Story perspectives

Zillow Shares Plunge 12% Amid Google's Real Estate Test

12/15/2025

Summary

Story summary

Zillow shares fell over 12% on December 15, 2025, as investors weighed reports that Google is testing real estate listings in search results.
Analyst Mike DelPrete said the development signals direct competition with Zillow and similar platforms.
Wells Fargo's Alec Brondolo noted Zillow's reliance on organic search is limited, reducing short-term financial impact.
Analysts expect Google to adopt a metasearch model for real estate listings, similar to hotels.

1 of 1

Story summary

Zillow shares fell over 12% on December 15, 2025, as investors weighed reports that Google is testing real estate listings in search results.
Analyst Mike DelPrete said the development signals direct competition with Zillow and similar platforms.
Wells Fargo's Alec Brondolo noted Zillow's reliance on organic search is limited, reducing short-term financial impact.
Analysts expect Google to adopt a metasearch model for real estate listings, similar to hotels.