UBS Raises Price Target on Compass, Inc. to $17, Maintains Buy Rating

Analyst cites investor focus on integration execution and cost synergies following Anywhere merger.

Published on Feb. 13, 2026

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UBS has raised its price target on Compass, Inc. (NYSE:COMP) to $17 from $12, while maintaining a Buy rating on the stock. The firm's analyst cited investor attention shifting to integration execution and cost synergy realization after Compass's completion of the Anywhere merger. JPMorgan also recently initiated coverage on Compass with an Overweight rating and $15 price target, describing the Anywhere merger as 'transformational' and pointing to Compass's unified technology platform and accelerating margin inflection.

Why it matters

The positive analyst sentiment and raised price targets on Compass suggest Wall Street sees significant upside potential for the real estate technology company following its transformative merger with Anywhere. The market is focused on Compass's ability to execute on integration and realize cost synergies, which could solidify its position as a leading consolidator in the U.S. residential real estate market.

The details

On February 9, 2026, UBS raised its price target on Compass, Inc. (NYSE:COMP) to $17 from $12 and kept a Buy rating. Analyst Stephen Ju said investor attention has shifted 'squarely to integration execution and cost synergy realization' following the completion of the Anywhere merger. Earlier, on January 26, 2026, JPMorgan initiated coverage on Compass, Inc. (NYSE:COMP) with an Overweight rating and a $15 price target, describing the Anywhere merger as 'transformational' and pointing to Compass's 'unified' technology platform and accelerating margin inflection as reasons it could emerge as a leading consolidator in U.S. residential real estate. JPMorgan said the Anywhere merger unlocks $300 million in targeted synergies, recurring high-margin revenue, and a clearer path to deleveraging.

  • On February 9, 2026, UBS raised its price target on Compass, Inc. (NYSE:COMP).
  • On January 26, 2026, JPMorgan initiated coverage on Compass, Inc. (NYSE:COMP).

The players

Compass, Inc.

A real estate brokerage company that provides services in the United States and operates technology platforms designed to support agents across marketing, client management, and transaction workflows.

UBS

A global financial services firm that raised its price target on Compass, Inc.

JPMorgan

A global financial services firm that initiated coverage on Compass, Inc. with an Overweight rating.

Stephen Ju

An analyst at UBS who cited investor focus on integration execution and cost synergy realization following Compass's Anywhere merger.

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What they’re saying

“Investor attention has shifted 'squarely to integration execution and cost synergy realization' following the completion of the Anywhere merger.”

— Stephen Ju, Analyst (UBS)

“Compass's acquisitions as 'transformational' and pointed to its 'unified' technology platform and accelerating margin inflection as reasons it could emerge as a leading consolidator in U.S. residential real estate.”

— JPMorgan (JPMorgan)

“The Anywhere merger unlocks $300 million in targeted synergies, recurring high-margin revenue, and a clearer path to deleveraging.”

— JPMorgan (JPMorgan)

The takeaway

The positive analyst sentiment and raised price targets on Compass suggest Wall Street sees significant upside potential for the real estate technology company following its transformative merger with Anywhere. The market is focused on Compass's ability to execute on integration and realize cost synergies, which could solidify its position as a leading consolidator in the U.S. residential real estate market.