Zillow Faces Potential Market Shift as Competitor Faces Activist Campaign
ByAinvest
Tuesday, Jan 27, 2026 12:11 pm ET1min read
CSGP--
Third Point's activist campaign targeting CoStar Group may lead to strategic changes, potentially benefiting Zillow (Z) by reducing competition. Zillow operates in the interactive media industry, providing a comprehensive real estate marketplace. Despite recent challenges, Zillow maintains strong financial health with a robust balance sheet and significant institutional ownership. Wells Fargo maintains an Equal weight rating on Zillow with a price target of $73.
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