The company is entering a period of significant earnings acceleration with strong guidance affirmation and record bookings. The $700 million share repurchase program in 2026 could provide additional shareholder value. Monitor Homes.com network growth and Homes AI implementation as key drivers.
Price Chart
Executive Summary
CoStar Group reported strong Q4 and full-year 2025 results with 19% year-over-year revenue growth to $3.2 billion, 83% growth in Adjusted EBITDA to $442 million, and record net new bookings of $308 million. The company affirmed 2026 guidance for $3.78-$3.82 billion in revenue (17% growth) and $740-$800 million in Adjusted EBITDA. Management highlighted significant earnings acceleration and plans for a $700 million share repurchase in 2026.
Key Financial Metrics
Key Facts
- Revenue increased 19% YoY to $3.2 billion for full-year 2025
- Adjusted EBITDA surged 83% YoY to $442 million
- Record net new bookings of $308 million
- Affirmed 2026 revenue guidance of $3.78-$3.82 billion (17% growth)
- Affirmed 2026 Adjusted EBITDA guidance of $740-$800 million
- $700 million share repurchase planned for 2026
- 59th consecutive quarter of double-digit revenue growth
Financial Impact
Revenue growth of 19% YoY, Adjusted EBITDA growth of 83% YoY, with 2026 revenue guidance of $3.78-$3.82 billion (17% growth)
Segment Breakdown
| Segment | Revenue |
|---|---|
| Commercial Real Estate | $1.8K |
| Residential Real Estate | $1.5K |
Risk Factors
- Acquisition costs impacted net income
- Heavy investments in Homes.com brand launch may pressure margins
- Integration risks from Matterport and Domain acquisitions
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001057352-26-000012 |
| Document: csgp-20260224.htm | 0001057352-26-000012 |
| Document: 0001057352-26-000012-index-headers.html | 0001057352-26-000012 |
| Document: 0001057352-26-000012-index.html | 0001057352-26-000012 |
| Document: 0001057352-26-000012.txt | 0001057352-26-000012 |
Track record builds as more directional reports settle.
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| Type | Now | ||||
|---|---|---|---|---|---|
Aug 16, 2026 6w ago | Institutional Cluster | $31.35 $31.56 | ▲ +0.67% | ▲ +2.65% | $27.19 (−13.27%) |
Aug 10, 2026 7w ago | Insider Cluster | $31.12 $29.58 | ▼ −4.95% | ▼ −3.89% | $27.19 (−12.63%) |
Jul 13, 2026 11w ago | 8-K | $27.68 $31.12 | ▲ +12.43% | ▲ +9.94% | $27.19 (−1.77%) |
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Feb 27, 2026 31w ago | Insider Cluster | $44.60 $39.75 | ▼ −10.88% | ▼ −3.32% | $27.19 (−39.03%) |
Feb 27, 2026 31w ago | Insider Cluster | $44.60 $39.75 | ▼ −10.88% | ▼ −3.32% | $27.19 (−39.03%) |
Feb 24, 2026 31w ago | 8-K | $44.67 $41.37 | ▼ −7.39% | ▼ −2.15% | $27.19 (−39.13%) |
US Market Status
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