CompoSecure Analyst Turns Bullish As Margins Improve, Organic Growth 'Appears Sustainable'

Priya Nigam

November 12, 2025

CompoSecure Inc (NYSE:CMPO) generated healthy margin expansion and accelerating organic growth in the third quarter, according to JPMorgan.

The CompoSecure Analyst: Analyst Reginald Smith upgraded the rating from Underweight to Neutral. He also raised the price target from $16 to $20.

The CompoSecure Thesis: The company's margin expansion and reacceleration in organic growth "appears to be sustainable," Smith said.

Check out other analyst stock ratings.

Management raised their 2025 revenue and EBITDA guidance by more than the third-quarter beat, implying high-teens year-on-year growth in the fourth quarter, the analyst stated.

CompoSecure also introduced its 2026 guidance, calling for 10% revenue growth and EBITDA margin expansion of as much as 170 basis points (bps) to 37.3%, ahead of Street estimates, he added.

Smith raised the adjusted EBITDA estimates for 2025 and 2026 from $157 million to $168 million and from $164 million to $187 million, respectively, saying that this does not include the Husky acquisition, which is expected to close in the first quarter of next year.

CMPO Price Action: Shares of CompoSecure had risen by 0.09% to $20.84 at the time of publication on Wednesday.

Read More:

5 Stock Picks Last Week From Wall Street’s Most Accurate Analysts

Image: Shutterstock

Recommended

Nvidia Is Too Expensive. This One Powers More Devices. - Ad

The Tesla Shock Nobody Sees Coming - Ad

The Real Brains Behind AI Machines - Ad

NEW YORK (AP) — Asked what viewers should expect when television's MSNBC makes its from NBC News final this weekend, network president Rebecca Kutler points to a poster on the wall of a conference room at its new offices off Times Square.

This Undervalued Biotech Might Have Just Proven Its Star Drug's Staying Power

Apellis reports five-year Syfovre data showing up to 31% slower GA lesion growth, reinforcing strong long-term efficacy and analyst optimism.

Former Illinois Farmboy Built a Weird A.I. System to Expose His Wife's Killer... Now It's About to Transform the World

Former Illinois Farmboy Built a Weird A.I. System to Expose His Wife's Killer... Now It's About to Transform the World - Ad

After his wife's untimely death, he used Artificial Intelligence to get sweet revenge... But what happened next could change everything... while making a select few early investors very rich.

A medley of tech gifts for everyone on your holiday shopping list

NEW YORK (AP) — It's the most wonderful time of the year, unless you want to find the perfect gifts for .

Vietnam's VinFast Hits Over 20,000 Monthly EV Deliveries

VinFast delivered a record 20,380 EVs in Vietnam in October—first local maker to top 20k in a month—even as shares dipped.

Forget Amazon's 1997 IPO... This Could Be 287 Times Bigger

Forget Amazon's 1997 IPO... This Could Be 287 Times Bigger - Ad

Since Amazon's IPO in 1997, it climbed enough to turn $100 into $250,000. Now, one man says Elon Musk could be gearing up to take his internet satellite giant public... in what Fortune magazine says will be the biggest IPO in history! James Altucher is sharing how ANYONE can get a pre-IPO stake... with as little as $100!

Meta Stock Continues To Slide: What's Going On?

Meta Platforms Inc (NASDAQ:META) shares are trading lower on Wednesday. Here's everything you need to know.

Why a Visa-Mastercard legal settlement could lead to your rewards credit card getting declined

NEW YORK (AP) — Visa and Mastercard have proposed a settlement in their long-running legal dispute with merchants and retailers over how much they charge merchants to accept their cards.

After 50 Years of Chemo, One Biotech Could Lead the Next Cancer Breakthrough

After 50 Years of Chemo, One Biotech Could Lead the Next Cancer Breakthrough - Ad

For decades, toxic chemotherapy defined cancer care. This biotech's innovative approach could finally change that. With early results showing precision without poison, this story is one investors will want to see early.

Cathie Wood Goes Big On Alibaba With $25 Million Share Purchase, Scales Back On This Social Media Stock

Ark Invest made big moves in its portfolio, focusing on Alibaba, Baidu, and Reddit amid evolving market dynamics and regulatory challenges.

This Billionaire Investor Says AI Revolution Is 'Terrifying' — But He's Betting Billions On It: 'Jobs Of 15 People Done By A Chatbot'

Starwood Capital CEO Barry Sternlicht is sounding alarms over the AI gold rush. He says 'it's terrifying."

Trump Signs Law to Launch Dollar 2.0

Trump Signs Law to Launch Dollar 2.0 - Ad

Trump just signed law S.1582, unleashing the biggest money shift in 100+ years. For the first time since 1913, private firms - not the Fed - can mint a "Dollar 2.0." Treasury says it could drain $6.6T from banks and pay 10X current savings rates. Early investors in minting firms could see 40X returns by 2032.

How Europe's private drone industry eyes opportunity as NATO strengthens defense

AALBORG, Denmark (AP) — In a warehouse more than 1,500 kilometers (900 miles) from Ukraine's capital, workers in northern Denmark painstakingly piece together . Some of the devices will be exported to Kyiv in the hopes of jamming Russian technology on the battlefield, while others will be shipped across Europe in efforts to combat mysterious drone intrusions into NATO's airspace that have the entire continent on edge.

Trump's White House Bathroom Renovation Sparks Fury, Economist Slams 'Clearly Wrong' Inflation Data And More: This Week In Economy

Week economy roundup: From inflation debates and White House renovations to job declines, stock surges, and Fed rate cuts.

"Tech Prophet" Who Predicted the iPhone Now Predicts...

"Tech Prophet" Who Predicted the iPhone Now Predicts... - Ad

George Gilder - who predicted the iPhone 17 years early and gave Reagan the first microchip - is making his boldest call yet. He says an American nanotech "super-convergence" could mint more millionaires than any event in recent memory. He's found 3 stocks set to benefit before November 18's bombshell.

Elon Musk Teases Two More Tesla Diner Locations After Success In California: Here Are The Future Spots

The EV company opened its first Tesla Diner in July. CEO Elon Musk hints that more locations could be coming.

Best ETF For The Critical Minerals Boom? Here Are Rare Earth Winners

Here's how VanEck's REMX and Amplify's BATT stack up in the fight for dominance over critical minerals and the clean energy supply chain.

The Next Biggest Bull Run In Over 50 Years

The Next Biggest Bull Run In Over 50 Years - Ad

Gold has hit all-time highs, breaking $4,000 an ounce - but history shows it could be on the verge of its biggest bull run in over half a century... triggered by a likely major event, eerily similar to what happened in the 1970s. (It's NOT inflation or anything you're likely expecting.) Now, a top analyst says you can capture ALL of the upside without touching a risky miner or a boring exchange-traded fund. He sees extraordinary potential gains long term with very little risk.

Shutdown stalemate set to drag into sixth week as Trump pushes Republicans to change Senate rules

WASHINGTON (AP) — Republicans and Democrats remained at a stalemate on the over the weekend as it headed into its sixth week, with for millions of Americans and President Donald Trump pushing GOP leaders to change Senate rules to end it.

Instacart Powers Grubhub's Grocery Blitz Across America

Grubhub taps Instacart for nationwide grocery ordering, with Instacart fulfillment, pharmacy additions coming, and promos boosting adoption despite CART dip.

A Shutdown Ending Could Trigger a Relief Rally in Cryptos

A Shutdown Ending Could Trigger a Relief Rally in Cryptos - Ad

When U.S. government shutdowns end, there's often a relief rally that gives cryptos a massive boost. But this time, according to Juan Villaverde, Ethereum could be the biggest winner, with these three smaller cryptos also benefiting. If the shutdown officially ends, you will want to be positioned early.

Warren Buffett Opens Up About The Biggest Investing Blunders Of His Career — Here They Are

Over the decades, the "Oracle of Omaha" has shared candid reflections on his biggest blunders, from emotional decisions to missed opportunities, all of which provide timeless investing insights.

Obesity, diabetes treatments fuel Eli Lilly growth and spark bidding war

The market for obesity and diabetes treatments remains scorching hot, funneling billions in sales to Eli Lilly and fueling a bidding war over another drugmaker.

Nvidia Is Too Expensive. This One Powers More Devices.

Nvidia Is Too Expensive. This One Powers More Devices. - Ad

Everyone's chasing Nvidia. But this company's chip designs are in billions more devices - and it trades for a fraction of the price. It just inked major AI deals... and Wall Street is only just starting to notice. It may be the best pure play AI stock yet.

Nigerian billionaire plans expansion of Africa's biggest oil refinery

ABUJA, Nigeria (AP) — The billionaire owner of plans to expand its capacity to 1.4 million barrels per day to meet growing fuel needs in the continent and beyond.

The stock market is breaking records. Time for a gut check

NEW YORK (AP) — Almost everything in your 401(k) should be coming up a winner now. That makes it time for a gut check.

The Tesla Shock Nobody Sees Coming

The Tesla Shock Nobody Sees Coming - Ad

While headlines scream "Tesla is doomed"...Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as January 29.

Attackers board a ship off the coast of Somalia after firing rocket-propelled grenades

DUBAI, United Arab Emirates (AP) — Attackers firing machine guns and rocket-propelled grenades boarded a ship off the coast of on Thursday, British officials said, likely the latest assault by resurgent Somali pirates operating in the region.

Zohran Mamdani's Historic Victory Earns Him Congratulations From Bill Ackman, Bernie Sanders — Trump Wasn't 'On The Ballot,' Says President

Democrats win high-profile races despite Trump's absence and shutdown. Zohran Mamdani elected NYC mayor, Abigail Spanberger wins VA governorship, Mikie Sherrill flips NJ.

The Real Brains Behind AI Machines

The Real Brains Behind AI Machines - Ad

AI needs more than algorithms. It needs hardware that can think and move - without melting your data center. This one company designs the most efficient chips on the planet, used in billions of devices. And it just helped launch new AI processors for data centers and robotics.

Huntington Bancshares buying Cadence Bank in $7.4 billion all-stock deal

Huntington Bancshares is buying regional bank Cadence Bank in an all-stock deal valued at $7.4 billion that will strengthen its position across the Southern U.S.

How To Earn $500 A Month From UnitedHealth Group Stock Ahead Of Q3 Earnings

UNH to release Q3 earnings before opening bell on Tuesday. Analysts predict $2.81/share, down from $7.15/share in 2019. Dividend yield at 2.44%.

Former Illinois Farmboy Built a Weird A.I. System to Expose His Wife's Killer... Now It's About to Transform the World

Former Illinois Farmboy Built a Weird A.I. System to Expose His Wife's Killer... Now It's About to Transform the World - Ad

After his wife's untimely death, he used Artificial Intelligence to get sweet revenge... But what happened next could change everything... while making a select few early investors very rich.

Former world chess champion may face discipline for treatment of Daniel Naroditsky

Chess's international governing body said Wednesday it's considering disciplinary action against a former Russian world champion who persistently leveled unproven cheating allegations at in the year leading up to the American grandmaster’s death.

Microsoft to ship 60,000 Nvidia AI chips to UAE under US-approved deal

WASHINGTON (AP) — Microsoft said Monday it will be shipping Nvidia's most advanced artificial intelligence chips to the United Arab Emirates as part of a deal approved by the U.S. Commerce Department.

Forget Amazon's 1997 IPO... This Could Be 287 Times Bigger

Forget Amazon's 1997 IPO... This Could Be 287 Times Bigger - Ad

Meta, Alphabet, Chipotle, Microsoft And Starbucks: Why These 5 Stocks Are On Investors' Radars Today

Major stock indexes traded mixed on Wednesday, with the Dow Jones Industrial Average slipping nearly 0.2% to 47,632 and the S&P 500 holding steady at 6,890.59.

Ford's enormous F-150 becomes unlikely part of Japan's efforts to woo Trump

TOKYO (AP) — Japan's most iconic truck might be the tiny white transport vehicles that farmers use to lug gear on the narrow roads that link their rice fields.

After 50 Years of Chemo, One Biotech Could Lead the Next Cancer Breakthrough

After 50 Years of Chemo, One Biotech Could Lead the Next Cancer Breakthrough - Ad

Study finds EVs quickly overcome their energy-intensive build to be cleaner than gas cars

DETROIT (AP) — Making electric vehicles and their batteries is a dirty process that uses a lot of energy. But a new study says that EVs quickly make up for that with through two years of use than a gas-powered vehicle.

Trending Now