Search: GEO - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 18	GEO	$14.64 $14.64 +0.0%	AVOID	Raja Krishnamoorthi Congressman (D-IL), Member of House Intelligence Committee & China Select Committee	"I'm not gonna vote to send a single dollar to fund ICE or DHS or CBP right now unless and until some common sense changes are made... They have rejected the policies of ICE." The government shutdown is specifically hinged on DHS funding. The Congressman's hardline stance against current ICE operations creates significant political and headline risk for private prison and detention center operators who rely on these federal contracts. Avoid private detention stocks (GEO / CXW) until the budget impasse is resolved. A compromise is reached quickly that preserves status quo funding.	Bloomberg Markets Will Congress Be Warned If Trump Attacks Iran...
Feb 18	GEO	$14.64 $14.64 +0.0%	N/A	Finnhub News	—	Finnhub - GEO The GEO Group: Out Of Favor, But Many Paths T...
Feb 14	GEO	$14.21 $14.64 +3.0%	LONG	Joe Mathieu Host, Bloomberg Radio	ICE is planning a "sweeping expansion" called the "Detention Reengineering Initiative." They plan to acquire/renovate "eight large-scale detention centers" and take control of "turnkey facilities." The government does not build these facilities overnight; they contract them. Private prison operators (GEO Group, CoreCivic) own the "turnkey facilities" and have the capacity to manage large-scale detention centers immediately. This is a direct revenue injection for the private detention sector. LONG. The specific mention of "turnkey facilities" points directly to existing private operators. Political blockage of funding (Shutdown) or executive orders banning private prisons (unlikely under the current administration described).	Bloomberg Markets Clock Ticks Down to Partial Shutdown Deadline...
Feb 13	GEO	$14.21 $14.64 +3.0%	AVOID	Senator Mark Kelly Democratic Senator of Arizona / Member of Armed Services Committee	"ICE... is an agency that has just run amok... I am not in favor of funding them beyond what the president gave them... The agency needs to be fixed in a dramatic way." Private prison and detention center operators rely heavily on ICE contracts and funding growth. Senator Kelly signals that Senate Democrats will "hold the line" against expanding ICE's budget, creating a legislative ceiling on the revenue growth for these contractors. AVOID Private Detention stocks due to political gridlock and funding caps. Republicans may force a budget bill that includes increased ICE funding despite Democratic opposition.	Bloomberg Markets Using Force Against Iran Could Backfire, Sen....
Feb 13	GEO	$14.21 $14.64 +3.0%	N/A	Finnhub News	—	Finnhub - GEO Jones Trading Maintains Buy on GEO Group, Low...
Feb 12	GEO	$13.47 $14.64 +8.7%	N/A	Finnhub News	—	Finnhub - GEO The GEO Group, Inc. 2025 Q4 - Results - Earni...
Feb 12	GEO	$13.47 $14.64 +8.7%	N/A	Finnhub News	—	Finnhub - GEO GEO Group CEO J. David Donahue To Retire, Eff...
Feb 12	GEO	$13.47 $14.64 +8.7%	LONG	Dani Burger Anchor, Bloomberg Television	"ICE is probably going to be shielded by any shutdown considering that the agency was given funding to the tune of $75,000,000." The market often sells "DHS-related stocks" indiscriminately during a DHS shutdown headline. However, private prison operators (GEO/CXW) primarily contract with ICE for detention centers. Since ICE funding is legally ring-fenced, these companies face no revenue interruption, creating a mispricing opportunity if they sell off with the broader sector. LONG or WATCH for a dip-buy opportunity on the "DHS Shutdown" headline, knowing the specific sub-agency (ICE) is solvent. Broader market volatility or political rhetoric specifically targeting private detention centers independent of funding status.	Bloomberg Markets Schumer Threatens to Block DHS Funding, Raisi...
Feb 12	GEO	$13.47 $14.64 +8.7%	N/A	Finnhub News	—	Finnhub - GEO 12 Industrials Stocks Moving In Thursday's Af...
Feb 12	GEO	$13.47 $14.64 +8.7%	N/A	Finnhub News	—	Finnhub - GEO The GEO Group, Inc. (GEO) Q4 2025 Earnings Ca...
Feb 12	GEO	$13.47 $14.64 +8.7%	N/A	Finnhub News	—	Finnhub - GEO GEO Group shares are trading lower. The compa...
Feb 12	GEO	$13.47 $14.64 +8.7%	LONG	Tom Homan Border Czar	Homan confirms the "success" of the Minnesota operation and highlights "unprecedented coordination" with state and local officials. While the specific Minnesota operation is winding down ("drawdown"), the explicit validation of this enforcement model suggests it will be replicated in other jurisdictions. A proven, coordinated strategy increases the likelihood of sustained federal contracts for detention and processing infrastructure nationwide, rather than ad-hoc, chaotic surges. The "success" signals political capital to continue funding these private contractors. LONG. The administration is refining its enforcement machine, ensuring long-term demand for private prison REITs. The "drawdown" could be interpreted as a reduction in total enforcement volume if not immediately redeployed to other regions, temporarily hurting occupancy rates.	Bloomberg Markets Trump Ends Immigration Surge in Minnesota, Bo...
Feb 12	GEO	$13.47 $14.64 +8.7%	WATCH	Pete Aguilar Chair of the House Democratic Caucus	"I am not going to offer my vote, for ICE and CBP to continue the status quo... We have huge concerns about their leadership... and about their continuous, terrorizing of communities." Private prison operators (GEO Group, CoreCivic) rely heavily on federal contracts with ICE for detention centers. The Democrats are explicitly targeting the $75 billion ICE budget. While Republicans likely have the leverage to protect this funding eventually, the current standoff introduces binary legislative risk to these specific tickers. WATCH. Volatility will be high. If a Continuing Resolution (CR) passes without restrictive language on ICE, these are a buy; if Democrats force concessions/cuts, they drop. Republicans hold the House and may force the funding through regardless of Democratic opposition.	Bloomberg Markets US Government Heading for Shutdown Over DHS F...
Feb 12	GEO	$13.47 $14.64 +8.7%	LONG	Ty Cobb Former Special Counsel to President Trump	Cobb states that "detention facilities... are being built at the cost of billions around the country." While Cobb uses this point to criticize the administration's authoritarian tendencies, the financial reality is a confirmed, multi-billion dollar government spending cycle on detention infrastructure. Private prison operators and detention service providers are the direct recipients of these federal contracts. LONG. The explicit mention of "billions" in construction confirms a revenue super-cycle for this specific niche. Political reversal on immigration policy or legal challenges to private contractor usage.	Bloomberg Markets Pam Bondi Doesn't Care About Epstein Victims:...
Feb 12	GEO	$13.47 $14.64 +8.7%	N/A	Finnhub News	—	Finnhub - GEO GEO Group Inc (NYSE:GEO) Reports Mixed Q4 202...
Feb 12	GEO	$13.47 $14.64 +8.7%	N/A	Finnhub News	—	Finnhub - GEO GEO Group Sees Q1 Sales $680.000M-$690.000M v...
Feb 12	GEO	$13.47 $14.64 +8.7%	N/A	Finnhub News	—	Finnhub - GEO GEO Group Sees FY2026 Sales $2.900B-$3.100B v...
Feb 12	GEO	$13.47 $14.64 +8.7%	N/A	Finnhub News	—	Finnhub - GEO Earnings Summary: GEO Group Q4
Feb 12	GEO	$13.47 $14.64 +8.7%	N/A	Finnhub News	—	Finnhub - GEO The GEO Group Announces CEO Retirement As Fou...
Feb 12	GEO	$13.47 $14.64 +8.7%	N/A	Finnhub News	—	Finnhub - GEO GEO Group Sees FY2026 GAAP EPS $0.99-$1.07 vs...
Feb 12	GEO	$13.47 $14.64 +8.7%	N/A	Finnhub News	—	Finnhub - GEO GEO Group Sees Q1 GAAP EPS $0.17-$0.19 vs $0....
Feb 12	GEO	$13.47 $14.64 +8.7%	N/A	Finnhub News	—	Finnhub - GEO GEO Group Q4 Adj. EPS $0.25, Inline, Sales $7...
Feb 11	GEO	$15.83 $14.64 -7.5%	LONG	Senator Markwayne Mullin Republican Senator from Oklahoma	"The ICE and Border Patrol agents were fully funded for... four years with a one big, beautiful bill." Private prison and detention center operators (GEO, CXW) rely heavily on ICE contracts. The market often punishes these stocks during "government shutdown" headlines due to payment fears. Mullin confirms their specific funding source is locked in for years, insulating them from the current DHS budget fight. LONG. The revenue stream is secure regardless of the Friday deadline; sell-offs based on shutdown fears are mispriced. unexpected legislative changes to the 4-year funding bill; broader ESG divestment trends.	CNBC Sen. Markwayne Mullin on DHS funding fight: N...
Feb 10	GEO	$16.11 $14.64 -9.1%	LONG	Karoline Leavitt White House Press Secretary	A federal appeals court upheld the policy of detaining illegal aliens, and the administration is focused on "deporting all illegal aliens... with a focus on the worst of the worst." The explicit mention of "detaining" rather than "catch and release," combined with the court victory, implies high utilization rates for detention centers. The federal government relies on private contractors for this capacity. LONG Private Prison REITs. High occupancy rates translate directly to FFO (Funds From Operations) growth. Any legislative change to federal contracting rules or budget impasses could delay payments.	CNBC White House press secretary Karoline Leavitt ...

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