How could the DOJ lawsuit change ICE immigration operations for detention operators?

A court order that favors federal access could let officers operate more freely on state property, improving intake, transfers, and utilization. That would likely support occupancy and revenue consistency. If limits stand, access could narrow, dampening detainee volumes, billing, and visibility. Expect headline‑driven volatility until the court sets clear rules.

What technical price levels matter most for GEO and CXW now?

For GEO, watch support near $13.13 and resistance at the 50‑DMA around $16.33, then the 200‑DMA near $20.34. For CXW, watch the lower band at $16.70, then resistance at the 50‑DMA $19.08 and 200‑DMA $19.84. Breaks above moving averages could signal momentum shifts.

Are GEO and CXW direct winners if the DOJ prevails?

Not automatically. A favorable ruling could expand ICE immigration access, but benefits depend on contract terms, staffing, and federal bed needs. Operators still face rate sensitivity, regulatory reviews, and public‑policy risks. Strong execution and balance‑sheet flexibility will shape how much upside each company can capture from any policy change.

What data should investors track to gauge revenue impact from ICE immigration changes?

Focus on occupancy updates, contract renewals or terminations, per‑diem rates, and any federal guidance on detention capacity. Also track interest coverage, net debt to EBITDA, and free cash flow. Company earnings calls and court docket movements can quickly shift expectations around volume, pricing, and contract stability.

Law and Government

GEO Stock Today, February 25: DOJ Sues NJ Over ICE Limits, Policy Risk

ByDanny Kontos February 25, 2026February 25, 2026

ICE immigration is back in focus after the Justice Department sued New Jersey over limits on federal enforcement. Policy outcomes can shift detainee volumes and contract flows for detention operators. We watch GEO and CXW for headline risk tied to ICE immigration. Recent snapshots show GEO at $13.81 (+3.76%) and CXW at $16.47 (+1.60%). With legal clarity uncertain, we weigh technical levels, balance sheets, and scenarios investors can act on today in the US market.