GE HealthCare Stock: Analyst Estimates & Ratings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 13 2025
0mins
Source: NASDAQ.COM
Company Performance: GE HealthCare Technologies Inc. has a market cap of $32 billion but has underperformed the market, with stock prices declining 11.1% over the past year compared to the S&P 500's gains. Despite this, the company reported a 2.7% increase in Q1 revenue and a 12.3% rise in adjusted net income, surpassing analysts' expectations.
Analyst Ratings: The consensus rating for GEHC is "Strong Buy," with 13 out of 18 analysts recommending it as such. However, Morgan Stanley has maintained a "Hold" rating while lowering its price target, indicating mixed sentiments about the stock's future performance.
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Analyst Views on GEHC
Wall Street analysts forecast GEHC stock price to rise
13 Analyst Rating
8 Buy
5 Hold
0 Sell
Moderate Buy
Current: 63.470
Low
80.00
Averages
92.25
High
105.00
Current: 63.470
Low
80.00
Averages
92.25
High
105.00
About GEHC
GE HealthCare Technologies Inc. is a healthcare solutions provider, innovating medical technology, pharmaceutical diagnostics, and integrated, cloud-first artificial intelligence (AI)-enabled solutions, services and data analytics. Its business segments include Imaging, Advanced Visualization Solutions (AVS), Patient Care Solutions (PCS), and Pharmaceutical Diagnostics (PDx). Its Imaging segment offers a portfolio of scanning devices, clinical applications, service capabilities, and digital solutions. Its AVS segment offers ultrasound, image guided therapies, and interventional solutions with a portfolio that spans the continuum of care, including screening, diagnosis, treatment, and monitoring of certain diseases. Its PCS segment consists of patient monitoring, anesthesia delivery and respiratory care, diagnostic cardiology, maternal infant care, and consumables and services. Its PDx segment develops and produces two types of imaging agents: contrast media and radiopharmaceuticals.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
GE HealthCare Unveils Next-Gen MR Technologies at ISMRM 2026
- Technology Showcase: At ISMRM 2026, GE HealthCare unveiled its next-generation helium-free 1.5T MR and advanced 3T scanners, integrating deep learning technologies aimed at accelerating research processes and enhancing clinical application efficiency, thereby driving innovation in the medical imaging field.
- AI-Driven Workflow: The SIGNA One workflow ecosystem simplifies MRI processes and improves imaging consistency, which is expected to enhance the efficiency of researchers and technologists, ultimately improving patient experiences and reinforcing reproducibility in clinical research.
- Deep Learning Acceleration: GE HealthCare's Sonic DL technology is projected to benefit 85% of MR exams through deep learning acceleration, enhancing image quality and signal-to-noise ratio, further advancing clinical applications in cardiology and oncology.
- Sustainability Commitment: The newly launched SIGNA Sprint helium-free technology reduces helium usage to below 1% while maintaining clinical efficiency, reflecting GE HealthCare's strategic goal of promoting high-impact MR operations alongside a commitment to sustainability.
See More
Inflationary Pressures Squeeze GE Healthcare's Profit Margins
- Profit Warning: Following the release of its Q1 2026 earnings, GE Healthcare's stock fell 11.3% in a week, primarily due to inflationary pressures eroding profit margins, with management forecasting a $0.15 decline in EPS, highlighting the cost challenges faced by the company.
- Rising Costs: Management outlined a $250 million increase in costs, with $100 million attributed to memory chips, $100 million to oil and freight costs, and $50 million to raw materials like tungsten, significantly impacting profitability.
- Sales Cycle Impact: The long sales cycles of GE Healthcare's high-ticket imaging and visualization equipment hinder the company's ability to quickly raise prices to offset rising costs, and while it sells shorter-cycle products, they are insufficient to alleviate the cost pressures.
- Stable Revenue Outlook: Despite the cost pressures, GE Healthcare maintains its full-year organic revenue growth guidance of 3%-4%, indicating that revenue growth prospects remain intact, with expectations for improved revenue and margin outlook in late 2026 and into 2027, making the stock appealing to long-term investors.
See More
GE Healthcare Stock Drops 11.3% Due to Rising Costs
- Earnings Guidance Cut: Following the Q1 2026 earnings report, GE Healthcare lowered its EPS guidance from $4.95-$5.15 to $4.80-$5.00 due to $250 million in rising costs, directly impacting profitability and investor sentiment.
- Sales Cycle Impact: The company's long sales cycles for high-ticket imaging equipment delay the effect of price increases on revenue, and while it offers shorter-cycle products, this agility is insufficient to counteract rising costs effectively.
- Cost Composition Analysis: Management highlighted that rising costs stem from memory chips, oil, and raw materials, contributing $100 million each from chips and oil, and $50 million from materials, leading to a projected EPS reduction of $0.43 in 2026, despite plans to mitigate costs.
- Stable Revenue Growth Outlook: GE Healthcare maintains its full-year organic revenue growth guidance of 3%-4%, indicating no issues with revenue growth prospects, and expects gradual improvement in revenue and margins as long-cycle sales convert into revenue over time.
See More
GE HealthCare and Anika Executives Increase Stock Holdings
- CFO Purchase at GE HealthCare: GE HealthCare's CFO James Saccaro bought 3,310 shares at $60.60 each on Friday, totaling $200,585, indicating confidence in the company's future despite a slight 0.1% drop in stock price that day.
- CEO Investment in Anika Therapeutics: Anika Therapeutics' CEO Stephen D. Griffin purchased 12,200 shares at $12.29 each for a total of $149,881 on Thursday, reflecting optimism about the company's prospects, coinciding with a 17.4% increase in stock price that day.
- Investment Performance: Griffin's investment is currently up 22.3%, based on a trading high of $15.02, showcasing the success of his buying decision and potentially boosting market confidence in Anika.
- Market Reaction Analysis: While GE HealthCare's stock experienced a slight decline, executive purchases are generally viewed as positive signals for future company performance, which may influence investor confidence and stock price trends in the long term.
See More
GE HealthCare Faces Investor Claims Investigation
- Poor Financial Performance: GE HealthCare reported diluted earnings per share of $0.85 for Q1 2026, a significant drop from $1.23 in the same period last year, indicating a substantial decline in profitability that may erode investor confidence.
- Revised Earnings Guidance: The company lowered its full-year 2026 adjusted earnings per share guidance to a range of $4.80 to $5.00, down from the previous range of $4.95 to $5.15, reflecting a pessimistic outlook on future profitability that could impact shareholder investment decisions.
- Increased Cost Pressures: GE HealthCare anticipates input costs to rise by approximately $250 million in 2026 due to inflation, and while the company plans to offset some of these pressures through pricing and cost control measures, the short-term effectiveness remains uncertain.
- Sharp Stock Price Decline: Following the earnings report, GE HealthCare's stock price plummeted, damaging investor interests and prompting Johnson Fistel to investigate whether the company complied with federal securities laws, potentially leading to more investors seeking legal recourse.
See More
Mixed Close for US Stocks as Oil Prices Surge
- Oil Price Surge Impacts Market: WTI crude oil prices surged over 6% on Wednesday to a three-week high due to the US maintaining its naval blockade of Iran, raising inflation expectations and negatively impacting the stock market.
- Fed Policy Influence: The Federal Reserve kept the federal funds rate unchanged at 3.50% to 3.75% during its latest meeting, despite dissent from four members against easing bias, reflecting concerns over economic uncertainty that may dampen investor confidence.
- Strong Tech Stock Performance: The Nasdaq 100 index rose 0.58%, driven by strong earnings from NXP Semiconductors and Seagate Technology, with shares up 25% and over 10% respectively, indicating robust demand for AI infrastructure.
- Housing Data Exceeds Expectations: US March housing starts unexpectedly rose 10.8% to 1.502 million, significantly surpassing the expected decline to 1.380 million, demonstrating resilience in the housing market that could provide support for stocks.
See More
GE HealthCare Unveils Next-Gen MR Technologies at ISMRM 2026
- Technology Showcase: At ISMRM 2026, GE HealthCare unveiled its next-generation helium-free 1.5T MR and advanced 3T scanners, integrating deep learning technologies aimed at accelerating research processes and enhancing clinical application efficiency, thereby driving innovation in the medical imaging field.
- AI-Driven Workflow: The SIGNA One workflow ecosystem simplifies MRI processes and improves imaging consistency, which is expected to enhance the efficiency of researchers and technologists, ultimately improving patient experiences and reinforcing reproducibility in clinical research.
- Deep Learning Acceleration: GE HealthCare's Sonic DL technology is projected to benefit 85% of MR exams through deep learning acceleration, enhancing image quality and signal-to-noise ratio, further advancing clinical applications in cardiology and oncology.
- Sustainability Commitment: The newly launched SIGNA Sprint helium-free technology reduces helium usage to below 1% while maintaining clinical efficiency, reflecting GE HealthCare's strategic goal of promoting high-impact MR operations alongside a commitment to sustainability.
See More
Inflationary Pressures Squeeze GE Healthcare's Profit Margins
- Profit Warning: Following the release of its Q1 2026 earnings, GE Healthcare's stock fell 11.3% in a week, primarily due to inflationary pressures eroding profit margins, with management forecasting a $0.15 decline in EPS, highlighting the cost challenges faced by the company.
- Rising Costs: Management outlined a $250 million increase in costs, with $100 million attributed to memory chips, $100 million to oil and freight costs, and $50 million to raw materials like tungsten, significantly impacting profitability.
- Sales Cycle Impact: The long sales cycles of GE Healthcare's high-ticket imaging and visualization equipment hinder the company's ability to quickly raise prices to offset rising costs, and while it sells shorter-cycle products, they are insufficient to alleviate the cost pressures.
- Stable Revenue Outlook: Despite the cost pressures, GE Healthcare maintains its full-year organic revenue growth guidance of 3%-4%, indicating that revenue growth prospects remain intact, with expectations for improved revenue and margin outlook in late 2026 and into 2027, making the stock appealing to long-term investors.
See More
GE Healthcare Stock Drops 11.3% Due to Rising Costs
- Earnings Guidance Cut: Following the Q1 2026 earnings report, GE Healthcare lowered its EPS guidance from $4.95-$5.15 to $4.80-$5.00 due to $250 million in rising costs, directly impacting profitability and investor sentiment.
- Sales Cycle Impact: The company's long sales cycles for high-ticket imaging equipment delay the effect of price increases on revenue, and while it offers shorter-cycle products, this agility is insufficient to counteract rising costs effectively.
- Cost Composition Analysis: Management highlighted that rising costs stem from memory chips, oil, and raw materials, contributing $100 million each from chips and oil, and $50 million from materials, leading to a projected EPS reduction of $0.43 in 2026, despite plans to mitigate costs.
- Stable Revenue Growth Outlook: GE Healthcare maintains its full-year organic revenue growth guidance of 3%-4%, indicating no issues with revenue growth prospects, and expects gradual improvement in revenue and margins as long-cycle sales convert into revenue over time.
See More
GE HealthCare and Anika Executives Increase Stock Holdings
- CFO Purchase at GE HealthCare: GE HealthCare's CFO James Saccaro bought 3,310 shares at $60.60 each on Friday, totaling $200,585, indicating confidence in the company's future despite a slight 0.1% drop in stock price that day.
- CEO Investment in Anika Therapeutics: Anika Therapeutics' CEO Stephen D. Griffin purchased 12,200 shares at $12.29 each for a total of $149,881 on Thursday, reflecting optimism about the company's prospects, coinciding with a 17.4% increase in stock price that day.
- Investment Performance: Griffin's investment is currently up 22.3%, based on a trading high of $15.02, showcasing the success of his buying decision and potentially boosting market confidence in Anika.
- Market Reaction Analysis: While GE HealthCare's stock experienced a slight decline, executive purchases are generally viewed as positive signals for future company performance, which may influence investor confidence and stock price trends in the long term.
See More
GE HealthCare Faces Investor Claims Investigation
- Poor Financial Performance: GE HealthCare reported diluted earnings per share of $0.85 for Q1 2026, a significant drop from $1.23 in the same period last year, indicating a substantial decline in profitability that may erode investor confidence.
- Revised Earnings Guidance: The company lowered its full-year 2026 adjusted earnings per share guidance to a range of $4.80 to $5.00, down from the previous range of $4.95 to $5.15, reflecting a pessimistic outlook on future profitability that could impact shareholder investment decisions.
- Increased Cost Pressures: GE HealthCare anticipates input costs to rise by approximately $250 million in 2026 due to inflation, and while the company plans to offset some of these pressures through pricing and cost control measures, the short-term effectiveness remains uncertain.
- Sharp Stock Price Decline: Following the earnings report, GE HealthCare's stock price plummeted, damaging investor interests and prompting Johnson Fistel to investigate whether the company complied with federal securities laws, potentially leading to more investors seeking legal recourse.
See More
Mixed Close for US Stocks as Oil Prices Surge
- Oil Price Surge Impacts Market: WTI crude oil prices surged over 6% on Wednesday to a three-week high due to the US maintaining its naval blockade of Iran, raising inflation expectations and negatively impacting the stock market.
- Fed Policy Influence: The Federal Reserve kept the federal funds rate unchanged at 3.50% to 3.75% during its latest meeting, despite dissent from four members against easing bias, reflecting concerns over economic uncertainty that may dampen investor confidence.
- Strong Tech Stock Performance: The Nasdaq 100 index rose 0.58%, driven by strong earnings from NXP Semiconductors and Seagate Technology, with shares up 25% and over 10% respectively, indicating robust demand for AI infrastructure.
- Housing Data Exceeds Expectations: US March housing starts unexpectedly rose 10.8% to 1.502 million, significantly surpassing the expected decline to 1.380 million, demonstrating resilience in the housing market that could provide support for stocks.
See More
