Key Takeaways for CoStar Group Stock as of August 2026
- YTD Collapse: CoStar Group (CSGP) stock has fallen 51% since early January 2026, dropping from the mid-$60s to $32.22 by August 28.
- Ratings Reversal: The Street’s current split on CSGP stock reads 8 buys, 4 outperforms, 8 holds, and 1 sell, a sharp shift from the 12 buys and just 4 holds analysts carried as recently as June 30, 2026, even though the stock has already bounced off its June low.
- Target Gap: TIKR’s mean price target for CoStar Group stock sits at $37, only 15% above the current close, after falling from $92 at the end of 2025.
- Model Divergence: TIKR’s valuation model targets $59 for CoStar Group stock by December 2030, implying 82% total return and a 15% annualized rate from here.
CoStar Group stock has been repriced hard in 2026, and the gap between where the Street sits and where TIKR’s model lands is the real question for anyone looking at the name today. Analyze CSGP on TIKR for free →
Why CoStar Group Stock Has Lost More Than Half Its Value Since January
CoStar Group stock (CSGP) has fallen 51% since early January 2026, a slide that erased more than two-thirds of its value on an annualized basis and pulled the shares from the mid-$60s down to $32.22 by August 28. The drop did not come from a single event. It came from a slow repricing of how fast this company can grow while it fixes its residential business.
The clearest data point sits inside the second-quarter 2026 earnings call on July 28. Revenue hit $925 million, up 18% year over year, and adjusted EBITDA more than doubled to $184 million. But net new bookings of $69 million came in roughly 26% below the prior year’s quarter, and management trimmed full-year revenue guidance to a range of $3.715 billion to $3.755 billion. CEO Andrew Florance was direct about the trade-off behind that number: “it’s also a shift from prioritizing revenue growth as the first priority to committing to hitting our EBITDA goals. So we’re not going to sacrifice one for hitting the EBITDA goals through time.” That statement explains the chart better than any single headline. CoStar Group cut its own Homes.com sales force from 660 reps to about 400, restructured the Ten-X auction unit, and held pricing firm at Apartments.com against a discounting rival, all decisions that traded near-term growth for margin. The market took the growth side of that trade personally.
That is the tension sitting under CoStar Group stock right now: a business whose commercial segment keeps compounding while its residential bet resets the growth story investors had priced in.
CoStar Group’s CEO Buys Shares as the $800 Million Zonda Deal Closes
The same stretch that produced the guidance cut also produced two signals pointing the other way. On August 5, Florance bought 83,300 shares at an average price of $29.89, a $2.49 million purchase that lifted his direct stake to 1.8 million shares.
Two weeks later, CoStar Group closed its $800 million acquisition of Zonda, a homebuilder data and analytics platform expected to lift residential-segment profitability. Neither event reverses the bookings slowdown behind the selloff, but both suggest management is leaning into the business near its 2026 lows rather than bracing for further deterioration.
CoStar Group Stock’s Ratings Split Turned Cautious After the Crash, Not Before
Twenty analysts currently publish price targets on CoStar Group stock, and their ratings split 8 buys, 4 outperforms, 8 holds, and 1 sell. The mean target of $37 sits just 15% above the $32 close, a gap that has narrowed sharply from where it stood a year ago.
That mean target has fallen from $92 at the end of 2025 to $65 at the end of March, $48 at the end of June, and $37 today, tracking the stock down rather than holding a line against it. What stands out is the timing of the ratings shift. Analysts carried 12 buys and only 4 holds as of June 30, when CSGP stock closed at $28.32, its low point for the year.
By August 28, with the stock already up from that low, the split had moved to 8 buys and 8 holds. Coverage grew more cautious after the worst of the decline, not during it, which suggests the Street is still digesting the bookings slowdown Florance described rather than calling a bottom.
TIKR Values CoStar Group Stock at $59, More Than Double the June Low
TIKR’s mid-case model values CoStar Group stock at $59 by December 2030, implying 82% total return from the current price of $32, or 15% annualized over roughly 4.3 years.
That return profile puts CSGP stock in rebound territory: the model is pricing in growth reacceleration, not just stability at current levels. The case leans on the parts of the business that kept expanding straight through the guidance cut. CoStar Suite subscribers grew 19% year over year, Debt Solutions posted its best quarter ever, and the residential segment turned its first profitable quarter since Homes.com launched. If net new bookings stabilize once the sales-force restructuring runs its course, the gap between the Street’s cautious $37 target and TIKR’s $59 model starts to close from the target side rather than the price side.
CoStar Group stock’s 82% projected return only shows up if bookings actually recover. See what TIKR’s model assumes to get there. Model CSGP on TIKR for free →
Should You Invest in CoStar Group, Inc.?
The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.
Pull up CoStar Group, Inc. stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
