Garrett Motion (GTX) drew fresh attention after a run of October announcements, including a Multistack supply win in data center cooling, revised 2026 guidance, third quarter results, a dividend, and expanded share repurchases.
Garrett Motion’s recent cluster of announcements comes after a sharp reset in sentiment, with the 30 day share price return down 23.3% and the 90 day move down 30.6%. At the same time, the year to date share price return is 15.8% and the 5 year total shareholder return is 178.3%, which highlights stronger longer term momentum alongside shorter term fatigue around the stock.
Scan for other industrial and auto-related stocks reacting to similar earnings, dividend and buyback catalysts by checking the curated 38 high quality undervalued stocks alongside Garrett Motion.
After a 23.3% slide over the past month but a 178.3% total return over five years, Garrett Motion now sits at an awkward intersection. Is this pullback enough to step in, or is patience the better bet before the valuation work starts?
Most Popular Narrative: 42% Undervalued
Garrett Motion last closed at $20.13, while the most widely followed narrative points to a fair value of $34.83 based on a 9.24% discount rate. That gap puts the focus squarely on whether the industrial and zero emission pipeline can justify that valuation work.
Acceleration in industrial turbo demand, with management now expecting about US$200 million of industrial turbo sales in 2026 including data center power generation products such as the MEG200 turbo, indicates a growing contribution from this newer vertical to future revenue and potentially to EBIT margins as volumes scale.
See why 13 investors see Garrett Motion as 42% undervalued.
Result: Fair Value of $34.83 (UNDERVALUED)
Still, Garrett Motion’s heavy exposure to gasoline and diesel turbochargers, alongside uncertainty over how quickly newer zero emission lines can scale, could upend this undervaluation story.
Find out about the key risks to this Garrett Motion narrative.
Next Steps
If this mix of optimism and unease around Garrett Motion feels familiar, it is because the data can point both ways. Act before the next set of headlines and pressure test the bull case and the bear case using the 5 key rewards and 3 important warning signs.
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