GEO Share Price Performance
US$0
-26.96 (-100.00%)
Price US$0
Fair ValueUS$29.50
Share Pricen/a
Narrative Update • May 28
The GEO Group, Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 45 Fair Values set on narratives written by author
GEO Community Narratives
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Fair Value
·Fair Value US$29.5 4.6% undervalued intrinsic discount
Federal Funding Will Expand ICE Facility Activations
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25users have followed this narrative
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Fair Value
·Fair Value US$33 14.7% undervalued intrinsic discount
Aging US Demand And Global Outsourcing Will Reshape Corrections Services
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3users have followed this narrative
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Fair Value
·Fair Value US$27 4.2% overvalued intrinsic discount
Political Shifts Will Undermine Detention Demand Yet Deleveraging Offers Relief
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Federal Funding Will Expand ICE Facility Activations
Federal money and tougher border enforcement are driving a new wave of immigration detention demand, and GEO Group is positioned to bring idle facilities back online and win more long-term contracts. But the same dependence on government policy and public pushback could quickly slow activations and leave capacity sitting unused.Read more
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US$29.5
4.6% undervalued intrinsic discount
Fair Value
Revenue
10.35% p.a.
Profit Margin
3.44%
Future PE
32.11x
Price in 2029
US$36.67
Aging US Demand And Global Outsourcing Will Reshape Corrections Services
Key Takeaways Substantial growth potential from expanded ICE detention, electronic monitoring, and specialized rehabilitation services, supported by underutilized facilities and federal policy shifts. Diversifying internationally and leveraging public-private partnerships reduce US regulatory risks, expand market opportunities, and enhance revenue stability and margin visibility.Read more
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US$33
14.7% undervalued intrinsic discount
Fair Value
Revenue
15.92% p.a.
Profit Margin
7.07%
Future PE
16.22x
Price in 2029
US$41.32
Political Shifts Will Undermine Detention Demand Yet Deleveraging Offers Relief
Key Takeaways Reliance on government funding and contract expansions is tempered by high execution risks, political shifts, and ongoing criminal justice reform pressures threatening future demand. Expansion into alternatives like electronic monitoring is not fully offsetting core revenue declines, while legal, regulatory, and ESG factors continue to threaten earnings stability.Read more
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US$27
4.2% overvalued intrinsic discount
Fair Value
Revenue
9.44% p.a.
Profit Margin
5.07%
Future PE
22.04x
Price in 2029
US$33.88
Trending Discussion
Recently Updated Narratives
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GEO: ICE Detention Demand And Political Scrutiny Will Support Future Upside
Fair Value: US$29.5 4.6% undervalued intrinsic discount
25 fair values setusers have set this as their fair value
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GEO: ICE Detention Spending And 2026 Guidance Will Support Future Upside Potential
Fair Value: US$33 14.7% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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GEO: Slower Guidance And Leadership Shifts Set Up Future Detention Upside
Fair Value: US$27 4.2% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
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Snowflake Analysis
The GEO Group, Inc. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
- 2.08
- 25.47%
- 10.00%
- 106.3%
About GEO
- Founded
- 1984
- Employees
- 18000
- CEO
- WebsiteView website
The GEO Group, Inc. is a leading diversified government service provider, specializing in design, financing, development, and support services for secure facilities, processing centers, and community reentry centers in the United States, Australia, South Africa, and the United Kingdom. GEO’s diversified services include enhanced in-custody rehabilitation and post-release support through the award-winning GEO Continuum of Care, secure transportation, electronic monitoring, community-based programs, and correctional health and mental health care. GEO’s worldwide operations include the ownership and/or delivery of support services for 95 facilities totaling approximately 75,000 beds, including idle facilities and projects under development, with a workforce of up to approximately 20,000 employees. The GEO Group, Inc. was incorporated in 1984 and is based in Boca Raton, United States.
