Costar Group Inc Stock Price, News & Analysis

Visual Lease (NASDAQ: CSGP) and CoStar Real Estate Manager released the Visual Lease Data Institute 2026 outlook, a national survey of 200 senior finance and 200 senior real estate executives about lease portfolio strategy, technology and risks.

Key findings: 70% of real estate leaders plan to add space in 2026 (up from 56% in 2024), confidence in understanding portfolio costs/risks rose from 52% to 71%, 64% may delay upgrades or moves due to the economy, and finance leaders report 70% expect generative AI to speed information delivery.

CoStar Group (NASDAQ: CSGP) named Charlotte and Tampa among the top-performing U.S. retail markets in 2025.

Among 43 U.S. retail markets with ≥100 million sq ft inventory, Charlotte ranked first with asking rent growth of +7.4% and a total return of 11.6%. Rankings used five equally weighted indicators: percent of inventory leased, availability rate, market rent growth, change in sales volume, and total return (CoStar market price index).

CoStar cited Sunbelt demographic growth, white-collar job gains, suburban greenfield housing, and tight retail availability in Florida as drivers for these markets.

Homes.com (NASD: CSGP) released a November housing report showing national median sale price at $385,000, a 2.4% year-over-year increase (up $9,120). Mortgage rates have eased about 0.7 percentage points since late May, while inventory for sale rose 17.9% YoY to the highest November level since 2015, improving market balance. The Midwest led metros with double-digit gains in Cleveland (11.6%) and strong showings in Cincinnati, Pittsburgh, and Saint Louis. Nearly 65% of ~1,000 markets tracked posted annual price appreciation. Homes.com reported audience and brand gains in 2025 supporting platform reach.

CoStar Group (NASDAQ: CSGP) reported Apartments.com multifamily rent data for November 2025 showing national rents at $1,706, a -0.18% month-over-month decline and 0.7% annual growth. This was the fifth consecutive month of flat or negative monthly change and the steepest November drop in over 15 years, though it moderated from October’s -0.30%.

All regions posted monthly declines; the West led at -0.4% MoM. Annual performance ranged from Midwest +2.2% to West -1.5%. Supply-heavy Sun Belt and Mountain West metros showed the largest falls.

Homes.com (NASDAQ: CSGP) won Inman’s 2025 Best of Proptech Award for Consumer Experience & Marketplace Innovation on November 24, 2025.

The announcement highlights Homes.com as CoStar Group’s fastest-growing revenue product: 26,000 Members (up ~150% since Q3 2024), 7,000 Members added in Q3 2025, and a 115 million average monthly unique visitor audience in Q3 2025. New features cited include Smart Search, Homes.com Boost, and a national builder-verified new construction catalog. Consumer awareness rose from 4% to 33% year-over-year after a Feb 2024 marketing campaign.

CoStar Group (NASDAQ: CSGP) projects U.S. commercial real estate yields will edge lower in 2026, driven by higher transaction activity, firmer prices, improved liquidity and tighter corporate bond spreads. In Q3 2025 sales volume rose 43% year-over-year, supporting a more bullish outlook versus prior quarters. The release notes cap rate compression already visible in industrial and multifamily since late 2024, while office and retail cap rates have largely moved sideways. CoStar cites these trends and market metrics as the basis for its updated 2026 forecast.

CoStar reported over 143 million average monthly unique visitors in Q3 2025 and reiterates forward-looking risks that yields may not move as forecast.

CoStar Group (NASDAQ: CSGP) will present at Stephens 27th Annual Investment Conference in a fireside chat featuring CFO Chris Lown and Head of Investor Relations Rich Simonelli on Thursday, November 20, 2025 at 9:00 a.m. CT.

Live and recorded webcasts will be available under the Events & Presentations section of the CoStar Group Investor Relations website for at least 30 days. CoStar Group operates major brands including CoStar, LoopNet, Apartments.com, Homes.com, Domain, Matterport, STR, Ten-X, and OnTheMarket.

The company reported 143 million average monthly unique visitors in Q3 2025 and is headquartered in Arlington, Virginia.

Homes.com (NASDAQ: CSGP) reported muted U.S. home price appreciation in October 2025: nationwide median sale price rose 1.3% year-over-year to $385,000 (up $5,000 from Oct 2024) and was below the June 2025 peak of $395,000. Month-over-month price change in October was +0.4%. Mortgage rates dipped to 6.17% by end of October but did not spur strong demand. New listings increased 10.1% YoY, and active inventory surpassed pre-pandemic levels.

The Midwest led with >5% YoY gains in several metros, while nearly one-third of ~1,000 markets saw YoY price declines, notably in some Sun Belt and West Coast metros.

CoStar Group (NASDAQ: CSGP) said its revised U.S. retail forecast dated Nov 13, 2025 is largely unchanged from July, with vacancy projected to rise through H1 2026 and peak at under 4.4% in H2 2026. CoStar highlighted stronger Q3 demand, a slowdown in store closures (retailers vacated 3% less space than Q2), and constrained new supply as reasons vacancy expansion should be limited.

The firm forecasts net absorption averaging 3.8M sq ft per quarter in 2026 versus a prior five-year average of 9.8M sq ft. Construction starts sit at multi-decade lows amid elevated costs, creating downside risk if tariffs and consumer strain worsen.