Compass Rallies After Record Q2 Results and Higher Synergy Targets

Compass, Inc. (COMP) is up 8.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied mainly to a strong second-quarter earnings report released after the August 4, 2026 close. Investors likely responded to record adjusted EBITDA, better-than-guided revenue, and management’s decision to raise synergy targets tied to the Anywhere integration.

Details:

Compass reported record second-quarter 2026 results, with revenue of $4.31 billion, GAAP net income of $92 million, and adjusted EBITDA of $363 million.

Management said revenue and adjusted EBITDA both came in above the high end of its guidance range, suggesting stronger execution than the market had expected.

The company said it actioned its full Year 1 net cost synergy target of $300 million five months ahead of plan, then raised that target to $330 million and lifted its 2026 realized synergy target to $220 million.

Compass also highlighted stronger cash generation, with operating cash flow of $191 million and cash rising to $694 million, while guiding for third-quarter revenue of $3.85 billion to $4.05 billion and adjusted EBITDA of $275 million to $305 million.

Sources:

Compass Investor Relations, SEC, Yahoo Finance

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$COMP Insider Trading Activity

$COMP insiders have traded $COMP stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $COMP stock by insiders over the last 6 months:

ROBERT L. REFFKIN (Chairman and CEO) has made 0 purchases and 3 sales selling 46,912 shares for an estimated $473,741.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

EARLY ACCESS

Receive COMP Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

$COMP Hedge Fund Activity

We have seen 257 institutional investors add shares of $COMP stock to their portfolio, and 152 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC added 38,061,255 shares (+54.8%) to their portfolio in Q1 2026, for an estimated $278,227,774
CAPITAL INTERNATIONAL INVESTORS added 15,194,674 shares (+320.0%) to their portfolio in Q1 2026, for an estimated $111,073,066
PARSIFAL CAPITAL MANAGEMENT, LP added 11,918,302 shares (+inf%) to their portfolio in Q1 2026, for an estimated $87,122,787
BLACKROCK, INC. added 11,359,397 shares (+29.0%) to their portfolio in Q1 2026, for an estimated $83,037,192
CITADEL ADVISORS LLC added 9,099,267 shares (+573.8%) to their portfolio in Q1 2026, for an estimated $66,515,641
DIMENSIONAL FUND ADVISORS LP added 7,955,057 shares (+107.1%) to their portfolio in Q1 2026, for an estimated $58,151,466
MAVERICK CAPITAL LTD removed 7,464,810 shares (-59.1%) from their portfolio in Q1 2026, for an estimated $54,567,761

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$COMP Price Targets

Multiple analysts have issued price targets for $COMP recently. We have seen 5 analysts offer price targets for $COMP in the last 6 months, with a median target of $12.0.

Here are some recent targets:

Alec Brondolo from Wells Fargo set a target price of $12.0 on 07/07/2026
Brian Nowak from Morgan Stanley set a target price of $12.5 on 05/06/2026
Chris Kuntarich from UBS set a target price of $12.0 on 04/28/2026
Matthew Bouley from Barclays set a target price of $12.0 on 04/08/2026
Michael Rindos from Benchmark set a target price of $14.0 on 03/26/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.