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CSCSGP

CoStar Group, Inc.

$CSGP·$11B·Real Estate - Services·Real Estate
$26.83-0.7%YTD-59.7%1Y-67.9%
Price updated 10m ago·X counts updated 2d ago
CSCSGP
$CSGPCoStar Group, Inc.
$26.83-0.70%86 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CSGP on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

86X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $CSGP's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-13

X users are bullish on CoStar Group after the CEO disclosed a third insider buy worth roughly $2.5M. Posters read the repeated insider activity as a signal of a potential inflection in the stock. Commentary is thin but uniformly positive on the setup.

Read what X is saying about $CSGP

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CSGP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptStalledAI verdict · as of 2026-09-28

The move has stalled — likely just drifts unless something new shows up.

CoStar is at 3.7% of the 52-week range with revenue growing 22% and CEO Andrew Florance making three insider buys — a real-estate data platform stuck on Homes.com losses.

CoStar Group is the dominant provider of commercial-real-estate data and analytics — plus Homes.com, the residential portal that has been the source of massive tape damage. The stock is at 3.7% of the 52-week range despite revenue reaccelerating.

  • The revenue is genuinely growing again: Q1 revenue grew 22.5% YoY to $897M at just 0.3% operating margin — the top-line inflection is real, but Homes.com investment is compressing all the margin.
  • The insider buying is meaningful: CEO Andrew Florance's third insider buy worth roughly $2.5M — the pattern of repeated open-market purchases at these levels is the strongest positive signal in the name in years.
  • The valuation reflects distress: 517x trailing P/E on essentially breakeven earnings, but a 2% free-cash-flow yield reminds you the business is still generating cash — this is not a bankruptcy risk, it's a margin-timing question.

Q3 earnings on Oct 27 is the reset — a beat plus firm Homes.com trajectory commentary restarts the turnaround; another quarter of expanded Homes.com losses and the tape keeps drifting despite CEO buying.

Agrees with X sentimentX bulls cite the CEO's third insider buy at $2.5M as the potential-inflection signal — a legitimate positive datapoint, and the +22% revenue growth backs the underlying business. Clean agreement, with margins the honest counter.

What to watch: Q3 earnings on Oct 27 — a beat plus firm Homes.com trajectory commentary restarts the turnaround; another quarter of expanded Homes.com losses and the tape keeps drifting despite CEO buying.

On the calendar: 2026-10-27 — Q3 earnings

ceo third buyhomes com loss dragrevenue reaccelerating

Read the AI verdict on $CSGP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Data, analytics, and online marketplace operator serving commercial real estate, hospitality, and residential sectors globally via CoStar, LoopNet, and Apartments.com.

Industry overviewAI analysisGenerated by AI from underlying data

Where Real Estate - Services sits in its cycle right now — and what that implies for $CSGP.

Real Estate - Services · Real Estate

No material change from last week — elevated mortgage rates continue suppressing US residential transaction volumes.

What this means for $CSGP

Partial — Data, analytics, and online marketplace operator serving commercial real estate, hospitality, and residential sectors globally via CoStar, LoopNet, and Apartments.com.

Industry benchmark

4-name peer basket
-31.1%YTD
-34.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
517.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-0.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
0.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
77.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$0.32$0.29+12.0%
Q1 2026Apr 28, 2026$0.23$0.17+32.0%
Q4 2025Feb 24, 2026$0.31$0.27+13.6%
Q3 2025Oct 28, 2025$0.23$0.18+26.3%
Next earningsTue, Oct 27·consensus EPS $0.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$897.0M+22.5%78.1%0.3%$0.01$98.0M
Q4 FY25$900.0M+26.9%73.9%5.5%$0.11$-150.6M
Q3 FY25$833.6M+20.4%79.3%-6.1%$-0.07$352.6M
Q2 FY25$781.3M+15.3%78.5%-3.5%$0.01$-58.7M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.7B$3.7B – $3.8B$1.37$1.35 – $1.394
FY27$4.2B$4.1B – $4.2B$1.72$1.45 – $1.934
FY28$4.6B$4.5B – $4.8B$2.19$2.00 – $2.373
FY29$5.1B$5.0B – $5.1B$2.82$2.77 – $2.871
FY30$5.6B$5.5B – $5.6B$3.46$3.40 – $3.522

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-33.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 401.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.755-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 7Cann Cynthia CammettChief Accounting Officer4.8K sh$147KSellAug 5John W HillDirector3.5K sh$106KBuyAug 4Andrew C FloranceCEO83.3K sh$2.5MBuyMay 1Andrew C FloranceCEO71.4K sh$2.5M
+ 13 other (9 awards · 4 inkinds) in window

See when $CSGP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 218-K — Item 7.01: Press release / Reg FD
AI summary

CoStar Group (CSGP) announced the completion of its acquisition of Bora Inc., which operates the Zonda homebuilding data and analytics platform, for $800 million in cash, effective August 21, 2026. Zonda provides market intelligence and data to the residential homebuilding industry, including new home sales tracking, permit data, and market analytics. This acquisition expands CoStar's data empire into the residential new construction market, complementing its existing commercial real estate and residential portal businesses. The $800M price tag for Zonda reflects CoStar's strategic appetite for data assets with defensible market positions.

3New insider — initial holdingsAug 43
AI summary

One Reporting filed a Form 3 reporting initial beneficial ownership of CSGP securities. The form establishes the reporting person's baseline ownership position. Form 3 must be filed within 10 days of becoming a director, officer, or 10%-or-greater shareholder. This is an administrative filing that anchors future insider-transaction reporting for CSGP.

8-KOfficer or director changeJul 138-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

CoStar Group (CSGP) — 8-K (Items 5.02, 7.01) announcing the appointment of Robin Rossmann, currently Managing Director of CoStar's European operations, as Chief Financial Officer effective July 31, 2026. Also includes a Reg FD investor disclosure. Material — CFO appointment from an internal candidate; Rossmann brings deep CoStar operational knowledge to the top finance role.

8-KOfficer or director changeJun 258-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
AI summary

CoStar Group's 2026 Annual Meeting of Stockholders approved a new 2026 Employee Stock Purchase Plan (ESPP) authorizing 2,500,000 shares and replacing the 2021 ESPP; the filing also addressed a CFO transition and mentioned an upcoming investor day. The ESPP expansion broadens employee equity participation; the CFO transition adds leadership continuity context for the commercial real estate data platform.

8-KMaterial agreementMay 298-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

CoStar Group, Inc. entered a Stock Purchase Agreement on May 28, 2026, through its subsidiary CoStar Realty Information, Inc., with Bora Holdings Group LP to acquire Zonda, Inc. — a leading provider of new home construction data, homebuilder software, and residential real estate marketplace solutions — for $800M in cash at closing, subject to HSR antitrust clearance and other regulatory approvals. Significant strategic acquisition for CoStar expanding into homebuilder and new construction data; the $800M price adds a meaningful complementary data layer to CoStar's commercial real estate database.

8-KPress release / Reg FDApr 288-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
3/ANew insider — initial holdingsApr 23/A
+ 12 other (3 13Gs · 3 proxys · 2 10-Qs · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Tampa, Columbus Lead CoStar's Small-Bay Industrial Performance Rankingbusinesswire.com·5d agoHomes.com Shares Most Expensive Home Sales Across Major U.S. Markets in Augustbusinesswire.com·6d agoHomes.com Report: Housing Market Prices Continue Rising Despite More Homes for Salebusinesswire.com·7d agoNykredit A S Makes New Investment in CoStar Group, Inc. $CSGPdefenseworld.net·9d agoTidal Investments LLC Boosts Stake in CoStar Group, Inc. $CSGPdefenseworld.net·13d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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