Barclays Has Lowered Expectations for Compass (NYSE:COMP) Stock Price

Compass (NYSE:COMP) had its price objective reduced by equities researchers at Barclays from $16.00 to $14.00 in a note issued to investors on Friday, Benzinga reports. The firm presently has an “overweight” rating on the stock. Barclays‘s price target would indicate a potential upside of 41.34% from the stock’s current price.

Several other equities analysts have also commented on COMP. The Goldman Sachs Group increased their target price on Compass from $10.50 to $12.00 and gave the company a “neutral” rating in a report on Wednesday, August 5th. BTIG Research decreased their price target on Compass from $15.00 to $13.00 and set a “buy” rating for the company in a report on Friday. Oppenheimer lifted their price target on Compass from $15.00 to $18.00 and gave the stock an “outperform” rating in a report on Wednesday, August 5th. Citizens Jmp began coverage on Compass in a research report on Wednesday, October 14th. They set a “market outperform” rating and a $11.00 price objective for the company. Finally, Compass Point set a $11.00 price objective on Compass in a report on Wednesday, October 14th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $13.07.

Compass Stock Up 7.4%

Shares of COMP stock traded up $0.69 during trading hours on Friday, reaching $9.90. 6,806,490 shares of the stock were exchanged, compared to its average volume of 15,863,536. The business’s fifty day moving average is $9.75 and its two-hundred day moving average is $9.90. The firm has a market capitalization of $7.50 billion, a P/E ratio of 165.25 and a beta of 2.39. Compass has a 12-month low of $6.37 and a 12-month high of $13.95. The company has a debt-to-equity ratio of 1.05, a current ratio of 1.06 and a quick ratio of 1.06.

Compass (NYSE:COMP) last issued its quarterly earnings results on Thursday, November 5th. The company reported $0.07 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.04 by $0.03. Compass had a net margin of 0.63% and a return on equity of 3.62%. The company had revenue of $3.90 billion during the quarter, compared to the consensus estimate of $3.90 billion. As a group, research analysts expect that Compass will post 0.18 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of COMP. Wellington Management Group LLP purchased a new position in shares of Compass in the 2nd quarter valued at $41,838,000. Irenic Capital Management LP purchased a new stake in Compass in the second quarter valued at $22,156,000. Readystate Asset Management LP purchased a new stake in Compass in the second quarter valued at $20,237,000. Steamboat Capital Partners LLC acquired a new position in Compass in the second quarter valued at $17,069,000. Finally, Squarepoint Ops LLC acquired a new position in Compass in the second quarter valued at $10,232,000. 67.05% of the stock is owned by hedge funds and other institutional investors.

More Compass News

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.