Is GTX a good stock to buy?
We came across a bullish thesis on Garrett Motion Inc. on Gabriel’s Substack by Gabriel Cortes
In this article, we will summarize the bulls’ thesis on GTX. Garrett Motion Inc.’s share was trading at $32.81 as of June 9th. GTX’s trailing and forward P/E were 19.17 and 18.05 respectively according to Yahoo Finance.
Copyright: zenstock / 123RF Stock Photo GTX is a historically boring turbocharger manufacturer that the market still prices as a mid-cycle automotive supplier, but beneath the surface it is increasingly levered to data center power and cooling infrastructure through its oil-free foil bearing and high-speed turbomachinery platform. That same technology stack is now monetized through two underappreciated channels: MEG turbochargers used in large-bore backup generators and oil-free centrifugal compressors for HVAC systems, both directly tied to data center buildouts. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential MEG already generated over $100M in 2025, with management explicitly linking demand to data center emergency power and guiding double-digit growth in 2026, while ASPs on large gensets are materially higher than automotive turbos, creating a step-change in content per unit. In parallel, GTX’s exclusive partnership with Trane Technologies channels its oil-free compressor platform into commercial cooling systems, with a 2027 production ramp and exposure to data centers, battery storage, and industrial cooling, representing a potential >$180M revenue stream by decade-end.