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Zillow Group has launched a Zillow experience inside Anthropic's Claude AI assistant, letting users search homes, rentals, and affordability tools directly in the chat. The shares closed at $34.05. They are up 16.21% over one month and 6.81% over seven days, but down 48.10% so far this year. The analyst consensus price target is $47.23, which implies the stock is 28% undervalued. Targets range from $32.0 to $80.0. Risks include pressure on Premier Agent commissions and lawsuits over listing data access. Zillow also trades at a price-to-earnings ratio of 139.2x, against 14.1x for the US real estate industry.

Zillow Group (ZG) shares closed at $35.14, 82.8% below their February 2021 high of $203.79. Returning to that peak would take a 479.9% gain, or 79.7% a year over three years. The stock has never gained 480% in any three-year period in the past 10 years, based on 1,757 rolling windows. Holders who bought at the high have waited 5.7 years; the S&P 500 is up 94.9% over that time. The business has changed. Revenue for the twelve months to June 2026 was $2,810 million, 15.9% below 2020's $3,340 million. Zillow now turns a profit, with net income of $55.0 million against a loss of $162 million in 2020. The stock trades at 2.8 times yearly sales.

Zillow launches Claude connector for listings, tours, and financing - unite.ai. Zillow announced on October 19, 2026, that a Zillow experience is now available in Anthropic's Claude through a new connector, one that brings real estate listings, interactive maps, home value estimates and affordability tools into the AI assistant. Josh Weisberg, senior vice president of AI at Zillow, said the connector draws on two decades of housing data and is meant to carry users from information to action. "This connector helps Claude users take the next step through Zillow: a tour, an agent, a loan officer," Weisberg said. "The conversation doesn't stop with providing information, it leads to a way to make it happen." How the connector works. To get started, users open Claude, go to Customize, select Connectors and connect Zillow. Zillow's suggested requests include finding three-bedroom homes for sale in Denver under $600,000 with a garage, or apartments for rent in Seattle under $2,500 a month. Once connected, Claude can surface Zillow listings inside the chat, along with interactive maps, home value estimates and affordability tools. Listings carry photos, prices and other details, and each links out so the user can keep exploring the property on Zillow. The exchange can continue into a next step: the user can request a tour, connect with a real estate agent or explore financing within the same conversation, a flow Zillow describes as keeping agents at the center of consumers' journeys. Zillow said it does not send data to Anthropic. Instead, the company said, the listing display that appears inside Claude is Zillow's own MLS-approved presentation, carrying the same broker and MLS attribution used on Zillow.com. Technology foundation and fair-housing controls. According to Zillow, the connector builds on two decades of investment in housing technology spanning buying, selling, renting and financing. The company credited its proprietary data, rich media, custom AI models and tools that connect consumers with agents, loan officers and other services with making AI more useful for the decisions involved in moving. Zillow said the same foundation powers its AI mode on the Zillow app, which the company announced on March 25, 2026. AI mode is a conversational experience built into Zillow's platform that connects live listings data across for-sale and rental homes with actions such as tour scheduling and connecting with a local agent. It launched in beta to a limited group of Zillow users, and Zillow said at the time that it planned to expand the experience throughout 2026. The AI mode announcement describes Zillow's Fair Housing Classifier as a real-time guardrail that checks both what a customer asks and how the AI responds, with the aim of preventing discriminatory steering, and it notes that Zillow operates as a licensed real estate brokerage. In the connector release, Zillow said fair housing reviews by its ethical AI team are part of how it designs, tests and launches AI, that it has published AI principles, and that it released the Fair Housing Classifier as an open-source tool to help identify potential bias in real estate conversations. Earlier launches on ChatGPT and Gemini. Zillow said the Claude connector extends its technology to another major AI platform, joining Zillow experiences already live in ChatGPT and, for rentals, in Gemini. On October 6, 2025, Zillow launched its app in ChatGPT, which the company described as the only real estate app available on that platform. The app surfaces listings with photos, maps, pricing and broker and MLS attribution, and routes users back into Zillow to schedule a tour, connect with an agent or explore financing. According to Zillow, the app works with most listing types, including rentals and for-sale homes listed by agents or owners, and the company plans over time to add new-construction listings and immersive 3D tours. Chief technology officer David Beitel said at the launch that the goal was to make the experience feel simple, intuitive and approachable. On July 9, 2026, Zillow Rentals went live as a connected app inside Google Gemini and Gemini Spark, which Zillow described as the only real estate platform in Gemini's connected apps ecosystem. A renter can ask Gemini for apartments that have tours available on Zillow, see matching listings with open booking times in the chat, then click through to Zillow to pick a time and confirm the booking. On listings set up for instant touring, the Book a Tour option runs on Zillow's scheduling infrastructure; everywhere else, renters see a Request a Tour option. After a one-time linking of Google and Zillow accounts, a confirmed tour lands in the renter's Zillow itinerary, with confirmation coming from the property's touring provider. "What matters is that Zillow is there when they are ready to take a real next step - that includes inside one of the largest AI assistants in the world," said Michael Sherman, senior vice president of Zillow Rentals. At the time of the July launch, Zillow said the experience was rolling out to Gemini and Gemini Spark users in the following weeks, and that Zillow and Google would continue to evaluate how the integration evolves as Zillow expands touring availability across its rental marketplace.