Compass

COMP · NYSE

$9.75−$0.22 (−2.21%)TodayMarket closed · Oct 23, 7:30 PM ET

No price history for this range.

COMP analyst rating

BuyConsensus of 13 analysts over the last 12 months. 77% rate it a buy.

Strong buy0
Buy10
Hold3
Underperform0
Sell0

12-month price target · 15 analysts

Average $14.45 (+48.2% upside)

Low: $10.10
Now: $9.75
High: $17.85

Upgrades and downgrades

The latest rating actions, newest first

COMP analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Zelman & Assoc	Oct 21, 2026	Upgrade	Neutral → Outperform	—	—
Needham	Oct 16, 2026	Maintains	Buy	$17.00 → $12.00	48%
Citizens	Oct 14, 2026	Initiates	Market Outperform	$11.00	27%
Wells Fargo	Oct 12, 2026	Maintains	Equal-Weight	$13.00 → $10.00	35%
Zelman & Assoc	Aug 6, 2026	Downgrade	Outperform → Neutral	$13.50	—
Goldman Sachs	Aug 5, 2026	Maintains	Neutral	$10.50 → $12.00	68%
Oppenheimer	Aug 5, 2026	Maintains	Outperform	$15.00 → $18.00	62%
Wells Fargo	Aug 5, 2026	Maintains	Equal-Weight	$12.00 → $13.00	35%
Barclays	Aug 5, 2026	Maintains	Overweight	$15.00 → $16.00	51%
UBS	Jul 31, 2026	Maintains	Buy	$12.00 → $17.00	59%

The case for and against

Updated May 12, 2026

Bull case

Compass is a leading residential real estate brokerage with a strong track record of growth, driven primarily by its focus on increasing agent count and expanding its agent footprint. Despite ongoing debates and challenges, such as the acquisition of HOUS and the court battle with ZG, the company remains confident in its ability to continue delivering exceptional service and achieving high levels of growth. The company's successful track record, coupled with its strong financial metrics and potential for future earnings, make it a compelling investment opportunity.

Bear case

Compass is facing a court battle over their Private Exclusives feature, leading to stagnation in listings and potential legal trouble. Despite adding agents and acquiring Christie's, organic growth in agents is only around 7% and reaching GTV consensus (+18%) would require a significant contribution from Christie's. This, along with stagnant agent productivity, suggests limited potential for high growth in the upcoming quarter and a potential drag on COMP's overall growth trajectory.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.