CSGP
Costar Group Inc
Position levels
Currenttoday
USD 29.53
Buy <=wait / entry
USD 25.67
Trim >=take some off
USD 33.00
Thesis breakA second consecutive quarterly revenue disappointment combined with insider sell...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 6% | 100 / 100 | 6.0 |
| Base case | 48% | 62 / 100 | 29.8 |
| Bear case | 46% | 10 / 100 | 4.6 |
| Weighted conviction | 40 / 100 - SPECULATIVE BUY | ||
Top risks
- Q2 2026 EPS of $0.32 beating estimates by $0.03
- Revenue of $925M missing estimates by $22.3M
- Post-earnings stock price decline of 8.02%