GEO The GEO Group, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
00:00
Sep 19
Sep 19
r/wallstreetbets
Short GEO on ICE defunding risk
The author argues GEO Group's income is entirely derived from ICE contracts, making it structurally exposed to political change. If Democrats sweep the midterms and push to defund immigration detention, that revenue base would erode, pressuring the stock. The catalyst is the midterm election outcome and subsequent defunding push; the main risk is that Democrats fail to win or fail to cut ICE funding.
06:46
Sep 12
Sep 12
17:21
Sep 11
Sep 11
r/wallstreetbets
Short GEO on expected Democratic defunding of ICE
The author argues GEO Group has run up 125% in six months as the top beneficiary of ICE detention contracts, but that Democrats taking both chambers of Congress in under two months will make defunding ICE the top domestic priority, crushing the company's core revenue driver. He has built a position in 2028 puts, calling it the most obvious short of all time. The main stated risk is that 2028 puts are extremely low volume with high spreads.
About GEO Investor Commentary
Across the available history and selected sources, Buzzberg tracks GEO (The GEO Group, Inc.) across 11 sources: 6 bullish vs 5 bearish calls from 25 authors. Historical directional balance: 3% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 30 total trade ideas tracked. Latest voices: u/Apple2o, Myles, u/GEOdude2027.