NasdaqGS:CSGPReal Estate
Why CoStar Group (CSGP) Is Down 10.5% After Activist Attack On Homes.com Spending And Governance
On February 4, 2026, The D. E. Shaw group publicly criticized CoStar Group’s Board over what it called reckless capital deployment and weak oversight, urging alternatives for the Homes.com business and fresh independent directors ahead of the 2026 Annual Meeting.
At the same time, a new Homes.com report showing more moderate home price trends and improved affordability has sharpened investor focus on whether CoStar’s heavy spending on the residential platform is aligned with the value it...