Compass (COMP) Stock Forecast & Price Target

Compass Inc is positioned for significant growth, with an anticipated agent acquisition rate of approximately 20% through 2025, driven by its robust brand and technology platform. The company's prior investments have established a strong operational framework that is expected to sustain growth momentum even in the absence of new agent incentives. Furthermore, the successful completion of the HOUS transaction is projected to expand Compass's market share from about 6% to 18%, enhancing both its local market presence and national scale.

Compass Inc. faces downward pressure from a declining housing market, which is expected to negatively impact its revenue and critical operational metrics. Projections indicate that EBITDA profitability will remain low, with margins expected to reach only low to mid-single digits by 2025. Additionally, sustained high mortgage rates are anticipated to further hinder the U.S. housing market, posing a significant challenge to Compass's top-line growth and operational efficiency.