CoStar Group: Activist Pressure Makes The Upside Hard To Ignore [Seeking Alpha]
CoStar Group, Inc. (CSGP)
Last costar group, inc. earnings: 4/28 04:02 pm
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US:NASDAQ Investor Relations:
costargroup.com/investors/stock-info
Company Research
Source: Seeking Alpha
CSGP's core CRE subscription business boasts 95% retention and ~18% revenue growth, but residential initiatives have obscured true earnings power. Cutting or divesting Homes.com could immediately unlock hundreds of millions in free cash flow and drive margins toward 47%. I rate CSGP a Speculative Buy: CRE fundamentals are strong, downside appears limited, and activist involvement could catalyze significant value creation. Chayada Jeeratheepatanont/iStock via Getty Images Thesis CoStar Group ( CSGP ) rose after Dan Loeb's Third Point launched a proxy challenge, arguing that years of unchecked residential spending, especially at Homes.com, have hidden the strength of CoStar's highly profitable commercial real estate This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or simil
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CSGP
News
- TARKANIAN FAMILY AND ARIS LAZAROU BREAK GROUND ON TARK OFFICE CONDOS, A NEW CLASS A OFFICE CONDOMINIUM PROJECT IN SOUTHWEST LAS VEGAS [Yahoo! Finance]Yahoo! Finance
- Activist Dan Loeb dusts off his poison pen as he seeks a board refresh at CoStar Group [MSNBC.com]MSNBC.com
- Activist Dan Loeb dusts off his poison pen as he seeks a board refresh at CoStar Group [CNBC]CNBC
- Third Point Targets CoStar Board As Homes.com Strategy Faces Scrutiny [Yahoo! Finance]Yahoo! Finance
- Global Business Leader Henry Stoever Joins Azzet, Inc. Board of Directors to Accelerate Marketplace Growth [Yahoo! Finance]Yahoo! Finance
CSGP
Earnings
- 10/28/25 - Beat
CSGP
Sec Filings
- 1/7/26 - Form 8-K
- 11/17/25 - Form 4
- 11/17/25 - Form 4
- CSGP's page on the SEC website