Coverage / CSGP / Trade Card

CSGP

Costar Group Inc

SPECULATIVE BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 30.10 Real Estate - Real Estate ServicesREDUCE ZONE
ACTIONABLEMethodology gates passed
40

Position levels

Currenttoday
USD 30.10
Buy <=wait / entry
USD 24.67
Trim >=take some off
USD 30.00
Thesis breakA downward revision to 2026 revenue or EPS guidance, disclosed subscriber churn ...
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case6%100 / 1006.0
Base case48%62 / 10029.8
Bear case46%10 / 1004.6
Weighted conviction40 / 100 - SPECULATIVE BUY

Top risks

  • M&A activity: CoStar announced acquisition of Zonda for $800M in cash on May 28, 2026 to add new home data and marketplaces
  • Earnings and guidance changes: Q2 FY26 EPS beat (+0.32 actual vs +0.29 estimate) with revenue of $925M; 2026 revenue guidance upgraded to $3.715 - $3.755B (~15% growth)
  • Upcoming earnings release: Q3 2026 results scheduled for October 27, 2026 with conference call
Read full report →

Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

\n