CoStar stock holds $85 target, JMP affirms Market Outperform

Published 12/03/2025, 11:56
CoStar stock holds $85 target, JMP affirms Market Outperform

On Wednesday, JMP Securities analysts, including Nicholas Jones, maintained a Market Outperform rating on CoStar Group (NASDAQ:CSGP) shares with a consistent price target of $85.00. The analysts highlighted CoStar Group’s substantial revenue of $2.74 billion in 2024, indicating confidence in the company’s market position and future growth potential. According to InvestingPro data, the company maintains a strong market position with a market capitalization of $31.53 billion and trades at premium valuation multiples, reflecting its industry leadership. They noted that despite Matterport (NASDAQ:MTTR)’s revenue of approximately $170 million last year, it is not expected to significantly impact CoStar’s financial performance in the short term.

JMP Securities is closely observing CoStar’s efforts to expand its sales team, which is anticipated to enhance the company’s net new booking trends. This strategic hiring is seen as a key driver for stronger growth projected for 2026 and onwards. InvestingPro analysis shows the company’s solid financial foundation, with a robust gross profit margin of 79.59% and strong liquidity position, as current assets significantly exceed short-term obligations. Analysts believe that these initiatives will support revenue growth in CoStar’s core businesses.

The Residential segment of CoStar Group has been identified as exerting a negative influence on the company’s stock price. However, JMP Securities suggests that the current share price does not fully reflect the potential uplift from the company’s hiring and growth strategies. Supporting this view, InvestingPro data reveals steady revenue growth of 11.45% over the last twelve months, with net income expected to grow this year. The analysts remain steadfast in their thesis that CoStar’s investment in its workforce will pay off, particularly in strengthening its core business segments.

CoStar Group, a leading provider of commercial real estate information, analytics, and online marketplaces, has been working to solidify its position in the industry through strategic hiring and expansion. With the backing of JMP Securities’ reaffirmed rating and price target, CoStar Group’s stock remains a focus for investors monitoring the company’s progress and future prospects in the commercial real estate market. For a deeper understanding of CoStar Group’s valuation and growth prospects, investors can access comprehensive analysis and 13 additional ProTips through the detailed Pro Research Report available on InvestingPro.

In other recent news, CoStar Group has finalized its acquisition of Matterport, a leader in 3D digital twin technology, aiming to enhance AI-driven digital twin applications in the real estate sector. The merger combines CoStar’s extensive property data with Matterport’s innovative technology, expected to transform property marketing and exploration. Additionally, CoStar Group has made an unsolicited offer to acquire all shares of Domain Holdings Australia at $4.20 per share, with the proposal subject to several conditions, including approval from Domain’s Board and the Foreign Investment Review Board.

In terms of analyst insights, JMP has reiterated its Market Outperform rating on CoStar Group with an $85 price target, emphasizing the company’s sales hiring initiatives as a driver for future revenue growth. Deutsche Bank (ETR:DBKGn) has also initiated coverage of CoStar Group with a Buy rating and an $89 price target, citing the company’s robust financial position and potential for long-term growth. The firm noted CoStar’s strategic expansion into the residential market and its proprietary databases as competitive advantages.

Furthermore, CoStar Group is expanding its Richmond operations, planning to hire 500 new sales professionals and 100 analysts, among other roles, to support the growth of Homes.com. The company aims to leverage AI and technology advancements to improve efficiency and productivity. These developments reflect CoStar Group’s strategic focus on expanding its workforce and enhancing its technological capabilities to drive future growth.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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