Compass Therapeutics, Inc. (CMPX)

In April 2025, the stock price was significantly impacted by a report on a failed drug trial and waning investor confidence, leading to a sharp decline. In August 2025, Compass Therapeutics announced the pricing of an upsized $120 million public offering and launched a public offering of common shares. Guggenheim increased its price objective for Compass Therapeutics from $10.00 to $12.00 and maintained a "buy" rating, and D. Boral Capital reiterated a "buy" rating and set a $32.00 target price. In September 2025, the company was added to the S&P Biotechnology Select Industry Index and participated in investor events. In October 2025, the stock reached a new 52-week high of $4.39, closing at $4.34. Analysts have provided mixed ratings, with a consensus of "Moderate Buy" and a target price of $13.10. The company reported a quarterly loss of ($0.14) EPS, slightly missing analysts' expectations. As of October 26, 2025, the stock price was $3.97, having risen 2.06% on October 24, 2025. Technical signals in late October 2025 indicated a bullish outlook in the mid-term, despite a recent downtrend from October 16, 2025.

As a clinical-stage biopharmaceutical company, Compass Therapeutics, Inc. does not currently have commercialized products or services subject to typical demand seasonality. Demand for its product candidates is driven by the progression and outcomes of clinical trials, regulatory approvals, and the medical need for new oncology treatments, rather than seasonal fluctuations.

Compass Therapeutics, Inc. is a clinical-stage biopharmaceutical company focused on oncology, developing proprietary antibody-based therapeutics to treat various human diseases, including solid tumors and hematological malignancies. The company operates within the Biotechnology & Medical Research sector and the Bio Therapeutic Drugs industry, leveraging its proprietary antibody discovery engine to identify optimal combinations for engaging the immune system. Key product candidates include CTX-009 (tovecimig), a bispecific antibody targeting DLL4 and VEGF-A; CTX-471, an agonistic IgG4 monoclonal antibody targeting CD137; CTX-8371, a bispecific antibody designed to inhibit PD-1 and PD-L1; CTX-10726, a bispecific antibody that targets PD-1 and VEGF-A; and VEGF-IO Bispecific / Multiple, a bispecific antibody program that engages the angiogenesis pathway and anti-tumor immune targets.

Compass Therapeutics, Inc. is headquartered in Boston, Massachusetts, United States, with operations and development activities primarily focused within the United States.

Compass Therapeutics' brand reputation is primarily influenced by its clinical development progress and financial performance. Positive aspects include its inclusion in the S&P Biotechnology Select Industry Index and positive analyst ratings. Challenges include the stock price decline in April 2025 due to a failed drug trial report, weaker-than-expected Q1 earnings, and delayed regulatory approval, as well as sizable operating losses.

Institutional investors hold a significant stake in Compass Therapeutics, Inc., owning approximately 46% of the company. The top nine shareholders collectively own 53% of the company. Major institutional owners include Orbimed Advisors Llc, Tang Capital Management Llc, Blackstone Group Inc, Enavate Sciences GP, LLC, Suvretta Capital Management, Llc, BlackRock, Inc., Vivo Capital, LLC, MPM Oncology Impact Management LP, Rock Springs Capital Management LP, and Vanguard Group Inc. Individual investors have also recently bought shares. Other notable institutional holders as of June 30, 2025, include Fmr Inc, Blue Owl Capital Holdings Lp, Geode Capital Management, Llc, Jpmorgan Chase & Co, State Street Corp, Silverarc Capital Management, Llc, Millennium Management Llc, Northern Trust Corp, and Caption Management, Llc.