-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们重申对ZG未来12个月的目标价为50美元，相当于我们2026年每股收益预期值的22倍。我们的估值倍数低于ZG过去三年的平均估值倍数40倍，我们认为这恰当地反映了美国联邦贸易委员会（FTC）反垄断调查带来的不利影响。然而，我们的每股收益预期模型显示，ZG的战略执行依然强劲。我们预测，在市场份额增长和租赁业务强劲势头的推动下，ZG 2026年营收将达到29.81亿美元（同比增长15.4%）。我们预测，ZG 2026年EBITDA利润率将达到25.3%，较上半年增长130个基点，这一增长主要集中在下半年，因为上半年的大量法律和市场营销投资将逐渐减少。 我们将ZG 2026年的每股收益预期从2.00美元上调至2.27美元，2027年的每股收益预期从2.50美元上调至3.00美元。最终，ZG目前的估值较预期低50%，提供了一个极具吸引力的买入时机。我们认为，市场过度关注短期诉讼和宏观经济逆风，而低估了随着房地产市场逐步恢复正常，ZG在人工智能驱动下持续发展所带来的盈利潜力。
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