CSGP Stock Surges 6.7% In A 9-day Spree On Analyst ‘Outperform’ Ratings
CoStar (CSGP) stock hit day 9-day winning streak, with cumulative gains over this period amounting to a 6.7%. The company market cap has surged by about $1.8 Bil over the last 9 days, and currently stands at $28 Bil.
The stock has YTD (year-to-date) return of 5.2% compared to 17.3% for S&P 500. This calls for re-evaluation of stock’s valuation, and find out whether this is an opportunity, or a trap.
What Triggered The Rally?
[1] Analyst ‘Market Outperform’ Reiterations
- Citizens reiterated ‘Market Outperform’ rating with a $100 price target
- Citigroup reiterated ‘market outperform’ rating
- Impact: Stock price rebound after a significant drop, Shift in market sentiment from negative to positive
[2] Technical Buy Signal
- A buy signal was issued from a pivot bottom point on Tuesday, December 16, 2025
- Volume is rising along with the price
- Impact: Reversal from a pivot bottom point, Increased trading volume
Opportunity or Trap?
Below is our take on valuation.
There is a near-equal mix of good and bad in CSGP stock given its overall Moderate operating performance and financial condition. Hence, together with its Very High valuation, this makes the stock look Risky (For details, see Buy or Sell CSGP).
But here is the real interesting point.
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Returns vs S&P 500
The following table summarizes the return for CSGP stock vs. the S&P 500 index over different periods, including the current streak:
| Return Period | CSGP | S&P 500 |
|---|---|---|
| 1D | 0.4% | -0.1% |
| 9D (Current Streak) | 6.7% | 1.4% |
| 1M (21D) | -1.4% | 0.7% |
| 3M (63D) | -19.6% | 3.1% |
| YTD 2025 | -5.2% | 17.3% |
| 2024 | -18.1% | 23.3% |
| 2023 | 13.1% | 24.2% |
| 2022 | -2.2% | -19.4% |
Gains and Losses Streaks: S&P 500 Constituents
There are currently 51 S&P constituents with 3 days or more of consecutive gains and 98 constituents with 3 days or more of consecutive losses.
| Consecutive Days | # of Gainers | # of Losers |
|---|---|---|
| 3D | 10 | 85 |
| 4D | 24 | 4 |
| 5D | 3 | 9 |
| 6D | 13 | 0 |
| 7D or more | 1 | 0 |
| Total >=3 D | 51 | 98 |
Key Financials for CoStar (CSGP)
Last 2 Fiscal Years:
| Metric | FY2023 | FY2024 |
|---|---|---|
| Revenues | $2.5 Bil | $2.7 Bil |
| Operating Income | $282.3 Mil | $4.7 Mil |
| Net Income | $374.7 Mil | $138.7 Mil |
Last 2 Fiscal Quarters:
| Metric | 2025 FQ2 | 2025 FQ3 |
|---|---|---|
| Revenues | $781.3 Mil | $833.6 Mil |
| Operating Income | $-27.2 Mil | $-51.1 Mil |
| Net Income | $6.2 Mil | $-30.9 Mil |
While CSGP stock looks attractive given its winning streak, investing in a single stock without detailed, thorough analysis can be risky. The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.