Held by
1
portfolio on TandT
Bookmarked by
0
users
Avg position size
0.0%
of holders' portfolios
13F filers
1
institution
Market cap
$8.6B
747M shares
52-week range
$6.37 – $13.96
66% from low
Sector
REAL ESTATE AGENTS & MANAGERS (FOR OTHERS)
Exchange
NYSE
CS
Compass Inc provides an end-to-end platform that empowers residential real estate agents to deliver exceptional service to seller and buyer clients. The platform includes an integrated suite of cloud-based software for customer relationship management, marketing, client service and other critical functionality, all custom-built for the real estate industry and enabling core brokerage services. Business operations are conducted in the United States and earn revenue domestically.
www.compass.com| Trader / Portfolio | Conviction |
|---|---|
| Robinhood — CryptoLiam | — |
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 4,184,242 | $30.6M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $13.9B | +100.8% | $0.17 | $-0.40–$0.60 | 68.4× | 4 |
| 2027 | $15.2B | +8.7% | $0.34 | $-0.08–$0.78 | 33.6× | 4 |
| 2028 | $16.2B | +6.9% | $0.61 | $0.43–$0.92 | 18.7× | 6 |
| 2029 | $17.4B | +7.2% | $0.74 | $0.72–$0.78 | 15.4× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-05 | $-0.17 | $0.03 | +117.6% |
| 2026-02-26 | $-0.06 | $-0.07 | -16.7% |
| 2025-11-04 | $-0.02 | $-0.01 | +50.0% |
| 2025-07-30 | $0.07 | $0.07 | +0.0% |
| 2025-05-08 | $-0.06 | $-0.05 | +16.7% |
| 2025-02-18 | $-0.09 | $-0.08 | +11.1% |
| 2024-10-30 | $-0.00 | $-0.00 | -100.0% |
| 2024-07-31 | $0.02 |
| $0.04 |
| +64.7% |
| $6.4B |
| — |
| OSOneStream, Inc. Class A Common Stock | $24.00 | +0.00% | $2.4B | — |
| VERXVertex, Inc. | $12.60 | -5.41% | $2.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
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Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding COMP.
$COMP is seeing some serious action today Noticed a sweep of about 5,288 Feb 2027 $7 puts at $0.60 on InsiderFinance That’s a big downside hedge with zero prior open interest and around 11 times the usual put volume COMP's up about 5.8% over the past week but took a 3.3% hit today This pullback and the new put activity suggest we might see some mean reversion instead of continuation With earnings next week and positive AI merger news, the narrative is still constructive But those puts are priced at 83% implied vol so if you're trading, consider spreads or collars to manage risk Feels like a time to be cautious
View on StockTwits ↗@Xander1989 I’m guess your a newbie at crypto since your in Shib…. Go buy some $PRO and $COMP and $HBAR.X and thank me later mate
View on StockTwits ↗ServiceNow shares initially rose after the company reported stronger-than-expected earnings and highlighted accelerating AI adoption, with its AI annual contract value surpassing $1 billion. The results reinforced investor confidence that ServiceNow is benefiting from growing enterprise demand for AI-powered workflow automation and software solutions. However, the stock later reversed course as investors focused on a new competitive threat from OpenAI. The launch of OpenAI Presence reignited concerns that advanced AI platforms could disrupt parts of the enterprise-software industry by offering capabilities that overlap with traditional software vendors. The reaction suggests that, despite strong execution and growing AI momentum, investors remain cautious about how rapidly generative AI could reshape the competitive landscape for enterprise applications. $NOW $SPX $COMP $IGV
View on StockTwits ↗$REI and $BATL 👈 these oil stocks are about to 2-5x as Iran war continues to expand around strait of Hormuz and Bab Al-Madeb strait. Let’s go oil bulls, oil is very very green today😀 $RKT $OPEN $COMP
View on StockTwits ↗$VG $NEXT $NVDA $COMP $PLTR Here we come $20 Earnings blown out of the water
View on StockTwits ↗For $LRHC, acquisition-driven revenue growth is only valuable if acquired offices retain agents, integrate systems and improve contribution margins. Revenue alone does not prove value creation. $EXPI $RMAX $COMP
View on StockTwits ↗Real estate brokerage has thin margins. The $LRHC opportunity is vertical integration: capture multiple revenue streams from the same agent, transaction and customer relationship. $EXPI $COMP $Z |
View on StockTwits ↗$LRHC’ operating thesis is based on consolidating fragmented real estate services and increasing revenue per transaction through brokerage, title, mortgage and related services. $EXPI $COMP $RMAX
View on StockTwits ↗A real estate recovery would increase transaction volume across the sector. $LRHC offers higher operational sensitivity than mature platforms, but also higher execution and financing risk. $EXPI $COMP $RDFN
View on StockTwits ↗The $LRHC thesis requires more than acquiring revenue. Management must consolidate systems, reduce duplicated costs and improve contribution margins across the acquired brokerages. $EXPI $RMAX $COMP
View on StockTwits ↗$COMP $RKT Rocket's share price makes sense considering the continuing slow home sales market. $COMP's is a mystery. https://wolfstreet.com/2026/07/16/pending-home-sales-plunge-to-near-record-low-in-the-data-hit-low-in-the-west-since-then-mortgage-rates-rose-further/
View on StockTwits ↗$SRXH those investments into $UBER & $COMP are looking nice. $OPEN - we will get there.
View on StockTwits ↗$LRHC Bullish on overlooked small caps with execution potential. $LRHC belongs on the same watchlist as $EXPI $RDFN $COMP $OPEN.
View on StockTwits ↗I'm keeping an eye on $LRHC. Agent-first model, PropTech exposure, and room to scale. $EXPI $RDFN $RMAX $COMP
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.