GE HealthCareGEHC
GEHC
About: GE HealthCare Technologies is a leading medical technology firm with leading market share in imaging and ultrasound equipment. The company reports four major segments: imaging (45% of revenue), advanced visualization solutions (26%), patient care solutions (16%), and pharmaceutical diagnostics (13%). The company's sales are geographically diverse, with the United States, EMEA, China, and the rest of the world accounting for 46%, 26%, 12%, and 17% respectively. We estimate approximately half of its revenue is recurring, which consists of servicing (about one third of revenue), pharmaceutical diagnostics (about 10%-15%), and digital solutions (just over 5%).
Employees: 53,000
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
52% more first-time investments, than exits
New positions opened: 201 | Existing positions closed: 132
26% more repeat investments, than reductions
Existing positions increased: 492 | Existing positions reduced: 391
3% more funds holding
Funds holding: 1,252 [Q3] → 1,290 (+38) [Q4]
2.64% more ownership
Funds ownership: 81.9% [Q3] → 84.54% (+2.64%) [Q4]
7% more call options, than puts
Call options by funds: $338M | Put options by funds: $316M
14% less capital invested
Capital invested by funds: $35B [Q3] → $30.2B (-$4.79B) [Q4]
36% less funds holding in top 10
Funds holding in top 10: 11 [Q3] → 7 (-4) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$100
60%
upside
Avg. target
$104
67%
upside
High target
$110
76%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Goldman Sachs David Roman 25% 1-year accuracy 5 / 20 met price target | 60%upside $100 | Buy Upgraded | 11 Mar 2025 |
Wells Fargo Larry Biegelsen 22% 1-year accuracy 10 / 46 met price target | 65%upside $103 | Overweight Maintained | 14 Feb 2025 |
Citigroup Joanne Wuensch 42% 1-year accuracy 18 / 43 met price target | 76%upside $110 | Buy Maintained | 13 Feb 2025 |
Financial journalist opinion
Based on 21 articles about GEHC published over the past 30 days
Neutral
Business Wire
1 day ago
GE HealthCare to announce first quarter 2025 results on April 30, 2025
CHICAGO--(BUSINESS WIRE)--GE HealthCare (Nasdaq: GEHC) will announce its first quarter 2025 financial results before the market opens on Wednesday, April 30, 2025. The GE HealthCare management team will also host a conference call and webcast at 8:30 a.m. Eastern Time / 7:30 a.m. Central Time on that same day, which will be a live webcast and accessible at https://investor.gehealthcare.com/news-events/events. The earnings release, accompanying financial information, and webcast replay also will.
Positive
Zacks Investment Research
1 week ago
GE HealthCare (GEHC) Surges 10.6%: Is This an Indication of Further Gains?
GE HealthCare (GEHC) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Neutral
Business Wire
1 week ago
Cincinnati Children's and GE HealthCare build collaborative research program to drive pediatric imaging innovation
CHICAGO--(BUSINESS WIRE)--Cincinnati Children's and GE HealthCare (Nasdaq: GEHC) will form a strategic research program focused on driving clinical and technical research to advance innovation for pediatric care delivery across modalities, including magnetic resonance imaging (MRI), ultrasound, molecular imaging (MI), and computed tomography (CT). The research program will establish the first pediatric Care Innovation Hub nationwide, representing a new model established by GE HealthCare and Cin.
Positive
Seeking Alpha
1 week ago
GE HealthCare: Looking Healthier Here
GE HealthCare, spun off from GE in early 2023, has seen its stock trade between $60-$90, now trading at the low end of the range. The company reports nearly $20 billion in sales and is gradually posting higher margins, looking to expand these to the 20% mark. For 2025, GE HealthCare expected 2-3% sales growth and a 40-50 basis point EBIT margin improvement, with free cash flow over $1.75 billion.
Neutral
Business Wire
1 week ago
GE HealthCare names Jeannette Bankes president and CEO, Patient Care Solutions
CHICAGO--(BUSINESS WIRE)--GE HealthCare (Nasdaq: GEHC), a leading global healthcare solutions provider, announced the appointment of Jeannette Bankes as president and CEO, Patient Care Solutions, effective May 1, 2025. Peter Arduini, president and CEO, GE HealthCare, said, “Jeannette is a proven leader who has diverse and deep experience at publicly traded companies in the healthcare industry. We proudly welcome her to the company and are confident that she has the expertise to move Patient Car.
Negative
The Motley Fool
2 weeks ago
Why GE HealthCare Technologies Stock Fell Today
Shares in GE HealthCare Technologies (GEHC -9.60%) were down 9.5% at 1 p.m. today. The decline follows the U.S.'s wide-scale implementation of tariffs.
Neutral
Business Wire
2 weeks ago
GE HealthCare and FPT Expand Strategic Partnership to Drive AI-Powered Healthcare Innovation
HANOI, Vietnam--(BUSINESS WIRE)-- #FPT--Global IT firm FPT and GE HealthCare announced a Strategic Cooperation Agreement, expanding their commercial alliance to advance product strategy and development, and establish an FPT Competency Center in Vietnam. This deepening collaboration reflects a strategic shift from project-based engagement to a long-term alliance aimed at accelerating the adoption of AI-driven solutions, enhancing operational efficiency, and improving patient care. As part of the commer.
Positive
Zacks Investment Research
2 weeks ago
GEHC Stock Gains Following Buyout Completion to Boost Its PDx Arm
GE HealthCare aims to expand its existing footprint and offerings in Japan, as well as enhance patient access to next-generation radiopharmaceuticals via its latest acquisition.
Positive
Zacks Investment Research
2 weeks ago
GEHC Stock May Rise as Revolution Vibe CT Enhances Imaging Tech
GE HealthCare introduces Revolution Vibe CT, a cutting-edge imaging system designed to enhance diagnostic precision, improve workflow efficiency, and expand accessibility.
Positive
Zacks Investment Research
2 weeks ago
GE HealthCare's Latest Product Launch to Boost Cardiology Care
GEHC's latest commercial launch of Flyrcado and the grant of pass-through status by CMS aim to serve a wider patient pool across the United States.
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