| CSGP |
Report |
Total Revenue (Q2'26) |
BEAT |
pred ~$935M vs. cons $929M |
MEDIUM |
| CSGP |
Report |
Residential Adjusted EBITDA (Q2'26) |
BEAT |
pred ~$8M vs. cons ~$5M (guide range breakeven-$10M) |
MEDIUM |
| CSGP |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$0.30 vs. cons $0.28 |
MEDIUM |
| CSGP |
Guide |
FY2026 Revenue Guidance |
UNCHANGED |
guide ~$3.80B vs. cons $3.80B (FY2026) |
MEDIUM |
| CSGP |
Guide |
FY2026 Adjusted EBITDA Guidance |
BETTER |
guide ~$805M vs. cons $790M (FY2026) |
LOW |
| CSGP |
Guide |
Q3 2026 Revenue Guidance |
BETTER |
guide ~$955M vs. cons $948M (Q3 2026) |
LOW |
| CSGP |
Guide |
Full-Year Residential Adjusted EBITDA Trajectory |
BETTER |
guide ~$15M-$35M vs. cons ~$5M (FY2026, implying accelerating profitability into H2) |
LOW |
| CSGP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.0% |
— |
MEDIUM |
| CSGP |
Return |
5-day cumulative residual |
+3.5% (STABILIZE) |
A likely beat on revenue/EPS plus Residential EBITDA crossing into positive territory (a key psychological milestone after years of losses) should spark short-covering in a stock down ~58-59% YTD, driving an initial pop. But the new CFO's first public commentary, unresolved Homes.com ROI skepticism versus Zillow, and the pending $800M Zonda cash outlay temper follow-through: sell-side (Baird/RBC, targets already cut to $34) will likely wait for Rossmann's cost-discipline execution before upgrading estimates meaningfully, capping incremental re-rating. Net effect is an initial gap that mostly holds through day 5 rather than extending sharply higher or fully reversing, since out-period estimate revisions are constrained by lingering uncertainty on Residential monetization pace and integration costs from Zonda even as headline numbers beat. |
LOW |