Compass Inc. saw its stock price increase by 10.53%, reaching a 52-week high. This surge is attributed to the company's announcement of a $750 million convertible notes offering, which will be used to support its merger with Anywhere Real Estate, indicating strong confidence in future growth.
The offering is expected to optimize Compass's capital structure and alleviate financial burdens associated with the merger. The convertible notes will be senior unsecured obligations, and the company anticipates that market conditions during the offering may influence its stock price, reflecting investor expectations for the company's future performance. This positive movement aligns with broader market strength, as the Nasdaq-100 rose 0.37% and the S&P 500 gained 0.10%.
Overall, the convertible notes offering not only supports the merger but also enhances investor confidence in Compass's strategic direction, potentially leading to increased market share and improved financial stability.
Wall Street analysts forecast COMP stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for COMP is 11.25 USD with a low forecast of 8.00 USD and a high forecast of 13.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
Wall Street analysts forecast COMP stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for COMP is 11.25 USD with a low forecast of 8.00 USD and a high forecast of 13.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 13.050
Low
8.00
Averages
11.25
High
13.00
Current: 13.050
Low
8.00
Averages
11.25
High
13.00
Goldman Sachs
Neutral
initiated
$14
2026-01-27
New
Reason
Goldman Sachs
Price Target
$14
AI Analysis
2026-01-27
New
initiated
Neutral
Reason
Goldman Sachs reinstated coverage of Compass with a Neutral rating and $14 price target, which implies 5% upside, following the Anywhere Real Estate acquisition. The firm sees limited visibility for Compass, saying the housing recovery facing ongoing affordability challenges. The company has growing exposure to non-premium segments of the housing market through its merger with Anywhere, which could make it more challenging for the new Compass to achieve its historical pace of market share gains, the analyst tells investors in a research note.
JPMorgan
initiated
$15
2026-01-26
New
Reason
JPMorgan
Price Target
$15
2026-01-26
New
initiated
Reason
JPMorgan initiated coverage of Compass with an Overweight rating and $15 price target. The firm says the company's "transformational" acquisitions, "unified" technology platform, and accelerating margin inflection position it as the premier consolidator in U.S. residential real estate. The Anywhere merger unlocks $300M in targeted synergies, recurring high-margin revenue, and a clear path to deleveraging, the analyst tells investors in a research note.
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Deutsche Bank
Hold
to
Buy
upgrade
$9 -> $16
2026-01-20
Reason
Deutsche Bank
Price Target
$9 -> $16
2026-01-20
upgrade
Hold
to
Buy
Reason
As previously reported, Deutsche Bank upgraded Compass to Buy from Hold with a price target of $16, up from $9. Lower interest rates should benefit all companies in the internet group, but is more positive for Zillow Group and Compass, the analyst tells investors in a research note. Deutsche upgraded Compass as part of its 2026 outlook for the sector.
Deutsche Bank
Hold
to
Buy
upgrade
$9 -> $16
2026-01-20
Reason
Deutsche Bank
Price Target
$9 -> $16
2026-01-20
upgrade
Hold
to
Buy
Reason
Deutsche Bank upgraded Compass to Buy from Hold with a price target of $16, up from $9.
About COMP
Compass, Inc. provides an end-to-end platform that empowers its residential real estate agents to deliver service to seller and buyer clients. Its platform includes an integrated suite of cloud-based software for customer relationship management, marketing, client service, brokerage services and other critical functionalities, all custom-built for the real estate industry. Its platform also uses proprietary data, analytics, artificial intelligence, and machine learning to simplify the workflows of agents and deliver recommendations and outcomes for both agents and their clients. It also provides integrated services, such as title and escrow and mortgage, both of which are available on its platform. Its Glide tools, which include completion of various real estate forms and offer preparation and eSignature and collaboration capabilities, are offered to non-Compass agents and their clients. Business Tracker provides agents with a centralized view of their entire business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
