Tag Archives: Stephens

Maybe the real estate market’s not so screwed after all

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As Trump’s tariffs spark chaos and confusion in the broader economy, some analysts see an opening for real estate companies to outperform other sectors. Continue reading →

‘The vibe is pretty good’ as first earnings season of 2024 kicks off

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Ahead of Q4 earnings this week and next, analysts are narrowing in on the future — and pleased by lower rates and a healthier economy as it rebounds from the final months of 2023. Continue reading →

Zillow revenue rises in Q4 as Barton touts portal’s ‘household name’

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Despite a slower market, Zillow saw revenue from its residential, rental and mortgage business rise in the fourth quarter of 2023, according to an earnings call Tuesday. Continue reading →

Will Q3 earnings keep real estate mired in a ‘Groundhog Day’ loop?

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Real estate companies have been trapped in a repeating cycle of bad financial quarters. Will this latest round of earnings break the loop, or is the industry doomed to relive it? Continue reading →

In crucial Q2, real estate separated wheat from the chaff: Intel analysis

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The biggest publicly traded brokerages and tech companies significantly slashed losses in the second quarter, restoring investor confidence, according to an exclusive Intel analysis of Q2 earnings data. Continue reading →

A stock analyst reveals the 2 big winners from Q2 earnings season

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Among the publicly traded real estate enterprises to release second-quarter earnings reports this month, two companies stood out for John Campbell, a managing director at analytics firm Stephens. Continue reading →

Here’s how CoStar can beat Zillow and win the real estate portal wars

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CoStar is already borrowing a page from other big insurgent companies including Nike, Apple and Pepsi. But whether it can surpass Zillow may depend on how much it spends, analysts told Intel. Continue reading →

The portal wars: Can any challenger seize the throne from Zillow?

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Zillow has the most traffic, according to an analysis by Intel, but at least one rival is growing rapidly in what one observer compared to a Game of Thrones-style gauntlet run. Continue reading →

Real estate is at a ‘tipping point,’ analyst says

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Traditional models shouldn’t be fully counted out, but they need to change, according to John Campbell. He’s downgraded Realogy’s target share price from $16 per share to $8 per share and lowered RE/MAX’s target stock price from $45 per share to $37 pe… Continue reading →