Is Berkshire Hathaway’s Partnership With Zillow Showcase Shaping ZG’s Edge in Digital Real Estate?

Simply Wall St
  • In late August 2025, Berkshire Hathaway HomeServices announced a partnership to provide its U.S. network agents with access to Zillow Showcase, an AI-powered, immersive listing tool designed to help properties stand out on Zillow's platform.
  • This collaboration highlights the increasing adoption of advanced digital marketing solutions in the real estate industry as brokerages seek greater visibility and engagement for their listings.
  • We’ll explore how Berkshire Hathaway HomeServices’ embrace of Zillow’s Showcase platform could strengthen Zillow’s digital leadership and industry reach.

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Zillow Group Investment Narrative Recap

To own Zillow Group stock, investors must believe in the continued digital transformation of real estate and Zillow’s ability to leverage its large user base through innovation such as AI-powered tools. The recent Berkshire Hathaway HomeServices partnership adds another major brokerage to Zillow Showcase, supporting the company’s leadership in immersive digital listing experiences. While this broadens reach and adoption, it does not meaningfully change the largest risk: sustained low home affordability and transaction volumes, which continue to constrain the pace of revenue growth in the near term.

One of the most relevant earlier announcements is the April 2025 partnership with HomeServices of America, the parent company of Berkshire Hathaway HomeServices, which initially introduced agents to Zillow Showcase. This sequence, culminating in the August 2025 expansion, signals traction as leading brokerages look to differentiate listings through advanced advertising, reinforcing digital engagement as a near-term catalyst for Zillow’s advertising and lead generation revenue.

But, despite this digital momentum, investors should be aware that regulatory pressures on real estate commissions could still...

Read the full narrative on Zillow Group (it's free!)

Zillow Group's outlook estimates $3.6 billion in revenue and $415.2 million in earnings by 2028. This forecast is based on 14.8% annual revenue growth and a $477.2 million earnings increase from current earnings of -$62.0 million.

Uncover how Zillow Group's forecasts yield a $86.96 fair value, a 3% upside to its current price.

Exploring Other Perspectives

ZG Community Fair Values as at Sep 2025

Eight members of the Simply Wall St Community estimate Zillow’s fair value between US$25.79 and US$93.59 per share. While digital adoption is accelerating, persistent low home affordability remains a central challenge impacting perceptions about Zillow’s ability to drive transaction-based revenue growth.

Explore 8 other fair value estimates on Zillow Group - why the stock might be worth less than half the current price!

Build Your Own Zillow Group Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Zillow Group research is our analysis highlighting 2 key rewards that could impact your investment decision.
  • Our free Zillow Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Zillow Group's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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