GE HealthCare

BlueOwl

GE HealthCare: Barclays Raises PT to $87, Maintains Equal-Weight Rating

GE HealthCare: Barclays maintains Equal-Weight, PT raised to $87 from $86.

GE HealthCare Exceeds Analysts' Estimates with FY25 Revenue of $20.6bn, Sets New Earnings Range for FY26.

GE HealthCare: Stifel Maintains Buy Rating, PT Raised to $98

Evercore ISI Group raises GE HealthCare PT to $98, maintains Outperform.

Catalyst<ul> <li>Most analysts rate GEHC Buy or Strong Buy, showing broad institutional optimism.</li></ul>Risk<ul> <li>Fund flows show negative trends across all order size buckets indicating outflows.</li> <li>Bearish signals are obviously dominant in recent technical indicators with 3 bearish versus 1 bullish.</li></ul>

Key Factors

GE HealthCare integrated Diagnoly's FDA-cleared Fetoly AI software into its Voluson ultrasound systems to embed AI into foundational diagnostic workflows.GE HealthCare reported FY25 revenue of $20.6 billion, with Imaging at $9.25 billion and Pharmaceutical Diagnostics up 15.6% to $2.9 billion.GE HealthCare exceeded Q4 2025 revenue and EPS estimates, with revenue at $5.7 billion and adjusted EPS at $1.44, driving a 7.6% stock surge.Barclays raised GE HealthCare's price target to $87 and maintained an Equal-Weight rating, reflecting updated expectations for the company.GE HealthCare announced a $2.3 billion acquisition of Intelerad to expand its cloud-enabled imaging capabilities and issued 2026 adjusted EPS guidance of $4.95–$5.15.

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