CMPS stock sentiment todayCompass Pathways PLC
Sentiment verdict
Gossip first, financials second — NEUTRAL at 65% confidence.
Last updated · cached analysis, refreshes periodically
CMPS
Compass Pathways PLCA high-conviction bet on the psychedelic renaissance currently in a 'wait-and-see' mode ahead of pivotal Phase 3 data.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for CMPS. Not financial advice.
Price · last 12 months
Gossip
Market chatter is dominated by the 'psychedelic binary'—investors are weighing the massive Total Addressable Market (TAM) for Treatment-Resistant Depression (TRD) against recent FDA setbacks for competitors like Lykos Therapeutics. There is cautious optimism that Compass's standardized COMP360 synthetic psilocybin will face a smoother regulatory path than MDMA.
- ·Anticipation of Phase 3 COMP005/006 data readouts
- ·Sector-wide volatility following FDA rejection of Lykos MDMA
- ·Speculation on DEA rescheduling of psilocybin
- ·Institutional interest in standardized mental health therapies
Financial
Typical pre-revenue biotech profile; significant cash burn is offset by a decent runway following recent capital raises. Valuation is purely speculative based on future cash flows from COMP360.
- ·Cash runway into late 2025/early 2026
- ·Net loss of ~$30M-40M per quarter
- ·Market cap ~ $900M (fluctuating)
- ·Zero debt load but high dilution risk
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Hollow — insiders are stepping back and the register is short-horizon.
- ·No open-market insider trades in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Clinical trial failure or underwhelming efficacy in Phase 3
- ·Stringent FDA 'Risk Evaluation and Mitigation Strategy' (REMS) requirements
- ·Significant capital infusion/dilution needed before commercialization
- ·Insurance reimbursement hurdles for therapy-assisted protocols
Peer temperature
How direct competitors stack up against CMPS right now.
- COLDATAIATAI Life Sciences
COLDER — higher diversification but lacks the singular advanced-stage lead asset focus that CMPS possesses.
See full analysis → - HOTCYBNCybin Inc.See full analysis →
- NEUTRALGHRSGH Research
NEUTRAL — focus on 5-MeO-DMT offers faster onset, but trails CMPS in the maturity of the regulatory dialogue.
See full analysis →
- CMPS-2.3%
- ATAI+2.4%
- CYBN—
- GHRS-3.1%
Analyst price target
Consensus average of 15 analysts · median 21.00
Source: StockAnalysis.com · updated 2026-09-01
AI-generated analysis for informational purposes only. Not financial advice.