CSGP CoStar Group, Inc. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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00:00
May 04
May 04
Bought 68,330 shares @ $35.17
Open market purchase: 68,330 shares at $35.17 ($2,403,166 total)
HIGH
01:03
Apr 22
Apr 22
Author places CoStar 'on the disrupted side' of the AI theme, suggesting its business model may face headwinds from AI-driven changes in real estate data and analytics.
Author places CoStar 'on the disrupted side' of the AI theme, suggesting its business model may face headwinds from AI-driven changes in real estate data and analytics.
Risk: CoStar's subscription moat could prove resilient; disruption thesis may take time to materialize.
00:52
Mar 03
Mar 03
These stocks (EPAM, CoStar, Gartner) were the worst performers in February. Cramer agrees with the narrative that AI platforms can "write cheaper code" or aggregate data better than these consultants. This is the "AI Displacement" trade. If AI creates code and aggregates real estate data instantly, the moat for outsourced coding (EPAM) and data portals (CoStar) evaporates. The weak guidance confirms the structural threat is real, not just theoretical. AVOID. Do not bottom fish; the business models are fundamentally challenged. Market realizes AI is a tool for these companies, not a replacement, leading to a relief rally.
00:00
Mar 03
Mar 03
Bought 20,000 shares @ $45.33
Open market purchase: 20,000 shares at $45.33 ($906,600 total)
HIGH
00:00
Mar 02
Mar 02
Bought 55,720 shares @ $44.52
Open market purchase: 55,720 shares at $44.52 ($2,480,654 total)
HIGH
About CSGP Analyst Coverage
Buzzberg tracks CSGP (CoStar Group, Inc.) across 3 sources. 3 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (60%). 5 total trade ideas tracked.