CSGP

The CSGP Earnings Beat Rate vs. What the Stock Did Next

Over the last 8 reported quarters, CoStar Group has beaten earnings expectations every single time — an 8/8 (100%) beat rate — with an average earnings surprise of 26.7%. The last four reported quarters show how little the headline result tells you about the price reaction. On 2026-04-28, CSGP reported actual EPS of $0.23 against an estimate of $0.1742, a 32% beat, yet the stock fell 5.06% the next day and 2.95% over the following 5 days. On 2026-02-24, EPS of $0.31 versus $0.273, a 13.6% beat, produced a next-day drop of 8.89% and a 5-day decline of 4.82%. On 2025-10-28, EPS of $0.23 versus $0.1821, a 26.3% beat, produced a next-day drop of 9.87% and a 5-day slide of 10.79%. Only 2025-07-22 bucked the pattern: EPS of $0.17 versus $0.1378, a 23.4% beat, pushed the stock up 6.86% the next day and 12.25% over the following 5 days. Across all eight quarters, the average 5-day post-earnings move is -1.58%, and the drift direction is classified as “down.” Those figures make one thing concrete: a beat does not guarantee follow-through.

Options-Flow Dynamics Around the July 28 Report

With the next scheduled release set for July 28, 2026, after the market close, the consensus EPS estimate is $0.28. Because CSGP has cleared estimates in 100% of the last eight quarters, the market's real expectation may be priced above the published $0.28 figure. That sets a high bar: a reported beat against the consensus can still be treated as a disappointment against the unofficial consensus, which helps explain why three of the last four beats produced negative five-day drifts. Implied volatility usually rises into the event and compresses once the report is out. Options-flow watchers should focus not only on whether CSGP exceeds $0.28, but also on how the surprise compares with the 26.7% historical average and whether the price reaction validates the -1.58% average five-day drift or breaks it.

What a Disciplined Trader Watches For

Given the 100% beat rate and negative average post-earnings drift, a disciplined trader treats the headline beat as only one input. The current snapshot shows CSGP at $27.66, RSI at 40.7, and the 50-day EMA at $31.34 — the stock is trading below that moving average with RSI near the lower edge of the neutral zone. The sector is Real Estate/Real Estate - Services, so broader commercial real estate data and interest-rate signals can add context around the report. A trader can watch whether price holds or breaks immediate pre-earnings support and resistance, whether volume expands on the next-day move, and whether the five-day drift after July 28 matches the historical “down” drift or breaks it like the July 22, 2025 quarter did.

For a deeper dive, including the full institutional verdict, valuation context, and aggregated analyst sentiment around CoStar Group, review the complete ticker report.