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StocksMedium•7 April 2026•

1 min read

Mixed Q4 Results for Data Services: CoStar Misses EPS as Broadridge and SS&C Shine

Key Facts

1CoStar (CSGP) reported a significant EPS miss despite revenue exceeding expectations.

2Broadridge (BR) and SS&C (SSNC) delivered strong Q4 performances.

3The sector faces increasing challenges from regulatory scrutiny and cyber threats in early 2026.

The data and business process services sector reported mixed Q4 earnings results, highlighting a performance gap among major industry players. CoStar (CSGP) experienced a significant miss in earnings per share (EPS) even as its revenue figures surpassed analyst estimates. Conversely, Broadridge (BR) and SS&C (SSNC) delivered robust quarterly performances, demonstrating operational strength within the industry. The market continues to monitor other key firms in the sector, including Fair Isaac Corporation (FICO) and ADP, amid these shifting dynamics. Looking ahead, the sector is bracing for increased regulatory scrutiny and heightened cyber threats expected by early 2026. This shift indicates that investor focus is moving from AI-centric concerns toward broader geopolitical and security risks.

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