Added to YB: 2026-05-04
Pitch date: 2026-04-30
GTX [bullish]
Garrett Motion Inc.
+2.88%
current return
Author Info
No bio for this author
Company Info
Garrett Motion Inc. designs, manufactures, and sells turbocharging, air and fluid compression, and high-speed electric motor technologies to original equipment manufacturers and independent aftermarket distributors in the mobility and industrial fields.
Market Cap
$5.2B
Pitch Price
$25.47
Price Target
34.00 (+23%)
Dividend
1.14%
EV/EBITDA
9.58
P/E
15.40
EV/Sales
1.72
Sector
Automobile Components
Category
value
Why GTX Is the Cheapest Way to Own the Data Center Power and Cooling Stack
GTX: Oil-free air bearing turbomachinery platform driving 2 uncaptured DC revenue streams: (1) MEG turbos on backup gensets (live, >$100M in 2025, double-digit 2026 growth, $20K-$60K ASP vs $300-$600 auto turbo); (2) oil-free centrifugal HVAC compressors via exclusive Trane deal (2027 ramp, mgmt targets >$180M by 2030). Consensus models 4% growth, missing both. Pure-play comp ACLN grew 23.5% on DC boom, trades 26x fwd vs GTX 11.4x. Re-rate to 20x = $34 PT (75% upside). 11% FCF yield, $250M buyback, 75% FCF return target = downside protection.
Read full article (6 min)