Costar Group: Third Point Is Being Impatient (Rating Upgrade) [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 and multifamily segments deliver robust growth and high margins, while RRE investments depress current profitability. Activist pressure from Third Point Capital may accelerate cost cuts or divestiture of Homes.com, providing a potential near-term catalyst. The balance sheet remains healthy with $942M net cash, supporting continued experimentation without insolvency risk. I'm long-term bullish on a speculative bet that Homes.com could potentially disrupt Zillow, and I'm short-term bullish in the case that Third Point succeeds in letting management divest the RRE business. The Good Brigade/DigitalVision via Getty Images Thesis Review In my last coverage of CoStar Group ( CSGP ), I titled my article Short-term pain with long-term gain. The short pain was really felt by shareholders, as the stock price has depreciated by 17% This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies menti
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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