Costar Group Inc Stock Price, News & Analysis

CoStar Group (NASDAQ: CSGP) published Apartments.com multifamily rent data for October 2025. The national average rent fell to $1,708, a 0.3% month-over-month decline from September and marking the fourth consecutive month of flat or negative monthly change.

Annual rent growth slowed to 0.8%, down from 0.9% in September and 1.5% at the start of the year. All U.S. regions posted monthly declines, led by the West at -0.53%. The Midwest showed the strongest annual gain at +2.2%. Select metros (Austin, Denver, San Antonio) saw double-digit negative annual moves tied to elevated new supply.

CoStar Group (NASDAQ: CSGP) is accepting nominations for the fifth annual CoStar Impact Awards, recognizing influential commercial real estate projects and transactions completed in 2025 across 129 markets in the United States, Canada and the United Kingdom. Categories include Lease of the Year, Commercial Development, Multifamily Development, Redevelopment and Sale/Acquisition of the Year.

Winners receive a customized trophy and promotion on CoStar platforms. Nominations are open through January 31, 2026.

CoStar Group (NASDAQ: CSGP) released an updated U.S. industrial forecast on October 31, 2025, keeping projections unchanged through 2026.

Key metrics: national industrial vacancy rose to 7.5% in Q3 2025 and is forecast to peak at 7.9% in Q3 2026. Positive net absorption returned in Q3 2025 but 2025 absorption is expected to be 50% below 2024. Rent growth is forecast at an average of 1.0% in 2025, near a 13-year low. Under-construction activity is tapering, but a speculative supply backlog will press occupancy.

CoStar Group (NASDAQ: CSGP) revised its U.S. office forecast on October 29, 2025, upgrading near-term occupancy and rent expectations.

Key changes include a swing from a previously forecasted -4 million square feet of absorption to +10 million over the next four quarters, rent growth now projected at 1% by late 2026 and 1.5% by mid-2027, and a view that vacancy will remain structurally elevated above 13.5% through 2030. The revision cites the strongest quarterly occupancy gains since 2019 and cautious hiring in knowledge industries as drivers and warns of downside risks from inflation, trade volatility, and weaker benchmark employment revisions.

CoStar Group (NASDAQ: CSGP) reported Q3 2025 results on October 28, 2025: revenues $834M (+20% YoY) and net new bookings $84M (+92% YoY). GAAP net loss was $31M (diluted loss $0.07). Non-GAAP net income rose to $97M (+10% YoY) with non-GAAP EPS $0.23 (+6% YoY). Adjusted EBITDA was $115M (+51% YoY).

Management increased full-year 2025 revenue guidance to $3.23B–$3.24B and raised adjusted EBITDA guidance to $415M–$425M. Company highlighted Homes.com growth: >26,000 Members (≈+150% YoY) and new AI feature Smart Search.

CoStar Group (NASDAQ: CSGP) brand Homes.com reported preliminary September home-price data showing continued national appreciation.

Key figures: median price $385,000 (+2% year‑over‑year, +$7,000 vs. last September) but below the June peak of $395,000. New listings +8.1% YoY (highest September volume since 2021). Active inventory has surpassed pre‑pandemic levels. Regional split: Midwest metros led gains (some >7% YoY) while several Sun Belt markets saw declines; among the top 40 metros, 10 posted flat/declining prices and 10 had ≥3% annual appreciation. Homes.com network reached 111M average monthly unique visitors in Q2 2025.

Homes.com (CSGP), part of CoStar Group, launched Smart Search on October 14, 2025 — a natural‑language AI search that lets consumers "search the way you speak" across buying, renting, and exploratory flows.

Key features include conversational queries (e.g., “ranch‑style house with a pool in Austin”), multi‑geo searches, points of interest targeting, and speech‑to‑text voice search. The company says Smart Search aims to speed discovery, reduce friction from traditional filters, and deliver more personalized, relevant listings across Homes.com.