Market Cap
$1.8B
CMPS
COMPASS Pathways plc
$11.74 ▼ -1.76%
Prev close $11.95Market cap$1.8B
ConsensusStrong Buy
12-mo target$23.75 (+102.3%)
▲ Bullish
Analyst conviction 9/10
31 New Institutional Positions14 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on CMPS right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (92%)
Inst. Holders
50 funds
Inst. Value
$715.6M
Inst. Activity
31 buys / 14 sells
Social Sentiment
80° Bullish
SEC Reports
4
Price chart 30d -11.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 25, 2026 short_volume
Aug 10, 2026 SEC Short Volume: CMPS — 56.9% short (0.5M / 0.9M)
Short: 490,602 | Exempt: 16,657 | TRF Vol: 861,553 | Short Ratio: 56.9% | Off-exchange volume (dark
Former director Annalisa Jenkins filed a Form 144 notice of intent to sell 26,000 American Depositary Shares of COMPASS
144 — Impact 3/10
Compass Pathways reported Q2 2026 results with a net loss of $1.88 per share, a wider loss vs $0.41 in Q2 2025, driven b
8-K — Impact 5/10
Aug 3, 2026 Insider
Jul 7, 2026 SEC Nath Kabir surrendered for taxes 5,962 shares
Chief Executive Officer @ $11.25 ($67.1K)
Analysis based on filing metadata only — document content was unavailable. COMPASS Pathways filed an 8-K with items 7.01
8-K — Impact 3/10
Jun 30, 2026 Inst.
Point72 Asset Management, L.P. — NEW
2,620,878 shares ($37.1M)
Jun 30, 2026 Inst.
BANK OF AMERICA CORP — DOUBLED
2,019,348 shares ($28.6M)
May 27, 2026 Insider
Norton David Y was granted 21,110 shares
Director
Analyst ratings buy % +4.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
92% rate it Buy or better · 24 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 7, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Aug 6, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 6, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Jul 27, 2026 | Wells Fargo | INITIATE | Equal-Weight | 54% |
| Jul 8, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Jul 8, 2026 | Evercore ISI Group | UPGRADE | Outperform | 59% |
| Jul 8, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 7, 2026 | Morgan Stanley | REITERATE | Overweight | 55% |
| Jul 7, 2026 | Oppenheimer | REITERATE | Outperform | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 14 | 2 | 0 | 0 | 92% | |
| Aug 1, 2026 | 8 | 14 | 2 | 0 | 0 | 92% | |
| Jul 1, 2026 | 8 | 13 | 2 | 0 | 0 | 91% | |
| Jun 1, 2026 | 7 | 13 | 2 | 0 | 0 | 91% | |
| May 1, 2026 | 5 | 13 | 2 | 0 | 0 | 90% | |
| Apr 1, 2026 | 5 | 11 | 2 | 0 | 0 | 89% | |
| Mar 1, 2026 | 5 | 10 | 2 | 0 | 0 | 88% | |
| Feb 1, 2026 | 5 | 10 | 2 | 0 | 0 | 88% |
Price targets
Where 16 covering analysts think CMPS trades over the next 12 months.
$23.75 +102.3% upside Strong Buy
Current$11.74 Low$13.00 Median$21.00 High$65.00 16 analysts
$13.00$65.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
80°
Bullish
BearishNeutralBullish
Recent posts
Due Diligence on incredible undervalued Psilocybin Stock that is very similar to $CMPS
▲ 1 · 💬 0· ⚡ 0.5
Continuation From Yesterdays Post $CMPS 🍄
▲ 1 · 💬 6· ⚡ 0.5
$CMPS Next Stop $30
▲ 1 · 💬 8· ⚡ 0.5
Balls deep in the shrooms CMPS
▲ 1 · 💬 0· ⚡ 0.5
WSB's 2026 stock picks of performance YTD
▲ 1 · 💬 5· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 3 neutral · avg impact 4.0/10.
NEUTRAL1443/10
Former director Annalisa Jenkins filed a Form 144 notice of intent to sell 26,000 American Depositar
Aug 10, 2026
NEUTRAL8-K5/10
Compass Pathways reported Q2 2026 results with a net loss of $1.88 per share, a wider loss vs $0.41
Aug 5, 2026
NEUTRAL8-K3/10
Analysis based on filing metadata only — document content was unavailable. COMPASS Pathways filed an
Jul 7, 2026
BULLISHINST-CLUSTER5/10
Six major institutional investors — including Morgan Stanley, UBS, Two Sigma, and RenTech — signific
Jun 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 25, 2026
short_volume
Short Volume: CMPS — 56.9% short (0.5M / 0.9M)
Short: 490,602 | Exempt: 16,657 | TRF Vol: 861,553 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: CMPS — 62.8% short (1.1M / 1.7M)
Short: 1,072,529 | Exempt: 3,903 | TRF Vol: 1,708,871 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: CMPS — 61.9% short (1.0M / 1.7M)
Short: 1,038,273 | Exempt: 515 | TRF Vol: 1,678,446 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
short_volume
Short Volume: CMPS — 66.7% short (0.9M / 1.4M)
Short: 945,188 | Exempt: 1,530 | TRF Vol: 1,416,958 | Short Ratio: 66.7% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
short_volume
Short Volume: CMPS — 55.9% short (2.1M / 3.8M)
Short: 2,112,410 | Exempt: 9,269 | TRF Vol: 3,777,327 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.33 | $-0.41–$-0.25 | 14.0% | +13.2% | 0↑ 1↓ | $0.0B | 4 |
| Next Q | $-0.39 | $-0.55–$-0.26 | 36.1% | +20.1% | 0↑ 1↓ | $0.0B | 4 |
| Current FY | $-1.50 | $-2.28–$-1.07 | 14.9% | +18.9% | — | $0.0B | 4 |
| Next FY | $-1.43 | $-1.98–$-0.75 | 4.8% | +0.0% | 1↑ 0↓ | $0.0B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.330 | — |
| 7d ago | $-0.330 | — |
| 30d ago | $-0.380 | +0.050 |
| 60d ago | $-0.313 | -0.017 |
| 90d ago | $-0.345 | +0.015 |
Institutional ownership
Which big funds own CMPS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $715.6M total value (50,574,391 shares) as of 2026-Q2. Top holders: RTW, TWO, MARSHALL. Net buying activity: 31 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| RTW INVESTMENTS, LP | 10,700,974 | $151.4M | 21.2% | — |
| TWO SIGMA INVESTMENTS, LP | 4,470,485 | $63.3M | 8.8% | — |
| MARSHALL WACE, LLP | 4,328,682 | $61.3M | 8.6% | NEW |
| ARK Investment Management LLC | 3,451,965 | $48.8M | 6.8% | ADD +53.1% |
| Point72 Asset Management, L.P. | 2,620,878 | $37.1M | 5.2% | NEW |
| BANK OF AMERICA CORP /DE/ | 2,019,348 | $28.6M | 4.0% | DOUBLED +6145.7% |
| Caption Management, LLC | 1,946,600 | $27.5M | 3.8% | TRIM -53.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,897,900 | $26.9M | 3.8% | NEAR_EXIT -94.1% |
| UBS Group AG | 1,482,470 | $21.0M | 2.9% | — |
| RENAISSANCE TECHNOLOGIES LLC | 1,431,889 | $20.3M | 2.8% | ADD +65.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | NEW | — | 2,620,878 | — | $37.1M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 32,332 | 2,019,348 | +6145.7% | $28.6M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 865,354 | 1,431,889 | +65.5% | $20.3M |
| Candriam S.C.A. | NEW | — | 1,274,278 | — | $18.0M |
| Woodline Partners LP | DOUBLED | 175,439 | 1,086,004 | +519.0% | $15.4M |
| CITADEL ADVISORS LLC | DOUBLED | 269,489 | 1,004,880 | +272.9% | $14.2M |
| Jefferies Financial Group Inc. | TRIM | 1,467,362 | 994,393 | -32.2% | $14.1M |
| BlackRock, Inc. | ADD | 683,241 | 925,391 | +35.4% | $13.1M |
| Trexquant Investment LP | DOUBLED | 309,283 | 860,158 | +178.1% | $12.2M |
| MILLENNIUM MANAGEMENT LLC | NEAR_EXIT | 3,138,522 | 770,987 | -75.4% | $10.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 19 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | Nath Kabir | Chief Executive Officer | TAX W/H | 5,962 | $11.25 | $67.1K |
| May 27, 2026 | Norton David Y | Director | AWARD | 21,110 | — | — |
| May 27, 2026 | Tregoning Kathleen | Director | AWARD | 41,119 | — | — |
| May 27, 2026 | Riley Wayne Joseph | Director | AWARD | 21,110 | — | — |
| May 27, 2026 | McQuade Robert | Director | AWARD | 21,110 | — | — |
| May 27, 2026 | JONAS JEFFREY M | Director | AWARD | 21,110 | — | — |
| May 27, 2026 | Gover Justin D. | Director | AWARD | 21,110 | — | — |
| May 27, 2026 | SANTINI GINO | Director | AWARD | 30,158 | — | — |
| May 27, 2026 | Karydas Daphne | Director | AWARD | 21,110 | — | — |
| Mar 26, 2026 | Goodwin Guy | Chief Medical Officer | AWARD | 115,600 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CMPS.
Shares short
15,235,260
Settlement Sep 15, 2026
Change vs prior
+5.3%
Semi-monthly cycle
Days to cover
5.6
At avg daily volume
Of shares outstanding
≈11.0%
Estimate — not % of float
All CMPS filing & press-release reports (4)
- 144 reportAug 10, 2026
- 8-K reportAug 5, 2026
- 8-K reportJul 7, 2026
- INST-CLUSTER reportJun 11, 2026