RBC Capital maintains CoStar Group stock rating amid growth acceleration

Published 09/10/2025, 14:58
RBC Capital maintains CoStar Group stock rating amid growth acceleration

Investing.com - RBC Capital has reiterated its Sector Perform rating and $91.00 price target on CoStar Group (NASDAQ:CSGP) despite ongoing generative AI concerns weighing on the stock. The company, currently trading at $78.31 with a market capitalization of $33.15 billion, is showing signs of being overvalued according to InvestingPro analysis.

The firm expects CoStar’s third-quarter 2025 results to exceed estimates, with the company likely to raise its full-year 2025 guidance, primarily driven by the Domain acquisition.

RBC Capital estimates $95-$100 million in bookings, fueled by broad-based momentum across the CoStar suite, Multifamily, and Homes.com platforms.

The firm notes that strong sales momentum, coupled with an improving commercial real estate market, should drive accelerated growth in fiscal year 2026.

Growth is projected at double digits for the CoStar suite, low-to-mid teens for Multifamily, and low-to-mid teens for LoopNet.

In other recent news, CoStar Group has reported significant developments. CoStar announced the completion of its acquisition of Domain Holdings Australia Limited, a major player in the Australian property market, enhancing its global reach with Domain’s local expertise. The acquisition is expected to bolster CoStar’s presence, as Domain reaches about 7 million Australians monthly. Additionally, CoStar is involved in a legal dispute with Zillow Group, accusing Zillow of continuing to display thousands of allegedly copyrighted CoStar photographs despite an ongoing lawsuit.

On the financial front, CoStar’s stock has received positive attention from analysts. Goldman Sachs has reiterated its Buy rating with a price target of $105.00, citing strong traffic growth on CoStar’s residential platform, Homes.com. Wolfe Research also initiated coverage with an Outperform rating, highlighting potential investment returns from Homes.com and stable growth in other business areas. The residential market is viewed by CoStar as a promising opportunity, with an estimated total addressable market of $3 billion and potential EBITDA of $1.5 billion, as noted by Goldman Sachs.

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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