A Fresh Look at GE HealthCare Technologies's Valuation After AI Innovation Unveiling at 2025 ASTRO Annual Meeting

GE HealthCare Technologies (GEHC) is generating attention after unveiling new AI-backed software innovations in radiation therapy at the 2025 ASTRO Annual Meeting. This launch highlights the company’s strategic move into digital health solutions for cancer care.

See our latest analysis for GE HealthCare Technologies.

Momentum for GE HealthCare Technologies has been moderate, even as the company maintains a steady cadence of announcements. These include the recent dividend affirmation and updates to its AI-driven software lineup. The latest closing share price sits at $76.56, and the 1-year total shareholder return is slightly in the red. Ongoing digital health initiatives could bring renewed attention to growth potential for patient, longer-term investors.

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With shares trading below many analyst targets and a history of modest returns, the question emerges: are investors overlooking growth potential, or is optimism about GE HealthCare’s future already fully reflected in the stock price?

Most Popular Narrative: 13% Undervalued

Analyst consensus sees GE HealthCare Technologies trading roughly 13% below its fair value of $88, compared to the recent close at $76.56. Let's examine a key growth driver that shapes this view.

The pipeline of new high-impact products, like Radiopharmaceuticals, Total Body PET, and Photon Counting CT, is anticipated to drive future revenue growth and potentially improve margins. The focus on expanding recurring revenue, particularly in areas like digital solutions and advanced visualization, is expected to contribute positively to revenue stability and net margins.

Read the complete narrative.

Wondering what crucial numbers are fueling this bullish view? The answer revolves around ambitious forecasts for both profit growth and recurring digital revenues. Do not miss the surprising assumptions that justify a price target well above today's market level.

Result: Fair Value of $88 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, potential risks remain, including escalating tariffs and mounting competitive pressures. These factors could disrupt growth and challenge the optimism surrounding GE HealthCare’s outlook.

Find out about the key risks to this GE HealthCare Technologies narrative.

Build Your Own GE HealthCare Technologies Narrative

If you see things differently or want to base your perspective on the underlying numbers, you can quickly create your own custom narrative by using the following option: Do it your way.

A great starting point for your GE HealthCare Technologies research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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