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What Costar Group promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

54 of 60 judged targets kept · 55 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Apartments AI conversational search launchlaunch ahead of the June Apartmentalize trade showMar 2026Jun 2026:Leveraging our successful Homes AI technology, we introduced Apartments.com Ai at the event, an immersive conversational search experience that help renters find, understand, compare and contact properties through natural dialogue or text.
Call transcript, Jun 2026 · no direct link
Achieved
Full-year Commercial segment revenue$1.955 billion to $1.975 billionDec 2025Jun 2026:Commercial revenue is expected to range from $1.94 billion to $1.96 billion, a 9% increase at the midpoint
Call transcript, Jun 2026 · no direct link
Revised Down
Full-year adjusted earnings per share$1.32 to $1.39 per shareMar 2026Jun 2026:We are also affirming our full year adjusted EPS guidance range of $1.32 to $1.39.
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Costar Group’s full ledger

A free account opens 5 company ledgers a month. All 115 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 115 tracked commitments for Costar Group

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.