CoStar Group to Post Q4 Earnings: What's in Store for the Stock?
CoStar Group (CSGP) is scheduled to report its fourth-quarter 2025 earnings on February 24, 2026, with revenue expectations between $885 million and $895 million, indicating a 25% year-over-year growth. The company's performance is anticipated to be bolstered by its strong marketplace portfolio including Apartments.com, LoopNet, and Homes.com, with significant contributions from the Domain acquisition and international expansion. However, a negative Earnings ESP and a Zacks Rank #5 (Strong Sell), combined with macroeconomic challenges, suggest a potential earnings miss despite robust Q4 expectations.
Jefferies upgrades CoStar Group stock rating on Homes.com outlook
Jefferies has upgraded CoStar Group (NASDAQ:CSGP) from Hold to Buy, citing the attractive valuation created by the debate surrounding Homes.com and projecting significant revenue and EBITDA growth. The firm's analysis suggests Homes.com will drive a five-year revenue compound annual growth rate of 16% and expects adjusted EBITDA to triple by 2030, despite ongoing investor tension regarding the company's residential real estate investments.
CoStar Group Launches Transformative AI Experience on Homes.com
CoStar Group has launched Homes AI, a new interactive experience on Homes.com powered by Microsoft Azure OpenAI. This AI-driven tool allows consumers to search, refine, and explore homes through real-time conversations, leveraging Homes.com's extensive property data and Matterport 3D technology. The platform aims to provide a personalized and consultative home shopping experience that mimics interaction with a real estate advisor.
CoStar cuts Richmond jobs as Homes.com faces scrutiny
CoStar Group has laid off an unspecified number of employees in its Richmond-area operations, marking the second round of cuts in a year, which coincides with the launch of Homes AI, a new voice-enabled AI guidance platform for Homes.com. These layoffs and the company's investment in Homes.com have drawn significant criticism from investors, including Third Point and The D. E. Shaw group, who allege misallocation of capital and underperformance impacting CoStar's stock price and shareholder returns. The company is also facing scrutiny after its CEO, Andy Florance, was not reconfirmed to the Virginia Commonwealth University Board of Visitors by the state Senate.
CoStar confirms layoffs following investor criticism, AI push
CoStar Group has confirmed layoffs following investor pressure regarding its Homes.com spending and strategy. The job cuts coincide with the company's launch of a new Homes AI feature and are part of a broader effort to reduce costs and prioritize AI and technology-driven products. Impacted roles appear to be primarily in photo and video production, as well as content roles related to Homes.com.
JLL Well Positioned to Continue Navigating Challenging CRE Headwinds as Brokerage Volume Recovers
Jones Lang LaSalle (JLL) is well-positioned to manage current commercial real estate (CRE) challenges, having diversified its services and become a more resilient cash flow generator since the global financial crisis. The firm's focus on inter-regional transactions and enhanced cross-functional cooperation is expected to drive new growth opportunities and improve multinational client service. This strategy enables JLL to navigate industry headwinds effectively as brokerage volumes recover.
CoStar Group Stock Experiences Significant Volatility
CoStar Group's stock has faced significant volatility, with its price nearly halving in the last six months due to concerns over its residential business despite a strong commercial core. The company maintains robust data network effects and high renewal rates, especially for Apartments.com. Despite an $850 million investment in Homes.com leading to losses, CoStar plans to cut spending by $300 million and initiate a $1.5 billion stock buyback, projecting a 2026 EBITDA of $770 million.
Layoffs continue at CoStar Group
CoStar Group announced additional layoffs at its Richmond office on Wednesday. This news comes amidst other local updates including a school bus crash, efforts to preserve Virginia Randolph's educational legacy, rising power bills, a deadly hit-and-run arrest, and a bond denial in another fatal hit-and-run case.
Is CoStar Group (CSGP) Now A Value Opportunity After A 38% One Year Share Price Fall
CoStar Group (CSGP) has seen a 38% decline in its share price over the past year, prompting an analysis of its current valuation. While a Discounted Cash Flow (DCF) model suggests the stock is 17.8% undervalued at $59.55 per share against a recent price of $48.94, its Price-to-Sales (P/S) ratio of 6.79x is significantly higher than both the industry average and Simply Wall St's proprietary Fair Ratio of 4.53x, indicating it might still be overvalued by this metric. The article encourages investors to consider different valuation narratives and its detailed analysis to form their own conclusions.
Layoffs continue at CoStar Group
CoStar Group announced further layoffs at its Richmond office, primarily affecting roles within the Homes.com website. The company stated these job cuts are due to the growth and deployment of advanced AI technologies aimed at streamlining operations and increasing efficiency. This marks the second round of layoffs within roughly a year for CoStar Group.
Layoffs continue at CoStar Group
CoStar Group has announced further layoffs at its Richmond office, impacting what reports suggest are dozens of employees, primarily from the Homes.com website. The company attributes these job cuts to its strategic focus on deploying advanced AI technologies to enhance revenue growth and operational efficiencies. These layoffs follow a similar reduction in staff approximately one year ago.
CoStar Group Inc. stock rises Wednesday, outperforms market
CoStar Group Inc. (CSGP) shares rose by 7.00% to $48.94 on Wednesday, outpacing the broader market which also saw gains with the S&P 500 Index up 0.56% and the Dow Jones Industrial Average up 0.26%. This marks the second consecutive day of gains for the stock.
CoStar Group cuts jobs amid AI rollout and Homes.com focus
CoStar Group has confirmed layoffs, attributing them to efficiencies gained from AI adoption and a strategic focus on Homes.com. The company is facing pressure from activist investors to divest Homes.com due to slower-than-expected financial results but remains committed to its long-term growth and digital ecosystem strategy, forecasting profitability for Homes.com by 2030.
Why Is CoStar (CSGP) Stock Soaring Today
CoStar Group's (CSGP) stock jumped 6.7% today after the company unveiled Homes AI, a new artificial intelligence tool for its Homes.com platform. This tool allows users to search for listings using natural language and is described as the "most significant product advancement in Homes.com's history." The market views this news as meaningful, although CoStar's shares have been volatile, dropping previously due to mixed financial forecasts and concerns about future profitability.
CoStar layoffs hit Richmond -- again
CoStar Group has conducted another round of layoffs at its downtown Richmond headquarters, specifically impacting workers on its Homes.com platform. This follows a previous round of layoffs in February 2025, which affected over 100 employees and was partly attributed to the adoption of artificial intelligence. The recent layoffs come shortly after CoStar announced the launch of "Homes.com AI," highlighting a new transformative home search experience.
CoStar: U.S. retail vacancy expected to rise ‘minimally’ in first half of 2026
CoStar forecasts that U.S. retail vacancy will rise minimally in the first half of 2026 before declining slightly later in the year and into 2027. Despite receding, store closures are anticipated to increase in early 2026 as a bifurcated retail sales environment prompts some tenants to reduce locations. The stable outlook is supported by a resumption of positive demand in late 2025, although downside risks related to tariffs and potential price increases remain.
CoStar’s U.S. Retail Projections Remain Steady Through 2026
CoStar Group's latest forecast indicates that U.S. retail projections will remain stable through 2026, with vacancy rates staying range-bound as new supply remains low. Despite an anticipated increase in store closures in the first half of 2026 due to a bifurcated retail sales environment, the latter half of 2025 saw a stabilization of retail fundamentals due to slowing closures and surging backfill demand. While the outlook is stable, CoStar notes potential downside risks from tariffs impacting household budgets and discretionary spending.
More store closures, scarce space: CoStar’s 2026 retail outlook
CoStar's latest forecast indicates that U.S. retail projections for 2026 remain steady, with vacancy rates expected to stay just under 4.4%. Despite an anticipated increase in store closures in the first half of the year, net absorption is projected to reach over 16 million square feet, stabilizing fundamentals due to a slowdown in closures and strong backfill demand. However, the outlook carries downside risks, particularly concerning the potential impact of tariffs on consumer spending.
Australia's Domain To Sell Adjacent Businesses As CoStar Vision Takes Shape
Australia's second-largest real estate portal, Domain, is divesting several adjacent businesses, including agent workflow solutions and a digital proposals platform, to focus on its core property platforms. This move aligns with CoStar Group's strategy, following its acquisition of Domain, to streamline operations and enhance competitiveness against realestate.com.au. The divestments, some of which are assets acquired only a few years ago, are expected to conclude by the end of 2026.
CoStar Group (CSGP) Reports Next Week: Wall Street Expects Earnings Growth
CoStar Group (CSGP) is expected to report earnings for the quarter ended December 2025 next week, with Wall Street anticipating a year-over-year increase in earnings and revenues. The company is projected to post quarterly earnings of $0.27 per share on $891.08 million in revenue. However, CoStar's Zacks Earnings ESP is negative at -4.59% along with a Zacks Rank of #5, making it difficult to confidently predict an earnings beat.
Wells Fargo Sees Buying Opportunity in CoStar (CSGP) Amid AI-Driven Market Decline
Wells Fargo reduced its price target for CoStar Group (CSGP) from $55 to $48, assigning an Underweight rating due to AI-related market concerns. Despite this, some analysts like BTIG's Jake Fuller see a buying opportunity, upgrading CoStar Group to Buy with an $80 price target, citing low market expectations and the momentum of Homes.com, along with anticipated AI-driven product updates. The company provides information, analytics, and online marketplace services across several regions.
Wells Fargo Sees Buying Opportunity in CoStar (CSGP) Amid AI-Driven Market Decline
Wells Fargo views recent market declines in CoStar (CSGP) due to AI-related concerns as an unwarranted buying opportunity, despite reducing its price target. This contrasts with BTIG's upgrade of CoStar to Buy, citing low market expectations and anticipated positive impact from an AI-driven product update. CoStar Group Inc. provides information, analytics, and online marketplace services globally.
Wells Fargo Sees Buying Opportunity in CoStar (CSGP) Amid AI-Driven Market Decline
Wells Fargo reduced its price target for CoStar Group (NASDAQ: CSGP) due to AI-related concerns but still sees buying opportunities, particularly for information services companies with proprietary data. In contrast, BTIG upgraded CoStar Group to Buy, citing low market expectations, gaining momentum for Homes.com, and an anticipated AI-driven product update. Both firms maintain that CoStar, which provides information and marketplace services globally, is poised for potential growth.
A Look At CoStar Group (CSGP) Valuation After The Homes AI Launch On Homes.com
CoStar Group (CSGP) recently launched Homes AI on Homes.com, integrating AI and property data to personalize home searches. Despite this innovation, the company's share price has been under pressure, although revenue and net income growth are strong. While a popular narrative suggests CSGP is undervalued at $80.74, its high Price-to-Sales ratio of 6.3x raises questions about its current valuation.
CoStar rolls out Homes AI; SkySlope launches agent coaching app
CoStar Group has launched Homes AI, a new conversational search tool on Homes.com powered by Microsoft AI, allowing users to search listings by voice or text. SkySlope also introduced Ayce, an AI-powered iOS app offering goal-based coaching for real estate agents. Additionally, the Greater Philadelphia Association of Realtors will offer Tether RE for agent safety and productivity, and OneKey MLS partnered with Rayse to provide an agent transparency platform to its members.
News | Armada Hoffler moves to shed multifamily portfolio, rebrand as AH Realty Trust
Armada Hoffler Properties is undergoing a major strategic shift, rebranding as AH Realty Trust and divesting its multifamily portfolio and construction arm. This repositioning aims to focus on its retail and office core, reduce its $1.5 billion debt, and generate more predictable cash flows, with significant asset sales anticipated in 2026. The company intends to use sale proceeds for debt reduction and has budgeted $50 million for retail acquisitions in its target markets.
News | TransUnion to relocate New York office
TransUnion, a major consumer credit reporting agency, is relocating its New York office to 1155 Avenue of the Americas, signing a lease for the entire 30,140-square-foot sixth floor. The move is to a "DurstReady" suite provided by landlord The Durst Organization, which has recently completed a $130 million overhaul of the 42-story office tower. This relocation highlights the demand for move-in ready office spaces in New York and TransUnion's continued growth beyond traditional credit reporting.
CoStar Adjusts Severance Plan As Activists Challenge Governance Direction
CoStar Group (CSGP) has modified its Executive Severance Plan in response to activist investor pressure and a proxy contest. This adjustment aims to reduce legal risks related to leadership transitions and ensure management continuity during a potentially contested board reshaping. The change signals CoStar's effort to manage power sharing with large shareholders, specifically regarding executive pay, Homes.com spending, and capital allocation.
CoStar Launches AI Experience, Refining the Future of Home Shopping
CoStar Group has launched Homes AI, an AI-powered experience integrated into Homes.com, enabling real-time, two-way conversations for home searching. This technology uses Microsoft Azure OpenAI and Homes.com's extensive property data to offer personalized guidance, aiming to transform the home discovery process while ensuring real estate agents remain central to transactions. CoStar plans to expand this AI capability across its other platforms.
News | World's largest asset manager launches industrial REIT
BlackRock, the world's largest asset manager, has launched HPS Net Lease Income REIT, a private fund targeting stabilized industrial properties with long-term leases across the United States. This new REIT follows BlackRock's integration of ElmTree Funds and HPS Investment Partners last year. The fund aims to capitalize on growth opportunities in industrial net leases, driven by manufacturing reshoring, e-commerce expansion, and the need for updated warehouse infrastructure.
CoStar Group (CSGP) Reports Next Week: Wall Street Expects Earnings Growth
CoStar Group (CSGP) is expected to report earnings next week, with Wall Street anticipating a year-over-year increase in earnings and revenue for the quarter ended December 2025. Despite a projected earnings growth of 3.9% and revenue increase of 25.6%, CoStar's Zacks Earnings ESP is negative at -4.59% coupled with a Zacks Rank #5, making an earnings beat difficult to predict. The company has, however, consistently beaten EPS estimates in the last four quarters.
Costar Group Launches Transformative AI Experience on Homes.Com, Redefining the Future of Home Shopping
CoStar Group has launched Homes AI, an AI-powered experience on Homes.com, utilizing Microsoft Azure OpenAI to revolutionize home shopping. This new feature allows users to engage in natural, two-way conversations to search and refine home preferences, leveraging extensive property data and Matterport 3D technology. Homes AI will continuously learn user preferences and is designed to extend across CoStar Group's other platforms, signaling a significant advancement in real estate discovery.
CoStar Group Launches Transformative AI Experience on Homes.com, Redefining the Future of Home Shopping
CoStar Group has launched Homes AI on Homes.com, an AI-powered experience using Microsoft Azure OpenAI to transform home shopping. This new feature allows users to engage in natural, two-way conversations, either by voice or text, to search and explore homes, leveraging Homes.com's extensive property data and Matterport 3D digital twin technology. This innovation aims to provide deeply personalized guidance, fundamentally changing the home search process while ensuring listing agents remain central to transactions.
CoStar Group Launches Transformative AI Experience on Homes.com, Redefining the Future of Home Shopping
CoStar Group has launched Homes AI on Homes.com, an AI-powered experience that transforms home shopping through real-time, voice-enabled, two-way conversations. This new technology, powered by Microsoft Azure OpenAI, uses Homes.com's extensive property data to provide personalized guidance without traditional keyword-based searches. The innovation aims to enhance the home discovery process for consumers while preserving the essential role of real estate professionals.
CoStar Group (CSGP) Receives Neutral Rating and $52 Price Target from BofA
Bank of America has resumed coverage of CoStar Group (CSGP) with a Neutral rating and a $52 price target, despite the company's strong position as a leader in commercial real estate data. While CoStar boasts a high gross margin and robust financial stability with subscription-based revenue, it faces challenges including declining operating margins and earnings growth. The stock's valuation metrics show a mixed sentiment, with a very high P/E ratio but P/S and P/B ratios near 10-year lows, alongside significant institutional ownership and insider selling activity.
Talk your way through home shopping: Homes.com adds AI guide
CoStar Group's Homes.com has launched Homes AI, an interactive, voice-enabled AI guide powered by Microsoft Azure OpenAI, aimed at transforming the home shopping experience. This new feature allows users to engage in natural, two-way conversations to search and explore homes, moving beyond traditional keyword-based searches. Homes AI leverages Homes.com's extensive data and Matterport 3D digital twin technology, while emphasizing that real estate professionals remain central to transactions.
Teleflex to Host Q4 2025 Earnings Call on February 26, 2026
Teleflex (NYSE: TFX) will host a conference call on February 26, 2026, at 8:00 a.m. Eastern Time to discuss its Q4 2025 financial results and operational updates. Investors can pre-register for dial-in information or access a live audio webcast on the company’s website, with an audio replay available from 11:00 a.m. ET on the same day. Teleflex, a global provider of medical technologies, aims to ensure transparent communication regarding its commitment to innovation in healthcare.
CoStar Group Launches Transformative AI Experience on Homes.com, Redefining the Future of Home Shopping
CoStar Group has launched Homes AI, a transformative voice-enabled AI experience on Homes.com, powered by Microsoft Azure OpenAI. This innovation marks a generational shift in home shopping by offering natural, real-time, two-way conversations for searching and evaluating homes, departing from traditional keyword-based searches. The technology leverages Homes.com's extensive property data and Matterport 3D digital twin technology, with plans to expand this AI capability across CoStar Group's other platforms like Apartments.com and LoopNet.
Simon Property Group Q4 2025 Earnings Beat Estimates | 2026 Outlook - News and Statistics
Simon Property Group (SPG) reported Q4 2025 earnings that surpassed analyst expectations, with revenue of $1.8 billion and adjusted FFO per share of $3.49. The company projects full-year 2026 FFO between $13 and $13.25 per share. Despite underperforming the S&P 500 over the past year, the stock has accrued a 6.3% rise year-to-date in 2026, and analysts maintain a consensus "Moderate Buy" rating with an average price target of $202.
CoStar Group Stock Performance 2025: CSGP Down 38.8%, Analyst Outlook - News and Statistics
CoStar Group (CSGP) stock has significantly underperformed the market over the past year, declining 38.8% while the S&P 500 rallied 11.8%. This underperformance followed disappointing Q3 2025 results and lower-than-expected forward guidance. Despite a negative outlook for 2025 EPS, analysts maintain a "Moderate Buy" rating with a mean price target suggesting a potential 78.5% upside.
What Price Targets Have Wall Street Analysts Set for CoStar Group Shares?
CoStar Group (CSGP) has significantly underperformed the market, with its shares dropping 38.8% in the last year, despite consistently beating earnings estimates. Following cautious Q3 2025 guidance, analysts project a 9.3% decrease in EPS for fiscal year 2025. Wall Street maintains a "Moderate Buy" consensus, with an average price target of $80.29, suggesting a potential 78.5% upside.
CoStar Tweaks Severance Plan As Activists Press For Governance Shifts
CoStar Group has modified its Executive Severance Plan by removing a clause related to change of control, a move prompted by legal challenges from activist investors Third Point LLC and D. E. Shaw & Co. This adjustment aims to reduce governance disputes and address shareholder concerns, keeping management focused on core business operations. Investors are now watching for further changes in board composition, executive compensation, and capital allocation, especially concerning CoStar's investment in Homes.com.
CoStar Tweaks Severance Plan As Activists Press For Governance Shifts
CoStar Group has revised its Executive Severance Plan, removing a contentious clause related to change of control and leadership transitions, in response to pressure from activist investors Third Point LLC and D. E. Shaw & Co. This amendment aims to reduce governance friction and address shareholder concerns amid an ongoing proxy contest. The changes could signal broader shifts in board composition, executive compensation, and the company's strategy regarding large projects like Homes.com, as activists push for greater spending discipline.
What Are Wall Street Analysts' Target Price for CoStar Group Stock?
CoStar Group (CSGP) shares have underperformed the broader market, declining 38.8% over the past 52 weeks and 33.1% year-to-date. Despite beating Q3 expectations, the company's Q4 revenue guidance and full-year EPS outlook fell slightly below consensus. Analysts have a "Moderate Buy" rating on CSGP stock, with a mean price target of $80.29, indicating a 78.5% premium to current levels.
What Are Wall Street Analysts' Target Price for CoStar Group Stock?
CoStar Group (CSGP) stock has underperformed the broader market and the real estate sector over the past year, declining significantly. Despite strong earnings surprise history, soft forward guidance led to a stock tumble. Analysts maintain a "Moderate Buy" consensus rating for CSGP, with a mean price target of $80.29, suggesting a substantial potential upside from current levels.
CoStar Adjusts Severance Plan As Activists Challenge Governance Direction
CoStar Group has modified its Executive Severance Plan due to a proxy contest and lawsuit, primarily influenced by activist investors like D. E. Shaw. This adjustment aims to reduce legal risks and maintain management continuity amidst challenges to governance and potential changes in board control. The move signals CoStar's approach to executive turnover and leadership stability, which is crucial for investors as the company navigates significant investments in projects like Homes.com.
CoStar Adjusts Severance Plan As Activists Challenge Governance Direction
CoStar Group has revised its Executive Severance Plan due to activist investor pressure from entities like D. E. Shaw, who are challenging the company's governance and potential change of control. The amendment aims to mitigate legal risks surrounding leadership transitions and maintain management continuity during an ongoing proxy contest. This move is seen as a governance signal, showing how CoStar plans to handle executive turnover amidst a potential shift in board composition or control, which is crucial for investors monitoring the company's strategic execution.
Independence Realty Trust Balances Growth With Headwinds
Independence Realty Trust (IRT) recently held its Q4 earnings call, revealing a mixed outlook. While the company achieved solid operational execution through technology, renovations, and capital allocation, it also acknowledged near-term challenges such as rising expenses, weaker new leases, and slower lease-ups in certain markets, which are expected to cap earnings growth. Despite these headwinds, the company's same-store NOI grew, FFO performance met targets, and strategic capital allocation strengthened its balance sheet, although 2026 guidance indicates a slight dip in core FFO compared to 2025.
Why CoStar Group (CSGP) Is Down 10.5% After Activist Attack On Homes.com Spending And Governance
CoStar Group (CSGP) shares dropped 10.5% after activist investor D. E. Shaw publicly criticized its spending on Homes.com and governance, urging an alternative strategy for the residential platform and new independent directors. The activist pressure, combined with concerns over current housing market trends, could significantly alter CoStar's investment narrative and risk-reward profile, potentially impacting its capital allocation plans and share repurchase authorization. Investors are now focused on how this activist intervention might reshape the company's financial outlook and strategic decisions for Homes.com.
U.S. hotel results for week ending 7 February
The U.S. hotel industry reported positive year-over-year growth for the week ending February 7, 2026, with increases in occupancy (+1.1%), ADR (+1.7%), and RevPAR (+2.8%). San Francisco led the Top 25 Markets with significant gains due to Super Bowl LX, while New Orleans experienced decreases compared to the previous year's Super Bowl weekend. CoStar provides this data and is a leading provider of online real estate marketplaces, information, and analytics.
