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Benchmark Hikes CompoSecure Price Target to $24 on Arculus Crypto Upgrade
The broker sees CMPO shares gaining from operational momentum and Arculus’s new trading features, with M&A potential still offering upside.
Oct 15, 2025, 1:33 p.m.
What to know:
- Benchmark analyst Mark Palmer raised his price target on buy-rated CompoSecure to $24 from $17, citing strong execution and a 61% year-to-date stock rally.
- Arculus's integration with N. Exchange and a smart order router positions CompoSecure's cold storage wallet unit as a trading-enabled crypto solution for enterprise users.
- M&A optionality and rising crypto adoption could drive further upside, with CMPO's FY26 revenue now projected at $502.9 million and EBITDA at $174.8 million, Palmer said.
Wall Street broker Benchmark has raised its price target on NYSE-listed CompoSecure (CMPO) to $24 from $17, citing operational momentum, growing M&A optionality, and a key product upgrade from its Arculus crypto wallet unit.
The stock was 2.7% higher in early trading, around $21.
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While investors have been awaiting a transformational acquisition, CMPO shares have already surged about 61% year-to-date, outpacing the S&P 500, driven by improved execution since Resolute Holdings took a majority stake in September 2024, wrote analyst Mark Palmer.
Palmer pointed to Arculus’s new partnership with N. Exchange, a non-custodial crypto trading platform, as evidence of the company’s strategic embrace of digital assets.
By integrating with multiple liquidity venues and launching a smart order router, Arculus has enhanced its cold storage wallets to support efficient trading alongside secure custody.
The broker sees this positioning as a way to distinguish Arculus in a crowded market, appealing especially to enterprise users who want custody, liquidity, and execution in a single product.
The integration of advanced trading tools signals a shift from basic cold storage to a more dynamic offering. According to Benchmark, this puts Arculus in a stronger competitive position against both traditional wallet providers and exchanges with in-house custody-lite solutions.
The broker reiterated its buy rating on the stock, and projected FY26 adjusted EBITDA of $174.8 million on revenue of $502.9 million. It views CMPO’s valuation as compelling, particularly if crypto adoption accelerates and boosts demand for Arculus’s upgraded platform.
Read more: Billionaire Winklevoss Twins-Backed Gemini Launches Self-Custodial Smart Wallet
AI Disclaimer: Parts of this article were generated with the assistance from AI tools and reviewed by our editorial team to ensure accuracy and adherence to our standards. For more information, see CoinDesk's full AI Policy.
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