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

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

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

The Tesla Shock Nobody Sees Coming - Ad

WASHINGTON (AP) — President Donald Trump says his $300 million White House ballroom will be paid for “100% by me and some friends of mine.”

Michael Caine and Matthew McConaughey partner with ElevenLabs for AI voice cloning

NEW YORK (AP) — Oscar-winning actors Michael Caine and Matthew McConaughey have made deals with voice-cloning company ElevenLabs that will allow its artificial intelligence technology to replicate their voices.

"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.

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.

China's car sales slow in October as some trade-in subsidies, tax breaks are phased out

BANGKOK (AP) — China's passenger car sales slowed in October, even for electric vehicle makers BYD and Tesla, as automakers cut prices to compete in an overcrowded market, an industry association said Tuesday.

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.

Opendoor Stock Gains Ground: What's Behind The Recent Momentum?

Opendoor Technologies Inc (NASDAQ:OPEN) shares are trading higher on Wednesday. Here's what you need to know.

Microsoft Builds Massive AI 'Super Factory' In Atlanta To Power OpenAI And Elon Musk's xAI

Microsoft Corp (NASDAQ: MSFT) is building an AI super factory in Atlanta to double its data center footprint and keep up with the $400 billion AI industry.

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.

How To Earn $500 A Month From Applied Materials Stock Ahead Of Q4 Earnings

Applied Materials, Inc. is expected to report lower quarterly earnings and revenue on Nov. 13. Analysts recommend buying with a $250 target.

Traders Love This Time Of Year For Broadcom — Here's Why It Rarely Fails

Broadcom stock has gained in 14 of the last 16 mid-November to mid-December periods, with an average return of 8.9%.

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.

Jim Cramer: Chipotle Is 'Too Expensive,' Buy This Plane Maker

On "Mad Money," Cramer discusses Henry Schein, Bloom Energy, Tyler Technologies, Boeing and Chipotle Mexican Grill.

Ford Expedition vs GMC Yukon, an Edmunds big SUV comparison

Let’s say you need a vehicle with room for more than five passengers, a large cargo area, and the ability to pull a heavy trailer. A full-size three-row SUV should work well, but which one? The most significant news this year is the redesigned . Ford has given its biggest SUV a complete makeover with a more upscale interior, new technology features and a novel split-opening tailgate.

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.

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.

What to know as the annual sign-up window for health insurance arrives

Higher prices, less help and all hang over health insurance markets as shoppers start looking for coverage this week.

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.

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.

Teradyne, Wayfair, And Illumina Are Among the Top 10 Large-Cap Gainers Last Week (Oct. 27-Oct. 31): Are the Others in Your Portfolio?

Top weekly large-cap gainers included Teradyne, Wayfair, Illumina, Guardant Health, ASE, C.H. Robinson, Lumen, Symbotic, Credo, YPF after strong results.

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.

The Latest: Trump set to arrive in Japan, where he'll meet new Prime Minister Takaichi

U.S. arrives Monday in Japan where he’ll meet new for the first time. She’s a protege of late Prime Minister Shinzo Abe, who Trump bonded with over their shared love of golf.

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.

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!

Why Is Rein Therapeutics Stock Trading Higher On Monday?

Rein Therapeutics shares rise after the FDA lifts clinical hold on its Phase 2 RENEW trial for idiopathic pulmonary fibrosis treatment LTI-03.

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.

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.

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.

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.

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.

Why Are BigBear.ai (BBAI) Shares Spiking Overnight?

BigBear.ai shares jumped 6% in after-hours trading following the deployment of its biometric platform with U.S. Customs at O'Hare Airport.

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.

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

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

Tesla's Q3 Earnings Divide Analysts, But Dan Ives Says 'The Worst Is In The Rearview Mirror' For The 'Most Undervalued' Name In AI

Tesla Inc.'s (NASDAQ: TSLA) third-quarter results have sparked a range of reactions from Wall Street, with some analysts calling the report a turning point and others urging caution on near-term expectations.

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%.

Trump Signs Law to Launch Dollar 2.0

Trump Signs Law to Launch Dollar 2.0 - Ad

Nasdaq Surges Over 100 Points, Records Gains In October: Greed Index Remains In 'Fear' Zone

CNN Money Fear and Greed index remained in Fear zone on Friday. US stocks closed higher, Nasdaq up 4.7% in October. Amazon reported earnings.

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.

The Next Biggest Bull Run In Over 50 Years

The Next Biggest Bull Run In Over 50 Years - Ad

Dramatic videos show the UPS plane ablaze and crash in a massive fireball

LOUISVILLE, Ky. (AP) — Videos from phones, cars and security cameras captured the tragic final moments of a as it caught fire and crashed in a massive explosion just outside Louisville's airport, killing at least 12 people and carving a path of destruction on the ground.

Trending Now