Compass Minerals International

CMP · NYSE

$22.00+$0.17 (+0.78%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $21.83

CMP analyst rating

HoldConsensus of 4 analysts over the last 12 months. 50% rate it a buy.

Strong buy0
Buy2
Hold1
Underperform1
Sell0

12-month price target · 5 analysts

Average $32.64 (+48.4% upside)

Low: $30.30
Now: $22.00
High: $35.70

Upgrades and downgrades

The latest rating actions, newest first

CMP analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Deutsche Bank	Aug 31, 2026	Maintains	Buy	$35.00 → $32.00	64%
JP Morgan	Aug 10, 2026	Downgrade	Neutral → Underweight	$30.00 → $27.00	57%
JP Morgan	May 14, 2026	Upgrade	Underweight → Neutral	$20.00 → $30.00	57%
BMO Capital	Jan 6, 2026	Maintains	Market Perform	$20.00 → $25.00	45%
Freedom Capital Markets	Dec 16, 2025	Initiates	Buy	$22.00	65%
Deutsche Bank	Dec 11, 2025	Maintains	Buy	$22.00 → $21.00	64%

The case for and against

Updated Oct 31, 2025

Bull case

Compass Minerals International is experiencing a projected increase in EBITDA, with estimates rising approximately $4 million to $217 million in fiscal year 2026, reflecting a positive upward trend in financial performance. The company's robust portfolio, including significant assets in rock salt and sulfate of potash, positions it favorably within both deicing and specialty fertilizer markets. Management's optimism regarding higher awarded volumes further supports the potential for continuing improvement in overall financial results.

Bear case

Compass Minerals International faces significant risks that could impede its financial performance and stock valuation, particularly related to the recovery of sulfate of potash (SOP) volumes and cost management. The company's leverage remains high, even after a modest improvement from approximately 6x to 5x, which suggests ongoing financial strain. These factors indicate that if the risks materialize at a higher magnitude than anticipated, the stock may struggle to meet expected financial targets and achieve stable growth.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.