Garrett Motion (GTX) | News Based Sentiment Analysis

• On October 2, 2025, Garrett Motion's stock reached a 52-week high, trading as high as $14.01, and closed at $13.88 with a volume of 904,407 shares. This strong performance reflects a 77% total shareholder return over the past year, with gains of 6% in the last month and 26% over the past three months, signaling growing investor confidence.
• BWS Financial increased its price target on Garrett Motion to $18.00 from $14.00 on October 3, 2025, while maintaining a "buy" rating. The average analyst price target is $16.50, ranging from $14.00 to $17.50, indicating analysts see further upside potential.
• S&P Global Ratings upgraded Garrett Motion's debt to 'BB' on October 7, 2025, citing deleveraging progress and the exit of financial sponsors. They project adjusted debt to decrease to approximately $1.4 billion by year-end 2025 and $1.2 billion by year-end 2026, down from $1.5 billion in 2024.
• Garrett Motion anticipates $3.8 billion in revenue and $339.1 million in earnings by 2028, reflecting a 3.1% annual revenue growth rate and a $38.1 million earnings increase from current earnings of $301.0 million, as stated on October 3, 2025.
• Jerome Maironi, Senior Vice President, General Counsel & Corporate Secretary, stepped down from his executive roles on October 1, 2025, ahead of his retirement on March 31, 2026. Simultaneously, director Daniel Ninivaggi was granted 3,571 deferred stock units and Joachim Drees received 2,365 units on October 1, 2025.
• Insider selling continued to be a theme, with Cyrus Capital Partners, L.P. selling 350,566 shares at $13.28 and Centerbridge Credit Partners M selling 9,000,000 shares at $12.27 on October 2, 2025, totaling over $4.6 million and $110.43 million respectively. Insiders sold 12,272,236 shares valued at $152,322,816 in the last 90 days.
• Garrett Motion is targeting US$1 billion in zero-emission revenue by 2030, with zero-emission products currently contributing approximately 2% to the company's revenue, as announced on October 4, 2025. They launched the Wuhan Innovation Center in China to accelerate research and development in this area.

The Investment Story: October was a remarkably positive month for Garrett Motion, marked by a 52-week high in stock price, multiple analyst upgrades, and improved debt ratings, all pointing to a strengthening financial position and promising growth trajectory.

What It Means for Investors: These developments suggest Garrett Motion is gaining momentum and could offer further upside potential. The improved credit rating lowers borrowing costs, while the focus on zero-emission technology provides a long-term growth avenue. However, the continued insider selling activity warrants monitoring.

Looking Ahead: Investors should watch for the quarterly earnings report scheduled for October 23, 2025, and monitor progress towards the $1 billion zero-emission revenue target by 2030. The transition following Jerome Maironi's departure will also be a key area to observe.

The Bottom Line: Garrett Motion appears to be on a positive trajectory, supported by strong financial performance, analyst confidence, and strategic initiatives. While insider selling is a minor concern, the overall outlook for the company remains favorable, making it a potentially attractive investment for those seeking growth in the automotive technology sector.