Zillow Group Inc (Z) Options

If the Fed cuts interest by .5%, should see Z go green for a few days.

Z new 52 week high

Good call lol

Shorts covering, this steamy turd will crash next week. Took some Jan 2023 puts today

What pops the housing bubble?

#1 Recession and based on the yield curve that could happen this summer.
#2 Another spike up in mortgage rates

Whoever figures out the best, leveraged way to short the housing market will make a killing over the next few years.


https://twitter.com/realwillmeade/status/1506653260341551106?cxt=HHwWhIC95YvK2ugpAAAA

The average new home sold for $511,000 in February.
Using todays mortgage rates and the 2.5 rule you need to make at least $200,000 to afford the average new home in America.
I’m now convinced this is the greatest bubble in a decade.

https://twitter.com/realwillmeade/status/1506652370511536132?cxt=HHwWiIC5haaW2ugpAAAA

U.S. Mortgage Rates Surge to the Highest Level in More than Two Years:

https://finance.yahoo.com/news/u-mortgage-rates-surge-highest-150000544.html


The Housing Boom May Be About to Go Bust:

https://www.bloomberg.com/opinion/articles/2022-02-09/the-housing-bubble-may-be-about-to-burst?utm_campaign=bn&utm_medium=distro&utm_source=yahooUS

Pending Home Sales Shock with 6.9% Collapse:

https://www.breitbart.com/economy/2022/01/27/pending-home-sales-shock-with-6-9-collapse/

Pending home sales defied predictions of a rebound at year-end, falling by 3.9 percent compared with a downwardly revised November estimate, data from the National Association of Realtors showed Thursday.

Compared with a year ago, pending home sales fell 6.9 percent. Sales were down by 10 percent or more in both the Northeast and the West. Sales fell in the Midwest and the South, as well.

The downturn largely reflects an extremely low supply of homes for sale, according to NAR economist Lawrence Yun.

“Pending home sales faded toward the end of 2021, as a diminished housing supply offered consumers very few options,” Yun said. “Mortgage rates have climbed steadily the last several weeks, which unfortunately will ultimately push aside marginal buyers.”

Home sales are expected to contract further this year. Sales are forecast to be down by three percent in 2022 compared with last year, according to Yun.

Nice cash buy back news today. Hope this one rebounds a bit back close to it's highs.

I’m just curious if we’re gonna hear soon or in the coming months an investigation into the Zillow Zestimates being inflated to help Zillow Flip houses.

Makes sense. They curbed further losses. If Quantitative Easing is in the process of a reversal, interest rates are going up, house prices will fall.... Also the middle class shrank this year quite a bit, I'm willing to bet purchases from end users will slow further and additional investors will be cashing out of their investments attempting to curb losses as well. It's ok to make a loss of your offsetting gains, you can write off losses into future

I don’t think they will re enter the home flipping business. They lost what 300 Million?

Makes sense after their fire sale, they're liquidating to lower their financial burden when the real estate market takes a nose dive... They will be able to recover I bet, they probably plan on repurchasing into 2022 in various markets... Come to Toronto.

For sure

Going to $30-$40.00’range then sub $15.00 next year. Imo.

Buying sub 68.50 pps

And there she goes!

ZILLOW going to Collapse IMO. When I dunno but it’s set up for a 60-80% decline.

https://www.fool.com/investing/2021/09/01/top-3-high-growth-stocks-to-buy-in-september-2021/

Took starter here into leap $150. Nice chart set up

https://twitter.com/blackopstocks/status/1405166506229514249?s=21

BREAKING NEWS: $Z Why Zillow's Depleted iBuying Business Should Bounce Back

Zillow 's (NASDAQ: ZG) (NASDAQ: Z) rapidly growing iBuying business, Zillow Offers, has taken a big hit this year but is poised to bounce back. How quickly that happens is uncertain, but the company has the resources and expertise to rapidly return the business -- through which it buys and r...

In case you are interested Z - Why Zillow's Depleted iBuying Business Should Bounce Back

News: $Z Why These Residential Real Estate Stocks Soared More Than 18% in July

Residential real estate stocks soared in July, according to data provided by S&P Global Market Intelligence . These included homebuilders  D.R. Horton  (NYSE: DHI) and  NVR  (NYSE: NVR) , shares of which rose 19.3% and 20.6%, respectively, and online realtor Zillow ...

Read the whole news Z - Why These Residential Real Estate Stocks Soared More Than 18% in July

News: $Z Would-Be Home Sellers Slow to Return Despite Buyer Demand

SEATTLE , Aug. 7, 2020 /PRNewswire/ -- Newly pending sales remain well above last year's level, according to Zillow's Weekly Market Report i . They fell for the second week running in week-over-week numbers, but other measures continue to show a fast-moving market that favors sellers, i...

Find out more Z - Would-Be Home Sellers Slow to Return Despite Buyer Demand

Why is Zillow up so much today?

News: $Z Is Zillow's Premier Agent Referral Program About to Be Undone?

Zillow (NASDAQ: Z) has become the place where most people start their homebuying journeys, with over 195 million unique visitors visiting the site on a monthly basis. For real estate agents, advertising on the platform can generate a host of new leads for customers, leads that until earlier ...

Got this from Z - Is Zillow's Premier Agent Referral Program About to Be Undone?

$Z great article Zillow Group Inc Nasdaq Z Short Squeeze

News: $Z Zillow Plans to Do to Real Estate What Amazon Did to Retailing

Zillow (NASDAQ: ZG) (NASDAQ: Z) is in the midst of one of the biggest tech disruptions since Amazon started selling books online: Zillow is taking on the neighborhood real estate broker. Zillow Offers is part of its new strategy of flipping real estate. This new venture carries opportuniti...

Find out more Z - Zillow Plans to Do to Real Estate What Amazon Did to Retailing

News: $Z 3 Top Fintech Stocks to Buy in November

Financial technology, or fintech, has been around as long as credit cards. The granddaddy of fintech is probably  Visa , which started the war on cash 61 years ago when  Bank of America  invented the credit card. Today Visa is a mega-cap worth over $400 billion. And it's still g...

Got this from Z - 3 Top Fintech Stocks to Buy in November

News: $Z Why Zillow Group Stock Was Climbing Today

Shares of Zillow Group  (NASDAQ: Z) (NASDAQ: ZG) were moving higher today after the online real estate company posted better-than-expected results in its third-quarter earnings report, driven by the company's move into house flipping. Class A shares (ZG) were up 11.7% as of 11:57 a.m. ...

Find out more Z - Why Zillow Group Stock Was Climbing Today

below 8's as expected

News: $Z 4 Stocks to Watch Next Week

With so many companies reporting in earnings season, there's a lot to filter out. Here are four names I'll be focusing on next week. Walt Disney (NYSE: DIS) is by far my favorite stock in terms of streaming industry potential. With Disney+ on our doorstep, major control of Hulu, and its con...

Got this from Z - 4 Stocks to Watch Next Week

FYI: Zillow trades as $Z and $ZG

Read Zillow's Qtrly Report: Purchased 898 homes of which 414 sold, So, you need to calculate reported Mortgage Expenses against 898 homes.
Zillow beat "the street" estimates in both EPS (act. -.02 v est. -.19)and Revenue (act. 454M v est. 432M)
Barron's revised price target $52/share.

Safe hedge against China Trade Wars, 100% American company. Buy and/or hold this one.

Short squeeze underway in Zillow, 50% upside remains.

Despite posting a loss of $.33 per share and revenue of $454.1 million , Zillow actually beat the estimates and provided very upbeat expansion plans and revenue growth prospects. Sales figures in their buy and sell program tripled in the quarter, such growth has lead to expansion into six new markets. The one stop shop approach of selling homes and providing the mortgage facilities for purchaser's, looks to be a winning strategy.

Short squeeze underway in Zillow, 50% upside remains.

Despite posting a loss of $.33 per share and revenue of $454.1 million , Zillow actually beat the estimates and provided very upbeat expansion plans and revenue growth prospects. Sales figures in their buy and sell program tripled in the quarter, such growth has lead to expansion into six new markets. The one stop shop approach of selling homes and providing the mortgage facilities for purchaser's, looks to be a winning strategy.

Short squeeze underway in Zillow, 50% upside remains.

Despite posting a loss of $.33 per share and revenue of $454.1 million , Zillow actually beat the estimates and provided very upbeat expansion plans and revenue growth prospects. Sales figures in their buy and sell program tripled in the quarter, such growth has lead to expansion into six new markets. The one stop shop approach of selling homes and providing the mortgage facilities for purchaser's, looks to be a winning strategy.

House Flipper Zillow Lost $109K (37%) Per Flip, Net Loss Triples, Shares Soar
by Wolf Richter • May 10, 2019 • 48
But this new & horrendous house flipping operation inflated revenues “more than expected.”

Zillow, which has generated an unbroken series of annual losses as a public company since its IPO in 2011, has figured out how to lose even more money, a lot more money, and at the same time boost revenues and get its shares to jump: house flipping.

In its quarterly earnings report Thursday evening, Zillow disclosed the dollars and cents of its newest enterprise, “Zillow Offers,” which buys and sells homes. The company describes this as “a new, hassle-free way to buy and sell homes directly through Zillow.”

The report splits out the business segments, including the “Homes” segment, which is its house flipping operation.



In terms of timing: The revenues, costs, and expenses associated with buying and selling the house are booked on the income statement in the quarter in which the sale of the house closes.

So let’s see how Zillow’s new thingy did in the quarter ended March 31:

Sold 414 homes.
Sales proceeds added $128.5 million to revenues, for an average selling price of $310,400 per home.
The purchase cost of these homes added $122.4 million to cost of sales, for an average purchase price of $295,700 per home.
This amounts to an average gross profit (selling price minus purchase cost) of a meager $14,700, or 4.9% per flip.
But it costs money to buy homes, get them ready to flip, market them, finance them until they’re sold, and deal with the transactions, in a corporate manner. So Zillow booked the following expenses associated with its home flipping operations:

$20.8 million in sales and marketing expenses
$12.3 million in technology and development expenses
$14.4 million in general and administrative expenses
$3.8 million in “segment interest” expenses.
So, revenues of $128.5 million from selling the homes, minus $173.7 million in costs and expenses associated with these home sales, for a loss on its home flipping operations of $45.2 million.

This loss of $45.2 million on 414 home flips means:

Zillow lost $109,190 per flip on average.
Zillow lost 37% on each flip on average.
So this is a horrendous business.

I think Zillow has seen its days, and Xome will be taking over. Xome has such a superior AI technology. It is much easier, up to date, and seem just all around better. I look to Xome to take over, as it surges forward. They are on the move in a HUGE way, and just hired a new CEO from Genesis Capital (Goldman Sachs), Rayman Kaur Mathoda.


Looks like big things in the works, on top of the already forward moving Xome.

Might see a
Nice bounce

How LOW will Zillow Go!!

Just took a position, this should run in the coming days

Nice flipper here

Moving up day! up 10% in PM.

Z

$Z to $10 imo

Zillow...you have treated me well since your split! Thank you!!

Next target Zillow execs?:

http://www.ft.com/intl/cms/s/2/e346280c-4101-11e5-b98b-87c7270955cf.html#slide0

http://lifestyle.inquirer.net/204310/airbnb-signs-up-more-companies-for-business-travel

If not the actual company, then please tell me you're going after a piece of that market!

Loving the shares I decided to add here. One of the better plays around, IMO, now that the housing markets has confirmed 'it's alive'.

Z

Bought some of these bad boys yesterday.

If you ever searched for real estate on the web you know that zillow is the best. Ease of use and not a bunch of links to sign up for like other real estate web sites. you try relator.com and you'll see.
ZILLOW BEST IN BREED!!!

Great buy today!