CoStar Group, Inc.

Report azionario NasdaqGS:CSGP

Capitalizzazione di mercato: US$13.9b

CoStar Group Crescita futura

Criteri Future verificati 4/6

CoStar Group prevede che gli utili e i ricavi cresceranno rispettivamente di 40.5% e 12% all'anno. Si prevede che l'EPS crescerà di 40.9% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 8.5% in 3 anni.

Informazioni chiave

40.5%

Tasso di crescita degli utili

40.87%

Tasso di crescita dell'EPS

Real Estate crescita degli utili27.9%
Tasso di crescita dei ricavi12.0%
Rendimento futuro del capitale proprio8.46%
Copertura analitica

Good

Ultimo aggiornamento06 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento dell'analisi • Apr 21

CSGP: Activist Pressure And AI Rollout Will Support Residential Margin Recovery

Analysts have trimmed CoStar Group's implied value by about $3 per share to reflect a series of lower Street price targets, citing softer bookings, questions around medium term revenue growth, and ongoing investment in Homes.com despite solid recent margins and reaffirmed longer term guidance from several firms. Analyst Commentary Recent research shows a wide range of opinions on CoStar Group, with most firms trimming price targets while reassessing how Homes.com spending, bookings trends, and disclosure around the residential and multifamily segments feed into execution risk and valuation.
Seeking Alpha • Apr 21

CoStar: Even After The Fall, This Stock Remains Vulnerable In The AI Age

Summary CoStar is initiated at a Sell rating due to a lack of a technology moat and unjustified valuation multiples, despite a 40% YTD stock drop. CSGP's ambitious growth targets—10x adjusted EBITDA by 2030 and 19% revenue growth in FY26—appear unrealistic given macro headwinds and competitive AI risks. Heavy investments in residential AI and sales force expansion are expected to pressure margins, with residential segment margins lagging commercial at only 5–7%. Even if CSGP meets its guidance, shares trade at 21.2x FY26 EV/EBITDA, a premium to peers, making the current correction a justified re-rating rather than a buying opportunity. Read the full article on Seeking Alpha
Aggiornamento dell'analisi • Apr 07

CSGP: Activist Pressure And AI Investments Will Shape Residential Margin Recovery

Analysts have trimmed CoStar Group's average price target by around $10 to reflect recent Q4 bookings softness, a more cautious mid term revenue outlook, and questions around segment disclosure, while still pointing to resilient core commercial performance and ongoing investments in Homes.com as key factors in their updated models. Analyst Commentary Recent research paints a mixed picture for CoStar Group, with most firms trimming price targets but keeping generally constructive views on the underlying commercial franchise and the long term potential of Homes.com.
Aggiornamento dell'analisi • Mar 24

CSGP: Activist Pressure And Buybacks Will Support Residential Margin Recovery

Narrative Update The updated analyst price target for CoStar Group edges lower as analysts trim valuation multiples and fair value inputs by a small amount. This reflects recent cuts to Street targets following mixed Q4 bookings, evolving views on Homes.com investment and disclosure, and slightly more cautious medium term growth expectations, despite reaffirmed long term guidance and solid core commercial performance.
Aggiornamento dell'analisi • Mar 08

CSGP: Activist Pressure And Buybacks Will Support Residential Investment Turnaround

Analysts have reduced their CoStar Group price target in aggregate, with our fair value estimate moving about $12.63 lower to $65.42 as they factor in softer bookings, slightly lower projected revenue growth and margin assumptions, and a more cautious view on medium term expansion, despite solid recent results and maintained long term guidance. Analyst Commentary Street research has turned more cautious on CoStar Group, with many firms lowering price targets while still acknowledging solid Q4 execution and reaffirmed long term guidance.
Aggiornamento dell'analisi • Feb 22

CSGP: New Buyback And Activist Pressure Will Support Homes Investment Payoff

Analysts have trimmed their price target on CoStar Group by about $2.70 to $78.05, reflecting a blend of reduced fair value, a lower assumed future P/E multiple, and ongoing debate around Homes.com, while also highlighting long-term revenue growth prospects and the potential impact of activism and capital returns. Analyst Commentary Recent research on CoStar Group shows a clear split between optimism around long-term growth and caution around execution, Homes.com investment, and valuation.
Articolo di analisi • Feb 13

CoStar Group, Inc.'s (NASDAQ:CSGP) Share Price Is Still Matching Investor Opinion Despite 27% Slump

Unfortunately for some shareholders, the CoStar Group, Inc. ( NASDAQ:CSGP ) share price has dived 27% in the last...
Aggiornamento dell'analisi • Feb 07

CSGP: New Buyback And Activist Pressure Will Support Future Upside

Analysts have made only a modest adjustment to their CoStar Group price targets, with small tweaks to fair value, discount rate, revenue growth and profit margin assumptions reflecting mixed views on the latest long term guidance, recent target resets ranging from about $55 to $78, and improving visibility cited by some firms. Analyst Commentary Recent research shows a split view on CoStar Group, with some focusing on long term growth optionality and others concentrating on near term profitability and execution risk around the updated multi year outlook.
Aggiornamento dell'analisi • Jan 23

CSGP: New Buyback And Reduced Homes Investment Will Support Future Upside

Narrative Update on CoStar Group Analysts have trimmed their implied price target for CoStar Group to about $80.78 per share from $84.82, reflecting recalibrated expectations around margins, a higher assumed future P/E multiple near 84x, and mixed reactions to new long term guidance and capital return plans. Analyst Commentary Recent research shows a wide range of views on CoStar Group, with several firms adjusting price targets and reacting to the updated 2026 and medium term outlook, Homes.com investment plans, and the new US$1.5b share repurchase authorization.
Aggiornamento dell'analisi • Jan 09

CSGP: New Buyback And Reduced Rival Pressure Will Drive Future Upside

Analysts have trimmed their price targets on CoStar Group, reducing fair value estimates from about $91.94 to $84.82 as they factor in lower long term guidance, a slightly higher discount rate, slower projected revenue growth, and a lower future P/E multiple, partly offset by a modestly higher expected profit margin and the new $1.5b buyback plan. Analyst Commentary Recent research paints a mixed picture for CoStar Group, with analysts splitting between confidence in the long term and concern about execution risk and valuation after the updated 2026 and medium term outlook.
Aggiornamento dell'analisi • Dec 25

CSGP: Rival Partnership Disruptions Will Drive Future Competitive And Share Price Upside

Analysts have modestly lowered their price target on CoStar Group to $60.00 from $70.00, citing a slightly improved competitive outlook from potential disruption to rival partnerships, while maintaining a cautious stance overall. Analyst Commentary Analysts see recent legal and competitive developments in the U.S. online real estate market as incrementally supportive of CoStar's long term positioning, but not yet strong enough to offset concerns about valuation and execution risks.
Aggiornamento dell'analisi • Dec 11

CSGP: Medium-Term Upside Will Be Driven By Rival Regulatory Disruptions

Analysts modestly reduced their price target on CoStar Group to $60.00 from $70.00, citing updated views on competitive dynamics and regulatory developments that are seen as neutral to slightly positive for the company over the long term. Analyst Commentary Bullish Takeaways Bullish analysts view the FTC and Compass lawsuits against a key competitor as a potential catalyst that could weaken rival marketplace dynamics, supporting CoStar's long term competitive positioning.
Aggiornamento dell'analisi • Nov 27

CSGP: Medium-Term Upside Will Be Driven By Expanding Margins And Industry Disruption

CoStar Group's analyst price target has been revised downward from $70 to $60. Analysts attribute this change to expert views on legal developments in the sector and ongoing market competition, while maintaining a neutral to slightly positive outlook for the company's strategic position.
Aggiornamento dell'analisi • Nov 13

CSGP: Positioned For Medium-Term Upside As Operating Leverage Expands Margins

Narrative Update on CoStar Group Analysts have lowered their fair value estimate for CoStar Group from $94.06 to $92.59 per share. This change reflects concerns about reduced profit margin forecasts, though there is ongoing confidence in steady revenue growth and the company's strong digital platform performance.
Aggiornamento dell'analisi • Oct 29

Margin Expansion And Platform Momentum Will Drive Strong Returns Ahead

Analysts have lowered their fair value estimate for CoStar Group from $97.13 to $94.06, citing moderated sales growth expectations and a higher required return. However, they remain optimistic due to anticipated margin expansion and strong platform performance.
Articolo di analisi • Sep 11

Is CoStar Group (NASDAQ:CSGP) Using Debt Sensibly?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Aggiornamento dell'analisi • Sep 04

Digitalization And AI Integration Will Create Future Real Estate Opportunities

Analysts remain upbeat on CoStar Group, highlighting continued strength across key platforms like Homes.com and Apartments.com, and expecting margin expansion from operating leverage, while the consensus price target remains unchanged at $97.12. Analyst Commentary Bullish analysts cite strong investment returns and traction from the Homes.com platform as a key driver of future growth.
Articolo di analisi • May 31

CoStar Group (NASDAQ:CSGP) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Seeking Alpha • Feb 21

CoStar Group: I Still Expect Growth To Accelerate Back To High-Teens

Summary I maintain a buy rating for CoStar Group due to its promising growth outlook, driven by strong performance in Apartments.com and Homes.com. CSGP's latest earnings report showed 11% y/y revenue growth to $709 million, with adj EBITDA up 47% sequentially, demonstrating strong operating leverage. Apartments.com continues to dominate with 13.4% y/y revenue growth in 4Q24, benefiting from high multifamily vacancy rates and strong pricing power. Homes.com grew 181% y/y in 4Q24, showing significant market share gains, though profitability remains a concern due to ongoing investments. Read the full article on Seeking Alpha
Seeking Alpha • Jan 31

CoStar Stock May Remain Flat For Another 5 Years

Summary CoStar Group has consistently delivered double-digit revenue growth for 54 consecutive quarters, showcasing robust performance even in a tough real estate market. Despite stellar revenue growth, CoStar's stock has underperformed, with a 5-year CAGR of just 2.87%, lagging behind the overall market and inflation. CSGP stock's valuation remains a significant obstacle, likely resulting in muted returns for investors over the next five years despite continued business expansion. Read the full article on Seeking Alpha
Seeking Alpha • Oct 24

CoStar Group: Growth Outlook In The Coming Years Remains Solid

Summary I reiterate my bullish view on CoStar Group stock due to solid growth outlook. CSGP's latest earnings showed 10.9% revenue growth, missing expectations, but EPS beat consensus; the residential segment grew 169% y/y, driven by Homes.com monetization. Fundamentals remain strong; commercial businesses grew high-single-digits y/y despite macro challenges; Homes.com network's momentum continues with significant sales rep expansion planned. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:CSGP - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20284,8386059451,20113
12/31/20274,27641370186220
12/31/20263,80223351170920
3/31/20263,41225166529N/A
12/31/20253,247741430N/A
9/30/20253,05620-39363N/A
6/30/20252,915104-2395N/A
3/31/20252,812117-31306N/A
12/31/20242,736139-245393N/A
9/30/20242,667175-179447N/A
6/30/20242,599213-172389N/A
3/31/20242,5272942506N/A
12/31/20232,455375347490N/A
9/30/20232,388403432526N/A
6/30/20232,321384473565N/A
3/31/20232,251367370471N/A
12/31/20222,182370385479N/A
9/30/20222,116338325444N/A
6/30/20222,058330353462N/A
3/31/20222,002308445513N/A
12/31/20211,944293281470N/A
9/30/20211,882235299450N/A
6/30/20211,808229285458N/A
3/31/20211,725229267442N/A
12/31/20201,659227438486N/A
9/30/20201,589279419463N/A
6/30/20201,517300428473N/A
3/31/20201,463303397441N/A
12/31/20191,400315N/A458N/A
9/30/20191,341311N/A465N/A
6/30/20191,293291N/A450N/A
3/31/20191,247271N/A411N/A
12/31/20181,192238N/A335N/A
9/30/20181,130199N/A292N/A
6/30/20181,072174N/A259N/A
3/31/20181,012153N/A243N/A
12/31/2017965123N/A235N/A
9/30/2017930108N/A215N/A
6/30/201789597N/A209N/A
3/31/201786490N/A217N/A
12/31/201683885N/A201N/A
9/30/201681278N/A210N/A
6/30/201678950N/A191N/A
3/31/201675219N/A149N/A
12/31/2015712-3N/A140N/A
9/30/2015675-13N/A118N/A
6/30/20156396N/A128N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di CSGP ( 40.5% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di CSGP ( 40.5% all'anno) cresceranno più rapidamente del mercato US ( 16.6% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di CSGP cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di CSGP ( 12% all'anno) crescerà più rapidamente del mercato US ( 11.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di CSGP ( 12% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di CSGP sarà basso tra 3 anni ( 8.5 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 19:26
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

CoStar Group, Inc. è coperta da 25 analisti. 20 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jeffrey MeulerBaird
Jeffrey SilberBMO Capital Markets Equity Research
Nicholas JonesBNP Paribas