CMPX

Compass Therapeutics, Inc.

Nasdaq· Biological Products, (No Diagnostic Substances)· Inc. DE· CIK 0001738021 Biotech & Drug Discovery

$0.7470 −0.01 (−1.84%)

Oct 26 4:00 PM ET · prev $0.7610

Market cap

$137.0M

Micro cap

Consensus

Buy

81% Buy or better · 21 analysts

Median target

$6.00

+703% · range $1.00–12.00

Next earnings

Nov 11

in 15 days · EPS est. −$0.13

1 year

−81.8%

from $4.10 · Oct 28

30 days

−32.7%

from $1.11

52-week range

$0.7470–6.69

at the low

Avg volume 20D

5.41M

Oct 2 spike 20.75M

Short interest

41.84M

≈23.2% of shares · +3.7%

Days to cover

5.6

at average volume

Insider net

+$21.3K

1 buyer · 0 sellers · 12 mo

New fund stakes

Q2 2026 13F · 1 exit

SecBot read BULLISH 5 reports · 90 days

Balance 1 bearish · 4 bullish oldest → newest, height = score

Avg score

·High conf. 4/5 ·Next Earnings date, Nov 11, 2026

Strongest BULLISH Compass Therapeutics announced publication of positive Phase 2/3 COMPANION-002 results for tovecimig in…

All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

R Apr 27 Compass Therapeutics announced that tovecimig, in combination with p…
R Aug 6 Compass Therapeutics reported Q2 2026 results with a net loss of $0.…
R Aug 21 A strong institutional cluster in CMPX shows 15 buyers adding $37.2M…
R Sep 22 Compass Therapeutics disclosed that the FDA recommended conducting a…
A Sep 23 Wedbush downgrades
B Sep 24 to Oct 1 2 days of insider buys: $21.3K by 1 insider, avg $0.9444
E Oct 24 FDA: Compass Therapeutics Announces Publication of Phase 2/3 CO…
R Oct 24 Compass Therapeutics announced publication of positive Phase 2/3 COM…

Signal stack

Where each data set points today.

InsidersBULLISH

1 insider bought $21.3K at an average $0.9444. No open-market sales. Price is 21% below their cost.
InstitutionsBULLISH

Q2 2026: 32 added (0 new), 17 trimmed or exited.
AnalystsBULLISH

17 of 21 rate it Buy or better. Every target is above the price.
EstimatesFALLING

Current-quarter EPS estimate −$0.106 → −$0.126 over 90 days. 2 up, 0 down in 30 days.
Short sellersSTEADY

Short interest +3.7% to 41.84M shares. 5.6 days to cover, ≈23.2% of shares.
TrendDOWNTREND

53% below its 50-day average. New closing low $0.7470 on Oct 26.

Who's buying

13F· Q2 2026

new positions

exit

Fund	Move	Shares	Value
STATE STREET CORP	ADD	9,953,653	$21.8M
MILLENNIUM MANAGEMENT LLC	DOUBLED	4,713,247	$10.3M
VANGUARD PORTFOLIO MANAGEMENT LLC	DOUBLED	3,771,032	$8.3M
Qube Research & Technologies Ltd	ADD	3,687,489	$8.1M
CITADEL ADVISORS LLC	DOUBLED	3,570,674	$7.8M
GOLDMAN SACHS GROUP INC	ADD	3,531,000	$7.7M
FMR LLC	TRIM	1,212,196	$2.7M
ADAGE CAPITAL PARTNERS GP, L.L.C.	NEAR_EXIT	1,186,500	$2.6M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

21 analysts

Buy 81% rate it Buy or better

Strong Buy8Buy9Hold4Sell0Strong Sell0

12-month targets · 11 analysts

$0.7470 $1.00 $6.00 $12.00

Price is below the lowest target. Median implies +703%.Targets as of Oct 28, 2026.

Recent actions

Date	Firm	Action	Rating
Sep 23, 2026	Craig-Hallum MAINTAIN	MAINTAIN	Buy
Sep 23, 2026	Citizens MAINTAIN	MAINTAIN	Market Outperform
Sep 23, 2026	Guggenheim MAINTAIN	MAINTAIN	Buy
Sep 23, 2026	Wedbush DOWNGRADE	DOWNGRADE	Neutral
Sep 23, 2026	HC Wainwright & Co. MAINTAIN	MAINTAIN	Buy
Aug 7, 2026	Piper Sandler MAINTAIN	MAINTAIN	Overweight

Insider ledger

Form 4

$21.3K

bought · 1 insider

sold · 0 insiders

−20.9%

vs their $0.9444 cost

Date	Insider	Type	Value
Oct 1, 2026	Lerner Neil Chief Accounting Officer	BUY	$18.4K
Sep 24, 2026	Lerner Neil Chief Accounting Officer	BUY	$2.8K
Apr 29, 2026	Lerner Neil Chief Accounting Officer	AWARD	$28.4K
Apr 29, 2026	Anderman Jonathan General Counsel	AWARD	$47.3K
Feb 8, 2026	Schuetz Thomas J. CHIEF EXECUTIVE OFFICER	TAX W/H	$239.2K

Earnings setup

Estimates

Nov 11

reports in 15 days

−$0.13

EPS estimate, this quarter

−19%

estimate change, 90 days

2↑ 0↓

revisions, 30 days

Current-quarter EPS estimate

−$0.106

90d

−$0.128

60d

−$0.126

30d

−$0.126

Now

Period	EPS est.	Range	30D rev.	Revenue
Current Q	-$0.13	-$0.15–-$0.10	+0.0%	$0.00
Next Q	-$0.13	-$0.17–-$0.11	+0.0%	$0.00
Current FY	-$0.48	-$0.55–-$0.40	+0.0%	$0.00
Next FY	-$0.54	-$0.66–-$0.38	+0.0%	$6.5M

Short side

FINRA· Oct 15, 2026

41,844,192

shares short

+3.7%

vs prior settlement

5.6

days to cover

≈23.2%

of shares outstanding

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Oct 24, 2026 Press

Compass Therapeutics announced publication of positive Phase 2/3 COMPANION-002 results for tovecimig in advanced…

Impact 7/10

Oct 24, 2026 FDA

Compass Therapeutics Announces Publication of Phase 2/3 COMPANION-002 Results for Tovecimig in the Journal of Clinical Oncology and Oral Presentation at ESMO 2026

As published in the Journal of Clinical Oncology (JCO) and presented at ESMO, COMPANION-002 met its

Oct 1, 2026 Insider

Lerner Neil bought 20,000 shares

Chief Accounting Officer @ $0.9200 ($18.4K)

Sep 24, 2026 Insider

Lerner Neil bought 2,500 shares

Chief Accounting Officer @ $1.14 ($2.8K)

Sep 22, 2026 SEC

Compass Therapeutics disclosed that the FDA recommended conducting an additional trial demonstrating a survival…

8-K — Impact 7/10

Aug 21, 2026 SEC

A strong institutional cluster in CMPX shows 15 buyers adding $37.2M in positions (net +$9.2M) vs 5 sellers reducing…