| CSGP |
Report |
Adjusted EBITDA |
BEAT |
pred ~$182M vs. cons ~$171M |
MEDIUM |
| CSGP |
Report |
Net new bookings |
IN-LINE |
pred ~$80M vs. cons ~$82M |
LOW |
| CSGP |
Report |
Total revenue |
IN-LINE |
pred ~$930M vs. cons ~$927M |
MEDIUM |
| CSGP |
Guide |
FY2026 Adj. EBITDA (raise) |
BETTER |
guide ~$820M vs. cons ~$805M (FY2026) |
MEDIUM |
| CSGP |
Guide |
Residential Adj. EBITDA turns positive |
BETTER |
guide ~$8M vs. cons ~$5M (Q2 2026) |
MEDIUM |
| CSGP |
Guide |
Q3 2026 revenue guide |
LOWER |
guide ~$945M vs. cons ~$950M (Q3 2026) |
LOW |
| CSGP |
Guide |
Homes.com ARR run-rate post May price hike |
BETTER |
guide ~$120M vs. cons ~$113M (Q2 2026 exit ARR) |
LOW |
| CSGP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| CSGP |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
Washed-out, ~55% YTD-down name with defensive positioning skews risk/reward to good news, so an EBITDA beat + FY raise + Residential crossing into profit should drive a day-1 relief pop and lift near-term EBITDA estimates (follow-through impulse). But the beat is margin/cost-driven while the forward-revenue engine (net new bookings) stays only in-line/soft and the CFO transition adds credibility risk, so analysts trim out-year (2027-28) revenue even as they raise near-term EBITDA. Those offsetting revisions plus a slightly soft Q3 top-line guide cap follow-through, leaving the residual to hold most of the pop but stabilize rather than extend. |
LOW |