Compass Group (CMPGY) remains a high-quality compounder, but current valuation leaves limited upside, justifying a 'Hold' rating. CMPGY delivered 9% H1 FY 2026 revenue growth and 12% EBIT growth, outpacing historical rates as international and M&A strategies drive expansion. Organic revenue is guided to ~7% for FY 2026, with EBIT expected to grow 11% and margins benefiting from scale and bolt-on acquisitions.
Compass Therapeutics NASDAQ: CMPX Chief Executive Officer Tom Schuetz said the company is preparing for a key U.S. Food and Drug Administration meeting on tovecimig, its DLL4/VEGF bispecific antibody, after a randomized study in advanced biliary tract cancer met its primary endpoint and a key secondary endpoint.
Compass' stock price plummeted Wednesday after news broke that the New York Attorney General's office was investigating the brokerage over antitrust concerns.
COMPASS Pathways (CMPS) is positioned to pioneer COMP360, the first psychedelic drug for treatment-resistant depression (TRD), with expected FDA approval later this year. COMP360 demonstrated primary endpoint success in Phase 3 trials, with potential for less frequent dosing and improved convenience over Spravato, the current TRD market leader. My fair value estimate for CMPS is $13.63 per share, probability-weighted for FDA approval, with upside to $18.65 if approved and downside to $6.96 if a CRL is issued.
Compass offers exposure to the undervalued housing sector and is now the largest U.S. real estate broker after acquiring Anywhere Real Estate. Despite a 20% YTD decline, COMP is outperforming the flat real estate market with mid/high single-digit sales growth and strong agent retention at 94%. Bundling title and escrow services, especially post-acquisition, is boosting revenue per transaction and expanding the company's addressable market.
Compass Pathways NASDAQ: CMPS executives said the company remains on track to target a fourth-quarter New Drug Application filing for COMP360, its synthetic psilocybin treatment candidate for treatment-resistant depression, while preparing commercially for a potentially accelerated regulatory timeline.
Compass Minerals plans to jump back into the lithium market by partnering with technology startup EnergyX to extract the battery metal from Utah's Great Salt Lake, a move that comes as prices rise for the critical mineral alongside a broader push to boost U.S. output.
Compass Pathways is nearing an inflection point, with solid Phase III data and government support pointing towards a likely FDA approval. CMPS is positioned to address the large, underserved treatment-resistant depression market, leveraging regulatory tailwinds and growing psychiatric support for psychedelics. COMP360's rapid onset and durability should see it become an important option for TRD patients.
Compass Pathways (NASDAQ:CMPS) shares rose 14% after it reported first quarter results that topped expectations and showed continued regulatory progress for its lead therapy COMP360 in treatment-resistant depression. For the quarter, Compass reported an adjusted loss of $0.30 per share, coming in ahead of analyst expectations of a loss per share of $0.43.
Compass Pathways NASDAQ: CMPS said it has begun a rolling New Drug Application submission for COMP360, its investigational psilocybin treatment for treatment-resistant depression, and is preparing for a potential launch by the end of the year if the therapy is approved.
Compass Group PLC (CMPGY) Q2 2026 Earnings Call Transcript
Compass Group LON: CPG raised its full-year profit outlook after reporting what management described as “another very strong half,” with operating profit up 12% and organic revenue growth a little above 7%.