The acquisition will create a real estate platform worth $10 billion in enterprise value.
Compass Group (CMPGY) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Compass is a market leader in real estate brokerage, showing strong growth and cost control despite a sluggish market. I expect the real estate market to improve as the Federal Reserve is likely to lower interest rates, which will benefit Compass. Compass has increased market share and agent count, demonstrating competitiveness and growth potential once the market recovers.
Compass Therapeutics' pipeline shows promise, especially with tovecimig's positive phase 2 results in biliary tract cancers and upcoming basket study plans. CTX-8371's early signals in NSCLC and TNBC support dose expansion, with detailed phase 1 data expected in Q4 2025. Preclinical candidate CTX-10726 demonstrates potential superiority to competitors, with an IND submission targeted for Q4 2025.
Compass' market share leaped to 6.09% in its most recent quarter, representing 96 bps of y/y expansion. The company achieved >20% growth in revenue, transactions, and transaction value, while the broader real estate industry contracted by -0.9%. The company is leveraging technology, M&A, and higher attach rates on post-sale services to drive both top-line and EBITDA growth.
Compass, Inc. (NYSE:COMP ) Q2 2025 Earnings Conference Call July 30, 2025 5:00 PM ET Company Participants Soham Jairaj Bhonsle - Head of IR Robert L. Reffkin - Founder, Chairman & CEO Kalani Reelitz - CFO Conference Call Participants Bernard Jerome McTernan - Needham & Company, LLC Jason Stuart Helfstein - Oppenheimer & Co. Inc. Nick McAndrew - Zelman & Associates LLC Alec Reid Brondolo - Wells Fargo Securities, LLC Christopher Louis Kuntarich - UBS Investment Bank Michael Ng - Goldman Sachs Group, Inc. Elizabeth Ann Langan - Barclays Bank PLC Operator Ladies and gentlemen, thank you for joining us, and welcome to the Compass Second Quarter 2025 Earnings Call.
Compass, Inc. (COMP) came out with quarterly earnings of $0.07 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.04 per share a year ago.
Compass (COMP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Compass Group PLC (OTCPK:CMPGF) Q3 2025 Sales/Trading Update Conference Call July 22, 2025 4:00 AM ET Company Participants Dominic William Blakemore - Group CEO & Director Petros Parras - Group CFO & Director Conference Call Participants Andre Juillard - Deutsche Bank AG, Research Division Estelle Weingrod - JPMorgan Chase & Co, Research Division Ivar Billfalk-Kelly - UBS Investment Bank, Research Division Jaafar Mestari - BNP Paribas Exane, Research Division Jamie David William Rollo - Morgan Stanley, Research Division Leo Carrington - Citigroup Inc., Research Division Pravin Gondhale - Barclays Bank PLC, Research Division Simon LeChipre - Jefferies LLC, Research Division Simona Sarli - BofA Securities, Research Division Operator Welcome to the Compass Group's Third Quarter Trading Update Conference Call hosted by Dominic Blakemore, Group Chief Executive Officer. This call is being recorded.
Investors need to pay close attention to Compass stock based on the movements in the options market lately.
Robert Reffkin, Compass co-founder and CEO, joins CNBC's 'Squawk on the Street' to discuss the impact of New York City mayoral candidate Zohran Mamdani's primary win on real estate, solutions to the city's affordability crisis, and more.
I am moving Compass Pathways plc from Strong Buy to Hold after phase 3 COMP005 data, as results met endpoints but disappointed market expectations. Upcoming catalysts include 26-week COMP006 phase 3 data in 2H 2026 and ongoing PTSD and anorexia programs, but risks remain if future data underwhelms. The treatment resistant depression market in the 7 major markets is expected to reach $6.70 billion by 2035.