Post-earnings recap
Reported
Tue, Apr 28, 2026
EPS actual
$0.01
EPS est.
$0.11
EPS surprise
-90.65%
1-day move
-0.77%
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.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.01 | $0.18 | -90.65% |
| Revenue | N/A | $897M | N/A |
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.
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.
Last quarter
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 and guidance
EPS beat streak
1Q
EPS beat rate
63%
Avg EPS surprise
+39.89%
Avg 1-day reaction
+1.08%
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
$0.18Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating profit.
Revenue
$897MRevenue figures will provide insight into the company's sales performance and overall growth trajectory in the real estate services market.
The print will turn on these.
Q1
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.
Q2
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.
—
Est. EPS
$1.52
Est. Rev
$3.6B
Impl. Move
±39.2%
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.
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.
What the market is pricing for the move.
Implied Move
±1.62%
Historical Avg
±1.4%
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 ±1.4% over the last 8 prints — setup is pricing rich.
ATM IV
0.8%
30d HV
35.5%
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.
House and Senate STOCK Act disclosures over the trailing 6 months.
Trades
1
1 buy·0 sells
Members
1
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Est. Notional
$1,001.00–$15,000.00
disclosed dollar ranges
Most Active Members
1 trade
The lines on the call that would change the story.
Net buying
Recent Transactions
Traded Aug 19, 2026 · disclosed Sep 10, 2026
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Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.