Costar Group Inc Stock Price, News & Analysis

Homes.com (NASDAQ: CSGP) reported that nationwide median home price rose 1.1% from $376,025 (Dec 2024) to $380,000 (Dec 2025) while affordability improved for the first time year-over-year since 2020.

Key drivers: average weekly earnings +3.75% (to $1,266), mortgage rates down from 6.85% to 6.15%, and inventory +17% in 2025. Midwest metros led gains (St. Louis +7.7%), while some Texas markets fell (Dallas-Fort Worth -4.9%, Austin -3.8%).

CoStar Group (NASDAQ: CSGP) reported U.S. office leasing activity rose 5% year-over-year in 2025, with an estimated 410 million sq ft of new leases signed and three consecutive quarters above 100 million sq ft. Boston led markets with a +52% gain, while San Jose and San Francisco each rose about +40%, driven largely by AI-related demand. CoStar noted ~30,000 lease deals in 2025 and an average lease size of roughly 3,500 sq ft, more than 15% smaller than the five-year pre-pandemic average. Markets with year-over-year declines included Seattle, Atlanta, Houston, and Philadelphia.

CoStar Group (NASDAQ: CSGP) reported Apartments.com multifamily rent trends for December 2025 showing U.S. apartment rents rose to an average of $1,708, a +0.1% month‑over‑month increase and annual growth of 0.66%. December ended a five‑month streak of flat or falling rents and signaled a modest seasonal rebound. Regional MoM results: Midwest +0.12%, South +0.07%, Northeast +0.06%, West -0.01%. Annual leaders: Midwest +2.2%, Northeast +1.5%; West -1.4%, South -0.1%. Metro winners included San Francisco +0.64% MoM and annual +5.9%; Austin led declines at -4.6% YoY. Elevated supply and localized employment weakness tempered rent momentum.

CoStar Group (NASDAQ: CSGP) provided its 2026 outlook and medium-term targets, forecasting $3.78B–$3.82B revenue, $740M–$800M Adjusted EBITDA (≈20% margin midpoint), and $175M–$215M net income with $0.42–$0.52 diluted EPS on 416M shares. The company set a medium-term revenue target of ~15% CAGR (2025–2028) and $1.25B Adjusted EBITDA in 2028. CoStar authorized a new $1.5B share repurchase program and announced a redesigned 2026 executive compensation program after stockholder engagement.

Homes.com metrics: 337% subscriber growth since Q1 2024, plans to reduce net investment from $850M in 2025 to >$300M lower in 2026 and to cut net investment by $100M+ annually through 2030, targeting positive Adjusted EBITDA in 2030.

CoStar Group (NASDAQ: CSGP) released three trends shaping Canada's 2026 real estate market: a structural economic transition, a cyclical housing supply overhang, and a capital market reset.

Key points: population growth is expected to slow after new federal rules for non‑permanent residents; for‑sale condo inventory is elevated and may take six to nine years to clear; rental construction is the highest in 50 years with affordability leaving some new units vacant; long‑term rates stay elevated, suggesting more distress‑driven transactions and evolving capital stacks through private real estate investors and private debt. Corporate reach: 143M average monthly unique website visitors in Q3 2025.

CoStar Group (NASDAQ: CSGP) ranked top U.S. small-bay and big-box industrial markets on Dec 18, 2025 using a Z-score analysis of the 54 largest U.S. markets.

Richmond, VA ranked first for small-bay performance due to limited inventory growth, minimal vacancy expansion and demolition of small-bay stock; Oklahoma City, OK ranked first for big-box performance driven by healthy leasing and low availability in newer properties.

• Tampa and Nashville noted for rent gains and leasing strength.
• Analysis used leasing, vacancy, inventory growth and rent-change variables by size class.

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.