| CSGP |
Report |
Annualized net new bookings |
MISS |
pred ~$89M vs. cons $93M |
MEDIUM |
| CSGP |
Report |
Adjusted EBITDA |
BEAT |
pred ~$182M vs. cons $174M |
MEDIUM |
| CSGP |
Report |
Revenue |
IN-LINE |
pred ~$931M vs. cons $929M |
HIGH |
| CSGP |
Guide |
Revenue |
LOWER |
guide ~$962M vs. cons $972M (2026Q3) |
MEDIUM |
| CSGP |
Guide |
Adjusted EBITDA |
LOWER |
guide ~$218M vs. cons $232M (2026Q3) |
MEDIUM |
| CSGP |
Guide |
Adjusted EBITDA |
LOWER |
guide ~$800M vs. cons $808M (FY2026) |
MEDIUM |
| CSGP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-7.5% |
— |
MEDIUM |
| CSGP |
Return |
5-day cumulative residual |
-11.0% (FOLLOW-THROUGH) |
A Q2 EBITDA beat is outweighed by pred ~$89M bookings vs. cons $93M and Q3 EBITDA guide of ~$218M vs. cons $232M; the weaker out-period math should pull second-half estimates down after day 1. |
MEDIUM |