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$700M buyback; Homes.com hits $100M ARR → fastest organic growth in company history

CoStar announced a $700M share repurchase program for FY2026, driven by Homes.com reaching a $100M annualized revenue run rate, the fastest organic growth for any new product in company history. Full-year 2025 revenue reached $3.2B (+19% YoY), though the stock declined 9.82% over the past week amid real estate sector pressure. Among 19 analysts, the consensus is "Moderate Buy" with a mean price target of $64.94, implying 43.2% upside.