$CSGP

COSTAR GROUP, INC.

Insider trades
1
1
0
$2.5M
$253K
FLORANCE ANDREW C
0%
See all $CSGP insider activity →
Med

CoStar posts $925M in quarterly revenue as Oppenheimer builds new stake

CoStar Group reported $925M revenue for the quarter ended July 28, up 18.4% YoY but slightly below analysts’ $928.81M estimate. EPS was $0.32 versus $0.29 consensus. Oppenheimer Asset Management added 265,401 shares worth about $7.5M in Q2, per its 13F. CoStar guided Q3 EPS to $0.31-$0.34 and FY EPS to $1.32-$1.39.

Are CoStar Group’s Upgraded Rent Forecasts Quietly Reframing Its Data Moat Story (CSGP)?

CoStar Group, via its Apartments.com unit, updated U.S. retail and multifamily rent and vacancy forecasts in early August 2026, citing stable vacancies and stronger rent growth tied to healthier tenant demand, limited new supply, and improved employment assumptions. The article links the upgrades to CoStar’s data and subscription narrative and notes Q2 2026 revenue of $925 million and 2026 guidance, plus 2029 revenue of $5.0 billion and earnings of $674.8 million.

CSGP sentiment & insider activity

Over the past 7 days, alphai's AI scored 2 news stories mentioning CSGP (COSTAR GROUP, INC.). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.

Recent CSGP coverage spans sector analysis, insider activity and financial news.

In the last 30 days, CSGP insiders filed 3 SEC Form 4 transactions — 1 purchase ($2.5M) and 2 sales ($253K). The most active reporter was FLORANCE ANDREW C, Founder and CEO, with 1 filing.

What's driving CSGP

  • Earnings beat and slightly-below revenue plus fresh buy-side accumulation can support near-term sentiment, but valuation and guidance range limit upside conviction.

    app.dealroom.co · Aug 15, 2026

  • The article frames CoStar’s forecast upgrades as a potential narrative reset for its data moat, but it is still an analysis piece rather than a fresh primary disclosure.

    simplywall.st · Aug 14, 2026

  • This is a routine insider open-market sale with no 10b5-1 plan disclosed, but it is not a fundamental company catalyst.

    SEC EDGAR · Aug 10, 2026

  • This is an insider selling disclosure with no 10b5-1 plan stated, which can modestly affect near-term sentiment but is not a fundamental catalyst by itself.

    SEC EDGAR · Aug 10, 2026

  • The piece is a valuation-and-guidance narrative around CSGP, implying upside if the raised outlook and market data translate into higher earnings power.

    simplywall.st · Aug 8, 2026

alphai scores every news story that mentions CSGP with an AI model for sentiment and relevance, and aggregates insider trades from COSTAR GROUP, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $CSGP

Score
$CSGPLow

Are CoStar Group’s Upgraded Rent Forecasts Quietly Reframing Its Data Moat Story (CSGP)?

CoStar Group, via its Apartments.com unit, updated U.S. retail and multifamily rent and vacancy forecasts in early August 2026, citing stable vacancies and stronger rent growth tied to healthier tenant demand, limited new supply, and improved employment assumptions. The article links the upgrades to CoStar’s data and subscription narrative and notes Q2 2026 revenue of $925 million and 2026 guidance, plus 2029 revenue of $5.0 billion and earnings of $674.8 million.

Insiders Are Buying the Dip in These 2 Stocks — and Analysts Are Backing the Move

The article highlights two stocks where corporate insiders bought shares after pullbacks. Carvana (CVNA) is down about 19% YTD; director Michael Maroone bought 25,000 shares for over $1.5M. Needham analyst Chris Pierce rates CVNA Buy with a $120 target. CoStar Group (CSGP) fell about 56% in 2026; CEO Andrew Florance bought 83,300 shares for about $2.5M. It cites Q3 revenue guidance $935M-$945M and Jefferies analyst support.

U.S. hotel results for week ending 25 July

CoStar reported U.S. hotel performance for the week ending 25 July 2026, citing year-over-year changes. RevPAR rose 6.3% to $125.72, occupancy increased to 72.5% (+1.3%), and ADR rose 4.9% to $173.47. NYC led with ADR +28.1% and RevPAR +35.0%, while Las Vegas fell: occupancy -15.9%, ADR -5.4%, RevPAR -20.4%.

Related tickers