CoStar Group vs Teradyne
CoStar Group vs Teradyne compares two leading technology and data companies. This page examines their business models, financial performance, and market context in a clear, neutral way, helping readers understand how each company operates and competes. Educational content, not financial advice.
CoStar Group vs Teradyne compares two leading technology and data companies. This page examines their business models, financial performance, and market context in a clear, neutral way, helping reader...
Why It's Moving
CoStar Group's shares dip amid share price weakness, but analysts spotlight undervaluation and robust growth ahead.
- Quantum Capital Management sold 23.5% of its CSGP stake in Q2, part of ongoing institutional adjustments, while smaller funds initiated positions.
- Recent analysis pegs CSGP as 26% undervalued at $68 closing price versus $91.94 fair value, banking on 16.9% annual revenue growth and margins surging to 18.6% in three years via Homes.com expansion.
- November reports show strengthening national home price appreciation and multifamily rent growth, bolstering CoStar's core data services amid a softening stock performance.
Teradyne Hits 52-Week High on Analyst Upgrade and AI Test Demand Surge
- Stifel upgraded TER to Buy from Hold on Dec 2, hiking price target to $225 from $162, citing expanding AI opportunities in semiconductor test equipment.[4]
- Stock surged to $205 on Dec 9 with heavy volume of 2.1M shares, reflecting technical strength and outperforming peers in the tech sector.[3]
- Semiconductor Test revenues jumped 7% YoY and 23% sequentially in Q3 2025, driven by new ETS-800 D20 tester for power semiconductors amid AI boom.[2]
CoStar Group's shares dip amid share price weakness, but analysts spotlight undervaluation and robust growth ahead.
- Quantum Capital Management sold 23.5% of its CSGP stake in Q2, part of ongoing institutional adjustments, while smaller funds initiated positions.
- Recent analysis pegs CSGP as 26% undervalued at $68 closing price versus $91.94 fair value, banking on 16.9% annual revenue growth and margins surging to 18.6% in three years via Homes.com expansion.
- November reports show strengthening national home price appreciation and multifamily rent growth, bolstering CoStar's core data services amid a softening stock performance.
Teradyne Hits 52-Week High on Analyst Upgrade and AI Test Demand Surge
- Stifel upgraded TER to Buy from Hold on Dec 2, hiking price target to $225 from $162, citing expanding AI opportunities in semiconductor test equipment.[4]
- Stock surged to $205 on Dec 9 with heavy volume of 2.1M shares, reflecting technical strength and outperforming peers in the tech sector.[3]
- Semiconductor Test revenues jumped 7% YoY and 23% sequentially in Q3 2025, driven by new ETS-800 D20 tester for power semiconductors amid AI boom.[2]
Which Baskets Do They Appear In?
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Published: October 1, 2025
Explore BasketTrust In Numbers: The Private Data Advantage
The firing of the U.S. Labor Statistics chief has undermined trust in the integrity of government economic reporting. This creates a potential shift towards private data and analytics firms as more reliable sources of crucial market information.
Published: August 3, 2025
Explore BasketData Landlords
These companies own the critical information that powers modern business and innovation. Like digital landlords, they lease access to invaluable data streams that others simply can't replicate, creating powerful competitive advantages and consistent revenue streams.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Zillow Redfin Competitors | Market Disruption
The Federal Trade Commission is suing Zillow and Redfin, alleging their rental listing deal violates antitrust laws. This legal challenge could disrupt the online real estate market, creating opportunities for competing platforms to capture market share.
Published: October 1, 2025
Explore BasketTrust In Numbers: The Private Data Advantage
The firing of the U.S. Labor Statistics chief has undermined trust in the integrity of government economic reporting. This creates a potential shift towards private data and analytics firms as more reliable sources of crucial market information.
Published: August 3, 2025
Explore BasketData Landlords
These companies own the critical information that powers modern business and innovation. Like digital landlords, they lease access to invaluable data streams that others simply can't replicate, creating powerful competitive advantages and consistent revenue streams.
Published: June 17, 2025
Explore BasketInvestment Analysis
CoStar Group
CSGP
Pros
- CoStar Group has a strong market capitalization around $30 billion, highlighting significant market presence and investment capacity.
- The company shows accelerating revenue growth with updated earnings guidance signaling robust profitability in its core segments.
- Analyst consensus is positive with majority ratings of buy and an average price target suggesting around 22% upside potential.
Considerations
- CoStar Group’s stock is relatively highly valued with a very high P/E ratio, suggesting potential overvaluation and risk of correction.
- The price-to-sales ratio is substantially higher than industry norms, indicating the market has priced in aggressive growth assumptions.
- Recent share price volatility and mixed analyst sentiments reflect some investor uncertainty and potential liquidity risks.
Teradyne
TER
Pros
- Teradyne holds substantial competitive advantages due to its deep capabilities in chip and AI testing, hard to replicate by competitors.
- Strong financial health evidenced by good profitability metrics and consistent dividend payments supports sustainability.
- Strategic positioning in emerging technologies like silicon photonics and high-bandwidth memory testing offer new growth avenues.
Considerations
- Teradyne’s current stock trades at a premium, with some valuation metrics indicating potential overpricing relative to fundamentals.
- The industry’s high uncertainty and cyclical nature of semiconductor testing markets pose risks to consistent growth.
- The PEG ratio and high price-to-book could indicate stretched valuation, presenting potential downside if growth slows.
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