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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jeff Meuler | Robert W. Baird | 3 | 67% |
| Ryan Tomasello | KBW | 3 | 67% |
| Peter Christiansen | Citigroup | 3 | 0% |
| Steve Sheldon | William Blair | 3 | 0% |
| Alexei Gogolev | JPMorgan | 3 | 0% |
| George Tong | Goldman Sachs | 2 | 0% |
| John Campbell | Stephens | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| KBW | 1 | 3 | 67% |
| Robert W. Baird | 1 | 3 | 67% |
| William Blair | 1 | 3 | 0% |
| JPMorgan | 1 |
| 3 |
| 0% |
| Citigroup | 1 | 3 | 0% |
| Goldman Sachs | 1 | 2 | 0% |
| Stephens | 1 | 2 | 0% |
CoStar Group reported Q1 FY2026 revenue up approximately 23% year-over-year, with GAAP EPS turning positive at $0.23 from a prior-year loss of $0.31, demonstrating the residential profitability inflection. GAAP operating income surged over 107%, and the company raised FY2026 EBITDA guidance significantly to $780 to $820 million, a 7.1% midpoint increase, along with EPS guidance of $1.32 to $1.39. AI engagement multiplied user activity, and capital return acceleration commenced alongside global expansion progress.
Subscriber Growth | Pricing | Revenue Growth | Competitive Dynamics | Capex Investment | Capital Allocation | Product Launch | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 2 | 2 | 1 | 1 | 1 | 1 | |
| 2025Q1 | 2 | 1 | 1 | 2 | 1 | 1 | 2 | |
| 2025Q2 | 4 | 3 | 2 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | |
|---|---|---|---|
| Subscriber Growth | 2 | 2 | 4 |
| Pricing | 2 | 1 | 3 |
| Revenue Growth | 2 | 1 | 2 |
| Competitive Dynamics | 1 | 2 | 1 |
| Capex Investment | 1 | 1 | 1 |
| Capital Allocation | 1 | 1 | |
| Product Launch | 1 | 1 | |
| Regulation Policy | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CSGP CoStar Group | 10 | +22.5% | |
| CBRE CBRE Group | 10 | +18.1% |