Signs of Recovery in Spring Housing Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 05 2026
0mins
Source: CNBC
- Market Recovery Signs: In January 2025, nearly 45,000 homes that were delisted last year were relisted, marking the highest figure in a decade and representing 3.6% of the market, indicating a resurgence of seller confidence.
- Seller Behavior Shift: Close to 85,000 sellers delisted their homes in September 2024, a 28% increase from the previous year, reflecting how high mortgage rates and economic uncertainty have led sellers to temporarily withdraw from the market.
- Inventory Status: Nationally, the inventory of homes for sale has increased compared to last year, with active listings up 7.9% year-over-year in February; however, this growth has been shrinking for nine consecutive months, indicating a slowdown in supply momentum.
- Regional Supply-Demand Disparities: Supply improvements are concentrated in the South and West, particularly for homes priced below $500,000, while the Northeast and Midwest remain significantly undersupplied, highlighting ongoing imbalances in the market.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ZG?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on ZG
Wall Street analysts forecast ZG stock price to rise
17 Analyst Rating
9 Buy
7 Hold
1 Sell
Moderate Buy
Current: 32.690
Low
66.00
Averages
85.00
High
100.00
Current: 32.690
Low
66.00
Averages
85.00
High
100.00
About ZG
Zillow Group, Inc. helps people find and get the home they want by connecting them with digital solutions, dedicated partners and agents, and buying, selling, financing, and renting experiences. The Company’s affiliates, subsidiaries, and brands include Zillow, Zillow Premier Agent, Zillow Home Loans, Zillow Rentals, Trulia, Out East, StreetEasy, HotPads, ShowingTime+, Spruce, and Follow Up Boss. It helps renters, buyers, sellers, and real estate professionals across all their residential real estate needs through its housing super app, which serves as an ecosystem of connected solutions for the tasks and services related to moving. It provides integrated transaction experience for movers through Zillow, its network of partners, its affiliated brands, and through a comprehensive suite of marketing software and technology solutions for the real estate industry, including ShowingTime+, Follow Up Boss and Spruce. It offers multifamily property managers a variety of advertising products.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Class Action Notice: Rosen Law Firm reminds investors who purchased Zillow Group Class A or C common stock between February 11, 2025, and May 7, 2026, to apply as lead plaintiffs by August 10, 2026, to secure compensation in the class action lawsuit.
- Lawsuit Background: The lawsuit alleges that Zillow made materially false or misleading statements during the class period, failing to disclose that its agreement with Redfin was an acquisition rather than a partnership, which heightened legal risks for investors.
- Legal Fee Arrangement: Investors joining the class action will not incur any upfront costs, as the law firm operates on a contingency fee basis, reducing financial barriers and encouraging broader participation.
- Law Firm Credentials: Rosen Law Firm is renowned for its success in securities class actions, having achieved the largest settlement against a Chinese company, showcasing its expertise and resource capabilities in handling such cases.
See More
- Legal Proceedings: Zillow Group and Rocket Companies' Redfin are set to go to trial in August in federal court, which could significantly impact both companies' operations in the real estate market.
- Market Reaction Anticipation: The upcoming trial may prompt investors to reassess Zillow and Redfin's future business models, particularly against the backdrop of current fluctuations in the real estate market.
- Competitive Landscape Shift: As the litigation progresses, it could affect Zillow and Redfin's competitive positions in the market, especially regarding customer trust and brand reputation.
- Legal Cost Considerations: The legal expenses incurred by both companies during the trial may exert financial pressure, particularly in an environment of increasing market uncertainty.
See More
- Via Transportation Class Action: From September 2025 to June 2026, Via Transportation is accused of failing to disclose a decline in annual recurring revenue per customer and regulatory issues, misleading investors about the company's prospects and potentially hindering its expansion strategy in Germany.
- Zillow Class Action: During the period from February 2025 to May 2026, Zillow allegedly failed to disclose that its agreement with Redfin was an acquisition rather than a partnership, increasing its exposure to antitrust legal risks, which could negatively impact the company's reputation and stock price.
- ADMA Biologics Class Action: From August 2024 to March 2026, ADMA is accused of engaging in undisclosed related party transactions and channel stuffing, leading to distorted financial reporting that could undermine investor confidence and future financing capabilities.
- Erasca Class Action: Between January 2025 and April 2026, Erasca is alleged to have failed to disclose improper comparisons in its preclinical data, risking violations of patent and trade secret protections, which could affect the company's future R&D and market competitiveness.
See More
- Lawsuit Deadline: Investors must file lead plaintiff applications in the class action lawsuit against Zillow Group by August 10, 2026, for stock purchases made between February 11, 2025, and May 7, 2026, or risk losing their right to claim.
- Legal Allegations Overview: Zillow and certain executives are accused of failing to disclose material information during the class period, violating federal securities laws, including misleading statements about the nature of their agreement with Redfin, which heightened regulatory scrutiny risks.
- Investor Losses: The lawsuit claims that investors suffered economic damages when the true details emerged, highlighting Zillow's potential legal and operational risks that could impact its future stock performance.
- Law Firm Background: Kahn Swick & Foti, LLC is a prominent securities litigation law firm ranked among the top ten nationally, focusing on recovering investment losses for clients due to corporate fraud or misconduct.
See More
- BitGo Lawsuit Overview: BitGo Holdings, Inc. is facing allegations for failing to disclose the impact of declining digital asset prices on its financial performance during the class period from January 22 to May 13, 2026, with a lead plaintiff deadline set for August 7, 2026, potentially undermining investor confidence in its financial outlook.
- Via Transportation Allegations: Via Transportation, Inc. is accused of not disclosing a decline in annual recurring revenue per customer and existing regulatory issues that could hinder its expansion strategy in Germany during its September 2025 IPO, with a lead plaintiff deadline of August 10, 2026, which may affect investor sentiment.
- Zillow Legal Risks: Zillow Group, Inc. is under scrutiny for allegedly misrepresenting its agreement with Redfin as a partnership rather than an acquisition, which heightened its risk of regulatory scrutiny under antitrust laws during the class period from February 11, 2025, to May 7, 2026, with a lead plaintiff deadline of August 10, 2026, potentially impacting its market reputation.
- ADMA Related Party Transactions: ADMA Biologics, Inc. faces allegations of undisclosed related party transactions and revenue manipulation from August 9, 2024, to March 25, 2026, with a lead plaintiff deadline of August 10, 2026, raising significant concerns about its internal controls and investor trust.
See More
- Lawsuit Initiation: Faruq & Faruq LLP is investigating potential claims against Zillow Group, Inc., urging investors who purchased Class A and Class C common stock between February 11, 2025, and May 7, 2026, to apply for lead plaintiff status by August 10, 2026, to represent other investors in a federal securities class action.
- False Statement Allegations: The lawsuit alleges that Zillow and its executives violated federal securities laws by misrepresenting their agreement with Redfin as a partnership rather than an acquisition, resulting in heightened regulatory scrutiny and antitrust liability, thereby impacting the authenticity of Zillow's business outlook.
- Investor Rights Protection: Faruq & Faruq LLP encourages anyone with information regarding Zillow's conduct, including whistleblowers and former employees, to contact the firm directly to better protect investors' legal rights and potential claims.
- Steps to Participate in the Lawsuit: Investors should review transaction records, preserve relevant documents, and consult legal advice before the deadline to assess their options for participating in the lawsuit or seeking lead plaintiff status, ensuring they are not adversely affected in any potential recovery.
See More











