Compass, Inc. (NYSE:COMP) Stock Rated “Moderate Buy” by Sell-Side Brokerages

Posted by Stanley Muller on Oct 24th, 2026

Shares of Compass, Inc. (NYSE:COMP – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the seventeen research firms that are covering the firm, Marketbeat Ratings reports. Five equities research analysts have rated the stock with a hold rating, eleven have issued a buy rating and one has issued a strong buy rating on the company. The average twelve-month price target among brokerages that have updated their coverage on the stock in the last year is $13.50.

COMP has been the topic of a number of research reports. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $15.00 target price on shares of Compass in a research note on Wednesday, August 5th. Oppenheimer increased their price target on Compass from $15.00 to $18.00 and gave the company an “outperform” rating in a report on Wednesday, August 5th. Citizens Jmp assumed coverage on Compass in a report on Wednesday, October 14th. They set a “market outperform” rating and a $11.00 target price on the stock. The Goldman Sachs Group boosted their price target on Compass from $10.50 to $12.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 5th. Finally, Wells Fargo & Company dropped their price objective on shares of Compass from $13.00 to $10.00 and set an “equal weight” rating on the stock in a research note on Monday, October 12th.

View Our Latest Research Report on Compass

Compass News Summary

Here are the key news stories impacting Compass this week:

Positive Sentiment: Compass is pursuing legal action against former ERA president Alex Vidal over his move to RE/MAX, seeking to enforce alleged non-compete obligations. A successful outcome could help protect Compass’s management and recruiting investments. Compass sues ex-ERA president Alex Vidal
Neutral Sentiment: A separate article about the Jeep Compass concerns Stellantis’ vehicle and is unrelated to Compass, Inc. (COMP), so it should not affect the stock.
Negative Sentiment: Six additional multiple-listing services sued Compass in federal court over its private-listing policies and cooperation rules. The coordinated litigation could raise legal expenses and create risks to Compass’s listing strategy, agent relationships and transaction volume. Six more MLS groups sue Compass
Negative Sentiment: Compass faces several securities class-action notices and lawsuits tied to its January 2026 stock-for-stock acquisition of Anywhere. The complaints allege that merger offering materials omitted or misstated information about antitrust compliance and communications with Department of Justice officials. Lead-plaintiff motions are generally due December 8, 2026, adding headline and potential financial risk. Compass investor class action announcement
Negative Sentiment: The growing number of MLS suits and investor-law-firm announcements reinforces concerns about prolonged litigation, possible damages and scrutiny of the Anywhere transaction. These risks are particularly significant because Compass trades at a high earnings multiple despite relatively thin profitability. Compass MLS legal fight

Insider Buying and Selling

In other news, CEO Robert Reffkin sold 23,456 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $11.70, for a total transaction of $274,435.20. Following the completion of the sale, the chief executive officer directly owned 7,757,748 shares in the company, valued at $90,765,651.60. This trade represents a 0.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 2.85% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of COMP. Brucke Financial Inc. bought a new position in shares of Compass in the third quarter worth $114,000. Sterling Capital Management LLC increased its stake in shares of Compass by 427.6% during the third quarter. Sterling Capital Management LLC now owns 22,636 shares of the company’s stock valued at $201,000 after acquiring an additional 18,346 shares during the period. Reyes Financial Architecture Inc. bought a new stake in Compass during the third quarter worth approximately $35,000. Pinnacle Associates Ltd. lifted its position in Compass by 32.6% in the third quarter. Pinnacle Associates Ltd. now owns 38,384 shares of the company’s stock worth $341,000 after purchasing an additional 9,442 shares during the period. Finally, Nisa Investment Advisors LLC increased its position in shares of Compass by 22.5% during the 3rd quarter. Nisa Investment Advisors LLC now owns 27,462 shares of the company’s stock valued at $244,000 after purchasing an additional 5,049 shares during the period. 67.05% of the stock is currently owned by institutional investors.

Compass Price Performance

COMP stock opened at $9.76 on Friday. The company has a market cap of $7.39 billion, a PE ratio of 162.58 and a beta of 2.32. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 1.05. The stock has a 50-day moving average price of $10.19 and a two-hundred day moving average price of $9.89. Compass has a 12-month low of $6.37 and a 12-month high of $13.95.

Compass (NYSE:COMP – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The company reported $0.11 EPS for the quarter, topping analysts’ consensus estimates of $0.08 by $0.03. Compass had a return on equity of 3.62% and a net margin of 0.63%. The company had revenue of $4.31 billion for the quarter, compared to the consensus estimate of $4.11 billion. As a group, research analysts predict that Compass will post 0.19 EPS for the current year.

About Compass

(Get Free Report)

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.