Update shared on 15 Oct 2025
Fair value Decreased 1.18%Analysts have modestly lowered their price target for GE HealthCare Technologies from $88 to approximately $86.96 per share, citing incremental shifts in fair value and ongoing market uncertainties, such as evolving conditions in China and sustained concerns over order books. These factors are balanced by encouraging updates to the company’s product pipeline.
Analyst Commentary
Recent research updates reflect a balance of optimism and caution among market watchers regarding GE HealthCare Technologies. Analysts interpret new price targets and commentary as responses to a complicated macro backdrop, evolving global market dynamics, and strong internal execution.
Bullish Takeaways
- Bullish analysts continue to raise price targets as GE HealthCare delivers quarterly results ahead of expectations, highlighting resilient operational performance.
- The company’s robust product pipeline is repeatedly cited as a source of confidence in long-term growth and competitiveness.
- Upward revisions in guidance underscore management’s conviction in execution, despite short-term market headwinds.
- Recent increases in target valuations reflect confidence that the business remains well positioned to capture continued demand amid changing market conditions.
Bearish Takeaways
- Bears remain cautious about ongoing uncertainty in China, especially regarding policy challenges, anti-corruption measures, and an environment increasingly favoring domestic players.
- Some analysts are concerned that persistent pressures on order books and rolling pricing dynamics could continue to weigh on near-term revenue visibility.
- The prospect of a strategic pivot from certain international markets introduces incremental execution risk to the company’s longer-term growth narrative.
- Consolidation in valuation targets reflects a measured approach amid external uncertainties, with some analysts reiterating more neutral stances on the stock.
What's in the News
- GE HealthCare is considering options for its China business, including a potential sale of a stake. This could value the unit at several billion dollars (Bloomberg).
- Launched CareIntellect for Perinatal, a cloud-based SaaS platform that streamlines and improves maternal and fetal care by integrating clinical data for clinicians.
- Showcased real-world evidence for the End-tidal Control anesthesia delivery software, demonstrating significant reductions in anesthetic agent usage and greenhouse gas emissions at the University of Michigan.
- Unveiled the Carestation 850, a next-generation anesthesia delivery system designed to help clinicians adapt to rising demands and optimize patient care, with FDA submission and new international regulatory approvals.
Valuation Changes
- Consensus Analyst Price Target has decreased modestly from $88 to approximately $86.96 per share.
- Discount Rate has risen slightly from 8.05% to 8.07%.
- Revenue Growth projection has edged up, increasing from 4.34% to 4.38%.
- Net Profit Margin estimate has improved marginally from 11.04% to 11.06%.
- Future P/E ratio has declined from 20.16x to 19.89x.
Disclaimer
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