Core Insights - Garrett Motion Inc. has announced the first commercial application of its largest MEG turbocharger platform in collaboration with Weichai, aimed at marine propulsion and high-output power generation [1][3] Company Overview - Garrett Motion is a leader in turbocharging and electrification technologies, with a 70-year history of innovation across automotive and industrial sectors [9] - The company has a global presence with six R&D centers, 13 manufacturing facilities, and over 9,000 employees in more than 20 countries [9] Product Launch - The MEG turbocharger platform is designed for large-bore engines, specifically for marine propulsion, high-output power generation, and backup genset systems [2][4] - This platform supports multiple fuel types, including diesel, natural gas, and alternative fuels, enabling customers to meet efficiency and emissions targets [2] Strategic Collaboration - The partnership with Weichai Power is a significant milestone, enhancing Garrett's presence in large-engine segments for marine and industrial applications [3] - Both companies aim to deliver competitive and sustainable marine power systems globally by combining their respective strengths in turbocharging and engine development [3][8] Technological Advancements - The MEG turbo is engineered to provide higher efficiency, long-term reliability, and lower fuel consumption, addressing the growing demand for improved fuel efficiency and compliance with emissions standards [4][6] - The design incorporates optimized aerodynamics, high-temperature materials, and modular architecture for superior performance [4]

Group 1 - Garrett Motion (NASDAQ:GTX) is viewed positively by hedge funds, with a bullish sentiment reflected in the stock's coverage by three analysts, all assigning Buy ratings and a median 1-year price target of $22, indicating over 20% upside potential [1] - Ryan Brinkman from JPMorgan initiated coverage on Garrett Motion, assigning an Overweight rating and forecasting a target price of $23, which implies a 26% upside potential [2] - Brinkman highlighted potential tailwinds from the company's zero-emission vehicle offerings and a lower risk profile for its internal combustion engine business, along with strong free cash conversion and a favorable leverage position [3] Group 2 - Garrett Motion specializes in turbocharging, electric boosting, and air & fluid compression technologies, primarily serving commercial vehicle OEMs and aftermarket distributors, with a focus on improving powertrain efficiency and reducing emissions [4] - The company is also involved in developing technologies for zero-emission mobility and industrial applications [4]

Core Insights - Garrett Motion Inc. has introduced a breakthrough oil-free centrifugal compressor technology for HVAC systems, aiming to cover cooling demands from 7 to 500 Tons (25 to 1,750 kWc) [2][3] - The company plans to generate $1 billion in revenues outside its Turbo automotive business by 2030, leveraging proven automotive technologies for industrial HVAC applications [3] Technology and Innovation - The new HVAC compressor technology offers a superior alternative to existing solutions such as scroll, screw, and magnetic bearing-based compressors, utilizing efficient turbo machinery and high-speed electric motors [3] - The compressors are designed to enable significant energy savings of over 10% in real-life applications compared to current solutions [5] Sustainability and Cost Efficiency - Garrett's compressors support sustainability goals by facilitating the use of next-generation ultra-low GWP refrigerants and providing cost savings through lower energy consumption and reduced maintenance needs [4] - The compact and lightweight design allows for retrofitting onto existing installations, ensuring a fast payback for end users [4] Market Applications - The comprehensive portfolio of oil-free centrifugal compressors is tailored for various commercial HVAC needs, including rooftop units, chillers for comfort cooling, data center cooling, and battery energy storage applications [5] - Customer testing samples are currently available, with production set to begin in late 2026 [6]

Core Insights - Trane Technologies and Garrett Motion have announced a strategic collaboration to develop oil-free centrifugal compressor technology for commercial HVAC applications [1][2][3] Group 1: Collaboration Details - The partnership combines Trane's expertise in Commercial HVAC systems with Garrett's advanced oil-free high-speed centrifugal compressor technology, which has shown significant energy efficiency improvements [2][4] - The companies will jointly develop compressor solutions for various Trane systems, including rooftop units and modular chillers, with field testing and production set to begin in 2026 [3][4] Group 2: Innovation and Sustainability - This collaboration aims to enhance energy efficiency and support decarbonization goals, reflecting both companies' commitment to sustainable HVAC solutions [4][5] - The partnership will also explore future applications for high-speed centrifugal technologies in smaller HVAC systems and emerging cooling needs [4]

Core Insights - Garrett Motion Inc. has renewed its technical partnership with Scuderia Ferrari HP, continuing to develop and supply next-generation turbo systems for Ferrari's Formula 1 power unit starting with the 2026 FIA regulation cycle [1][2]. Group 1: Partnership Details - The renewal of the partnership marks a significant milestone, reinforcing the collaboration that began in 2014 with the introduction of Formula 1's hybrid turbo era [2]. - Garrett's technologies have supported Ferrari's performance, efficiency, and reliability in motorsport for over a decade [2]. Group 2: Technical Advancements - The 2026 Formula 1 season will feature a simpler hybrid architecture with a larger electric contribution, necessitating power units that provide greater efficiency, faster energy recovery, and improved responsiveness [3]. - Garrett's upcoming turbo system will utilize advanced aerodynamic and thermal engineering to achieve maximum responsiveness and power density, in line with the new regulations [4]. Group 3: Statements from Leadership - Olivier Rabiller, President and CEO of Garrett Motion, expressed pride in extending the partnership, emphasizing shared ambitions for innovation and support for Ferrari's performance targets [4]. - Frédéric Vasseur, Team Principal of Scuderia Ferrari, highlighted the value of Garrett's technology in achieving their goals and the importance of their continued collaboration as they face the challenges of the 2026 regulations [4]. Group 4: Industry Position - The continuation of this partnership solidifies Garrett's position as a trusted technology supplier to leading motorsport teams and its role in shaping the future of high-performance propulsion [5].

Core Insights - Garrett Motion (GTX) is positioned to continue its earnings-beat streak, having surpassed earnings estimates by an average of 14.33% in the last two quarters [1][5]. Earnings Performance - For the most recent quarter, Garrett Motion reported earnings of $0.38 per share, exceeding the expected $0.33 per share by a surprise of 15.15% [2]. - In the previous quarter, the company reported $0.42 per share against an estimate of $0.37 per share, resulting in a surprise of 13.51% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Garrett Motion, with a positive Earnings ESP of +0.68%, indicating bullish sentiment among analysts regarding the company's earnings prospects [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that such combinations lead to positive surprises nearly 70% of the time [6][8]. Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]. - A positive Earnings ESP indicates that analysts have recently become more optimistic about the company's earnings, which is a strong indicator of potential earnings beats [8]. Upcoming Earnings Report - The next earnings report for Garrett Motion is expected to be released on February 19, 2026 [8].

Core Viewpoint - Garrett Motion Inc. (NASDAQ:GTX) is recognized as one of the best-performing affordable stocks under $40, currently trading near its 52-week high of $18.74, with a positive outlook from Wall Street analysts indicating a 12.5% upside potential from current levels [1]. Group 1: Analyst Ratings and Price Targets - JPMorgan initiated coverage on Garrett Motion Inc. with an Overweight rating and a price target of $23 [2]. - BWS Financial maintained a Buy rating and raised its price target from $18 to $22 [2]. Group 2: Market Sentiment and Business Outlook - The bullish sentiment surrounding Garrett Motion Inc. is attributed to reduced headwinds for its internal combustion engine (ICE) business and anticipated growth in zero-emission vehicles [3]. - BWS Financial believes that ICEs will remain relevant beyond 2035 due to their longer lifespan compared to battery electric vehicles, suggesting that the company's near-term development and partnerships for ICEs will remain stable [4]. Group 3: Company Overview - Garrett Motion Inc. is a Switzerland-based automotive technology company specializing in turbocharging and electric boosting technology for vehicles [5].

Core Viewpoint - Garrett Motion Inc. is set to release its fourth-quarter financial results on February 19, 2026, before the U.S. market opens [1] Group 1: Financial Results Announcement - The fourth-quarter financial results will be published prior to market opening on February 19, 2026 [1] - A conference call will be held on the same day at 8:30 am EST / 2:30 pm CET to discuss the results [2] Group 2: Conference Call Details - Participants can join the conference call by dialing +1-877-883-0383 (U.S.) or +1-412-902-6506 (international) with the passcode 6448327 [2] - The conference call will be webcast and include a slide presentation, accessible via the Investor Relations section of the Garrett Motion website [3] - A replay of the conference call will be available through specific dialing options and access codes [3] Group 3: Company Overview - Garrett Motion Inc. has a 70-year history in automotive innovation, focusing on turbocharging technology that reduces engine size, fuel consumption, and CO2 emissions [4] - The company is expanding its technology solutions for Zero Emission Vehicles, including fuel cell compressors for hydrogen vehicles and systems for battery electric vehicles [4] - Garrett operates six R&D centers, 13 manufacturing sites, and employs over 9,000 people across more than 20 countries [4]

Core Viewpoint - The article emphasizes the importance of investing in high-quality growth and momentum stocks that are reasonably priced, with a focus on long-term performance and potential market outperformance [1]. Group 1: Investment Strategy - The investment strategy involves focusing on growth and momentum stocks that are expected to outperform the market over the long term [1]. - The analyst has a history of advising investors to buy at market lows, specifically mentioning a recommendation in March 2009 during the financial crisis, which led to significant market gains [1]. Group 2: Market Performance - From 2009 to 2019, the S&P 500 increased by 367%, while the Nasdaq saw an increase of 685%, highlighting the potential for substantial returns in the stock market [1]. Group 3: Analyst's Position - The analyst holds a beneficial long position in GTX shares, indicating a personal investment interest in the stock [2].

Company Overview - Oculis is a Swiss-based biopharma company focused on improving eye care and saving patients' vision, with operations in the US and Iceland [2] - The company has developed a differentiated pipeline of drug candidates for conditions such as diabetic macular edema (DME) and acute optic neuritis (AON) [2] Pipeline and Drug Candidates - Oculis has several late-stage clinical studies, including OCS-01, a potential treatment for DME, which affects over 37 million people globally, projected to rise to 53 million by 2040 [1][2] - OCS-01 is the first topical eye drop for DME, with two fully enrolled Phase 3 trials (DIAMOND) involving over 800 patients, and topline data expected in 2Q26 [7][10] - The company plans to submit a New Drug Application (NDA) to the FDA in 2H26, with the DME market estimated at $5 billion globally [7][10] - Oculis is also developing privosegtor (OCS-05) for AON and NAION, with several clinical trials underway, including positive results from Phase 2 trials [8][11] Financial Position - As of the end of Q3, Oculis had $182.2 million in cash and liquid assets, which increased to $300 million following a capital raise campaign in October [9] Analyst Insights - Analysts view Oculis as offering a diversified ophthalmology pipeline with high unmet needs, particularly for DME with OCS-01 showing promising efficacy and safety [10] - The stock has received a Strong Buy consensus rating, with a price target of $38 indicating an 81% upside potential, while the current stock price is $20.97 [11]