Compass (NYSE:COMP) Stock Gets Price Target Trim from Barclays

Key Points

• Barclays lowered its Compass price target from $16 to $14 but kept an “Overweight” rating; the new target implies 41.34% upside from the cited share price.
• Analyst sentiment remains broadly positive: Compass has a “Moderate Buy” consensus rating and a consensus price target of $13.07, though several firms have recently cut their targets.
• Compass reported quarterly EPS of $0.07, beating the $0.04 estimate, on revenue of $3.9 billion, in line with expectations. Shares rose 7.4% on Friday to $9.90.

Compass (NYSE:COMP - Get Free Report) had its price target cut by equities researchers at Barclays from $16.00 to $14.00 in a note issued to investors on Friday, Benzinga reports. The brokerage presently has an "overweight" rating on the stock. Barclays's target price indicates a potential upside of 41.34% from the stock's current price.

Several other analysts have also issued reports on COMP. Deutsche Bank Aktiengesellschaft restated a "buy" rating and issued a $15.00 price objective on shares of Compass in a report on Wednesday, August 5th. Needham & Company LLC lowered their target price on shares of Compass from $17.00 to $12.00 and set a "buy" rating for the company in a research note on Friday, October 16th. BTIG Research dropped their price target on shares of Compass from $15.00 to $13.00 and set a "buy" rating for the company in a research report on Friday. Zacks Research downgraded shares of Compass from a "strong-buy" rating to a "hold" rating in a research note on Thursday, August 6th. Finally, Weiss Ratings lowered shares of Compass from a "hold (c)" rating to a "hold (c-)" rating in a report on Thursday, October 29th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and five have given a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $13.07.

Compass Trading Up 7.4%

NYSE:COMP traded up $0.69 on Friday, reaching $9.90. The company's stock had a trading volume of 6,806,490 shares, compared to its average volume of 15,863,536. Compass has a 12-month low of $6.37 and a 12-month high of $13.95. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 1.05. The firm has a market cap of $7.50 billion, a price-to-earnings ratio of 165.25 and a beta of 2.39. The stock has a 50 day moving average price of $9.75 and a 200 day moving average price of $9.90.

Compass (NYSE:COMP - Get Free Report) last announced its quarterly earnings results on Thursday, November 5th. The company reported $0.07 EPS for the quarter, beating the consensus estimate of $0.04 by $0.03. The business had revenue of $3.90 billion for the quarter, compared to analyst estimates of $3.90 billion. Compass had a return on equity of 3.62% and a net margin of 0.63%. On average, equities analysts anticipate that Compass will post 0.18 EPS for the current fiscal year.

Hedge Funds Weigh In On Compass

Several institutional investors have recently bought and sold shares of the company. Fund 1 Investments LLC purchased a new position in Compass in the 2nd quarter valued at approximately $2,837,000. Readystate Asset Management LP purchased a new stake in shares of Compass during the second quarter worth $20,237,000. Irenic Capital Management LP purchased a new stake in shares of Compass during the second quarter worth $22,156,000. Steamboat Capital Partners LLC acquired a new stake in shares of Compass in the second quarter valued at $17,069,000. Finally, Squarepoint Ops LLC acquired a new stake in shares of Compass in the second quarter valued at $10,232,000. 67.05% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Compass

Here are the key news stories impacting Compass this week:

• Positive Sentiment: Compass reported record Q3 revenue of $3.9 billion, up 12% year over year, and $62 million in GAAP net income. Adjusted EBITDA was $306 million, operating cash flow reached $248 million, and cash rose to $841 million. EPS of $0.07 beat the $0.04 estimate cited by MarketBeat; the company said results were records despite fewer housing transactions year over year. Compass Q3 results
• Neutral Sentiment: BTIG Research cut its price target from $15 to $13 but maintained a Buy rating. The lower target tempers the positive recommendation and signals a more cautious valuation outlook. BTIG Research rating information
• Neutral Sentiment: A report says Compass is expanding its private-listing business while weighing participation in Open Real Estate; the article does not specify the likely financial impact. Compass private listings and Open Real Estate
• Negative Sentiment: Several law firms publicized a pending securities class action involving claims about disclosures and offering materials tied to Compass’s January 2026 acquisition of Anywhere Real Estate. The allegations are not proven, but the litigation creates legal and reputational uncertainty. Class-action notice

Compass Company Profile

Compass, Inc is a technology-enabled residential real estate brokerage company that operates in the United States. The company provides services designed to help clients buy, sell, and rent homes, while supporting real estate agents with digital tools and brokerage services.

Its platform includes property search and marketing capabilities, customer relationship management tools, transaction management, and other technologies intended to streamline the real estate process. Compass works with independent agents and brokerage teams, who serve clients across a range of residential markets and property types.

Compass was founded in 2012 by Ori Allon and Robert Reffkin.

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