CSGP stock forecast, quote, news & analysis
CoStar Group is a global provider of proprietary information, analytics, and online marketplaces serving both commercial and residential real estate... Show more
CoStar Group (CSGP) Stock Analysis: Record EBITDA Growth Meets Softening Bookings
Key Takeaways
- CoStar Group reported record third-quarter adjusted EBITDA of $229 million, roughly doubling year over year, with revenue up 14% to $952 million.
- Adjusted earnings per share of $0.38 beat consensus estimates, but softer net new bookings of $37 million and a slightly lower organic revenue outlook weighed on the stock.
- CSGP has moved only modestly over the trailing 30 days, trading near $27 after a post-earnings pullback erased an earlier rally toward the mid-$30s.
- Management raised full-year 2026 adjusted EBITDA guidance to a midpoint of about $830 million and reaffirmed a $1.25 billion adjusted EBITDA target for 2028.
- Cost-efficiency initiatives are driving margin expansion, with roughly $150 million in expected 2026 savings and an additional $200 million identified for the next 12–18 months.
- Sales-force capacity remains a key watch item, as total sales headcount is down about 10% from the prior year.
- For more detail on this ticker's Price Targets, Earnings, and Forecast, explore the dedicated pages.
- Explore Trending AI Robots to see how AI-driven trading systems approach stocks like CSGP.
Current Market Snapshot
CoStar Group (CSGP) shares have been volatile but broadly range-bound on a trailing 30-day basis. After trading near the high-$20s in late September, the stock climbed toward the mid-$30s in mid-October before giving back much of those gains following its third-quarter earnings release. The 30-day move is relatively modest at roughly 2.7%, reflecting a period in which strong profitability results were offset by investor concerns about slowing net new bookings and a softer organic growth outlook.
The company delivered record adjusted EBITDA and beat consensus on adjusted EPS, yet the shares pulled back as the market focused on a bookings shortfall that management attributed to economic headwinds and slower-than-expected sales-force growth. With a market capitalization in the low-teens of billions of dollars, CSGP remains closely watched as a bellwether for commercial and residential real estate data demand.
CoStar Group (CSGP) Business Overview and Competitive Position
CoStar Group is a leading provider of commercial and residential real estate information, analytics, and online marketplaces, operating primarily in the United States with additional presence in Canada, the United Kingdom, and Europe. Its commercial segment includes CoStar Suite, a subscription platform offering property data, analytics, and research to brokers, owners, lenders, and investors, alongside LoopNet, a widely used commercial property listing marketplace.
The residential segment spans Apartments.com, Homes.com, and other consumer-facing platforms, and was expanded by the Zonda acquisition in August 2026, which added single-family home market intelligence. The company also operates businesses such as Matterport, BizBuySell, Ten-X, and CoStar Real Estate Manager. Its competitive strengths include a high-renewal subscription model, deep proprietary datasets, and strong brand recognition, which together support pricing power and recurring revenue.
Recent Developments Driving CSGP
The dominant recent catalyst was the third-quarter 2026 earnings report. Revenue rose 14% year over year to $952 million, and adjusted EBITDA doubled to a record $229 million. Net income of $74 million marked a substantial year-over-year improvement, while adjusted EPS of $0.38 came in above consensus expectations.
Investors nevertheless focused on the negatives. Annualized net new bookings of $37 million fell short of internal expectations, which management attributed to economic headwinds and slower-than-expected sales-force growth. Total sales headcount is down about 10% year over year, and the company is shifting growth toward experienced field sales professionals. Management revised full-year revenue guidance to a midpoint of about $3.76 billion, an increase that includes roughly $60 million from Zonda but reflects a slightly lower organic outlook excluding that acquisition.
On the positive side, the company raised full-year adjusted EBITDA guidance to a midpoint of about $830 million, implying a roughly 22% margin, and identified additional cost savings. Segment highlights included 13% growth at LoopNet, 50% growth at Homes.com, and continued momentum at Matterport and BizBuySell, even amid challenging residential and multifamily market conditions in the U.S., U.K., and Australia.
Trending AI Robots
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2026 Outlook and What Investors Should Watch
Looking ahead, the central question for CSGP is whether the company can re-accelerate sales-force growth and bookings while sustaining its improving margin profile. Management has signaled plans to rebuild sales capacity in 2027, decentralize recruiting into major city hubs, and tie sales-force growth into compensation plans, all of which will be important to monitor.
Macroeconomic factors remain a key risk. Persistently high interest rates, weak pending home sales, and elevated multifamily vacancy and concessions have created a difficult backdrop for residential and commercial real estate transaction volumes. The integration and contribution of Zonda, the continued ramp of Homes.com, and international expansion in markets such as the U.K. and Australia will also shape revenue growth. Investors should watch future bookings trends, renewal rates, margin execution against the 2028 adjusted EBITDA target of $1.25 billion, and any updates to full-year guidance as the company balances cost discipline with investment in growth initiatives.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
CSGP in upward trend: 10-day moving average moved above 50-day moving average on October 20, 2026
The 10-day moving average for CSGP crossed bullishly above the 50-day moving average on October 20, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 13 of 18 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 72%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 38 of 60 cases where CSGP's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 63%.
CSGP moved above its 50-day moving average on November 02, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +13.08% 3-day Advance, the price is estimated to grow further. Considering data from situations where CSGP advanced for three days, in 173 of 300 cases, the price rose further within the following month. The odds of a continued upward trend are 58%.
CSGP may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 96 of 154 cases where CSGP Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 62%.
Bearish Trend Analysis
The 10-day RSI Indicator for CSGP moved out of overbought territory on October 23, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 21 similar instances where the indicator moved out of overbought territory. In 13 of the 21 cases, the stock moved lower in the following days. This puts the odds of a move lower at 62%.
The Momentum Indicator moved below the 0 level on November 03, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on CSGP as a result. In 59 of 87 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 68%.
The Moving Average Convergence Divergence Histogram (MACD) for CSGP turned negative on October 28, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 49 similar instances when the indicator turned negative. In 37 of the 49 cases the stock turned lower in the days that followed. This puts the odds of success at 76%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CSGP declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 69%.
Fundamental Analysis (Ratings)
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 59 (best 1 - 100 worst), indicating steady price growth. CSGP’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 89 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 92 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.561) is normal, around the industry mean (2.188). P/E Ratio (169.722) is within average values for comparable stocks, (54.152). Projected Growth (PEG Ratio) (0.099) is also within normal values, averaging (0.683). Dividend Yield (0.000) settles around the average of (0.107) among similar stocks. P/S Ratio (3.566) is also within normal values, averaging (5.807).
The Tickeron PE Growth Rating for this company is 97 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. CSGP’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 93, placing this stock worse than average.
Industry description
Market Cap
High and low price notable news
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Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
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General Information
a provider of information, analytics and marketing services
Industry RealEstateDevelopment