CoStar Stock Trades at a Seven-Year Low. Here’s Where Shares Could Go in 2026

Key Takeaways for CoStar Group Stock as of June 2026

• Analysts rate CoStar Group stock 12 Buys / 4 Outperforms / 4 Holds / 1 Sell with a street mean target of $48, implying 60% upside from the current price of $30.
• TIKR’s mid-case model values CoStar Group at $65 by December 2030, implying 116% total return from current levels, or 19% annualized.
• CoStar Group stock’s adjusted EBITDA doubled year over year to $132 million in Q1 2026 and landed 26% above the midpoint of the company’s own guidance, while management raised full-year 2026 EBITDA guidance by $30 million at the midpoint to $780 million to $820 million.
• CoStar signed a definitive agreement to acquire Zonda for $800 million in cash, adding the leading new-home data platform with 104% net customer retention and over 50 consecutive quarters of ARR growth.

Track CoStar Group stock alongside the TIKR model target, analyst consensus shifts, and Zonda acquisition updates on TIKR for free →

CoStar Group Stock’s EBITDA Doubles as a Seven-Year Low Meets a Five-Year Earnings Inflection

CoStar Group (CSGP) reported Q1 2026 revenue of $897 million, up 23% year over year, while adjusted EBITDA of $132 million doubled from the prior-year period and landed 26% above the midpoint of the company’s own forecast, with the outperformance driven by AI-led cost savings rather than revenue upside alone.

CEO Andy Florance said on the Q1 2026 earnings call: “The outperformance in adjusted EBITDA was primarily due to lower personnel costs from cost-saving efforts as we continue to find efficiencies from AI, personnel and other expense initiatives.”

Net new bookings reached $67 million in the quarter, up 20% year over year, with broker sales up 29% and tenant sales up 27% in the core CoStar commercial platform, and CoStar Debt Solutions crossing $100 million in revenue with net new bookings up 26% year over year.

The residential segment generated $425 million of Q1 revenue, up 32% year over year, with Homes.com revenue growing 58% to $26 million and the segment on track for EBITDA breakeven in Q2 2026, a milestone that would eliminate a $29 million quarterly drag from the consolidated P&L, as the Homes.com AI application drove a 119% increase in organic traffic with AI users spending nearly four times longer on site than conventional search users.

CoStar signed a definitive agreement to acquire Zonda from MidOcean Partners for $800 million in cash, adding the leading new-home construction data platform serving more than 3,000 customers with 104% net customer retention, with the deal expected to close in the second half of 2026.

Management guided Q2 2026 revenue to $922 million to $932 million, a midpoint below analyst consensus at the time, and reaffirmed full-year 2026 revenue guidance of $3.78 billion to $3.82 billion while raising the adjusted EBITDA midpoint by $30 million.

Pull up CoStar Group stock on TIKR to see the full Q1 estimates table, the Zonda acquisition model, and how the EBITDA trajectory maps to the $800 million full-year target →

CoStar Group Stock: What Analysts See at $30 That the Market Does Not

Of the 21 analysts covering CoStar Group stock, 12 rate it a Buy, 4 rate it Outperform, 4 rate it Hold, and 1 rates it Sell, with a street mean target of $48 and a street high of $70.

The $48 mean implies 60% upside from the current price of $30, a gap that has widened steadily as the stock fell from a 52-week high of $97 while EBITDA estimates moved in the opposite direction.

Net new bookings of $67 million in Q1 grew 20% year over year, with the company’s contract renewal rate holding at 89% for seven consecutive quarters and five-year subscribers renewing at a 95% rate.

Q2 2026 estimates call for revenue of $930 million, up 19% year over year, with EBITDA expected at the $170 million midpoint of guidance, a 103% improvement from Q2 2025 levels.

The forward trajectory into 2027 shows revenue growth moderating into the 12% to 13% range as EBITDA margins expand from the current 15%, reflecting Homes.com’s net investment winding down and commercial segment operating leverage compounding.

The Street’s open question is whether Homes.com’s $550 million annual net investment target delivers the $780 million to $820 million full-year EBITDA management guided, or whether the Zonda integration and Q2 guidance shortfall signal a softer revenue ramp than the mid-case model requires.

CoStar Group Stock Leads Zillow and Verisk on Revenue Growth Across Every Reported Quarter

CoStar Group posted 22% revenue growth year over year in Q1 2026, ahead of Zillow Group (ZG) at 18% and Verisk Analytics (VRSK) at 4%.

That lead held across every actual quarter, with CoStar Group stock at 20% in Q3 2025 and 27% in Q4 2025.

Zillow Group ran at 16% and 18% across the same two quarters, while Verisk Analytics held near 6% in both periods.

Estimates project CoStar Group stock at 19% revenue growth in Q2 2026 against Zillow’s 16% and Verisk’s 4%, before Zillow closes to 14% versus CSGP’s 12% in Q1 2027.

CoStar Group stock’s sustained growth premium over both peers, at a seven-year price low, represents the core mispricing argument the bull case rests on.

Is CoStar Group Stock Undervalued in 2026? TIKR’s $65 Target Points to 116% Upside

TIKR’s mid-case values CoStar Group at $65 by December 2030, implying 116% total return from the current price of $30, or 19% annualized over 4.5 years.

CoStar Group stock’s adjusted EBITDA doubled year over year in Q1 2026 and management raised full-year 2026 guidance by $30 million at the midpoint, directionally confirming that the cost structure is moving toward the margin profile the TIKR mid-case assumes.

The residential segment’s path to Q2 EBITDA breakeven removes a persistent drag from the consolidated P&L at the same time the Zonda acquisition expands the residential TAM into new-home construction, the one segment CoStar’s platform previously did not cover.

CoStar Group stock is undervalued at $30 against a mid-case target of $65, for investors who credit the 13% revenue CAGR and 18% net income margin that the TIKR model requires through 2030.

See the full CSGP valuation model, including low and high cases, and run your own assumptions on TIKR for free →

Should You Invest in CoStar Group, Inc.?

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