Compass Loses Bid to Block Zillow's Listing Ban Policy

Written by Emily J. Thompson, Senior Investment Analyst

Source: seekingalpha

Updated: 2d ago

0mins

COMP+1.91%

Z+1.78%

Should l Buy COMP?

Source: seekingalpha

Legal Proceedings Update: Compass's request to temporarily block a portion of Zillow's listing ban policy was denied by US District Judge Jeannette Vargas, indicating challenges in its legal fight against the antitrust lawsuit.
Market Competition Strategy: Compass aims to build a private listings network that encourages sellers to market properties through its agents before posting them on public platforms, a strategy designed to enhance its competitive position and reduce reliance on Zillow.
Antitrust Lawsuit Context: In June 2025, Compass sued Zillow, alleging that it and its allies are illegally steering all US home listings to Zillow's platform to protect its monopoly and profit from each listing, highlighting fierce competition within the industry.
Zillow's Market Position: Despite Compass's failed request, Zillow can continue to block certain listings while the antitrust lawsuit proceeds, indicating that its dominant market position remains intact, which may exert ongoing pressure on Compass's business.

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Analyst Views on COMP

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

6 Buy

1 Hold

0 Sell

Strong Buy

Current: 12.040

Low

8.00

Averages

11.25

High

13.00

Current: 12.040

Low

8.00

Averages

11.25

High

13.00

Goldman Sachs

Neutral

initiated

$14

2026-01-27

Reason

Goldman Sachs

Price Target

$14

AI Analysis

2026-01-27

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

Reason

JPMorgan

Price Target

$15

2026-01-26

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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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.

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Compass Antitrust Lawsuit Against Zillow Progresses

2 days agostocktwits

Antitrust Lawsuit Background: Compass alleges that Zillow employs 'anticompetitive tactics' to ban listings not posted to local MLS within 24 hours, affecting 1,202 listings, of which 1,137 belong to Compass, indicating Zillow's market control.
Policy Enforcement: Under Zillow's Listing Access Standards (LAS), the company removed 48 listings in 2025, with 43 being from Compass, directly impacting Compass's market engagement and brand value, leading to reluctance among agents and home sellers to collaborate with Compass.
Judge's Ruling Impact: U.S. District Judge Jeanette Vargas denied Compass's request to temporarily block Zillow's policy, stating that Zillow's policies do not preclude meaningful new entrants, and despite Zillow's potential 50%-66% market share, Compass failed to provide sufficient evidence of Zillow's monopoly power.
Market Reaction: Following the judge's ruling, Zillow's shares rose nearly 4% in midday trading on Friday, while Compass's stock showed weakness, reflecting increased market confidence in Zillow and a bearish sentiment towards Compass.