CSGP

CoStar Group is set to report Q3 2026 results on Oct. 27, with expected revenues between $935-945 million (13% YoY growth) and adjusted EPS of 31-34 cents. The company's Commercial and Residential segments are expected to benefit from strong platform adoption and marketplace growth, though results may be pressured by declining Ten-X transaction revenues, Homes.com sales-force restructuring, and pricing pressures at Apartments.com. The Zacks model does not predict an earnings beat with a 0.00% Earnings ESP and Rank #2.

Broadridge Financial Solutions (BR) gained 14.3% over three months, outperforming the S&P 500's 2.5% return. The company's recurring revenues rose 8% to $4.9 billion in fiscal 2026 with 98% client retention and a $470 million sales backlog. Management projects 6-8% recurring revenue growth for fiscal 2027, supported by AI-driven productivity savings of $25 million and expected adjusted EPS growth of 8-12%.

Paychex (PAYX) has gained 17.7% over six months, supported by AI-driven innovation through its WISE platform, the Paycor acquisition expanding cross-selling opportunities, and strong financial performance with 6% revenue growth and 10% adjusted EPS growth in Q1 fiscal 2027. The company maintains a Zacks Rank #3 (Hold) with management reaffirming 5-6% revenue growth and 44% operating margin targets for fiscal 2027.

Accenture is capitalizing on rising enterprise AI adoption and digital transformation demand, with over 400 clients initiating advanced AI engagements in fiscal 2026. The company invested $4.9 billion in 17 acquisitions and plans $5 billion more for fiscal 2027.

However, weak discretionary spending from cautious clients and intensifying pricing competition pose risks to growth and margin expansion. Management targets 3-6% revenue growth in fiscal 2027.