Stephens analyst John Campbell said that he found a blog post, dated December 11, that shows Zillow intends to raise the price for a StreetEasy rental listing to $4.50 from $3 per day starting in January. He estimates this could drive about $9M in revenue assuming Zillow loses about 10%of listings, or as much as $15M should it continue to grow listings. While he still sees Zillow facing "a fair degree of margin compression next year," he thinks the StreetEasy price hike helps, noting the pure margin nature of the pricing push. Campbell, who views current weakness as a "great" buying opportunity, keeps an Overweight rating and $43 price target on Zillow Group shares. Reference Link