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

CoStar Group (NASDAQ:CSGP) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 1.220-1.330 for the period, compared to the consensus earnings per share estimate of 1.000. The company issued revenue guidance of $3.8 billion-$3.8 billion, compared to the consensus revenue estimate of $3.6 billion.

Wall Street Analysts Forecast Growth

Several research analysts have commented on CSGP shares. BMO Capital Markets decreased their price objective on shares of CoStar Group from $72.00 to $53.00 and set a “market perform” rating for the company in a report on Thursday. Citizens Jmp decreased their price target on shares of CoStar Group from $78.00 to $73.00 and set a “market outperform” rating for the company in a research note on Wednesday. Weiss Ratings restated a “sell (d)” rating on shares of CoStar Group in a report on Monday, December 29th. Deutsche Bank Aktiengesellschaft set a $68.00 target price on CoStar Group in a report on Thursday, January 8th. Finally, Bank of America set a $74.00 target price on CoStar Group in a research report on Wednesday, January 7th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, four have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, CoStar Group has an average rating of “Moderate Buy” and a consensus target price of $73.35.

CoStar Group Stock Performance

Shares of CSGP opened at $44.63 on Friday. The company has a quick ratio of 3.12, a current ratio of 2.84 and a debt-to-equity ratio of 0.12. The stock has a market cap of $18.92 billion, a P/E ratio of 4,467.47, a P/E/G ratio of 1.20 and a beta of 0.84. The business’s 50 day moving average price is $58.42 and its 200-day moving average price is $70.93. CoStar Group has a 52 week low of $43.17 and a 52 week high of $97.43.

CoStar Group (NASDAQ:CSGP) last announced its quarterly earnings data on Tuesday, February 24th. The technology company reported $0.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.27 by $0.04. CoStar Group had a return on equity of 2.53% and a net margin of 0.23%.The business had revenue of $900.00 million during the quarter, compared to analysts’ expectations of $892.22 million. During the same quarter in the previous year, the business earned $0.26 earnings per share. The firm’s quarterly revenue was up 26.9% compared to the same quarter last year. CoStar Group has set its Q1 2026 guidance at 0.160-0.190 EPS. Equities research analysts anticipate that CoStar Group will post 0.94 earnings per share for the current fiscal year.

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

More CoStar Group News

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

• Positive Sentiment: CoStar raised FY‑2026 guidance well above consensus — EPS guidance of 1.220–1.330 versus consensus ~1.00, and revenue guidance roughly $3.8B vs. consensus ~$3.6B. This materially improves forward earnings visibility and is a clear upside catalyst for revenue and margin trajectory.
• Positive Sentiment: Q4 results beat estimates: reported EPS $0.31 vs. $0.27 expected and revenue $900M vs. ~$892M, with revenue up ~27% year‑over‑year — evidence of continued demand in CoStar’s data and marketplaces businesses. Q4 Earnings Call Transcript
• Positive Sentiment: CoStar’s market data show improving real‑estate fundamentals in key markets (e.g., sharp London office yield compression in 2025), which supports demand for CoStar’s analytics and transaction services. BusinessWire: London Office Yield Compression
• Neutral Sentiment: Analyst commentary roundup — coverage is mixed with some banks lowering expectations while others highlight the beat and raised guidance; read the analyst summary for detail. Benzinga: What Analysts Are Saying
• Neutral Sentiment: Reported short‑interest data for February appear unreliable (shows zero/NaN); no clear evidence of a large, actionable short position from the available entry.
• Negative Sentiment: BMO cut its price target from $72 to $53 and moved to “market perform,” signaling weaker expectations from a previously more bullish bank — this reduces the analyst‑driven upside narrative and likely contributed to selling pressure. TickerReport: BMO Lowers Price Target
• Negative Sentiment: Wells Fargo lowered expectations for CSGP, amplifying downside sentiment from institutional analysts. AmericanBankingNews: Wells Fargo Lowers Expectations
• Negative Sentiment: Headlines note the stock hit a new 12‑month low following analyst downgrades — a technical signal that can trigger momentum selling and attract additional short‑term pressure. AmericanBankingNews: New 12‑Month Low

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. DV Equities LLC bought a new position in shares of CoStar Group in the fourth quarter worth approximately $40,000. Caitong International Asset Management Co. Ltd raised its holdings in CoStar Group by 25,650.0% in 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 in the 3rd quarter valued at approximately $48,000. Pin Oak Investment Advisors Inc. boosted its stake in CoStar Group by 117.0% during the 4th quarter. Pin Oak Investment Advisors Inc. now owns 1,033 shares of the technology company’s stock valued at $69,000 after purchasing an additional 557 shares during the last quarter. Finally, Geneos Wealth Management Inc. increased its holdings in shares of CoStar Group by 144.4% in the 1st quarter. Geneos Wealth Management Inc. now owns 865 shares of the technology company’s stock worth $69,000 after purchasing an additional 511 shares in the last quarter. 96.60% of the stock is owned by hedge funds and other institutional investors.

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.