CSGP is trading at $39.52 (-4.3%) as a Q1 revenue guidance miss and broader market volatility overshadow a strong Q4 earnings report.

  • While Q4 revenue grew 26.9% YoY to $900M and non-GAAP EPS of $0.31 beat estimates by 13.8%, Q1 revenue guidance of $895M fell 0.6% short of analyst expectations.
  • The stock is also facing pressure from a sharp market sell-off driven by U.S.-Iran tensions, with the S&P 500 and Nasdaq dropping 0.91% and 1.20% respectively.