CMPX

Compass Therapeutics, Inc.

Nasdaq · Biological Products, (No Diagnostic Substances) · Inc. DE · CIK 0001738021
$2.03 +1.00% $365.6M
High Impact Filing (7/10)22 New Institutional Positions5 Institutional Exits
Vol
Market Cap$365.6M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (90%)
Inst. Holders50 funds
Inst. Value$297.0M
Inst. Activity22 buys / 5 sells
Reddit Sentiment52° Neutral
SEC Reports5
Press Releases3
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001738021·Prev Close $2.01

Recent Activity

Jun 11, 2026 SEC
A mixed institutional cluster in CMPX for Q3 2024 shows 6 buyers accumulating $11.0M net (led by Blackstone adding $10.8
INST-CLUSTER — Impact 4/10
May 28, 2026 other
Compass Therapeutics to Participate in Upcoming June Investor Events
<p align="left">BOSTON, May 28, 2026 (GLOBE NEWSWIRE) -- Compass Therapeutics, Inc. (Nasdaq: CMPX)
May 5, 2026 SEC
Compass Therapeutics reported Q1 2026 net loss of $18.3M ($0.10/share), slightly better than the $0.10 consensus estimat
8-K — Impact 7/10
Apr 29, 2026 SEC
Compass Therapeutics filed a DEFA14A (additional definitive proxy soliciting materials) on April 29, 2026. The filing co
DEFA14A — Impact 4/10
Apr 29, 2026 Insider
Lerner Neil was granted 15,000 shares
Chief Accounting Officer @ $1.89 ($28.4K)
Apr 29, 2026 Insider
Anderman Jonathan was granted 25,000 shares
General Counsel @ $1.89 ($47.3K)
Feb 8, 2026 Insider
Schuetz Thomas J. surrendered for taxes 36,687 shares
CHIEF EXECUTIVE OFFICER @ $6.52 ($239.2K)
Inst.
ADAGE CAPITAL PARTNERS GP, — ADD
8,486,500 shares ($44.9M)

Price Targets

$8.82 +334.4% upside Strong Buy
Current $2.03 Low $4.00 Median $7.00 High $24.00 11 analysts
$4.00 $24.00

Analyst Ratings

Strong Buy90% buy · 20 analysts
8Strong Buy
10Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 28, 2026 Canaccord Genuity MAINTAIN Buy → Buy
Apr 28, 2026 Citizens REITERATE Market Outperform → Market Outperform
Apr 27, 2026 HC Wainwright & Co. REITERATE Buy → Buy
Apr 27, 2026 D. Boral Capital MAINTAIN Buy → Buy
Mar 24, 2026 Guggenheim REITERATE Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.11 ▼ -9.1% $-0.15 — $-0.09 22% YoY 11
Next Q $-0.11 ▲ +8.6% $-0.12 — $-0.08 -33% YoY 11
Current FY $-0.44 ▼ -2.1% $-0.59 — $-0.33 -4% YoY 11
Next FY $-0.46 ▼ -13.0% $-0.82 — $-0.13 -5% YoY 11

Top Institutional Holders

FundValueMove
ROYAL BANK OF CANADA
BlackRock, Inc.$50.3MADD
ADAGE CAPITAL PARTNERS GP,$44.9MADD
STATE STREET CORP$35.4MADD
VANGUARD CAPITAL MANAGEMENT LLC$31.9M

Recent Insider Trades

DateInsiderTypeValue
Apr 29, 2026Lerner NeilA$28.4K
Apr 29, 2026Anderman JonathanA$47.3K
Feb 8, 2026Schuetz ThomasF$239.2K

Reddit Sentiment

52°
Neutral
Bearish Neutral Bullish
23 mentions 7 bullish 6 bearish
50 institutional holders with $297.0M total value (56,140,327 shares) as of 2026-Q1. Top holders: ROYAL, BlackRock,, ADAGE. Net buying activity: 22 institutions added/increased vs 5 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1ROYAL BANK OF CANADA6$0.000.0%
2BlackRock, Inc.9,506,080$50.3M16.9%ADD +27.4%
3ADAGE CAPITAL PARTNERS GP, L.L.C.8,486,500$44.9M15.1%ADD +91.3%
4STATE STREET CORP6,694,976$35.4M11.9%ADD +36.9%
5VANGUARD CAPITAL MANAGEMENT LLC6,037,175$31.9M10.8%
6RTW INVESTMENTS, LP4,186,599$22.1M7.5%ADD +67.5%
7GOLDMAN SACHS GROUP INC1,995,394$10.6M3.6%
8Blackstone Inc.1,857,848$9.8M3.3%TRIM -69.7%
9FMR LLC1,801,721$9.5M3.2%TRIM -30.2%
10ROYCE & ASSOCIATES LP1,619,798$8.6M2.9%DOUBLED +466.4%
11AMERIPRISE FINANCIAL INC1,596,815$8.4M2.8%ADD +94.0%
12BALYASNY ASSET MANAGEMENT L.P.1,119,090$5.9M2.0%TRIM -29.8%
13VANGUARD PORTFOLIO MANAGEMENT LLC1,082,651$5.7M1.9%
14VANGUARD FIDUCIARY TRUST CO998,140$5.3M1.8%
15BANK OF AMERICA CORP /DE/865,613$4.6M1.5%DOUBLED +224.9%
16BARCLAYS PLC790,041$4.2M1.4%
17CITADEL ADVISORS LLC721,410$3.8M1.3%
18CITIGROUP INC598,238$3.2M1.1%
19Connor, Clark & Lunn Investment Management Ltd.497,818$2.6M0.9%DOUBLED +159.7%
20PRUDENTIAL FINANCIAL INC494,300$2.6M0.9%ADD +57.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
ADAGE CAPITAL PARTNERS GP, L.L.C.ADD4,436,5008,486,500+91.3%$44.9M2026-Q1
STATE STREET CORPADD4,890,5256,694,976+36.9%$35.4M2026-Q1
RTW INVESTMENTS, LPADD2,500,0004,186,599+67.5%$22.1M2026-Q1
Blackstone Inc.TRIM6,126,1821,857,848-69.7%$9.8M2026-Q1
FMR LLCTRIM2,579,7111,801,721-30.2%$9.5M2026-Q1
ROYCE & ASSOCIATES LPDOUBLED285,9881,619,798+466.4%$8.6M2026-Q1
AMERIPRISE FINANCIAL INCADD823,1741,596,815+94.0%$8.4M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM1,593,2751,119,090-29.8%$5.9M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED266,434865,613+224.9%$4.6M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED191,724497,818+159.7%$2.6M2026-Q1
PRUDENTIAL FINANCIAL INCADD314,750494,300+57.0%$2.6M2026-Q1
DIMENSIONAL FUND ADVISORS LPADD341,596439,784+28.7%$2.3M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCDOUBLED22,629375,320+1558.6%$2.0M2026-Q1
Rafferty Asset Management, LLCADD151,743195,867+29.1%$1.0M2026-Q1
Invesco Ltd.ADD63,901101,207+58.4%$535.4K2026-Q1
Legal & General Group PlcDOUBLED12,75375,103+488.9%$397.3K2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THEADD40,32567,466+67.3%$356.9K2026-Q1
GROUP ONE TRADING LLCDOUBLED5,24430,229+476.4%$159.9K2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD14,90025,100+68.5%$132.8K2026-Q1
Neuberger Berman Group LLCADD12,80716,353+27.7%$86.5K2026-Q1
M&T BANK CORPNEAR_EXIT764,22915,043-98.0%$79.6K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED41311,038+2572.6%$58.4K2026-Q1
Brevan Howard Capital Management LPNEAR_EXIT118,52810,200-91.4%$54.0K2026-Q1
Rockefeller Capital Management L.P.DOUBLED2,04210,182+398.6%$53.9K2026-Q1
CWM, LLCADD3,0594,317+41.1%$22.8K2026-Q1
3 unique insiders with 3 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 29, 2026Lerner NeilChief Accounting OfficerAWARD15,000$1.89$28.4K
Apr 29, 2026Anderman JonathanGeneral CounselAWARD25,000$1.89$47.3K
Feb 8, 2026Schuetz Thomas J.CHIEF EXECUTIVE OFFICERTAX W/H36,687$6.52$239.2K
Current analyst consensus: Strong Buy (90% buy). Based on 20 analysts: 8 strong buy, 10 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$8.82 mean target +334.4% upside Strong Buy (1.29)
$4.00 Low $24.00 High
MetricValue
Current Price$2.03
Target Low$4.00
Target Mean$8.82
Target Median$7.00
Target High$24.00
# Analysts11
RecommendationStrong Buy (1.29)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.11 $-0.15 $-0.09 22.1% -9.1% 0↑ 3↓ $-0.0B 0.0% 11
Next Q
2026-09-30
$-0.11 $-0.12 $-0.08 -33.0% +8.6% 0↑ 2↓ $0.0B 0.0% 11
Current FY
2026-12-31
$-0.44 $-0.59 $-0.33 -3.9% -2.1% 1↑ 2↓ $-0.0B 0.0% 11
Next FY
2027-12-31
$-0.46 $-0.82 $-0.13 -5.4% -13.0% 0↑ 6↓ $0.0B 1258.9% 11

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.109
7d ago$-0.109
30d ago$-0.100-0.009
60d ago$-0.096-0.013
90d ago$-0.088-0.021
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 28, 2026 Canaccord Genuity MAINTAIN Buy Buy
Apr 28, 2026 Citizens REITERATE Market Outperform Market Outperform
Apr 27, 2026 HC Wainwright & Co. REITERATE Buy Buy
Apr 27, 2026 D. Boral Capital MAINTAIN Buy Buy
Mar 24, 2026 Guggenheim REITERATE Buy Buy
Jan 6, 2026 D. Boral Capital MAINTAIN Buy Buy
Jan 5, 2026 William Blair INITIATE Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202681020090%
May 1, 202681120090%
Apr 1, 202691210095%
Mar 1, 202691110095%
Feb 1, 202691110095%
Jan 1, 202681110095%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

52°
Neutral
Bearish Neutral Bullish
23 mentions 7 bullish 6 bearish 21 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 1, 2026267° Warm202
Jun 1, 2026160° Warm101
May 25, 2026150° Neutral001
May 25, 2026150° Neutral001
May 24, 2026150° Neutral001
May 24, 2026150° Neutral001
May 24, 2026160° Warm101
May 24, 2026160° Warm101
May 21, 2026160° Warm101
May 21, 2026160° Warm101
May 21, 2026150° Neutral001
May 21, 2026150° Neutral001
May 21, 2026150° Neutral001
May 21, 2026150° Neutral001
May 6, 2026140° Cool011
May 6, 2026140° Cool011
May 1, 2026150° Neutral001
May 1, 2026150° Neutral001
Apr 29, 2026233° Cool022
Apr 27, 2026140° Cool011
Apr 27, 2026140° Cool011

Recent Reddit Threads

r/pennystocks Bullish 11d 21h ago
CMPX WILL FLY TOMORROW!
▲ 1 💬 1 ⚡ 0.1
r/pennystocks Bullish 11d 21h ago
CMPX WILL FLY TOMORROW
▲ 1 💬 1 ⚡ 0.2
r/pennystocks Neutral 18d 15h ago
CMPX TOMORROW
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 19d 19h ago
CMPX IS A STOCK TO WATCH!
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bullish 20d 8h ago
CMPX is A stock to watch!
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bullish 22d 14h ago
CMPX is a stock to watch!
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 22d 18h ago
CMPX!!!!!!!!!!
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Neutral 22d 21h ago
CMPX!!!!!!!
▲ 1 💬 0 ⚡ 0.5
r/options Neutral 1mo ago
Option Experts - Help! My analysis sucks and I don't know why (CMPX)
▲ 1 💬 1 ⚡ 0.5
r/investing Bearish 1mo ago
Thoughts on CMPX 65% drop
▲ 1 💬 0 ⚡ 0.5
r/stocks Bearish 1mo ago
Thoughts on CMPX 65% drop
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bearish 1mo ago
$CMPX Compass Therapeutics stock has crashed 63% while their drug IS WORKING
▲ 1 💬 1 ⚡ 0.5
May 28, 2026
other
Compass Therapeutics to Participate in Upcoming June Investor Events
<p align="left">BOSTON, May 28, 2026 (GLOBE NEWSWIRE) -- Compass Therapeutics, Inc. (Nasdaq: CMPX), a clinical-stage, oncology-focused biopharmaceut
May 21, 2026
fda
Compass Therapeutics to Present Promising Phase 1 Clinical Data for CTX-8371 in Patients with Advanced Malignancies Treated in the Post-Checkpoint Inhibitor Setting at the 2026 ASCO Annual Meeting
<p>BOSTON, May 21, 2026 (GLOBE NEWSWIRE) -- Compass Therapeutics, Inc. (Nasdaq: CMPX), a clinical-stage, oncology-focused biopharmaceutical company
May 17, 2026
Clinical Trial
A Study of CTX-009 in Adult Patients With Metastatic Colorectal Cancer
Phase Phase 2 — COMPLETED
May 13, 2026
earnings_calendar
CMPX Q1 2026 Earnings Scheduled — 2026-05-13
May 12, 2026
other
Compass Therapeutics to Participate in Upcoming May Investor Events
<p>BOSTON, May 12, 2026 (GLOBE NEWSWIRE) -- Compass Therapeutics, Inc. (Nasdaq: CMPX), a clinical-stage, oncology-focused biopharmaceutical company
May 8, 2026
short_interest
FTD: CMPX — 1,450,764 shares ($2.6M) failed to deliver
Settlement: 20260508, Price: $1.81, FTD Value: $2,625,882.84, COMPASS THERAPEUTICS INC COM
May 6, 2026
earnings_calendar
CMPX Q1 2026 Earnings Scheduled — 2026-05-06
May 5, 2026
earnings
Compass Therapeutics Reports 2026 First Quarter Financial Results and Provides Corporate Update
<p>BOSTON, May 05, 2026 (GLOBE NEWSWIRE) -- Compass Therapeutics, Inc. (Nasdaq: CMPX), a clinical-stage, oncology-focused biopharmaceutical company
Apr 30, 2026
Clinical Trial
A Study of CTX-009 in Combination With Paclitaxel in Adult Patients With Unresectable Advanced, Metastatic or Recurrent Biliary Tract Cancers (COMPANION-002)
Phase Phase 3 — COMPLETED
Apr 27, 2026
fda
Tovecimig Demonstrates Statistically Significant Benefit in COMPANION-002 Randomized Phase 2/3 Study in Patients with Biliary Tract Cancer
Tovecimig Demonstrates Significant Benefit in Randomized Phase 2/3 Study in Patients with Biliary Tract Cancer
Apr 24, 2026
fda
Compass Therapeutics to Announce Topline Secondary Endpoints from the Phase 2/3 COMPANION-002 Study of Tovecimig in Patients with Biliary Tract Cancer
<p>BOSTON, April 24, 2026 (GLOBE NEWSWIRE) -- Compass Therapeutics, Inc. (Nasdaq: CMPX), a clinical-stage, oncology-focused biopharmaceutical compan
Apr 24, 2026
short_volume
Short Volume: CMPX — 73.2% short (1.1M / 1.5M)
Short: 1,109,621 | Exempt: 8,914 | TRF Vol: 1,515,014 | Short Ratio: 73.2% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: CMPX — 74.5% short (0.5M / 0.6M)
Short: 482,068 | Exempt: 0 | TRF Vol: 647,359 | Short Ratio: 74.5% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_volume
Short Volume: CMPX — 61.7% short (0.7M / 1.1M)
Short: 699,402 | Exempt: 5,680 | TRF Vol: 1,132,882 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_interest
FTD: CMPX — 99,932 shares ($0.6M) failed to deliver
Settlement: 20260420, Price: $6.00, FTD Value: $599,592, COMPASS THERAPEUTICS INC COM
Apr 20, 2026
short_volume
Short Volume: CMPX — 62.0% short (0.8M / 1.4M)
Short: 840,535 | Exempt: 59,522 | TRF Vol: 1,354,910 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_interest
FTD: CMPX — 93,631 shares ($0.6M) failed to deliver
Settlement: 20260417, Price: $6.53, FTD Value: $611,410.43, COMPASS THERAPEUTICS INC COM