AI Adoption And International Expansion Will Gradually Reshape Long Term Real Estate Marketplaces

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

27 Dec 25

Updated

07 Jul 26

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Shared on 07 Jul 26

Fair value Decreased 57%

CSGP: Residential Headwinds And Global Expansion Will Shape Returns Ahead

CoStar’s Homes.com is losing momentum as marketing spend looks set to ease, and analysts warn tougher competition—especially from Google—could make it harder to win and keep online home shoppers. At the same time, steadier demand for Apartments.com and the commercial data business, plus new international moves and a homebuilder-software deal, could change how the next phase plays out.

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Fair Value vs Share Price

US$29.49

vs US$29.460.1% undervalued

13%

Revenue growth

11.9%

Profit margin

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Company analysis

Flawless balance sheet and fair value.

Market capUS$12.2b

PB1.5x

Estimated Growth9.9%

Dividend YieldN/A

Full analysis

CEO & management

Andrew Florance

CEO

7.1yrs

CEO Tenure

Provides information, analytics, and online marketplace services to real estate and related business communities in the United States, Australia, Canada, Europe, the Asia Pacific, and Latin America.