-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將12個月目標價下調10美元至43美元，以2026年非GAAP每股盈餘預期計算，本益比為30.9倍，低於過去一年的平均本益比64.9倍。我們將2026年調整後每股盈餘預期調高0.12美元至1.39美元，2027年預期維持不變，仍為1.86美元。 Homes.com平台營收成長至2,600萬美元（年增58%），新增4,300名會員。內部分析顯示，每位訂閱用戶在第一年平均佣金收入增加3.6萬美元（經紀人投資報酬率達11倍）。我們相信，這一價值主張將推動經紀人訂閱用戶數量的進一步成長，CSGP已計劃在今年稍後提高訂閱價格。一個顯著的弱點是預訂量較上季成長放緩至年增20%，但國際預訂量較去年同期成長44%，而基數遠低於國內市場。我們預計預訂量將環比加速成長，第一季因季節性因素可能較為疲軟。鑑於Homes.com前景改善且管理層削減了計劃中的行銷支出，我們現在預計激進對沖基金將支持CSGP。
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