| CSGP |
Report |
Net New Bookings |
BEAT |
pred ~$95M vs. cons $88.4M |
MEDIUM |
| CSGP |
Report |
Adjusted EBITDA |
BEAT |
pred ~$182M vs. cons $173.0M |
HIGH |
| CSGP |
Report |
Total Revenue |
IN-LINE |
pred ~$935M vs. cons $928.9M |
MEDIUM |
| CSGP |
Guide |
Q3 2026 Revenue |
LOWER |
guide ~$960M vs. cons $1,004.7M |
MEDIUM |
| CSGP |
Guide |
FY 2026 Revenue |
UNCHANGED |
guide ~$3,830M vs. cons $3,798.5M |
MEDIUM |
| CSGP |
Guide |
FY 2026 Adj. EBITDA |
BETTER |
guide ~$820M vs. cons $805.2M |
MEDIUM |
| CSGP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.5% |
— |
MEDIUM |
| CSGP |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side cuts Q3 revenue estimates ~4-5% on below-consensus guide; mechanical drift lower over 5 days despite EBITDA raise |
MEDIUM |