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-stakes binary bet on the psychedelic frontier, trading on regulatory anticipation rather than current revenue.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
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Price · last 12 months
Gossip
The narrative is dominated by the 'psychedelic renaissance' and the race for FDA approval of COMP360. Investors are currently weighing the impact of Lykos Therapeutics' recent FDA rejection, which has cast a shadow over the entire sector's regulatory path.
- ·FDA breakthrough therapy designation for COMP360
- ·Anticipation of Phase 3 COMP005/006 data readouts
- ·Concerns over institutional adoption of psychedelic-assisted therapy
Financial
CMPS is a pre-revenue clinical-stage biotech with a significant cash burn. Their balance sheet is bolstered by a 2023 private placement, providing a runway into late 2025, but dilution remains a constant threat until commercialization.
- ·Cash and equivalents: ~$260M (Q2 2024)
- ·Net Loss: ~$30M-40M per quarter
- ·Revenue: $0 (Clinical stage)
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
- ·Regulatory rejection of psilocybin-based treatments
- ·High cash burn requiring further dilutive financing
- ·Scalability challenges of supervised clinical administration models
Peer temperature
How direct competitors stack up against CMPS right now.
- COLDATAIATAI Life Sciences
COLDER — higher fragmentation across many early-stage programs compared to CMPS's focused Phase 3 lead asset.
See full analysis → - NEUTRALCYBNCybin Inc.
NEUTRAL — trading at a lower valuation with promising deuterated analogs, but further behind in the clinical pipeline.
See full analysis → - HOTGHRSGH Research
HOTTER — focused on ultra-fast-acting 5-MeO-DMT which could offer better clinic throughput and margins than CMPS.
See full analysis →
- CMPS-7.0%
- ATAI—
- CYBN—
- GHRS-11.2%
Analyst price target
Consensus average of 15 analysts · median 21.00
Source: StockAnalysis.com · updated 2026-09-21
AI-generated analysis for informational purposes only. Not financial advice.