CoStar Group Analysts Cut Their Forecasts Following Q4 Results

by | Feb 25, 2026 | General

CoStar Group Inc (NASDAQ:CSGP) reported upbeat fourth-quarter financial results and issued FY26 adjusted EPS guidance with its midpoint below estimates.

CoStar reported quarterly earnings of 31 cents per share which beat the analyst consensus estimate of 27 cents per share. The company reported quarterly sales of $900.000 million which beat the analyst consensus estimate of $885.967 million.

CoStar Group affirmed FY2026 adjusted EPS guidance of $1.22-$1.33 and affirmed sales guidance of $3.780 billion-$3.820 billion.

“With our 59th consecutive quarter of double-digit revenue growth and Adjusted EBITDA surging 83% year-over-year, CoStar Group is entering a period of significant earnings acceleration,” said Andy Florance, Founder and Chief Executive Officer of CoStar Group. “The heavy lifting of the Homes.com national brand launch is behind us, and the launch of Homes AI — the most sophisticated vertical AI application in real estate — marks the beginning of a new era for our business. We intend to deploy this transformative capability across every platform in our portfolio, and I believe it will create lasting competitive distance between us and everyone else in the industry.”

CoStar Group shares dipped 6.6% to trade at $45.89 on Wednesday.

These analysts made changes to their price targets on CoStar Group following earnings announcement.

  • Needham analyst Mayank Tandon maintained CoStar with a Buy and lowered the price target from $80 to $60.
  • Citizens analyst Andrew Boone maintained the stock with a Market Outperform and lowered the price target from $78 to $73.
  • Keefe, Bruyette & Woods analyst Ryan Tomasello maintained CoStar Group with an Outperform rating and cut the price target from $75 to $70.
  • Wells Fargo analyst Jason Haas maintained the stock with an Underweight rating and lowered the price target from $48 to $44.
  • RBC Capital analyst Ashish Sabadra maintained CoStar Group with a Sector Perform and lowered the price target from $75 to $57.

Considering buying CSGP stock? Here’s what analysts think:

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