Search: CBRE - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 18	CBRE	$152.01 $152.01 -0.0%	N/A	Finnhub News	—	Finnhub - CBRE 3 Real Estate Operations Stocks to Consider D...
Feb 18	CBRE	$152.01 $152.01 -0.0%	N/A	Finnhub News	—	Finnhub - CBRE Marathon Asset Management Provides $235M Seni...
Feb 18	CBRE	$152.01 $152.01 -0.0%	N/A	Finnhub News	—	Finnhub - CBRE CBRE IM Backs IPUT Real Estate Dublin with Si...
Feb 17	CBRE	$141.24 $152.01 +7.6%	N/A	Finnhub News	—	Finnhub - CBRE Marcus & Millichap: High Forecasts, Fragile B...
Feb 16	CBRE	$142.31 $152.01 +6.8%	N/A	Finnhub News	—	Finnhub - CBRE Why CBRE (CBRE) International Revenue Trends ...
Feb 16	CBRE	$142.31 $152.01 +6.8%	SHORT	Neil Kaplan Bloomberg Senior Strategist	CBRE announced they could reduce research costs by 25% using AI, but the "stock actually got hit hard." Investors interpreted the efficiency claim negatively ("Second-Order Thinking"). If CBRE can use AI to cut costs, external competitors or clients can use the same models to bypass CBRE entirely or force fee compression. AI is viewed here as a deflationary disruptor to their business model. SHORT. The market is punishing service intermediaries who claim AI benefits, fearing they have no moat against the technology. If CBRE demonstrates that AI actually expands margins rather than cannibalizing revenue.	Bloomberg Markets Musk, Cook Warn of Memory Chip Crisis as Dema...
Feb 15	CBRE	$142.31 $152.01 +6.8%	N/A	Finnhub News	—	Finnhub - CBRE CBRE Group (CBRE) Valuation After AI Driven S...
Feb 15	CBRE	$142.31 $152.01 +6.8%	N/A	Finnhub News	—	Finnhub - CBRE PCE, Walmart, Palo Alto, Analog Devices, Deer...
Feb 15	CBRE	$142.31 $152.01 +6.8%	LONG	Finnhub News	The headline suggests that now might be a good time to evaluate CBRE Group, implying potential positive investment opportunities.	Finnhub - CBRE Is Now An Opportune Moment To Examine CBRE Gr...
Feb 15	CBRE	$142.31 $152.01 +6.8%	SHORT	Finnhub News	Several prominent large-cap companies, including Pinterest and DraftKings, experienced significant losses last week, prompting a warning for investors to check their portfolios.	Finnhub - CBRE Pinterest, DraftKings, And Flutter Are Among ...
Feb 15	CBRE	$142.31 $152.01 +6.8%	NEUTRAL	Finnhub News	The headline indicates an upcoming analysis of the commercial real estate market across various sectors, projected for the year 2026.	Finnhub - CBRE Data Centers, Office Buildings, Retail & More...
Feb 13	CBRE	$142.31 $152.01 +6.8%	SHORT	Finnhub News	The headline suggests that the Dow has peaked and stocks may face a downturn.	Finnhub - CBRE Dow 50,000, We Hardly Knew Ye. Why Stocks May...
Feb 13	CBRE	$142.31 $152.01 +6.8%	LONG	Scarlet Fu Senior Advisor, Wilshire	Shares of real estate services companies CBRE and JLL are rising. This movement suggests a counter-intuitive strength in commercial real estate services, possibly driven by the need for data center build-outs (AI infrastructure) or a stabilization in broader transaction volumes. LONG Real Estate Services as a derivative play on the "return to activity" in physical assets. Commercial real estate valuations collapsing further due to office vacancies.	Bloomberg Markets US CPI Fuels Fed Wagers, US Inflation Comes I...
Feb 13	CBRE	$142.31 $152.01 +6.8%	N/A	Finnhub News	—	Finnhub - CBRE Bryan Doyle Joins Cushman & Wakefield as Chie...
Feb 13	CBRE	$142.31 $152.01 +6.8%	N/A	Finnhub News	—	Finnhub - CBRE Stock Market News for Feb 13, 2026
Feb 13	CBRE	$142.31 $152.01 +6.8%	WATCH	Michael Batnick Managing Partner, Ritholtz Wealth Management	These commercial real estate service firms (CBRE, Jones Lang LaSalle, Cushman & Wakefield) were sold off aggressively (market cap wiped out) because the market assumes AI chatbots will replace their brokerage and data services. The selling is described as "indiscriminate" and "wild." The market is pricing in immediate obsolescence based on fear rather than earnings reality. These companies possess proprietary data and physical management capabilities that a chatbot cannot replicate. The sell-off represents a potential overreaction/mispricing due to AI panic. AI actually disrupts their brokerage moats faster than anticipated; commercial real estate macro headwinds persist.	The Compound News The Baddest Hedge Fund in the World \| TCAF 22...
Feb 13	CBRE	$142.31 $152.01 +6.8%	N/A	Finnhub News	—	Finnhub - CBRE NYLI CBRE Global Infrastructure Megatrends Te...
Feb 13	CBRE	$142.31 $152.01 +6.8%	LONG	Finnhub News	Keefe, Bruyette & Woods maintains an Outperform rating on CBRE Group, though it has lowered its price target to $170.	Finnhub - CBRE Keefe, Bruyette & Woods Maintains Outperform ...
Feb 13	CBRE	$142.31 $152.01 +6.8%	LONG	Finnhub News	Josh Brown announced on CNBC that he has purchased shares of CBRE Group, signaling confidence in the stock.	Finnhub - CBRE Live On CNBC, Josh Brown Announces Bought CBR...
Feb 13	CBRE	$142.31 $152.01 +6.8%	SHORT	Annabel Drillers Asia Tech Correspondent, Bloomberg	A small company, Algorithm Holdings, claimed 300-400% efficiency gains using AI, sparking a sell-off in the Russell 3000 trucking index (e.g., Landstar System). Commercial real estate (CBRE) and SaaS stocks are also being sold indiscriminately. The market narrative has shifted from "Who wins from AI?" to "Who is displaced by AI?" Investors are pricing in "zero or negative growth" for sectors where AI agents can replace human headcount (reducing office demand) or seat-based software licenses. SHORT sectors vulnerable to AI deflationary pressure. The sell-off is described as "indiscriminate" and potentially exaggerated, leaving room for a sharp mean-reversion rally if earnings hold up.	Bloomberg Markets How AI Is Proving to Be a Double-Edged Sword ...
Feb 13	CBRE	$142.31 $152.01 +6.8%	N/A	Finnhub News	—	Finnhub - CBRE CBRE Q4 Deep Dive: AI, Data Centers, and Oper...
Feb 13	CBRE	$142.31 $152.01 +6.8%	N/A	Finnhub News	—	Finnhub - CBRE Wall Street hunts next casualty from AI threa...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE Why CBRE Group Sank Today
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE AI Jitters Spread to Commercial Real Estate
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE Real Estate Stocks Sink as Worries About AI R...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE CBRE Group Inc (CBRE) Q4 2025 Earnings Call H...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE CBRE Group Q4 Earnings Call Highlights
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE Asia stock markets track losses on Wall Stree...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE CBRE Group (CBRE) Q4 2025 Earnings Call Trans...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE AI Disruption Fears Slam Real Estate Brokers
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE Property sector hit as investors bet AI can r...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE CBRE Group, Inc. Q4 2025 Earnings Call Summar...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE CBRE Group Q4 Earnings Beat Estimates, Revenu...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE CBRE (CBRE) Reports Q4 Earnings: What Key Met...
Feb 12	CBRE	$136.28 $152.01 +11.5%	SHORT	Peter Boockvar Chief Investment Officer, BFG Wealth Partners	"Fees are going to come down... If you're in a services business and fees are associated with the moat that you've built, AI is going to chip away at that... Tax planning, wealth management, now real estate services." AI acts as a deflationary force for white-collar services. Companies that rely on human capital to perform tax (Intuit) or real estate (CBRE/JLL) tasks will face intense price competition from automated AI agents, destroying their "fee-based moats." Short service-heavy sectors susceptible to AI automation. These incumbents successfully integrate AI to reduce their own headcount costs, maintaining margins.	CNBC Panel weighs AI disruption, margin pressure a...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE CBRE Group Inc (NYSE:CBRE) Reports Mixed Q4 2...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE CBRE Group (CBRE) Q4 Earnings and Revenues Be...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE Office real estate stocks tumble as AI disrup...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE CBRE sees 13% growth in facilities management...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE CBRE’s (NYSE:CBRE) Q4 CY2025 Earnings Results...
Feb 12	CBRE	$136.28 $152.01 +11.5%	AVOID	Neil Campling Reporter, Bloomberg (Tech/AI)	"Yesterday... it was real estate stocks... CBRE, a good example, was hit double digits... fear that there could be [an AI agent] launched." The market is currently in a "shoot first, ask questions later" mode regarding AI disruption. Service-heavy sectors (like real estate brokerage) are being repriced for existential risk, regardless of current earnings. Avoid until sentiment stabilizes. Earnings call dispels fears and stock snaps back.	Bloomberg Markets Stocks Climb; Nuveen to Buy Schroders; Anthro...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE CBRE: Q4 Earnings Snapshot
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE CBRE Group, Inc. Reports Financial Results fo...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE Stocks Rise Before the Open on U.S. Economic ...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE CBRE Group, Inc. (CBRE) Q4 2025 Earnings Call...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE CBRE Group shares are trading higher after th...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE CBRE Group, Inc. 2025 Q4 - Results - Earnings...
Feb 12	CBRE	$136.28 $152.01 +11.5%	WATCH	Christy Tan Investment Strateg	Real estate services stocks (CBRE, JLL, Cushman) posted double-digit declines due to fears that AI will automate leasing and brokerage tasks. Tan argues this is a "valuation rerating" driven by sentiment, not immediate earnings collapse. Real estate remains "high touch" and complex. However, the momentum is currently negative as the market reprices the "human premium." WATCH. Wait for the panic selling to stabilize; fundamentals (earnings power) may disconnect from the narrative. AI actually does successfully automate commercial brokerage, permanently compressing margins.	Bloomberg Markets Citi Eyes Big India Plans as US Banks Rush to...
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE Earnings Breakdown: CBRE Group Q4
Feb 12	CBRE	$136.28 $152.01 +11.5%	N/A	Finnhub News	—	Finnhub - CBRE CBRE Group Sees FY2026 Adj EPS $7.30-$7.60 vs...

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