[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-costar-group-stock-is-down-53-this-year-and-buy-ratings-peaked-at-12-then-fell-to-8-heres-where-shares-could-go-in-2026-ZH":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":258,"relatedPosts":266,"suggestedPosts":343},{"id":224,"title":225,"date":226,"modified":226,"excerpt":227,"content":228,"wordCount":229,"lang":230,"uri":231,"slug":232,"cloudinaryAssetId":233,"featuredImageOriginalUrl":234,"featuredImageMetadata":235,"author":238,"editor":244,"categories":249,"relatedPosts":255,"seo":256},128938,"CoStar集团股价今年下跌53%，买入评级从峰值12家回落至8家。以下是该股2026年的潜在走势展望。","2026-09-06T09:57:53","华尔街花了数月时间为CoStar Group股票的旧目标价进行辩护。到了九月，它终于将平均目标价下调了10美元，赶上了股价的下跌。","\u003Ch2 id=\"h-key-takeaways-for-costar-group-stock-as-of-september-2026\" class=\"wp-block-heading\">截至2026年9月CoStar集团股票的关键要点\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>年内下跌：\u003C\u002Fstrong> CoStar集团股票自1月以来下跌了53%，从67美元跌至31美元。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>目标价投降：\u003C\u002Fstrong> 分析师在6月至9月期间将CoStar集团股票的平均目标价从48美元下调至37美元，降幅达21%，而此时股价早已触底。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>评级分歧：\u003C\u002Fstrong> 华尔街目前对CoStar集团股票有8个买入、4个跑赢大盘、8个持有和1个卖出评级，37美元的平均目标价较31美元的收盘价高出21%。\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>模型上行空间：\u003C\u002Fstrong> TIKR的中性情景模型预计，到2030年12月，CoStar集团股票价值将达到57美元，这意味着86%的总回报率和15%的年化回报率。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>尽管CoStar集团的EBITDA指引悄然上调，但其股价已暴跌53%。亲自查看其细分市场利润率和预订趋势。在TIKR上免费分析CSGP →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-why-costar-group-stock-has-lost-more-than-half-its-value-in-2026\" class=\"wp-block-heading\">为何CoStar集团股票在2026年市值蒸发过半\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1118\" height=\"742\" data-public-id=\"images\u002Fimage-124_1289403d936\u002Fimage-124_1289403d936.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1118,h_742,c_scale\u002Ff_webp,q_auto\u002Fv1788686784\u002Fimages\u002Fimage-124_1289403d936\u002Fimage-124_1289403d936.png?_i=AA\" alt=\"costar stock price year to date\" class=\"wp-post-128938 wp-image-128940\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788686784\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788686784\u002Fimages\u002Fimage-124_1289403d936\u002Fimage-124_1289403d936.png?_i=AA 1118w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1788686784\u002Fimages\u002Fimage-124_1289403d936\u002Fimage-124_1289403d936.png?_i=AA 300w\" sizes=\"auto, (max-width: 1118px) 100vw, 1118px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CSGP股价：年初至今 \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=387127&tid=2603628&ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">CoStar集团 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=387127&tid=2603628&ref=q2enxr\">CSGP\u003C\u002Fa>) 股票自年初以来已下跌53%，从12月31日67美元的收盘价跌至9月4日的31美元。这次下跌并非一步到位，而是分阶段进行的，每个阶段都与同一个问题相关：CoStar应该牺牲多少利润来维持Homes.com的增长。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">第一阶段始于2月25日，当时CoStar集团的第四季度财报附带了一份投资者未曾预料到的第一季度指引：调整后EBITDA为9500万至1.15亿美元，远低于先前成本基础所暗示的水平。股价当天应声下跌并持续走低，第一季度收盘报40美元，三个月内下跌了40%。Homes.com的营销支出以及新并入的澳大利亚Domain业务带来的利润率压力是公开的原因，并且这种情况全年反复出现。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">竞争压力持续施压。当谷歌于6月11日\u003Ca href=\"https:\u002F\u002Fwww.citybiz.co\u002Farticle\u002F859566\u002Fcostar-zillow-shares-fall-as-google-expands-home-listings-platform-nationwide\u002F\">将其本地服务广告房屋搜索工具扩展到全美范围\u003C\u002Fa>时，CoStar集团股票又下跌了4%，市场担心这家占主导地位的搜索引擎直接争夺购房者流量，可能会在Homes.com的潜在客户生成模式实现盈利之前就削弱其竞争力。该股在6月底触及约28美元的低点。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">随后出现了转向。在\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=387127&tid=2603628&ref=q2enxr\">7月28日的第二季度电话会议\u003C\u002Fa>上，由于净新增预订量同比下降26%（主要由于Homes.com销售团队被刻意削减了21%），CoStar集团将全年营收指引下调至37.15亿至37.55亿美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">首席财务官Christian Lown在同一电话会议上为这一权衡进行了辩护：\"由于我们严格关注费用管理，我们确认了上季度提供的调整后EBITDA指引，即调整后EBITDA将在7.8亿至8.2亿美元之间。这比我们2月份财报电话会议上提供的2026年指引中点值提高了3000万美元。\" 增长放缓了，但利润指引却反而上调了。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这就是CoStar集团股票下跌53%背后所蕴含的张力：市场先行抛售，并且仍在判断一个规模更小、利润率更高的Homes.com是否比它所取代的那个增长更快的版本更有价值。\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Zillow反垄断和解为CoStar的租赁业务竞争增添了新变数\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">CoStar集团的租赁业务正面临两线作战，而第二战线在8月24日发生了变化，当时Zillow就其向Redfin支付1亿美元以退出公寓租赁广告市场一事，与FTC及五个州达成和解。该和解协议要求Redfin在六个月内重建其租赁广告业务，重新开放一个CoStar集团已描述为因大幅折扣而承压的市场。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在7月的电话会议上，首席执行官Andy Florance指出了同样的动态，他告诉分析师，CoStar集团正在\"保持我们的价格完整性\"，以应对\"试图通过定价、通过极低价格来抢占市场份额的竞争对手\"。一个重建的Redfin租赁部门意味着，CoStar集团股票投资逻辑中的Apartments.com业务现在要面对三个而非两个竞争对手，而且并未减少。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Homes.com现在不仅要与Zillow和Redfin竞争，还要与谷歌的搜索结果竞争。查看这在CoStar集团的细分市场数据中如何体现。在TIKR上免费分析CSGP →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-costar-group-stock-s-analyst-targets-finally-catch-up-to-the-selloff\" class=\"wp-block-heading\">CoStar集团股票的分析师目标价终于跟上抛售步伐\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">华尔街目前对CoStar集团股票的评级为8个买入、4个跑赢大盘、8个持有和1个卖出，分布在20位发布目标价的分析师中，高于一年前的16位。平均目标价为37美元，较9月4日31美元的收盘价高出21%。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1098\" height=\"678\" data-public-id=\"images\u002Fimage-125_12894135c6e\u002Fimage-125_12894135c6e.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1098,h_678,c_scale\u002Ff_webp,q_auto\u002Fv1788686839\u002Fimages\u002Fimage-125_12894135c6e\u002Fimage-125_12894135c6e.png?_i=AA\" alt=\"costar stock street analysts target\" class=\"wp-post-128938 wp-image-128941\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788686839\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788686839\u002Fimages\u002Fimage-125_12894135c6e\u002Fimage-125_12894135c6e.png?_i=AA 1098w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_185,c_scale\u002Ff_webp,q_auto\u002Fv1788686839\u002Fimages\u002Fimage-125_12894135c6e\u002Fimage-125_12894135c6e.png?_i=AA 300w\" sizes=\"auto, (max-width: 1098px) 100vw, 1098px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CSGP股票的华尔街分析师目标价 \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这个差距曾经要大得多。分析师在上半年下调平均目标价的速度慢于股价下跌的速度：第一季度，股价从67美元跌至40美元，而目标价从92美元降至65美元，使得隐含上行空间从37%扩大至61%。截至6月30日，股价跌至28美元时，平均目标价仍为48美元，定价了68%的上行空间，这是年内最大的差距。随后，在6月至9月期间，尽管股价从低点反弹了9%，分析师仍将平均目标价下调了21%，从48美元降至37美元。华尔街并未预见到底部，而是在事后才跟上。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-wall-street-s-take-on-x-stock\">评级变化与目标价变动一致。CoStar集团股票的买入评级在6月当季达到峰值12个，当时股价相对于旧目标价最为便宜，此后已降至8个。同期，持有评级从4个翻倍至8个，而唯一的一个卖出评级全年未变。尽管目标价计算重置得更低，但覆盖范围本身仍在扩大，从一年前的16位分析师增加到现在的20位。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-values-costar-group-stock-at-57-pricing-in-an-86-rebound\" class=\"wp-block-heading\">TIKR估值模型显示CoStar集团股票价值57美元，定价了86%的反弹\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR的中性情景模型预计，到2030年12月，CoStar集团股票价值将达到57美元，这意味着从当前31美元的价格有86%的总回报，或在4.3年内实现15%的年化回报。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4966\" height=\"4046\" data-public-id=\"images\u002FCSGP_valuation_model-9\u002FCSGP_valuation_model-9.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4966,h_4046,c_scale\u002Ff_webp,q_auto\u002Fv1788686903\u002Fimages\u002FCSGP_valuation_model-9\u002FCSGP_valuation_model-9.png?_i=AA\" alt=\"costar stock valuation model results\" class=\"wp-post-128938 wp-image-128942\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788686903\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788686903\u002Fimages\u002FCSGP_valuation_model-9\u002FCSGP_valuation_model-9.png?_i=AA 4966w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_978,c_scale\u002Ff_webp,q_auto\u002Fv1788686903\u002Fimages\u002FCSGP_valuation_model-9\u002FCSGP_valuation_model-9.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1141,c_scale\u002Ff_webp,q_auto\u002Fv1788686903\u002Fimages\u002FCSGP_valuation_model-9\u002FCSGP_valuation_model-9.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_244,c_scale\u002Ff_webp,q_auto\u002Fv1788686903\u002Fimages\u002FCSGP_valuation_model-9\u002FCSGP_valuation_model-9.png?_i=AA 300w\" sizes=\"auto, (max-width: 4966px) 100vw, 4966px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CSGP股票估值模型结果 \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这种回报特征使CoStar集团股票成为该板块中较为激进的估值重估押注之一，这更多是由于股价下跌幅度之大，而非盈利前景更加乐观。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1122\" height=\"738\" data-public-id=\"images\u002Fimage-126_128944af823\u002Fimage-126_128944af823.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1122,h_738,c_scale\u002Ff_webp,q_auto\u002Fv1788687533\u002Fimages\u002Fimage-126_128944af823\u002Fimage-126_128944af823.png?_i=AA\" alt=\"\" class=\"wp-post-128938 wp-image-128944\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788687533\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788687533\u002Fimages\u002Fimage-126_128944af823\u002Fimage-126_128944af823.png?_i=AA 1122w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_197,c_scale\u002Ff_webp,q_auto\u002Fv1788687533\u002Fimages\u002Fimage-126_128944af823\u002Fimage-126_128944af823.png?_i=AA 300w\" sizes=\"auto, (max-width: 1122px) 100vw, 1122px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CSGP股票EV\u002FEBITDA \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fmultiples?cid=387127&tid=2603628&tab=multi&ref=q2enxr\">(TIKR)\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">CoStar集团股票的NTM EV\u002FEBITDA倍数已从2025年6月30日的67.7倍降至目前的13.2倍，几乎触及其五年低点12.5倍，并远低于61.9倍的五年均值。这就是\"激进估值重估\"说法背后的硬数据：该股交易于近五年来的最低估值倍数附近，而这正是TIKR模型需要逆转的压缩，以便CoStar集团股票在2030年达到57美元。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">达到57美元的论据与管理层在7月所做的权衡相同：即使营收指引下调，EBITDA指引却上调了，同时华尔街自身在今年夏天的目标价下调表明，它落后于公司的利润率轨迹，而非领先于它。CoStar集团股票53%的跌幅已经定价了一个增长故事的破灭。该模型押注的是一个规模更小、利润率更高的Homes.com取而代之。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>TIKR的模型指出，到2030年，CoStar集团股票价值57美元，总回报率为86%。亲自查看该预测背后的假设。在TIKR上免费分析CSGP →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-should-you-invest-in-costar-group-inc\" class=\"wp-block-heading\">\u003Cstrong>你应该投资CoStar集团吗？\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">真正了解的唯一方法是亲自查看数据。TIKR为您免费提供专业分析师用来回答这个问题的机构级财务数据。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">打开CoStar集团股票页面，您将看到多年的历史财务数据、华尔街分析师对未来几个季度营收和盈利的预期、估值倍数随时间的变化情况，以及目标价是呈上升还是下降趋势。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">您可以建立一个免费的观察列表，将CoStar集团与您关注的所有其他股票一起跟踪。无需信用卡。只需您做出决策所需的数据。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>访问专业工具，在TIKR上免费分析CSGP股票 →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">\u003Cstrong>寻找新机会？\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>查看\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">亿万富翁投资者正在买入哪些股票\u003C\u002Fa>，以便跟随聪明钱。\u003C\u002Fli>\n\n\n\n\u003Cli>使用TIKR一体化、易于使用的平台，\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">在短短5分钟内分析股票\u003C\u002Fa>。\u003C\u002Fli>\n\n\n\n\u003Cli>您翻开的石头越多……您发现的机会就越多。\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">使用TIKR搜索10万+全球股票、全球顶级投资者持仓等。\u003C\u002Fa>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">免责声明：\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR上的文章并非TIKR或我们的内容团队提供的投资或财务建议，也不是买卖任何股票的建议。我们根据TIKR Terminal的投资数据和分析师预估来创建内容。我们的分析可能未包含近期的公司新闻或重要更新。TIKR对提及的任何股票均无持仓。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",1410,"zh","\u002Fblog\u002Fcostar-group-stock-is-down-53-this-year-and-buy-ratings-peaked-at-12-then-fell-to-8-heres-where-shares-could-go-in-2026","costar-group-stock-is-down-53-this-year-and-buy-ratings-peaked-at-12-then-fell-to-8-heres-where-shares-could-go-in-2026","images\u002FFEATURED-IMAGE-MAKER-1534\u002FFEATURED-IMAGE-MAKER-1534","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788687137\u002Fimages\u002FFEATURED-IMAGE-MAKER-1534\u002FFEATURED-IMAGE-MAKER-1534.png?_i=AA",{"altText":236,"imageCredit":237},"CoStar Group Stock Is Down 53% This Year, and Buy Ratings Peaked at 12, Then Fell to 8. Here’s Where Shares Could Go in 2026.","AndreyPopov from Getty Images and tatyanakorenyugina",{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":243},"Gian Estrada","giantikr","author","",[],{"name":245,"slug":246,"role":247,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":248},"David Hanson","davidtikr","editor",[],[250],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":236,"metaDesc":257,"opengraphDescription":257,"twitterTitle":236,"twitterDescription":257},"Wall Street spent months defending CoStar Group stock’s old price target. In September, it finally cut $10 off the mean target and caught up to the selloff.",{"title":259,"description":260,"twitterTitle":259,"twitterDescription":260,"author":239,"articlePublisher":261,"articlePublishedTime":226,"articleModifiedTime":226,"twitterLabel1":262,"twitterData1":263,"ogTitle":259,"ogDescription":260,"ogUrl":231,"ogImage":234,"ogImageWidth":264,"ogImageHeight":265,"ogImageSecureUrl":234,"ogImageAlt":236,"twitterImage":234},"CoStar Group Stock Is Down 53% This Year, and Buy Ratings Peaked at 12, Then Fell to 8. Here’s Where Shares Could Go in 2026.","Wall Street spent months defending CoStar Group stock’s old price target. In September, it finally cut $10 off the mean target and caught up to the selloff.","TIKR.com","预计阅读时间","2 minutes",1200,630,[267,282,297,312,326],{"id":254,"title":268,"date":269,"excerpt":270,"wordCount":271,"uri":272,"slug":273,"cloudinaryAssetId":274,"featuredImageOriginalUrl":275,"featuredImageMetadata":276,"author":277,"categories":279,"relatedPosts":281},"AMD股价在六个月内上涨136%。公司自身的业绩指引解释了原因。","2026-09-06 09:30:00","AMD股价在六个月内飙升136%，数据中心营收翻倍，分析师给出的614美元平均目标价仍意味着该股有28%的上涨空间。",1413,"\u002Fblog\u002Famd-stock-is-up-136-in-six-months-the-companys-own-guidance-explains-why","amd-stock-is-up-136-in-six-months-the-companys-own-guidance-explains-why","images\u002FFEATURED-IMAGE-MAKER-1531\u002FFEATURED-IMAGE-MAKER-1531","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788672285\u002Fimages\u002FFEATURED-IMAGE-MAKER-1531\u002FFEATURED-IMAGE-MAKER-1531.png?_i=AA",{"altText":268},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":278},[],[280],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":283,"date":284,"excerpt":285,"wordCount":286,"uri":287,"slug":288,"cloudinaryAssetId":289,"featuredImageOriginalUrl":290,"featuredImageMetadata":291,"author":292,"categories":294,"relatedPosts":296},"SanDisk股价周五飙升12%。人工智能内存交易热度再创新高。","2026-09-05 15:37:07","SanDisk股价在单个交易日内飙升11.9%，而真正的原因几乎与SanDisk自身无关。以下是实际推动其上涨的因素。",1193,"\u002Fblog\u002Fsandisk-stock-jumped-12-on-friday-the-ai-memory-trade-just-got-louder","sandisk-stock-jumped-12-on-friday-the-ai-memory-trade-just-got-louder","images\u002FFEATURED-IMAGE-MAKER-1529\u002FFEATURED-IMAGE-MAKER-1529","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788622367\u002Fimages\u002FFEATURED-IMAGE-MAKER-1529\u002FFEATURED-IMAGE-MAKER-1529.png?_i=AA",{"altText":283},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":293},[],[295],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":298,"date":299,"excerpt":300,"wordCount":301,"uri":302,"slug":303,"cloudinaryAssetId":304,"featuredImageOriginalUrl":305,"featuredImageMetadata":306,"author":307,"categories":309,"relatedPosts":311},"欧特克股价周五下跌8%。其远期市盈率接近两年低点。","2026-09-05 13:43:01","Autodesk股价周五暴跌8%，而真正的\"罪魁祸首\"其实远在三个股票代码之外——藏在Adobe的董事会会议室里，与Autodesk自身的业绩发布会毫无关系。",1164,"\u002Fblog\u002Ftitle-2","title-2","images\u002FFEATURED-IMAGE-MAKER-1528\u002FFEATURED-IMAGE-MAKER-1528","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788614096\u002Fimages\u002FFEATURED-IMAGE-MAKER-1528\u002FFEATURED-IMAGE-MAKER-1528.png?_i=AA",{"altText":298},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":308},[],[310],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":313,"date":314,"excerpt":315,"wordCount":316,"uri":317,"slug":318,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":319,"featuredImageMetadata":320,"author":321,"categories":323,"relatedPosts":325},"Fair Isaac 股票在抵押贷款评分业务引发 17% 抛售后值得买入吗？","2026-09-05 13:02:38","Fair Isaac股票在华盛顿采取行动终止其抵押贷款评分垄断地位后，单日暴跌17%，而华尔街仍预计其有57%的上涨空间。",1158,"\u002Fblog\u002Fis-fair-isaac-stock-a-buy-after-its-17-mortgage-score-selloff","is-fair-isaac-stock-a-buy-after-its-17-mortgage-score-selloff","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1527-600x360.png",{"altText":313},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":322},[],[324],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":327,"date":328,"excerpt":329,"wordCount":330,"uri":331,"slug":332,"cloudinaryAssetId":333,"featuredImageOriginalUrl":334,"featuredImageMetadata":335,"author":336,"categories":340,"relatedPosts":342},"Fair Isaac股价下跌17%，此前联邦监管机构誓言终结信用报告机构超额收费","2026-09-05 12:51:17","联邦住房金融局(FHFA)下令贷款机构采用VantageScore评分体系，终结了FICO在抵押贷款评分领域的优势地位。随着监管风险加剧，Fair Isaac公司股价应声下跌。",753,"\u002Fblog\u002Ffair-isaac-stock-drops-fhfa-vantagescore-directive","fair-isaac-stock-drops-fhfa-vantagescore-directive","images\u002FFICO-stock_12881950ab4\u002FFICO-stock_12881950ab4","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788591028\u002Fimages\u002FFICO-stock_12881950ab4\u002FFICO-stock_12881950ab4.png?_i=AA",{"altText":327},{"name":337,"slug":338,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":339},"Aditya Raghunath","adityatikr",[],[341],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],[344,362,379,394,409,424,442,457,472,487,502,520,535,550,565],{"id":254,"title":345,"date":346,"excerpt":347,"wordCount":348,"uri":349,"slug":350,"cloudinaryAssetId":351,"featuredImageOriginalUrl":352,"featuredImageMetadata":353,"author":354,"categories":356,"relatedPosts":361},"Lumentum股价在2026年已上涨逾一倍。AI光学投资主题解释了原因。","2026-09-06 01:41:00","Lumentum股价在2026年已上涨逾一倍，而内部人士却在悄然减持股份，不过其AI光学器件盈利能力的投资逻辑已显著增强。",1251,"\u002Fblog\u002Flumentum-stock-has-more-than-doubled-in-2026-the-ai-optics-trade-explains-why","lumentum-stock-has-more-than-doubled-in-2026-the-ai-optics-trade-explains-why","images\u002FFEATURED-IMAGE-MAKER-1535\u002FFEATURED-IMAGE-MAKER-1535","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788688216\u002Fimages\u002FFEATURED-IMAGE-MAKER-1535\u002FFEATURED-IMAGE-MAKER-1535.png?_i=AA",{"altText":345},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":355},[],[357],{"name":358,"slug":359,"uri":360,"description":242,"postsCount":254},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":254,"title":363,"date":364,"excerpt":365,"wordCount":366,"uri":367,"slug":368,"cloudinaryAssetId":369,"featuredImageOriginalUrl":370,"featuredImageMetadata":371,"author":372,"categories":376,"relatedPosts":378},"迪士尼的业务正在增长。其股价却停滞了十年。这种情况终于要改变了吗？","2026-09-05 16:24:00","主题公园业务屡破纪录，流媒体业务实现盈利，新任CEO刚刚将股票回购目标上调至90亿美元。",986,"\u002Fblog\u002Fdisneys-business-is-growing-its-stock-has-gone-nowhere-for-a-decade-is-that-finally-changing","disneys-business-is-growing-its-stock-has-gone-nowhere-for-a-decade-is-that-finally-changing","images\u002FDisney-Featured_128900c670a\u002FDisney-Featured_128900c670a","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788618252\u002Fimages\u002FDisney-Featured_128900c670a\u002FDisney-Featured_128900c670a.png?_i=AA",{"altText":363},{"name":373,"slug":374,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":375},"David 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15:06:00","这家能量饮料公司打造了一个投资组合帝国。如今它需要证明利润能够随之而来。",992,"\u002Fblog\u002Fcelsius-holdings-has-doubled-its-revenue-its-net-income-has-been-cut-in-half-heres-what-investors-are-debating","celsius-holdings-has-doubled-its-revenue-its-net-income-has-been-cut-in-half-heres-what-investors-are-debating","images\u002FCelsius-Holdings-Featured\u002FCelsius-Holdings-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788617233\u002Fimages\u002FCelsius-Holdings-Featured\u002FCelsius-Holdings-Featured.png?_i=AA",{"altText":380},{"name":373,"slug":374,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":390},[],[392],{"name":358,"slug":359,"uri":360,"description":242,"postsCount":254},[],{"id":254,"title":395,"date":396,"excerpt":397,"wordCount":398,"uri":399,"slug":400,"cloudinaryAssetId":401,"featuredImageOriginalUrl":402,"featuredImageMetadata":403,"author":404,"categories":406,"relatedPosts":408},"CVS已连续五个季度业绩超出预期。然而，其股价却持续下跌。","2026-09-05 14:33:00","一家营收达1060亿美元的企业，以12倍前瞻市盈率交易，股息收益率为2.8%，为何市场仍不给予其应有的认可？",1038,"\u002Fblog\u002Fcvs-has-beaten-estimates-for-five-straight-quarters-the-stock-keeps-falling-anyway","cvs-has-beaten-estimates-for-five-straight-quarters-the-stock-keeps-falling-anyway","images\u002FCVS-Featured_1288596d397\u002FCVS-Featured_1288596d397","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788611569\u002Fimages\u002FCVS-Featured_1288596d397\u002FCVS-Featured_1288596d397.png?_i=AA",{"altText":395},{"name":373,"slug":374,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":405},[],[407],{"name":358,"slug":359,"uri":360,"description":242,"postsCount":254},[],{"id":254,"title":410,"date":411,"excerpt":412,"wordCount":413,"uri":414,"slug":415,"cloudinaryAssetId":416,"featuredImageOriginalUrl":417,"featuredImageMetadata":418,"author":419,"categories":421,"relatedPosts":423},"Vertiv的营收预计到2030年将增长两倍。AI数据中心建设热潮才刚刚开始。","2026-09-05 13:31:00","自由现金流在三年内从负值转为近20亿美元，而未来的增长曲线看起来比已实现的更为陡峭。",989,"\u002Fblog\u002Fvertivs-revenue-is-expected-to-triple-by-2030-the-ai-data-center-buildout-is-just-getting-started","vertivs-revenue-is-expected-to-triple-by-2030-the-ai-data-center-buildout-is-just-getting-started","images\u002FVertiv-Featured_128812959b7\u002FVertiv-Featured_128812959b7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788553855\u002Fimages\u002FVertiv-Featured_128812959b7\u002FVertiv-Featured_128812959b7.png?_i=AA",{"altText":410},{"name":373,"slug":374,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":420},[],[422],{"name":358,"slug":359,"uri":360,"description":242,"postsCount":254},[],{"id":254,"title":425,"date":426,"excerpt":427,"wordCount":428,"uri":429,"slug":430,"cloudinaryAssetId":431,"featuredImageOriginalUrl":432,"featuredImageMetadata":433,"author":434,"categories":436,"relatedPosts":441},"Vicor股票过去一年上涨263%，到2031年是否仍有上涨空间？","2026-09-05 12:48:45","VICR的授权业务和AI算力芯片正推动其实现巨大增长。以下是TIKR模型对该公司股票到2031年上涨潜力的预测。",1122,"\u002Fblog\u002Fvicr-stock-vicor-valuation-2031","vicr-stock-vicor-valuation-2031","images\u002FVICR-stock_128833b8ae1\u002FVICR-stock_128833b8ae1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788600796\u002Fimages\u002FVICR-stock_128833b8ae1\u002FVICR-stock_128833b8ae1.png?_i=AA",{"altText":425},{"name":337,"slug":338,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":435},[],[437],{"name":438,"slug":439,"uri":440,"description":242,"postsCount":254},"估价","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":254,"title":443,"date":444,"excerpt":445,"wordCount":446,"uri":447,"slug":448,"cloudinaryAssetId":449,"featuredImageOriginalUrl":450,"featuredImageMetadata":451,"author":452,"categories":454,"relatedPosts":456},"过去12个月下跌39%，FIS股票能否在2027年反弹？","2026-09-05 12:47:42","FIS股价大幅下跌，尽管其银行业务增长强劲且AI势头良好。以下是TIKR估值模型对其2027-2028年上行空间的预测。",1046,"\u002Fblog\u002Ffis-stock-valuation-2027-price-target-analysis","fis-stock-valuation-2027-price-target-analysis","images\u002FFIS-stock_128844ed02d\u002FFIS-stock_128844ed02d","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788604254\u002Fimages\u002FFIS-stock_128844ed02d\u002FFIS-stock_128844ed02d.png?_i=AA",{"altText":443},{"name":337,"slug":338,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":453},[],[455],{"name":438,"slug":439,"uri":440,"description":242,"postsCount":254},[],{"id":254,"title":458,"date":459,"excerpt":460,"wordCount":461,"uri":462,"slug":463,"cloudinaryAssetId":464,"featuredImageOriginalUrl":465,"featuredImageMetadata":466,"author":467,"categories":469,"relatedPosts":471},"过去一年下跌38%，汤森路透股票是被低估还是价值陷阱？","2026-09-04 12:47:34","TRI的AI产品正推动增长加速。以下是TIKR估值模型对汤森路透股票到2030年上行空间的预测。",1159,"\u002Fblog\u002Ftri-stock-thomson-reuters-valuation-2030","tri-stock-thomson-reuters-valuation-2030","images\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788520829\u002Fimages\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva.png?_i=AA",{"altText":458},{"name":337,"slug":338,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":468},[],[470],{"name":438,"slug":439,"uri":440,"description":242,"postsCount":254},[],{"id":254,"title":473,"date":474,"excerpt":475,"wordCount":476,"uri":477,"slug":478,"cloudinaryAssetId":479,"featuredImageOriginalUrl":480,"featuredImageMetadata":481,"author":482,"categories":484,"relatedPosts":486},"2026年上涨20%，特雷克斯股票到2030年还有更多上涨空间吗？","2026-09-02 14:32:39","TEX公布了创纪录的订单积压并上调了业绩指引。以下是TIKR估值模型对特雷克斯股票到2030年上涨空间的预测。",1128,"\u002Fblog\u002Ftex-stock-terex-valuation-2030","tex-stock-terex-valuation-2030","images\u002FTEX-stock_1283813fcd7\u002FTEX-stock_1283813fcd7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788350892\u002Fimages\u002FTEX-stock_1283813fcd7\u002FTEX-stock_1283813fcd7.png?_i=AA",{"altText":473},{"name":337,"slug":338,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":483},[],[485],{"name":438,"slug":439,"uri":440,"description":242,"postsCount":254},[],{"id":254,"title":488,"date":489,"excerpt":490,"wordCount":491,"uri":492,"slug":493,"cloudinaryAssetId":494,"featuredImageOriginalUrl":495,"featuredImageMetadata":496,"author":497,"categories":499,"relatedPosts":501},"Ciena股价过去一年上涨280%：到2028年是否仍有上涨空间？","2026-09-02 14:32:26","Ciena (CIEN) 股价在创纪录季度后报收于 $360。查看 TIKR 模型，了解 CIEN 的目标价、估值假设以及看涨\u002F看跌情景。",1069,"\u002Fblog\u002Fciena-cien-stock-valuation-analysis-2026","ciena-cien-stock-valuation-analysis-2026","images\u002FCIEN-stock_12839390aca\u002FCIEN-stock_12839390aca","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788357633\u002Fimages\u002FCIEN-stock_12839390aca\u002FCIEN-stock_12839390aca.png?_i=AA",{"altText":488},{"name":337,"slug":338,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":498},[],[500],{"name":438,"slug":439,"uri":440,"description":242,"postsCount":254},[],{"id":254,"title":503,"date":504,"excerpt":505,"wordCount":506,"uri":507,"slug":508,"cloudinaryAssetId":509,"featuredImageOriginalUrl":510,"featuredImageMetadata":511,"author":512,"categories":514,"relatedPosts":519},"安霸股价大涨，创纪录的边缘AI需求推动第二财季营收超预期","2026-09-04 13:48:46","安霸股价上涨，此前该公司第二财季营收因创纪录的边缘AI需求而超出业绩指引，同时上调了五年市场预测。",810,"\u002Fblog\u002Fambarella-stock-rallies-record-edge-ai-revenue-beat","ambarella-stock-rallies-record-edge-ai-revenue-beat","images\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788526155\u002Fimages\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518.png?_i=AA",{"altText":503},{"name":337,"slug":338,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":513},[],[515],{"name":516,"slug":517,"uri":518,"description":242,"postsCount":254},"收益更新","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":254,"title":521,"date":522,"excerpt":523,"wordCount":524,"uri":525,"slug":526,"cloudinaryAssetId":527,"featuredImageOriginalUrl":528,"featuredImageMetadata":529,"author":530,"categories":532,"relatedPosts":534},"Lululemon第二季度息税前利润超预期。但业绩指引下调抹去了这一利好消息。","2026-09-04 09:30:00","Lululemon的GAAP每股收益达到2.92美元，这得益于一笔1.345亿美元的一次性关税退款，但调整后每股收益下降34%至2.06美元，同时公司大幅下调了业绩指引。",1020,"\u002Fblog\u002Flululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","lululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","images\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788505347\u002Fimages\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521.png?_i=AA",{"altText":521},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":531},[],[533],{"name":516,"slug":517,"uri":518,"description":242,"postsCount":254},[],{"id":254,"title":536,"date":537,"excerpt":538,"wordCount":539,"uri":540,"slug":541,"cloudinaryAssetId":542,"featuredImageOriginalUrl":543,"featuredImageMetadata":544,"author":545,"categories":547,"relatedPosts":549},"Samsara 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09:00:00","Samsara在单个季度内新增了242个价值10万美元以上的客户。年度经常性收入（ARR）刚刚突破21亿美元。",1045,"\u002Fblog\u002Fsamsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","samsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","images\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788503322\u002Fimages\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520.png?_i=AA",{"altText":536},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":546},[],[548],{"name":516,"slug":517,"uri":518,"description":242,"postsCount":254},[],{"id":254,"title":551,"date":552,"excerpt":553,"wordCount":554,"uri":555,"slug":556,"cloudinaryAssetId":557,"featuredImageOriginalUrl":558,"featuredImageMetadata":559,"author":560,"categories":562,"relatedPosts":564},"Zscaler第四季度业绩全线超预期。但2027财年指引未能延续这一势头。","2026-09-04 08:30:00","Zscaler第四季度营收达到8.98亿美元，同比增长25%，全面超出华尔街的各项预期指标。",982,"\u002Fblog\u002Fzscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","zscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","images\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788501841\u002Fimages\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519.png?_i=AA",{"altText":551},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":561},[],[563],{"name":516,"slug":517,"uri":518,"description":242,"postsCount":254},[],{"id":254,"title":566,"date":567,"excerpt":568,"wordCount":569,"uri":570,"slug":571,"cloudinaryAssetId":572,"featuredImageOriginalUrl":573,"featuredImageMetadata":574,"author":575,"categories":577,"relatedPosts":579},"DocuSign Q2财报全线超预期。IAM平台功不可没。","2026-09-04 08:00:00","DocuSign的身份与访问管理平台在单个季度内跃升至年度经常性收入的15.1%，为上调的业绩指引和3.07亿美元的股票回购提供了资金支持。",956,"\u002Fblog\u002Fdocusigns-q2-earnings-beat-on-every-line-the-iam-platform-is-why","docusigns-q2-earnings-beat-on-every-line-the-iam-platform-is-why","images\u002FFEATURED-IMAGE-MAKER-1518\u002FFEATURED-IMAGE-MAKER-1518","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788501374\u002Fimages\u002FFEATURED-IMAGE-MAKER-1518\u002FFEATURED-IMAGE-MAKER-1518.png?_i=AA",{"altText":566},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":576},[],[578],{"name":516,"slug":517,"uri":518,"description":242,"postsCount":254},[]]