CoStar Group Stock Is Down 52% This Year & Its CEO Just Bought $2.49 Million of It. Here’s Why.

Key Takeaways for CoStar Group Stock as of August 2026

• Post-Earnings Slide: CoStar Group stock has fallen 52% since early January to $31, with the drop widening sharply after the company cut its full-year revenue guidance on July 28 before clawing back from its post-earnings low.
• Analyst Positioning: Current Street coverage splits 9 buys, 3 outperforms, 8 holds, and 1 sell, with a $37 mean target sitting 18% above the stock’s price.
• Model Upside: TIKR’s mid case values CoStar Group stock at $57, a target implying 82% total return through 2030.
• Insider Conviction: CEO Andy Florance bought 83,300 shares for $2.49 million at $29.89 on August 5, lifting his direct stake to 1,806,165 shares, even as the Street cut its mean target 22% over the same stretch the stock rallied off its low.

CoStar Group stock has lost half its value since January while its own CEO just bought $2.49 million worth near the bottom. Analyze CSGP stock on TIKR for free →

Why CoStar Group Stock’s 52% Slide Still Hasn’t Erased the Profit Story

CoStar Group (CSGP) stock has fallen 52% since early January, and the slide widened sharply after the company cut its full-year revenue guidance on July 28, sending shares down as much as 14% the next session to around $26. The new range, $3.72 billion to $3.76 billion, came down from $3.78 billion to $3.82 billion, and third-quarter revenue guidance of $935 million to $945 million landed well below the $967.7 million analysts had modeled.

The cut arrived alongside a profitability story that told a different tale. Adjusted EBITDA more than doubled year over year to $184 million, the second-highest quarterly total in company history, and revenue climbed 18% to $925 million, marking CoStar Group’s 61st straight quarter of double-digit growth. CEO Andy Florance framed the quarter bluntly on the Q2 earnings call: “Our second quarter 2026 financial results marked a profitability inflection point for CoStar Group as adjusted EBITDA more than doubled year-over-year to $184 million.” That inflection is exactly what the guidance cut obscured for a market that sold the headline number first.

That inflection isn’t a one-quarter story. Consensus estimates put CoStar Group’s EBITDA margin at 24.35% for full-year 2026, up from 13.61% in 2025, with margin expansion continuing to 33% by 2030 as revenue grows from $3.25 billion last year to an estimated $3.74 billion this year.

What actually drove the miss was net new bookings which was down roughly 26% year over year even as they ticked up 3% sequentially to $69 million. Management pinned about a quarter of the guidance change on a deliberate restructuring of Ten-X, with the rest split between a leaner Homes.com sales force and CoStar Group’s choice to hold pricing on Apartments.com rather than chase a discounting competitor. CoStar Group stock has recovered about 11% off its post-earnings low since, closing at $31.48 on August 10, but it remains far short of erasing the year’s damage.

CoStar Group’s CEO Bought Near the Bottom the Same Week the Street Turned More Cautious

Florance’s $2.49 million purchase on August 5 landed just as the ratings picture shifted the other way. Between the June 30 and August 10 snapshots, the mean analyst target fell 22% to $37 even as CoStar Group stock climbed 11%, and the buy count dropped from 12 to 9 while holds doubled from 4 to 8.

Director John Hill sold a far smaller stake, 3,500 shares worth $105,735, on the same day Florance was buying, a split that puts the company’s largest insider squarely on the side of the rebound.

CoStar Group beat on profitability but cut its revenue guide anyway. Pull the full breakdown of what changed. Analyze CSGP stock on TIKR for free →

CoStar Group Stock’s Analyst Targets Retreat Even as Shares Rebound

The Street’s current view on CoStar Group stock is 9 buys, 3 outperforms, 8 holds, and 1 sell, with a mean target of $37 that sits 18% above the $31 close. That gap has narrowed sharply from a year ago, when a $97 mean target stood 15% above an $84 stock in September 2025.

The trend line matters more than the snapshot. Coverage has grown from 16 analysts to 20 over the past year, but the mean target has been cut in more than half, from $97 to $37, tracking the stock’s own collapse from the mid $80s to $31. More telling is the last six weeks: the price rose from $28 to $31 while the mean target kept falling, from $47 to $37, and ratings shifted toward holds rather than buys. Analysts are still digesting the guidance cut even as the stock has already started pricing in a recovery.

TIKR Values CoStar Group Stock at $57, Betting on a Margin Rebound

TIKR’s mid case model values CoStar Group at $57 by December 2030, implying 82% total return from the current price of $31, or 15% annualized over 4.4 years.

That return profile places CoStar Group stock well above what a mature, slower-growing data and analytics peer would typically offer, reflecting a bet on multiple recovery layered on top of earnings growth rather than earnings growth alone.

The model’s $57 target reaches further than even the Street’s post-selloff repricing, resting on the same profitability inflection Florance described on the call: EBITDA margin expanded 900 basis points year over year, the residential segment posted its first-ever positive adjusted EBITDA quarter, and management held operating cost growth to 2% while guidance absorbed the near-term booking slowdown.

TIKR’s model sees CoStar Group stock returning 82% by 2030. See the assumptions behind that call. Analyze CSGP stock on TIKR for free →

Should You Invest in CoStar Group, Inc.?

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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!