CSGP
COSTAR GROUP, INC.Evidence as of 2026-09-02Overview · COSTAR GROUP, INC.
CoStar Group, Inc. provides information, analytics, and online marketplace services to the commercial real estate, hospitality, residential, and related professionals industries in the United States, Canada, Europe, the Asia Pacific, and Latin America. The company offers CoStar Property that provides inventory of office, industrial, retail, multifamily, hospitality, and student housing properties and land; CoStar Sal…
Management team
- Mr. Richard Simonelli · Head of Investor RelationsFind on LinkedIn
- Ms. Cyndi Eakin · CAO & CotrollerFind on LinkedIn
- Mr. Christian M. Lown · Chief Financial OfficerFind on LinkedIn
- Mr. Frederick G. Saint · President of MarketplacesFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
Revenue rose across the sampled periods from 781,300,000 in the quarter ended 30 June 2025 to 833,600,000 in the quarter ended 30 September 2025, then to 897,000,000 in fiscal Q1 2026 (fiscal quarter ended 2026-04-27) and 925,000,000 in fiscal Q2 2026 (fiscal quarter ended 2026-07-27). Gross profit followed the same pattern, climbing from 613,500,000 to 728,000,000 over those same intervals, and operating income moved from negative ( -27,200,000 and -51,100,000) to positive ( 3,000,000 and 76,000,000).
Shares outstanding and diluted weighted-average shares declined (weighted-average diluted shares from 424,300,000 to 404,400,000; point-in-time shares from 423,822,791 as of 2025-10-27 to 405,197,588 as of 2026-07-27), with cash and cash equivalents falling from 4,681,000,000 as of 2024-12-31 to 1,263,000,000 as of 2026-06-30 while material repurchases ( PaymentsForRepurchaseOfCommonStock of 505,000,000 in fiscal Q1 2026) and an 800,000,000 cash acquisition (Zonda, announced complete on 2026-08-21) are on the record.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue by quarter has risen across the sampled periods: revenue was 781,300,000 in the quarter ended 30 June 2025, 833,600,000 in the quarter ended 30 September 2025, 897,000,000 in the quarter ended 31 March 2026 (fiscal Q1 2026, 2026-01-01 to 2026-03-31), and 925,000,000 in the quarter ended 30 June 2026 (fiscal Q2 2026, 2026-04-01 to 2026-06-30).
XBRL companyfacts · 0001057352-25-000097Gross profit in the same sequence increased from 613,500,000 (quarter ended 30 June 2025) to 661,400,000 (quarter ended 30 September 2025) to 701,000,000 (fiscal Q1 2026, ended 31 March 2026) to 728,000,000 (fiscal Q2 2026, ended 30 June 2026).
XBRL companyfacts · 0001057352-25-000097Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
On August 21, 2026, CoStar Group, Inc. announced the completion of its acquisition of Bora, Inc. and its subsidiaries (together, “Zonda”) for $800 million in cash.
8-K filed 2026-08-21The August 21, 2026 current report includes an Item 7.01 Regulation FD Disclosure describing the press release about the acquisition.
8-K filed 2026-08-21Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Momentum measures show negative performance: 3-month momentum is -5.0% and 6-month momentum is -31.6% as of 2026-09-01.
Moneyta signal set · 2026-09-01Relative strength versus SPY is weak: 6-month relative strength is -43.9% and 12-month relative strength is -83.4% as of 2026-09-01 (rank_rel_strength_6m at the 4th percentile of 547).
Moneyta signal set · 2026-09-01Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
The 13F reported institutional holdings list a single reporting holder, Ensign Peak Advisors, Inc, with a reported market value of $110.3M as of the 13F period ended 2026-03-31.
13F holdings · 1 filers · as of 2026-03-31The 13F filing record for the period ended 2026-03-31 shows the reported aggregate institutional value as $110.3M and a quarter-over-quarter reported value change of +183.6%.
13F holdings · 1 filers · as of 2026-03-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A headline reports the share price fell 28.5% over the past six months and frames the company as 'risky' amid softer quarterly results.
News · finance.yahoo.com · 2026-08-31A valuation-focused headline states the stock has fallen sharply over the past year and contrasts a discounted cash flow intrinsic-value estimate with market multiples.
News · finance.yahoo.com · 2026-08-31Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Trailing twelve-month free cash flow (FCF) is negative $23.6 million.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month operating cash flow is $467.8 million while capital expenditures over the same period are $491.4 million, implying OCF minus capex is about negative $23.6 million.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-specific fundamentals jointly support a favorable read: revenue and gross profit have trended upward across the sampled quarters (fundamentals-0, fundamentals-1) while operating income moved from negative to positive, reaching a materially positive figure in the most recent quarter (fundamentals-2). Management-driven capital allocation shows material share repurchases and a declining diluted share count, which can amplify per-share results absent other changes (fundamentals-5, fundamentals-3). Corporate development and financing context — an $800M cash acquisition completed August 21, 2026 (filings-0) and reported cash exceeding long-term debt as of 2026-06-30 (valuation-3) — provide additional company-specific context that can be read as supportive of strategic investment and balance-sheet capacity. These items together form a coherent bull case rooted in improving operating performance, active buybacks, and completed strategic M&A, while institutional and ETF holdings indicate some investor participation (ownership-1, ownership-3, ownership-4).
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.33
35 surviving claims rest on 16 distinct sources; the heaviest analyst carries 20% of them, and 100% of what the desk raised survived the debate.
The read rests on a moderate diversity of sources but a relatively concentrated analyst influence: one analyst authored a fifth of surviving claims and everything the desk flagged survived review, which raises the chance that overlooked assumptions or shared data errors could propagate through many claims. Source concentration across 16 documents gives the evidence some breadth, but the high survival rate and single-analyst weight reduce robustness — treat these signals as informative but fragile until independently corroborated by new filings or third‑party confirmations.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
14 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.7 to the score
2 documents
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.3 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−1.2 to the score
2 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.8 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on CSGP Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.