Aggressive Capital Deployment in Its Homes.com Platform Pressured CoStar Group (CSGP) in Q4

In its fourth-quarter 2025 capitalist letter, Conestoga Capital Advisors highlighted stocks specified arsenic CoStar Group, Inc. (NASDAQ:CSGP). CoStar Group, Inc. (NASDAQ:CSGP) is an information, analytics, and online marketplace services supplier for commercialized and residential spot markets. On February 19, 2026, CoStar Group, Inc. (NASDAQ:CSGP) banal closed astatine $49.07 per share. One-month instrumentality of CoStar Group, Inc. (NASDAQ:CSGP) was -25.20%, and its shares mislaid 36.10% of their worth implicit the past 3 months. CoStar Group, Inc. (NASDAQ:CSGP) has a marketplace capitalization of $20.797 billion.

Conestoga Capital Advisors stated the pursuing regarding CoStar Group, Inc. (NASDAQ:CSGP) successful its 4th fourth 2025 capitalist letter:

"CoStar Group, Inc. (NASDAQ:CSGP), the starring supplier of commercialized and residential existent property information and marketplace platforms, experienced stock terms unit successful the 4th quarter. The superior headwind was the company’s assertive concern successful its Homes.com platform, arsenic elevated spending materially weighed connected wide profitability. In addition, Apartment.com bookings fell abbreviated of capitalist expectations. While CSGP’s enlargement into the residential existent property marketplace represents a meaningful semipermanent maturation opportunity, the important selling concern required to summation marketplace stock pressured near-term margins. Further weighing connected sentiment, media reports precocious successful the 4th suggested that Google whitethorn participate the for-sale location listings market, raising concerns astir accrued contention and contributing to valuation pressure."

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