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ZBEARISHFLIPPEDCNBC FAST MONEY · BULLISH IN AUGUST → BEARISH IN AUGUST

Zillow's guidance reset on housing headwinds

The bearish case argued for Zillow: disappointing guidance reflects broader housing market headwinds from higher rates, compounded by a change in revenue accounting that will pressure near-term results.

CNBC FAST MONEY CHANGED ITS VIEW

BULLISH FOR 1 DAY, THEN THE TURN
THEN5 AUG · BULLISHTim argued Zillow is attractive on valuation as a turnaround in the software sector, with an interesting chart after a period of consolidation.NOW6 AUG · BEARISHThe bearish case argued for Zillow: disappointing guidance reflects broader housing market headwinds from higher rates, compounded by a change in revenue accounting that will pressure near-term results.

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