• At Garrett Motion’s May 28, 2026 annual meeting, shareholders approved the election of former auto industry finance executive Jeffrey Vanneste to the company’s board, while the CFO, Sean Deason, recently sold 110,000 shares but retained 261,909 shares.
• Alongside this board refresh, Garrett Motion is pushing its high-speed turbomachinery into data center power and cooling applications, aligning its technology with growing infrastructure demand and reinforcing analysts’ increasingly positive earnings outlook.
• We’ll now examine how Garrett Motion’s push into data center power and cooling reshapes its existing investment narrative and future prospects.

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Garrett Motion Investment Narrative Recap

To own Garrett Motion today, you need to believe its move beyond traditional turbochargers into data center power and cooling can gradually rebalance the business away from ICE dependence, while margins hold up despite mix and macro pressures. The addition of Jeffrey Vanneste to the board and the CFO’s share sale do not materially change the near term catalyst, which is execution in data center and industrial cooling, nor the key risk that ICE exposure remains high.

The most relevant recent announcement here is Garrett’s data center focused high speed turbomachinery and oil free compressor push, including MEG turbochargers for large backup generators and compressors for HVAC. This is where the potential offset to long term ICE risk sits, tying Garrett to data center and infrastructure projects that could broaden revenue sources if adopted at scale and help support earnings resilience as the auto business evolves.

Yet, even with these positives, investors should not overlook the risk that Garrett still leans heavily on gasoline and diesel turbo demand, which...

Garrett Motion's narrative projects $4.2 billion revenue and $437.5 million earnings by 2029.

Uncover how Garrett Motion's forecasts yield a $35.67 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Some of the most optimistic analysts were already assuming revenue around US$4.1 billion and earnings near US$395.6 million by 2029, and saw faster progress in oil free compressors and energy efficient cooling as core to that view, so this latest data center news may strengthen their narrative while more cautious investors focus on how dependent those forecasts are on...

Explore 4 other fair value estimates on Garrett Motion - why the stock might be worth as much as 60% more than the current price!

Reach Your Own Conclusion

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

• A great starting point for your Garrett Motion research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Garrett Motion research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Garrett Motion's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.