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TickerTalks›$CSGP
CSCSGP

CoStar Group, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 23% YoYRecent insider buyingQuiet on X (83 mentions/wk)
$CSGP·$12B·Real Estate - Services·Real Estate
$33.05+8.4%YTD-55.6%1Y-62.3%
Mentions · last 7 days
2026-08-07: 13 posts2026-08-08: 6 posts2026-08-09: 9 posts2026-08-10: 14 posts2026-08-11: 7 posts2026-08-12: 10 posts2026-08-13: 18 posts77+11%
Price updated 12h ago·X counts updated 11h ago
CSCSGP
$CSGPCoStar Group, Inc.
$33.05+8.36%77 posts+11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CSGP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-08-13

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

CoStar Group down 56% YTD but CEO Florance made his largest open-market buy of the year — $2.5M at $29.89 averaging down from $44.52.

CoStar Group is the dominant commercial real-estate research and analytics platform (LoopNet, CoStar Suite, Ten-X), plus consumer real-estate (Homes.com, Apartments.com). The story has been a costly Homes.com push that pressured margins; the recent story is a management pivot back to margin discipline.

Where it stands:

  • The operating story is running: Q1 revenue $897M grew 22.5% year-over-year at a 77% gross margin — real top-line growth even through the investment cycle.
  • Recent EPS beats: Q2 EPS $0.32 vs $0.286 consensus (12% surprise) and Q1 $0.23 vs $0.174 (32% surprise) — the beat cadence is stepping up.
  • The forward earnings arc is real: consensus 2026 EPS $1.36 stepping to $1.71 in 2027 and $2.18 in 2028 — meaningful ramp as the Homes.com marketing spend gets ratcheted back.
  • The valuation is elevated on trailing (517x PE) but reasonable on forward (22x 2027) — the trailing multiple reflects the investment cycle, not the run-rate.
  • The tape is complicated: shares at the 7th percentile of the 52-week range, essentially flat vs the 50-day but -35% below the 200-day, down 56% YTD and -66% year-over-year.
  • CEO Andrew Florance made his largest open-market buy of the year on August 5: 83,300 shares for $2.5M at $29.89 — averaging down from prior purchases at $44.52, and his third open-market buy of the year.
  • New CFO Robin Rossmann (previously Managing Director of European operations) appointed effective July 31 — real leadership transition.
  • CoStar upgraded its US Retail Forecast and projects steady decline in US Office Vacancy — real market-position validators.

Coming here means the trade is on the Homes.com advertising cut plus margin recovery. What breaks it upward is a Q3 print (October 27) that shows operating margin expansion, plus a specific commentary on Homes.com return-on-investment. What breaks it downward is either a further margin miss or another Homes.com-related guide cut.

Agrees with X sentimentX is right on the mechanics — CEO Florance's third open-market buy of the year ($2.5M at $29.89, largest of the year, averaging down from $44.52), 3.2x sales, chart inflecting, homes.com advertising cut a lower-execution-risk fix than software-peer bloat. My read agrees on direction.

What to watch: Q3 earnings October 27 — specifically operating margin trajectory (needs to expand), Homes.com return-on-investment commentary, and any commentary on CoStar Suite subscription growth. Watch also for further Florance insider buying; his continued buying is the specific bullish signal.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 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 the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — Opendoor's Q1 double beat with acquisition contracts at the highest level since 2022 confirmed housing market thawing.

What this means for $CSGP

Neutral — Data, analytics, and online marketplace operator serving commercial real estate, hospitality, and residential sectors globally via CoStar, LoopNet, and Apartments.com; limited read-through from real estate - services macro dynamics to this specific revenue mix.

Top industry ETF

$XLREReal Estate Select Sector SPDR
+12.0%YTD
+9.1%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 $0.33

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 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.7B$3.7B – $3.9B$1.36$1.33 – $1.3714
FY27$4.1B$4.1B – $4.2B$1.71$1.42 – $1.8515
FY28$4.6B$4.3B – $5.0B$2.18$1.82 – $2.6013
FY29$5.0B$4.8B – $5.2B$2.74$2.65 – $2.8812
FY30$5.4B$5.3B – $5.7B$3.36$3.24 – $3.526

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.1.1×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.11%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.+9.2%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.-29.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.735-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$2.5MBuyMar 6Louise S SamsDirector1.0K sh$48KBuyMar 2Rachel C GlaserDirector1.0K sh$45KBuyMar 2Frederick G. SaintPresident20.0K sh$907KBuyFeb 27Andrew C FloranceCEO55.7K sh$2.5M
+ 46 other (22 awards · 20 inkinds · 4 returns) 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
Free, forever. No credit card.

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

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
3New insider — initial holdingsMar 173
8-KOfficer or director changeMar 168-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 14 other (3 proxys · 3 13Gs · 2 10-Qs · 1 S-8) in window

Recent news

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

CoStar Upgrades U.S. Retail Forecastbusinesswire.com·2d agoApartments.com raises U.S. multifamily rent growth forecastbusinesswire.com·2d agoCoStar Group Target of Unusually Large Options Trading (NASDAQ:CSGP)defenseworld.net·3d agoCoStar CEO Andrew Florance Buys 83,300 Shares for $2.5 Million. What Does This Tell Investors?fool.com·4d agoCoStar Projects Steady Decline in U.S. Office Vacancybusinesswire.com·7d 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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