Equity Profile

CSGP

COSTAR GROUP INC

Real EstateReal Estate Services$13.8B

Apr28Tue

Post-Earnings Recap

ReportedQ1-2026After Close4:04 PM EDT

CoStar Group Misses on EPS, Stock Down 0.77%

Metric	Actual	Expected	Surprise
EPS	$0.01	$0.18	-90.65%
Revenue	N/A	$897M	N/A

management commentary, guidance changes, and full analysis available with Pro.

CoStar Group Misses on EPS, Stock Down 0.77%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.01	$0.18	-90.65%
Revenue	N/A	$897M	N/A

Management Commentary

Tone: Defensive

Management expressed concern over current market dynamics affecting performance. They remain focused on strategic initiatives to drive future growth.

Management acknowledged the challenging market conditions impacting earnings.

They emphasized a focus on long-term growth despite short-term setbacks.

What It Means

CoStar Group's disappointing earnings report reflects significant challenges in achieving profitability this quarter. The stock reacted negatively, dropping 0.77%, likely due to the substantial EPS miss. Investors may be concerned about the lack of revenue data and future guidance, which adds uncertainty to the company's outlook.

Company Snapshot

CoStar Group, Inc. is a leading provider of commercial real estate information, analytics, and online marketplaces....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating profit.

$0.18

Revenue

Revenue figures will provide insight into the company's sales performance and overall growth trajectory in the real estate services market.

$897M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

CoStar Group, Inc. is a leading provider of commercial real estate information, analytics, and online marketplaces. Operating in the real estate sector, it plays a crucial role in helping businesses and investors make informed decisions in a dynamic market.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+64.44%

Avg Stock Reaction

+0.47%

Last Quarter Recap

In the last quarter, CoStar Group reported an EPS of $0.31, significantly beating estimates. The stock reacted positively, gaining 2.67% the following day.

Management Promises & Guidance

Continued investment in technology to enhance data analytics capabilities.
Expansion of services to new markets.
Commitment to maintaining strong customer relationships.

Expectations

Wall Street Expectations

Analysts expect CoStar Group to report solid earnings this quarter, with a consensus EPS of $0.18 and revenue of $897M. The company has a history of beating earnings expectations.

Bull Case

If CoStar can exceed EPS estimates, it may signal strong demand for its services, leading to increased investor confidence and a potential rise in stock price.

Bear Case

Conversely, if the company fails to meet expectations, it could raise concerns about market conditions and demand for its services, potentially leading to a decline in stock value.

Key Metrics to Watch

EPS

$0.18

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating profit.

Revenue

$897M

Revenue figures will provide insight into the company's sales performance and overall growth trajectory in the real estate services market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $0.18?

A beat on EPS would reinforce the company's growth narrative and could lead to a positive market reaction.

What guidance will management provide regarding revenue growth in the upcoming quarters?

Any forward-looking statements on revenue growth will be crucial for assessing the company's future performance and investor sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate CoStar's ability to leverage its data analytics capabilities to drive revenue growth, especially in emerging markets.

Supporting Evidence

The company has consistently beaten EPS estimates in recent quarters, indicating strong operational execution.

Options pricing suggests a lower expected move than historical averages, which may not reflect the company's growth potential.

Insider buying activity could signal confidence in future performance, contrasting with cautious market sentiment.

Key Risk

If revenue growth exceeds $900M, it could challenge the current cautious outlook and shift investor sentiment positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect the company's ability to navigate the current market conditions and meet investor expectations.

Bull Confirmed If

An EPS of $0.20 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.16 would support the bear case, raising concerns about demand and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±1.62%

Historical Avg

±1.0%

Pricing rich

The options market is pricing in a modest move, suggesting that investors are anticipating some volatility around the earnings report.

Options are pricing ±12.7% while CSGP has averaged ±1.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

35.5%

Calls (19K)P/C Ratio: 0.56Puts (11K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If CoStar beats expectations, history suggests the stock could rise by about 0.11%, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously as investors await further guidance.

Miss

Should the company miss expectations, the average historical reaction indicates a potential decline of approximately 1.53%, raising concerns about its growth trajectory.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

2 buys·0 sells

Members

House only

Est. Notional

$2,002.00–$30,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
2

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new market expansions or service offerings.
2Details on customer retention rates and new client acquisitions.
3Management's commentary on macroeconomic factors affecting the real estate market.
4Insights into technological advancements and their impact on service delivery.
5Guidance on revenue expectations for the next quarter.

See the full picture

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Company Snapshot

CoStar Group, Inc. is a leading provider of commercial real estate information, analytics, and online marketplaces....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating profit.

$0.18

Revenue

Revenue figures will provide insight into the company's sales performance and overall growth trajectory in the real estate services market.

$897M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+64.44%

Avg Stock Reaction

+0.47%

Last Quarter Recap

In the last quarter, CoStar Group reported an EPS of $0.31, significantly beating estimates. The stock reacted positively, gaining 2.67% the following day.

Management Promises & Guidance

Continued investment in technology to enhance data analytics capabilities.
Expansion of services to new markets.
Commitment to maintaining strong customer relationships.

Expectations

Wall Street Expectations

Analysts expect CoStar Group to report solid earnings this quarter, with a consensus EPS of $0.18 and revenue of $897M. The company has a history of beating earnings expectations.

Bull Case

If CoStar can exceed EPS estimates, it may signal strong demand for its services, leading to increased investor confidence and a potential rise in stock price.

Bear Case

Conversely, if the company fails to meet expectations, it could raise concerns about market conditions and demand for its services, potentially leading to a decline in stock value.

Key Metrics to Watch

EPS

$0.18

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating profit.

Revenue

$897M

Revenue figures will provide insight into the company's sales performance and overall growth trajectory in the real estate services market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $0.18?

A beat on EPS would reinforce the company's growth narrative and could lead to a positive market reaction.

What guidance will management provide regarding revenue growth in the upcoming quarters?

Any forward-looking statements on revenue growth will be crucial for assessing the company's future performance and investor sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate CoStar's ability to leverage its data analytics capabilities to drive revenue growth, especially in emerging markets.

Supporting Evidence

The company has consistently beaten EPS estimates in recent quarters, indicating strong operational execution.

Options pricing suggests a lower expected move than historical averages, which may not reflect the company's growth potential.

Insider buying activity could signal confidence in future performance, contrasting with cautious market sentiment.

Key Risk

If revenue growth exceeds $900M, it could challenge the current cautious outlook and shift investor sentiment positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect the company's ability to navigate the current market conditions and meet investor expectations.

Bull Confirmed If

An EPS of $0.20 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.16 would support the bear case, raising concerns about demand and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±1.62%

Historical Avg

±1.0%

Pricing rich

The options market is pricing in a modest move, suggesting that investors are anticipating some volatility around the earnings report.

Options are pricing ±12.7% while CSGP has averaged ±1.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

35.5%

Calls (19K)P/C Ratio: 0.56Puts (11K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If CoStar beats expectations, history suggests the stock could rise by about 0.11%, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously as investors await further guidance.

Miss

Should the company miss expectations, the average historical reaction indicates a potential decline of approximately 1.53%, raising concerns about its growth trajectory.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

2 buys·0 sells

Members

House only

Est. Notional

$2,002.00–$30,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
2

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new market expansions or service offerings.
2Details on customer retention rates and new client acquisitions.
3Management's commentary on macroeconomic factors affecting the real estate market.
4Insights into technological advancements and their impact on service delivery.
5Guidance on revenue expectations for the next quarter.