Analyst Ratings January 23, 2026

RBC Capital Uplifts Compass Pathways Valuation on Robust Market Prospects

Positive clinical trial outlook and strategic partnerships boost analyst confidence for psychedelic therapy developer

By Maya Rios CMPS
RBC Capital Uplifts Compass Pathways Valuation on Robust Market Prospects
CMPS

RBC Capital has increased its price target for Compass Pathways to $21, maintaining an Outperform rating amid advancing clinical developments and promising market insights from recent psychedelics symposiums. The company’s shares have shown notable gains over the past year, with excitement building ahead of upcoming trial data.

Key Points

  • RBC Capital increases Compass Pathways price target to $21 with Outperform rating amid optimistic clinical trial prospects.
  • Compass Pathways shares have surged over 84% in the past year, reflecting strong market momentum and investor interest in psychedelic therapies.
  • Recent FDA IND acceptance for COMP360 and strategic collaboration with Radial Health mark significant advances in the company’s clinical and commercial roadmap.

RBC Capital has elevated its valuation for Compass Pathways (NASDAQ:CMPS), raising the price target from $16 to a new level of $21 while continuing to recommend the stock as Outperform. Currently, shares trade around $7.13, having achieved an 84.24% return in the previous 12 months, as per InvestingPro data.

This adjustment reflects insights gathered during RBC’s recent Psychedelics Symposium, where expert opinions on market pricing and the challenges of generic competition in the psychedelic therapy sector were explored. The event prompted analyst Leonid Timashev to update RBC’s financial model for Compass Pathways to better mirror evolving commercial and regulatory dynamics within this emerging field.

Compass Pathways, with its $684.6 million market capitalization, has gained substantial momentum, recording a 54.33% increase in share price over the last six months. RBC’s continued optimism is particularly tied to anticipation around the company’s Phase III clinical trial results, expected during the latter half of the current quarter.

According to RBC, “shares stand to potentially double contingent on strong trial data and clear progression toward regulatory approval,” signaling the significant influence these clinical outcomes may exert on stock trajectory. The analyst community presents a wide target price range from $8 up to $40, accompanied by a consensus rating averaging 1.45, while the stock exhibits high volatility with a Beta of 1.93. InvestingPro additionally provides ten strategic suggestions for investors considering exposure to this clinical-stage biotech opportunity.

Supplementing these investor perspectives, Compass Pathways recently announced several pivotal advances. It secured the U.S. Food and Drug Administration’s acceptance for its Investigational New Drug application concerning COMP360, authorizing a Phase 2b/3 clinical trial aimed at evaluating the therapy’s effectiveness, safety, and tolerability in treating post-traumatic stress disorder (PTSD).

Furthermore, the company inaugurated its seventh strategic collaboration, joining forces with Radial Health to develop scalable delivery systems for COMP360, contingent upon final FDA clearance. These partnerships underscore the company’s strategic approach to broaden its therapeutic reach.

Other analysts have mirrored RBC’s positive outlook. Oppenheimer elevated its rating on Compass Pathways to Outperform, setting a $15 target price while highlighting COMP360’s potential in resistant depression treatment. Stifel reiterated a Buy rating, emphasizing the broad utility of the therapy for both treatment-resistant depression and PTSD. Cantor Fitzgerald maintained its Overweight stance, focusing attention on forthcoming Phase 3 trial updates.

Collectively, these developments reinforce growing confidence in Compass Pathways' emerging psychedelic treatments within the biotech sector, highlighting its progress and promising position in a rapidly evolving market.

Risks

  • The upcoming Phase III clinical trial results carry significant uncertainty that could affect stock performance depending on the outcomes.
  • High volatility (Beta 1.93) indicates potential stock price fluctuations linked to clinical trial news and regulatory developments.
  • Barriers to generic competition and pricing strategies in the psychedelic therapy market may impact long-term commercial success and investor confidence.

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