CoStar Group Q4 revenue rises 27%, beats estimates

CoStar

24/02/2026 21:14

Overview

Real estate analytics firm's Q4 revenue rose 27%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company completed $500 mln share repurchase in Q4 2025

Outlook

CoStar Group affirms 2026 revenue guidance of $3.78 bln to $3.82 bln

Company expects Q1 2026 revenue between $890 mln and $900 mln

CoStar Group projects 2026 adjusted EPS of $1.22 to $1.33

Result Drivers

RESIDENTIAL GROWTH - Homes.com Network became the second largest and fastest-growing residential portal in the U.S., contributing to revenue growth

Company press release: ID:nBw1Kwmdga

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$900 mln
$885.97 mln (18 Analysts)
Q4 Adjusted EPS
Beat
$0.31
$0.27 (16 Analysts)
Q4 EPS
$0.11
Q4 Net Income
$47 mln
Q4 Gross Profit
$707 mln
Q4 Income From Operations
$49 mln
Q4 Pretax Profit
$61 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 5 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy"

Wall Street's median 12-month price target for CoStar Group Inc is $76.00, about 58.8% above its February 23 closing price of $47.87

The stock recently traded at 36 times the next 12-month earnings vs. a P/E of 53 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)