Exchange: NYSE·Updated 02:49 PM EST
GEO logo

GEO Geo Group, Inc.

$29.70
$1.90
(6.83%)
Today
Reported EarningsNov 5
Mkt Cap$3.66B
Vol1.46M

About GEO

The GEO Group, Inc. engages in the design, financing, development, and support services for secure facilities, processing centers, and community re-entry facilities. It operates through the following segments: U.S. Secure, Electronic Monitoring and Supervision, Reentry, and International Services. The U.S. Secure Services segment encompasses the United States-based public-private partnership corrections and detention business. The Electronic Monitoring and Supervision Services segment conducts its services in the U.S. The Reentry Services Segment consists of various community-based and reentry services. The International Services segment consists of public-private partnership secure services operations in Australia and South Africa. The company was founded by George C. Zoley in 1984 and is headquartered in Boca Raton, FL.
60

Bullish Sentiment

How do you feel about GEO?

stklover
$GEO Call just ended. Couldn’t have been any better. I’m thinking if they sell anywhere from 1 to 4 facilities to ICE this quarter, company could throw a special dividend out to shareholders. This was not stated, but they’ll have so much cash and so little if any debt, it makes sense to do something along this line.
8
saerdna1968a
$GEO team, today is an interesting day. The USA has voted and the outcome is pretty clear. What i don't get is the thought that this will have an dramatic impact on $GEO . This company stands for supporting law and order. Its services and even more its facilities are needed by all possible political factions. The DEMS have lost the last presidency because they didn't care enough about that, i believe they have learned there is a middle way to walk to attract voters. So, no contract change and no value change at $GEO to come. Also there is no debt issue, so the company can act as they want. We will see good numbers tomorrow and more real estate sales to come. Nav over 50$ a share...a bargain at 26$. Today is a chance to enlarge your position for a good price, maybe the last chance to get in cheap....
7
LTideas
$GEO once the election is in the back mirror we will see it fly no matter who wins as they report on Thursday plus they will no be using the buyback plus new contracts. Even the contracts with ICE will most probably have a huge penalty if they need to be cancelled so its a win/win situation. $35 by Friday
7
stklover
$GEO Stephen Miller, new Trump Chief of Staff is HUGE ICE supporter. This is big news for GEO!
6
KryptonResearch14
$GEO Sidoti raised its GEO estimates across the board: FY26 EPS to 1.37 from 1.30, FY27 to 1.86 from 1.67. The FY27 number is 21% above Northland's own FY27 estimate of 1.54. Same direction, very different magnitude. Also moving: the 8-K filed last week covers redemption of all 650 million dollars of the 8.625% senior notes due 2029 at 104.3 (about 678 million dollars), funded from recent asset-sale proceeds. That follows the completed 950 million dollar sale of the three Adelanto detention facilities to the DHS. The revolver was restated at 550 million dollars with maturity pushed to 2031, and the new terms allow unlimited buybacks as long as leverage stays under 2.25x. JonesTrading initiated coverage with a Buy last week.
7
saerdna1968a
$GEO Team, again we have the chance to secure some cheaper shares before we rise further. We experienced a retreat of the share price in the last days without a reason except one....somebody needs cheaper shares. It is not a selloff, it is simply a very smart share price manipulation. Also, it is not shorted, the actors sell mainly to themselves and by doing that they fish enough SL Limits and people who don´t have the patience and nerves to take ebb and flow of a share price. It is always perfectly combined with a sudden drop in Sentiment by the paid bashers. Remember, we started with 144 mio. shares at the beginning of the buyback phase. Buyback volume has been increased to $1.25 B, which gives us around 40 mio. shares +++ less. If most institutions hold till they get their payout of 50$ shareprice, there is not much left to trade..isn´t it. And if I would be short based on the past, I really have a urgent need to get shares cheap...before it is too late. So, keep cool and buy more..
1
3
stklover
$GEO Feels like the TDS folks are shorting the stock thinking that once/if the Dem/socialist/communists take the House, ICE will disappear. WRONG! Trump will accelerate deportations starting Nov 4th. GEO will have explosive earnings in Q3, probably guide up on top and bottom and for the full year. Anytime this stock breaks $30, I believe company actively buys back stock. Pretty soon they’ll be buying back at $35, then $40. I’m buying more Nov $35 calls right now. Easy money.
6
saerdna1968a
$GEO Team, another post to make sure we all have the same understanding of the current situation. We had great earnings, the next one in a series. The NAV basically didn´t change , despite funny share price actions. The only things that changed the NAV is the fact, that we have 10% less shares in the market, $GEO bought them back and took them out of the game. So, NAV rose, I estimate around 10%. We should be around 50$ now. At the same time Zoley was very smart. He used the last sales to reduce debt substantially. No risk from any bank or other players, the company has now access to more liquidity than debt is left....GREAT SITUATION. They can act as they want on whatever share price level. We still have close to 10% shorts out there. And they run out of time to cover. Why? Because Zoley told everybody, he is ready. 600mil. $ available, more to come through sales. I believe he set the shorties a trap. As lower the share price is, as harder he can hit them..it will happen now. GLTA
5
mrsports90210
$GEO Solid Co. Doing There Best ever, Earnings & Guidance Incoming..!! ((Tomorrow before Bell)) Haters & Noise will always be here Bunch of Clueless Nothing Burgers..!! Bring it Home GEO...!!!
5
DoctorLarryFine
$GEO clearly, the stock is forecasting a democrat sweep in midterms tomorrow. Equally as clear would be a sentiment shift if that occurs. Dems claim they want to abolish ICE and close private prisons. I don’t think that is practical but the market will not like that…. GEO has a significant war chest of cash and they better be ready to put it to use later this week in the event Dems sweep. I don’t believe GEO will exist by the end of Trump’s term IF the Dems sweep. Will be interesting.
1
2
coffee2020
$GEO Their price target does not include any upside from facility sales, reactivation of idle facilities or an increase in ATD. Multiples seem very reasonable
3
Kabooki
$GEO there is no secured debt left only pushed out unsecured debt. So there are no stipulations on buy bax. Muddafakas
4
mrsports90210
$GEO Some of You Nobodies Need to understand the Business pf GEO & re read a few EARNINGS Reports & What this Co. has been doinh over last year & its Past ...Huge recent Earnings Big Contracts & Facilities being Off loaded to Government Entities...Do Some Homework before ya start Posting Bullshi*....!! (((All you Bearish Loons Post ya Short i know you WONT,,!! Just Board flip floppers with NO SKIN IN GAME...
4
deedeethegenius
$GEO (7.6% to $25.43) is getting sold on headline election fears and "flat" ISAP headcount (185k to ~190k), but bears are completely missing the high-margin enterprise upsell happening : * 3x ARPU Mix Shift: ICE is rotating participants off cheap SmartLINK phone apps and back onto physical GPS ankle monitors. That shift alone drives ~3x daily tech revenue per head on an already-paid-for software backbone (~40-50%+ operating margins). * Case Management Moat: ICE is increasing interactive, on-site case management and court tracking. Any tech startup can code an app, but nobody can replicate BI Inc.’s nationwide physical office and field-agent network. Zero contract churn risk. * Bipartisan Cash Flow: Even if a Dem Congress caps physical detention beds, money funnels into Alternatives to Detention (ATD), where GEO is now extracting much higher ARPU without CapEx or labor bloat. Pure FCF generation to pay down debt and buy back depressed shares. Bullish. Asymmetrical dip. 📈🔒 $CXW
4
mrsports90210
$GEO >>Don't Listen To the Noise << 100% Will build another Big Position here ( Medium know House Money)) GEO is not going anywhere well Some facilities, but all be here for it..!!!
4
Kapitan_Hindsight
$GEO and $CXW are great buys here. Balance sheets are improving by leaps and bounds, lots of state and international business to capture still even if Federal biz slows.
4
yja
$GEO The Stock is taking a beating with no news. Hopefully we finally get the run on earnings but typically GEO always beats earnings and it still tanks. I don't how there can be such heavy shorts if 90% of the shares are owned by institutions.
4
EFhutton420
$GEO the CH chart sort of broke down, which isn't good, but this entity is very unique with its strong ties to politics. Once the debt is paid off, which will be soon, where is the extra money going to go? And now that capex is reduced AND there will be new contracts and sales, it's pretty much pure profit ahead. We see special dividends likely as an immediate way to return capital to shareholders. Or just buy all the shares and take it private. Either way, it's higher EPS from here. The shares will catch up one way or another. This is Guaranteed, and we rarely make those.
3
QuantInsider
What's going on with $GEO? Big sell-off after earnings but the options flow is all bullish calls Seeing 100% call flow with about 20 times normal momentum That 1,015-contract 19 Mar 2027 $25 call sweep at the ask shows fresh upside positioning right at the money Yet the stock's down about 8.6% today and around 10.5% over the last five days Revenue miss hit hard even with raised FY26 EPS and EBITDA guidance and a new 10-year ICE contract Fundamentals improved but the tape's not having it Feels like a classic price and flow divergence Might be best to keep it cautious with defined risk plays until this price action finds direction
3
Tjilliewil
$GEO wondering if there is an upside if the Democrats take over in two years. GEO might sell more facilities to the government. Great value for$300k per bed or more.
3

Advertisement|Remove ads.