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CSGP · NASDAQ · STOCK

CoStar Group (CSGP) Stock Analysis

Real Estate Updated August 23, 2026
$32.26
52W $25.89 – $91.89
61/100
$13.07B
175.6
0.73
AI Committee Verdict
Buy
61/100
Conviction: Contested · 60% agreement · 5 analysts
+116.9%
-2.8%
42.20:1
Contested

Is CSGP Bullish or Bearish?

Bullish. Innellis AI committee rates CoStar Group (CSGP) Buy with a composite score of 61/100 , based on 5 analysts with 60% agreement. Last updated August 23, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +14.47 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -5.53 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — bollinger bandwidth of 17.6% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
Bear Case
  • Bollinger bandwidth of 17.6% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 23, 2026
Overall Committee Score
61/100
Agreement
60%
Analysts
5
Conviction
Contested
Sector Rank
Top 11%
of 79 Real Estate peers
Growth Analyst bullish
82 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 17.6% signals elevated volatility
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
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Investment Thesis Evolution

Committee score moved marginally from 58.1 to 60.5.

Analyst-level changes:
  • Growth Analyst: score 62->82 (+20).
  • Risk Analyst: stance neutral->bearish; score 58->35 (-22).
  • Value Analyst abstained (was neutral at 44).

Comparing 2026-08-22 to 2026-08-23 (1 day apart).

Technical Analysis

RSI (14)
56.2
Neutral
MACD Histogram
0.232
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Lh Ll
Support
$31.36
Resistance
$69.96
Bollinger %B
0.76
Inside Bands
Price vs Moving Averages
EMA 9
$31.92 Above
EMA 21
$31.09 Above
EMA 50
$31.23 Above
EMA 200
$44.18 Below

Fundamental Analysis

Valuation
66
Growth
95
Profitability
28
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 175.6×
P/B Ratio 1.64×
PEG Ratio -5.71
Dividend Yield 0.00%
52W High $91.89
52W Low $25.89
Quality & Growth
ROE 8.4%
ROA 6.6%
Gross Margin 7648.2%
Operating Margin 217.7%
Revenue Growth YoY
Debt / Equity 0.15
AI Fundamental Assessment
P/E ratio of 175.6 (rich relative to a 15-40x range); Price-to-book of 1.6x; PEG ratio of -5.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.1%; Net margin of 2.1%; Gross margin of 76.5%; Current ratio of 2.21 (healthy short-term liquidity); Debt-to-equity of 0.15; Free cash flow per share is positive (0.77); Most recent quarter beat estimates by 7.0%; 5 consecutive earnings beats; EPS growth accelerating (-25.8% -> +39.1% QoQ); Average YoY EPS growth of 88.2%; Analyst estimates rising over recent quarters
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