• On November 20, 2025, CoStar Group presented at the Stephens Annual Investment Conference in Nashville, featuring CFO Christian M. Lown and Head of Investor Relations Richard Simonelli amid heightened investor attention.

• Recent analyst feedback highlights that CoStar is currently managing extensive legal disputes, integration demands from recent acquisitions, and significant investments in AI, all of which are influencing insider sentiment and corporate outlook.

• We’ll explore how mounting legal and competitive pressures could reshape the outlook presented in CoStar Group’s earlier investment narrative.

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To be a shareholder in CoStar Group, you need confidence in its ability to translate aggressive expansion and heavy technology investment into sustainable growth, despite competitive legal battles and sector shifts. The recent conference reaffirmed management’s emphasis on long-term digital leadership, even as analyst feedback highlights that legal disputes, particularly the billion-dollar copyright claim and acquisition integration, remain the near-term wildcards. For now, these issues appear to be the biggest short-term risk, but have not fundamentally altered the main revenue growth catalyst around Homes.com’s expansion. One of the most immediately relevant announcements was CoStar’s Q3 earnings, which showed strong year-over-year sales growth but a net loss as operating expenses rose with expansion efforts. This financial update provides investors critical context, as revenue growth remains a core catalyst, while margin pressure and operating losses underscore the effects of ongoing spending and legal complexity on short-term performance. In contrast, investors should be aware that the recent uptick in insider selling coincides with…

Read the full narrative on CoStar Group (it’s free!)

CoStar Group’s outlook calls for $4.7 billion in revenue and $866.2 million in earnings by 2028. This scenario assumes annual revenue growth of 16.9% and an increase in earnings of about $762 million from the current $104.2 million.

Uncover how CoStar Group’s forecasts yield a $91.94 fair value, a 36% upside to its current price.

Three Simply Wall St Community members put fair value for CoStar Group between US$67.87 and US$139.70, showing wide-ranging expectations. In light of sustained revenue growth but rising legal and competitive headwinds, you will see many differing opinions as to which direction the business may go from here.