does not alter the primary short‑term driver—transaction volume—or mitigate the key risk of regulatory pressure on commission structures.

    A notable recent development is Zillow’s exclusive partnership with ChatGPT. By embedding natural‑language search that routes users straight into Zillow’s ecosystem, the company aims to deepen engagement and conversion, strengthening its digital moat amid fierce competition and shifting consumer habits.

    Risk remains: ongoing regulatory scrutiny of agent commissions could reshape Zillow’s revenue model, warranting close monitoring.

    Zillow Group’s 2028 outlook projects $3.6 billion in revenue and $415 million in earnings, requiring 14.8% annual revenue growth and a $477 million earnings jump from today’s $62 million loss. The model implies a fair value of $88.46—about 25% above current price. Community estimates on Simply Wall St range from $28.38 to $91.91. Regulatory challenges to commission structures continue to be a significant long‑term concern.