CoStar is the data backbone of commercial real estate, tracking properties, sales, and tenants in one giant database, plus running listing sites like LoopNet and Apartments.com. Think of it as the Bloomberg terminal for buildings, where brokers and landlords g
Money comes from subscriptions to its data platforms and advertising on its marketplaces, with gross margins around 76% in 2025. Revenue hit USD 3.25B in 2025, but net margins were thin at 0.22% due to heavy spending on Homes.com, so it's a high-margin core wi
CoStar's 30+ years of proprietary property data is a deep, hard-to-replicate archive, and its dominant position in commercial listings makes it the default source for brokers. However, Zillow and Redfin are aggressively attacking its residential push with Home
Sell (sector percentile 24) — value D, growth A+, profitability C+, momentum D-, revisions B-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Insider buying contrasts with unusual put volume, highlighting divergent market signals
Apartments.com and CoStar release Q2 multifamily vacancy data, while data shows strong prelet activity driving UK lab space demand to a record high.
CEO purchases $2.49M in stock, Bank of America increases position by 1.8%, showing insider and institutional confidence.
Amundi cuts stake 20.3%; analyst downgrades to hold, contrasting strong Q2 results
Rent report out; social media rumor of first redesign in 23 years, unconfirmed
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Unusual options activity is being observed in $CSGP, indicating potential market interest and trading strategies despite a typically slow summer period.
Main discussion
Increasing unusual call option volume: $SBLK $PTEN $AU $CSGP $AS $ETH $DVA $GSL $OPRA $PSNL $BRR
Check out today's Options Market Update with a look at both $WMT and $DE earnings and option trades, as well as unusual activity in $OWL $CSGP $PBA & $WULF. Even during these slow Summer weeks, we can find unusual volume out there. Not a recommendation. @SchwabNetwork @SchwabTrad
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Facts and opinions separated · All items sourced · Not investment advice
