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JonesResearch Targets $3B in Annualized Revenue for The GEO Group (GEO) by 2026, Driven by Contracts, Monitoring

The GEO Group Inc. (NYSE:GEO) is one of the best upside stocks to buy now. On November 8, JonesResearch lowered the firm’s price target on GEO Group to $37 from $50 with a Buy rating on the shares. The firm noted that the company has started to show a trajectory toward over $3 billion in annualized revenue for the full-year 2026, driven by upcoming contracts and monitoring services.

At the same time, the firm revised its financial estimates downward to account for slower growth than previously expected. Despite this revision, the firm remains bullish on all segments of GEO, with particular excitement for the Intensive Supervision Appearance Program/ISAP opportunity.

Earlier in its Q3 2025 earnings report, the GEO Group disclosed that its revenue reached $682 million, which was an increase from $603 million in Q3 2024. The company’s reported net income for Q3 was $174 million, or $1.24 per diluted share, up sharply from $26 million, or $0.19 per diluted share, in Q3 2024. The company also provided its full-year 2025 revenue guidance of ~$2.6 billion.

Regarding the Intensive Supervision Appearance Program/ISAP 5 contract, the company had to reduce pricing to remain competitive, which may impact margins, particularly as the mix shifts toward more intensive, higher-cost monitoring devices. The government’s Request for Proposal for the ISAP contract identified participant counts of 361,000 in year one and 465,000 in year two, with the contract term extending into 2027. GEO anticipates the ISAP ramp-up to begin in early 2026.

The GEO Group Inc. (NYSE:GEO) is a leading diversified government service provider that designs, finances, develops, and supports services for secure facilities, processing centers, and community reentry centers in the US, Australia, South Africa, and the UK.

While we acknowledge the potential of GEO to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GEO and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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