Zillow Group (Z) remains well off its recent highs after Alphabet's (GOOG) (GOOGL) Google reportedly tested the placement of sales ads for homes directly in its search results. However, several banks argued that Zillow won't be affected very much by this change, and at least one contended that Google may not be able to continue with the practice. Meanwhile, investment bank Bernstein, which reportedly has the highest price target on the Street for the name, appears to be sticking with its bullish outlook. B ...

Key Points The meme stock craze around Opendoor seems to be over. New CEO Kaz Nejatian is overhauling the company's strategy. The company seems likely to struggle as long as the housing market is weak. 10 stocks we like better than Opendoor Technologies › Opendoor Technologies (NASDAQ: OPEN) dazzled investors this summer after the stock jumped from $0.51 to more than $10 in less than three months, gaining more than 2,000%. Several factors played into that rally. First, the stock gained interest ...

We recently published 10 Stocks Shining Bright Amid Wall Street’s Dull Spell. Compass Inc. (NYSE:COMP) is one of the top performers on Tuesday. Compass bounced back by 5.13 percent on Tuesday to close at $10.87 apiece as investors poured funds back in after an analyst downplayed the potential impact of a technology giant’s possibility to emerge as a competitor in the real estate listing market. This followed news on Monday that Google is testing out a new service that would list real estate properties d ...

Hedge fund manager Eric Jackson, who gained popularity among trading circles for triggering the Opendoor Technologies (Nasdaq: OPEN) rally this year, is now betting on a business model that has found detractors among leading providers of stock market indices. Jackson is a tech and media investor who founded a hedge fund called EMJ Capital Ltd. in Canada in 2017 where he serves as president and portfolio manager. The fund uses a proprietary AI/ML-driven algorithm to choose tech equities. The hedge fund m ...

RBC Capital says that “GOOGL enters the portal wars” was the headline over the weekend from Mike Delprete, who posted screenshot evidence of Google (GOOGL) placing real estate listing ads from a 3p in search results. For context, Delprete is a professor at the University of Colorado and a well-followed and respected real estate domain expert who the firm speaks with periodically. RBC notes Zillow’s (Z) (ZG) exposure to SEO is small. While the firm can’t say there would be no impact from a top of funnel disc ...

Zillow’s (ZG)  stock was under pressure on Monday, falling 8% as reports emerged that Alphabet (GOOGL)  is testing real estate listings in its Google search results.Although a test, Google has displayed home listings that include complete property detail pages, as well as options to contact agents and request tours of the homes in a limited number of markets, and only on mobile devices. If it were anyone else, the market’s reaction to potential disruption fears that Zillow could face from an inspiring compe ...

A formidable force is encroaching on the home listing leader's turf.Shares of Zillow Group (ZG 7.90%) (Z 8.47%) fell on Monday following reports that Alphabet was entering the online real estate arena. By the close of trading, Zillow's stock price was down roughly 8% after falling nearly 13% earlier in the day. A new competitive threat Google is reportedly adding home sale listings directly to its search results in select markets.The tech titan appears to be testing demand for the new features, which inclu ...

公司评级与股价动态 - Piper Sandler将Zillow Group Inc (NASDAQ: ZG)的评级更新为“增持”(Overweight)，目标股价为66.18美元 [2] - 尽管评级积极，但建议“持有”，显示出对谷歌新广告形式的谨慎态度 [2] - 公司股价近期下跌8.5%，原因是谷歌测试新的移动房地产广告格式的消息 [3] - 当前股价为66.03美元，反映了8.77%的跌幅 [4] - 公司股票日内交易区间为63.15美元至67.08美元，波动显著 [5] - 在纳斯达克交易所的成交量为1,655,895股 [5] 业务模式与竞争格局 - 公司是在线房地产市场的知名参与者，为购房者、卖家和房地产专业人士提供平台 [1] - 收入主要来自其“Premier Agent”计划，该计划将房地产经纪人与潜在客户联系起来 [1] - 公司面临来自其他房地产平台以及科技巨头谷歌的潜在竞争 [1] - 谷歌与ComeHome合作测试的新移动广告格式，允许用户直接在谷歌搜索结果中查看实时MLS房源并预约看房 [3] - 谷歌的新广告单元提供了与公司平台类似的功能，如卧室、浴室和价格筛选器，旨在吸引用户 [4] 潜在市场影响与风险 - 谷歌新广告格式的推出对公司市场地位构成直接挑战 [4] - 该功能可能通过减少流向公司平台的流量，影响其潜在客户生成业务和“Premier Agent”计划 [3] - 谷歌进入房地产广告领域引发了投资者的担忧，导致公司股票面临抛售压力 [4] - 随着谷歌测试其新广告格式，公司的市场地位和收入流面临潜在干扰，导致投资者不安 [5] - 公司当前市值约为159.8亿美元 [5]

Google is testing homes for-sale ads at the top of search results, edging into Zillow's turf. ...

公司高管任命 - 在线房地产平台Opendoor Technologies宣布，自1月1日起，将临时首席财务官Christy Schwartz提升为永久首席财务官[7] - 公司同时聘请了前Coinbase Canada首席执行官Lucas Matheson担任总裁，接替Shrisha Radhakrishna，后者将继续担任首席技术和产品官[7] - 此次任命是公司一系列高管变动的收尾，此前在2024年11月，公司任命了Schwartz的前任Selim Freiha为首席财务官[3] 高管背景与薪酬 - Christy Schwartz是一名注册会计师，职业生涯早期曾在安永担任审计经理，她在公司已有八年资历，担任过多个高级财务职位[5] - 她曾于2021年3月至2025年3月担任首席会计官，并于2016年8月至2021年3月担任公司财务总监[6] - 根据证券文件，在她的新职位上，其年薪在明年5月15日前为120万美元，之后将为50万美元[6] - Lucas Matheson现年46岁，曾担任Coinbase Canada首席执行官三年，此前还在加拿大电商公司Shopify工作了五年，他将于12月22日加入Opendoor[7] 近期管理层变动 - 2024年8月，公司最高职位发生变动，时任首席执行官Carrie Wheeler立即卸任，并由Radhakrishna接任总裁兼公司临时负责人[4] - 一个月后，Opendoor任命时任Shopify首席运营官的Kaz Nejatian为首席执行官[4] - Christy Schwartz曾在两个不同时期担任临时首席财务官，包括自2024年9月Selim Freiha卸任首席财务官以来，以及在此之前近两年直至2024年11月[7] 任命决策过程 - 公司表示，在进行了外部搜寻并与数十家不同行业的上市公司首席财务官讨论后，决定提拔Schwartz[7] - Opendoor首席执行官Kaz Nejatian在新闻稿中表示，他们寻访了各处，与几乎每个行业的首席财务官进行了交谈，最终意识到最了解公司业务、最受团队信任且具备所需行动力的人选已在公司内部[7]