CBRE Stock Movement Summary CBRE shares fell 8.8% on Thursday, bringing the two-day decline to 20% — the worst performance since 2020. This decline occurred amid broader concerns about artificial intelligence's potential impact on commercial real estate demand. The stock decline coincided with CBRE's Q4 2025 earnings report, which showed strong financial results: Q4 revenue of $11.6 billion (up 12%) and full-year 2025 revenue of $40.6 billion (up 13%). Core EPS for 2025 was $6.38. Market concerns centered on fears that AI could automate research, pricing analysis, and deal sourcing — functions performed by commercial real estate services firms. These concerns were noted prominently during CBRE's earnings call. Other commercial real estate companies also experienced significant declines during this period, including Jones Lang LaSalle (down 7.6%), Cushman & Wakefield (down 12%), and Newmark Group (down 4.2%).
Read full analysisCBRE Stock Movement Summary CBRE shares fell 8.8% on Thursday, bringing the two-day decline to 20% — the worst performance since 2020. This decline occurred amid broader concerns about artificial intelligence's potential impact on commercial real estate demand. The stock decline coincided with CBRE's Q4 2025 earnings report, which showed strong financial results: Q4 revenue of $11.6 billion (up 12%) and full-year 2025 revenue of $40.6 billion (up 13%). Core EPS for 2025 was $6.38. Market concerns centered on fears that AI could automate research, pricing analysis, and deal sourcing — functions performed by commercial real estate services firms. These concerns were noted prominently during CBRE's earnings call. Other commercial real estate companies also experienced significant declines during this period, including Jones Lang LaSalle (down 7.6%), Cushman & Wakefield (down 12%), and Newmark Group (down 4.2%).
CBRE Group is the world's largest commercial real estate services and investment firm, offering property sales, leasing, management, and advisory services with $40.6 billion in annual revenue. The company also has a growing data center real estate business that contributed 14% of Q4 EBITDA. Its heavy reliance on brokerage and advisory services — functions investors now fear AI could partially automate — places it at the center of the current AI disruption selloff in commercial real estate.