It has been about a month since the last earnings report for CoStar Group (CSGP) . Shares have lost about 3.8% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is CoStar due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.CoStar Group Q3 Earnings Beats Estimate, Revenue Increas ...

CoStar Group Inc. (NASDAQ:CSGP) is one of the best QQQ stocks to buy according to Wall Street analysts. On November 17, Wells Fargo lowered the firm’s price target on CoStar Group to $60 from $70 and kept an Underweight rating on the shares. Wells Fargo’s sentiment was announced after the firm spoke with Lawrence Frankel, a former government antitrust lawyer, to understand the potential impact of new lawsuits filed by the Federal Trade Commission/FTC and Compass against Zillow and Redfin. Wells Fargo belie ...

PresentationBrett HuffStephens Inc., Research Division Good morning. My name is Brett Huff. I'm one of the tech analyst here at Stephens. Last day of the conference, we're running it in. Thanks for being here. We hope you've had good meetings. We hope you had some good hot chicken while you're here. We had a few PBRs at some of the honky-tonks. You can't leave without doing that. But I do hope you have had some good meetings. We appreciate you being here and the partnerships with all of you. I also want to ...

CoStar Group (NasdaqGS:CSGP) FY Conference November 20, 2025 10:00 AM ET Company ParticipantsNone - Unknown Speaker 2Rich Simonelli - Head of Investor RelationsChris Lown - CFONone - Unknown Speaker 1Conference Call ParticipantsBrett Huff - AnalystBrett HuffGood morning. My name's Brett Huff. I'm one of the tech analysts here at Stephens. Last day of the conference. We're running it in. Thanks for being here. We hope you've had good meetings. We hope you had some good hot chicken while you're here. Maybe ha ...

文章核心观点 - 在IT服务板块中，Cognizant (CTSH) 相比 CoStar Group (CSGP) 对价值投资者更具吸引力 [1][6] 公司投资评级比较 - Cognizant (CTSH) 的Zacks评级为2（买入），而CoStar Group (CSGP) 的评级为4（卖出）[3] - Zacks评级侧重于盈利预测及其修正，CTSH的盈利前景正在改善 [3] 估值指标分析 - CTSH的远期市盈率为13.65，远低于CSGP的远期市盈率79.77 [5] - CTSH的市盈增长比率（PEG）为1.47，低于CSGP的PEG比率1.91 [5] - CTSH的市净率（P/B）为2.32，低于CSGP的市净率3.28 [6] 价值风格评分 - 基于多项关键基本面指标，CTSH的价值风格评分为A级，而CSGP的价值风格评分为F级 [4][6]

CoStar Group, Inc. (CSGP), headquartered in Arlington, Virginia, provides information, analytics, and online marketplace services. Valued at $28.8 billion by market cap, the company offers a subscription-based integrated platform for commercial real estate intelligence, which includes information about commercial real estate properties, properties for sale, comparable sales, tenants, space available for lease, industry news, and market status. Shares of this leading commercial real estate information and ...

文章核心观点 - 房地产行业中出现相对强弱指数低于或接近30的股票被视为超卖状态，可能代表买入估值偏低公司的机会[1][2] 超卖股票筛选标准 - 使用相对强弱指数作为动量指标，通过比较股票价格上涨日和下跌日的强度来评估短期表现，指数低于30通常被视为超卖[1] 重点公司分析：CoStar Group Inc - 公司公布优于预期的季度业绩，实现第58个连续季度营收两位数增长，营收同比增长20%[8] - 公司股价在过去一个月下跌约11%，52周低点为63.82美元，相对强弱指数为26.4[8] - 公司股票周五收盘上涨0.2%至67.52美元，动量评分为22.24[8] 重点公司分析：KE Holdings Inc – ADR - 公司公布乐观的季度收益，业务保持高质量发展，并认识到中国房地产行业趋势变化带来的消费者需求显著转变[8] - 公司股价在过去一个月下跌约12%，52周低点为15.38美元，相对强弱指数为20.5[8] - 公司股票周五收盘下跌1.3%至15.60美元[8] 重点公司分析：Lineage Inc - 公司公布低于预期的季度业绩，尽管市场条件持续充满挑战，但在第三季度实现了调整后税息折旧及摊销前利润和营运资金增长[8] - 公司股价在过去一个月下跌约12%，52周低点为34.22美元，相对强弱指数为26.8[8] - 公司股票周五收盘下跌3.5%至34.62美元[8]

文章核心观点 - 房地产板块中相对强弱指数低于或接近30的股票被视为超卖 可能呈现买入低估公司的机会 [1][2] 行业技术指标分析 - 相对强弱指数是动量指标 通过比较股票上涨日和下跌日的强度来评估短期表现 该指标低于30通常意味着资产超卖 [1] 重点公司分析：CoStar Group Inc - 公司第三季度业绩超预期 实现第58个连续季度营收两位数增长 营收同比增长20% [8] - 公司股价在过去一个月下跌约11% 52周低点为63.82美元 相对强弱指数为26.4 [8] - 公司股票周五收盘上涨0.2% 报67.52美元 [8] 重点公司分析：KE Holdings Inc – ADR - 公司第二季度业绩乐观 业务保持高质量发展 并认识到中国房地产行业趋势变化带来的消费者需求显著转变 [8] - 公司股价在过去一个月下跌约12% 52周低点为15.38美元 相对强弱指数为20.5 [8] - 公司股票周五收盘下跌1.3% 报15.60美元 [8] 重点公司分析：Lineage Inc - 公司第三季度业绩未达预期 但在持续充满挑战的市场条件下实现了调整后税息折旧及摊销前利润和营运资金增长 [8] - 公司股价在过去一个月下跌约12% 52周低点为34.22美元 相对强弱指数为26.8 [8] - 公司股票周五收盘下跌3.5% 报34.62美元 [8]

全国租金增长趋势 - 2025年10月美国公寓租金全国平均为1,708美元，环比9月修正后的1,713美元下降0.3% [3] - 月度租金变化连续第四个月持平或为负值，且10月降幅为超过15年来最严重 [3] - 年度租金增长进一步放缓至0.8%，低于9月的0.9%和年初的1.5% [3] - 自2022年起，全国高供应水平导致秋季租金由季节性减速转为直接下降，2022年至2024年10月租金平均环比下降0.15%，而2025年10月的降幅超过此平均值的两倍 [4] 区域市场表现 - 10月所有地区租金均出现下降，西部环比降幅最大为-0.53%，其次为南部-0.28%、东北部-0.24%和中西部-0.18% [6] - 年度表现中西部最强劲，增长2.2%，东北部增长1.8%，南部同比持平，西部下降1.4% [6] - 都会区层面仅拉斯维加斯和密尔沃基实现月度租金增长，均为0.2%，迈阿密和诺福克持平 [7] - 丹佛月度降幅最大为-1.3%，奥斯汀-1.1%，西雅图-0.9%，盐湖城和凤凰城均为-0.8% [7] 供需影响因素 - 山间地区和阳光地带市场因激增的新供应面临高空置率，对租金构成下行压力 [7] - 需求端因素亦导致疲软，如亚马逊在西雅图的近期裁员可能抑制当地需求 [8] - 旧金山以5.8%的年度租金增长领先全国，圣何塞为3.8%，芝加哥为3.6%，诺福克为3.0% [8] - 奥斯汀年度下降4.6%，丹佛下降3.7%，圣安东尼奥下降2.7，均因供应过剩超过需求所致 [8] 市场结构性趋势 - 新建筑水平最高的市场租金表现最弱，而供应受限的都会区持续表现优异，特别是中西部和部分沿海地区 [9] - 尽管许多市场已度过供应高峰，但大量库存积压继续对全国租金增长构成压力 [10]

全国公寓租金趋势 - 2025年10月美国公寓租金出现下降 全国平均租金降至1,708美元 [1] - 环比2025年9月修正后的1,713美元 租金下降0.3% [1] - 月度租金变化连续第四个月持平或为负值 且为超过15年来10月份最大跌幅 [1]