$ZG

U.S. mortgage rates hit 6.22%, a three-month high, as Iran tensions spike oil prices and inflation expectations. Mortgage applications fell 11% as Trump signs housing reform executive order.

JPMorgan reiterates Overweight on $ZG, citing durable software and data advantages. Zillow plans $1.25B buyback, projects 15% revenue growth in 2026.

Zillow posts resilient 16% growth despite weak housing market, while Unity struggles with uneven geographic expansion despite strong product innovation.

Mortgage rates fall to 6.09%, lowest in two years, boosting housing affordability and expected to increase refinancing activity and home purchases.

Zillow rebounds after steep decline on strong operational metrics despite housing headwinds. Stock shows oversold conditions with 50% upside potential from analyst target.

Large-cap tech stocks plummeted this week on earnings disappointments and weak guidance, with Pinterest down 21.73% and multiple others declining 18-24% amid profitability concerns.