CoStar Group (NASDAQ:CSGP) Releases FY 2026 Earnings Guidance

CoStar Group (NASDAQ:CSGP) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 1.220-1.330 for the period, compared to the consensus estimate of 1.270. The company issued revenue guidance of $3.8 billion-$3.8 billion, compared to the consensus revenue estimate of $3.8 billion.

CoStar Group Stock Performance

Shares of CSGP stock opened at $61.66 on Thursday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 3.12 and a current ratio of 3.12. CoStar Group has a 52 week low of $61.57 and a 52 week high of $97.43. The company’s 50 day moving average price is $67.29 and its two-hundred day moving average price is $79.08. The company has a market capitalization of $26.13 billion, a P/E ratio of 1,233.20, a price-to-earnings-growth ratio of 1.45 and a beta of 0.84.

CoStar Group (NASDAQ:CSGP) last issued its quarterly earnings data on Tuesday, October 28th. The technology company reported $0.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.19 by $0.04. CoStar Group had a net margin of 0.66% and a return on equity of 2.45%. The company had revenue of $833.60 million during the quarter, compared to the consensus estimate of $823.62 million. During the same quarter in the prior year, the firm earned $0.22 earnings per share. The firm’s revenue was up 20.4% compared to the same quarter last year. CoStar Group has set its Q4 2025 guidance at 0.260-0.280 EPS and its FY 2025 guidance at 0.820-0.840 EPS. On average, analysts expect that CoStar Group will post 0.94 earnings per share for the current fiscal year.

CoStar Group declared that its board has initiated a share buyback program on Wednesday, January 7th that permits the company to buyback $1.50 billion in shares. This buyback authorization permits the technology company to repurchase up to 5.3% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s board believes its shares are undervalued.

Analyst Ratings Changes

CSGP has been the subject of a number of recent research reports. Raymond James Financial set a $74.00 price target on CoStar Group in a research report on Wednesday. Needham & Company LLC restated a “buy” rating and set a $105.00 target price on shares of CoStar Group in a report on Monday, December 8th. Wells Fargo & Company set a $60.00 target price on shares of CoStar Group and gave the company an “underweight” rating in a research report on Monday, November 17th. Citigroup reissued a “market outperform” rating on shares of CoStar Group in a research report on Thursday. Finally, Jefferies Financial Group upgraded shares of CoStar Group to a “hold” rating in a research note on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $92.00.

CoStar Group News Summary

Here are the key news stories impacting CoStar Group this week:

• Positive Sentiment: Board approved a $1.5 billion share repurchase (about 5.3% of shares outstanding), signaling management believes the stock is undervalued and returning cash to shareholders. Read More.
• Positive Sentiment: Company disclosed a medium‑term plan focused on significant adjusted EBITDA expansion and outlined capital allocation priorities (buybacks, margin improvement). This is management signaling improved profitability and shareholder alignment. Read More.
• Positive Sentiment: Management expects ~18% year‑over‑year revenue growth for FY26, reinforcing top‑line strength in its marketplaces and analytics businesses. Read More.
• Positive Sentiment: Analyst coverage: William Blair reiterated a Buy rating and framed the combination of conservative guidance and improved capital allocation as a buying opportunity. Analyst support can stabilize sentiment after a selloff. Read More.
• Neutral Sentiment: CoStar issued FY‑26 EPS guidance of $1.220–$1.330 (consensus ~$1.27) and revenue guidance roughly in line with expectations; the range is conservative but not a large miss — leaves upside dependent on execution. Read More.
• Neutral Sentiment: Corporate governance / compensation tweaks were announced alongside the buyback, presented as shareholder‑aligned changes; impact depends on details and investor reception. Read More.
• Negative Sentiment: CoStar plans to reduce net investment in Homes.com by at least $100M annually through 2030; Barron’s reports investors reacted negatively to the longer timeline to profitability and reduced investment, which likely exacerbated the selloff. Read More.

Institutional Trading of CoStar Group

Hedge funds have recently made changes to their positions in the business. Caitong International Asset Management Co. Ltd increased its holdings in shares of CoStar Group by 25,650.0% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 515 shares of the technology company’s stock worth $43,000 after acquiring an additional 513 shares during the last quarter. JPL Wealth Management LLC bought a new position in CoStar Group during the third quarter worth $48,000. Geneos Wealth Management Inc. increased its holdings in shares of CoStar Group by 144.4% in the first quarter. Geneos Wealth Management Inc. now owns 865 shares of the technology company’s stock valued at $69,000 after purchasing an additional 511 shares during the last quarter. Newbridge Financial Services Group Inc. acquired a new stake in shares of CoStar Group during the 3rd quarter worth about $76,000. Finally, MUFG Securities EMEA plc acquired a new stake in shares of CoStar Group during the 2nd quarter worth about $100,000. 96.60% of the stock is owned by institutional investors and hedge funds.

CoStar Group Company Profile

CoStar Group, Inc is a provider of information, analytics and online marketplaces for the commercial real estate industry. The company gathers property-level data, builds market analytics and supplies research tools used by brokers, owners, lenders, investors and other real estate professionals to evaluate markets, track inventory and manage listings. CoStar’s offerings are delivered primarily through subscription-based platforms that combine proprietary databases, mapping and workflow applications to support decision-making across the property life cycle.

In addition to its core CoStar research service, the company operates prominent online listing and marketing platforms that connect buyers, sellers, tenants and brokers.