CSGP
Costar Group Inc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 30.24
Buy <=wait / entry
USD 27.33
Trim >=take some off
USD 38.00
Thesis breakA cut to full-year 2026 EPS guidance below USD1.32, a Q3 2026 miss versus the US...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 15% | 100 / 100 | 15.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 35% | 10 / 100 | 3.5 |
| Weighted conviction | 50 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- M&A activity: CoStar Group to acquire Zonda for $800M in cash adding new home data and marketplaces
- Earnings or guidance changes: Q2 2026 revenue of $925M with net income increasing 817% and Adjusted EBITDA more than doubling; Q3 2026 guidance revenue $935 - $945M and Adjusted EPS $0.310-0.340
- Insider buying: CEO Andrew C. Florance purchased 83,300 shares on August 4 2026