February 2026

CoStar touts Homes.com momentum and AI gains as profits dip in Q4

Despite recording the 59th consecutive quarter of double-digit revenue growth during the fourth quarter of 2025, with revenue jumping 27% to $900 million, CoStar Group’s financial results may not have been as strong as many expected given the firm’s recent rhetoric about how well the company is performing.  During the quarter, net income fell from

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Trump talks housing, affordability at State of the Union

Key insight: President Donald Trump urged Congress to pass legislation restricting institutional investors purchasing single family homes, following up on his executive order that the legislature would need to codify.  What’s at stake: Banks generally favor rhetoric that promotes housing availability and funding, since it helps produce more mortgages, but the institutional investor rhetoric is

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