CoStar Group (CSGP)
NASDAQReal EstateReal Estate - ServicesSnapshot 2026-11-05
$32.05-1.63%
Close 2026-11-05 · 1-day change
NASDAQReal EstateReal Estate - ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · CSGP
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 60.3% |
| Our one-year growth estimate | diamond | 11.9% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 48.4 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 6 industry peers · Company calendar date is not available
CSGP — officer change
Dated 2026-06-25
Approval of a new employee stock purchase plan.
Why it matters: Apartments.com AI users viewed more listings and used more 3D tours. More leads would show that this use helps the business.
Supportive ifA later company update reports that AI still lifts traffic-to-lead conversion by at least 256%. This is versus users who do not use AI.
Worry ifA later company update reports that AI no longer lifts traffic-to-lead conversion. This is versus users who do not use AI.
Why it matters: CoStar agreed to acquire Vexcel. Its Q3 release says more proprietary data can support AI and marketplace growth.
Watch forCoStar reports the Vexcel deal closed. It names a new product or customer offer that uses Vexcel data.
Also watch forCoStar reports that the Vexcel deal did not close or that the deal was ended.
Why it matters: Management found at least $200 million in added savings over 12 to 18 months. These cuts support its 2028 profit goal.
Supportive ifA company update shows at least $200 million in added savings are in place within 12 to 18 months, without slower revenue growth.
Worry ifA company update reports less than $200 million in added savings, or says the cuts hurt revenue growth.
Why it matters: CoStar raised its 2026 profit outlook after Q3 adjusted EBITDA beat its range. Q4 results test whether those gains continue.
Supportive ifQ4 adjusted EBITDA is above $295 million, the top of the company's range.
Worry ifQ4 adjusted EBITDA is below $275 million, the bottom of the company's range.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$201 on $10,000 · ±2.0% | How much price usually moves either way. |
| Bad day | $476 loss on $10,000 · 4.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,174 loss on $10,000 · 61.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.