-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。12ヶ月目標株価を10ドル引き下げ、43ドルとします。これにより、株価は2026年の非GAAPベースのEPS予想の30.9倍となり、過去1年間の平均PER64.9倍を下回ります。2026年の調整後EPS予想は0.12ドル引き上げ、1.39ドルとします。2027年の予想は1.86ドルで据え置きます。Homes.comプラットフォームの売上高は2,600万ドル（前年比58%増）に増加し、新規会員数は4,300人に達しました。社内分析によると、平均的な加入者は初年度に3万6,000ドルの手数料収入増（エージェントにとって11倍の投資収益率）を達成しています。CSGPは既に今年後半に購読料の値上げを計画しており、この価値提案がエージェント加入者数のさらなる増加につながると考えています。注目すべき弱点の1つは、予約件数の伸びが前四半期比で前年同期比20%に鈍化したことですが、海外予約件数ははるかに少ないベースから前年同期比44%増加しました。予約件数は前四半期比で加速すると予想されますが、第1四半期は季節要因により弱い四半期となります。Homes.comの見通しが改善し、経営陣が計画していたマーケティング費用を削減したことから、アクティビストヘッジファンドはCSGPを支持すると予想されます。
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