Dec 25, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
Did GEO’s New ICE Skip Tracing Deal (GEO) Just Shift Its Detention-Centered Investment Narrative?
GEO Group's subsidiary BI Incorporated secured a new contract with ICE to provide skip tracing services, starting December 2025. This deal emphasizes GEO's move into asset-light, non-custodial immigration supervision, complementing its existing electronic monitoring programs. The article explores how this fits into GEO's investment narrative, which relies heavily on federal detention and immigration policy, while acknowledging the associated political risks.
Dec 24, 2025 • MarketBeat
NEUTRAL
Traders Purchase Large Volume of Call Options on Geo Group (NYSE:GEO)
Traders have significantly increased their call option purchases for Geo Group (NYSE:GEO), with a 186% surge over average volume, indicating strong bullish sentiment. This activity coincides with increased institutional investment, as major hedge funds have boosted their stakes, and institutional investors now collectively own 76.10% of GEO's shares. Despite varied analyst ratings, MarketBeat maintains a consensus "Hold" rating with a target price of $35.00, while the stock recently traded up 1.3%.
Dec 23, 2025 • Simply Wall Street
BULLISH
Assessing GEO Group (GEO) Valuation After a Recent Share Price Rebound
GEO Group's stock (GEO) has seen an 11% rebound recently after a difficult year, leading to questions about its current valuation. A popular narrative suggests the company is 48.1% undervalued, with a fair value target of $32.25 driven by potential multi-year contract upsides in federal immigration enforcement and detention funding. However, this upside is contingent on sustained government funding and successful program expansion, with policy reversals posing a significant risk.
Dec 23, 2025 • The GEO Group
BULLISH
The GEO Group Awarded Contract by U.S. Immigration and Customs Enforcement for Provision of Skip Tracing Services
The GEO Group's subsidiary, BI Incorporated, has been awarded a two-year contract by U.S. Immigration and Customs Enforcement (ICE) for providing skip tracing services. This contract, valued at up to approximately $121 million, will involve enhanced location research and address verification for individuals on the federal government's non-detained docket. The GEO Group's Executive Chairman, George C. Zoley, highlighted the company's long-standing relationship with ICE and its commitment to high-quality solutions.
Dec 22, 2025 • Investing.com
NEUTRAL
Geo Group stock rises after subsidiary wins $121 million ICE contract
Geo Group Inc (NYSE:GEO) stock rose 3.7% after its subsidiary, BI Incorporated, secured a new two-year contract with U.S. Immigration and Customs Enforcement (ICE) worth up to approximately $121 million. This contract involves providing skip tracing services for enhanced location research for individuals on the federal government’s non-detained docket. The agreement strengthens BI Incorporated's long-standing relationship with ICE, spanning over two decades.
Dec 22, 2025 • GuruFocus
BULLISH
GEO Group (GEO) Secures $121M ICE Contract, Shares Rise
The GEO Group (GEO) has secured a contract with U.S. Immigration and Customs Enforcement (ICE) for skip tracing services, potentially worth up to $121 million over two years. Following this announcement, GEO's stock saw a 2.3% increase in premarket trading. The company's financial health presents a mixed picture with moderate leverage and some warning signs, but its valuation metrics are near their lows, and institutional ownership is high.