Arlington, Virginia-based CoStar Group, Inc. (CSGP) operates as an information services provider to the commercial real estate industry. With a market cap of $37.7 billion, the company offers information, analytics, and online marketplace services in the Americas, Europe, and the Indo-Pacific.
The real estate major has notably outperformed the broader market over the past year. CSGP stock has surged 17.9% over the past 52 weeks and 23.3% on a YTD basis, compared to the S&P 500 Index’s ($SPX) 14.3% gains over the past year and 8.7% returns in 2025.
Narrowing the focus, CoStar has also outperformed the sector-focused Real Estate Select Sector SPDR Fund’s (XLRE) marginal 76 bps dip over the past year and 2.8% uptick in 2025.
CoStar Group’s stock prices surged 6.9% in the trading session following the release of its impressive Q2 results on Jul. 22 and maintained a positive momentum for the next five trading sessions. Driven by its continued business momentum, Q2 2025 marked the 57th consecutive quarter of double-digit topline growth. CoStar’s revenues for the quarter surged 15.2% year-over-year to $781 million, surpassing the Street expectations by 1.3%. Further, the company’s adjusted EBITDA skyrocketed 107.3% year-over-year to $85 million.
Meanwhile, its adjusted EPS increased 13.3% year-over-year to $0.17, exceeding the consensus estimates.
For the full fiscal 2025, ending in December, analysts expect CSGP to deliver an adjusted EPS of $0.80, up 9% year-over-year. Moreover, the company has a robust earnings surprise history. It has surpassed the Street’s bottom-line estimates in each of the past four quarters.
The stock has a consensus “Moderate Buy” rating overall. Of the 15 analysts covering the CSGP stock, opinions include eight “Strong Buys,” two “Moderate Buys,” four “Holds,” and one “Strong Sell.”
This configuration has remained mostly stable in the recent months.
On Aug. 23, BMO Capital analyst Jeffrey Silber reiterated a "Market Perform” rating on CSGP and raised the price target from $82 to $89.
As of writing, CSGP’s mean price target of $94.92 represents a 7.6% premium to current price levels. Meanwhile, the street-high target of $105 suggests a notable 19% upside potential.
