Assessing GE HealthCare (GEHC) Valuation After Major AI Imaging Launches and New RSNA 2025 Partnerships

GE HealthCare Technologies (GEHC) just used RSNA 2025 to roll out a packed slate of AI imaging launches and new hospital alliances, signaling a deliberate push to own more of the precision medicine workflow.

See our latest analysis for GE HealthCare Technologies.

The flurry of RSNA product unveilings and new alliances with Mayo Clinic and URMC appears to be resonating, with a roughly 12 percent 1 month share price return and firmer sentiment after tariff driven weakness earlier this year, even though the 1 year total shareholder return is still modest.

If innovation in imaging and cancer care is on your radar, this is also a good moment to explore other healthcare names using healthcare stocks for fresh ideas beyond GE HealthCare.

With shares up double digits in a month but only modestly higher over the past year and still trading at a sizable intrinsic discount, is GE HealthCare quietly undervalued, or already discounting the next leg of AI driven growth?

Most Popular Narrative Narrative: 6.3% Undervalued

With GE HealthCare trading at $83.58 against a narrative fair value near $89, the setup hinges on steady growth expectations and a patient multiple rerating.

The analysts have a consensus price target of $88.0 for GE HealthCare Technologies based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $106.0, and the most bearish reporting a price target of just $73.0.

Read the complete narrative.

Want to see how modest revenue growth, stable margins, and a richer future earnings multiple can still unlock upside from here? The full narrative connects every dot.

Result: Fair Value of $89.21 (UNDERVALUED)

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

However, elevated China policy uncertainty and persistent tariff pressures could still derail margin progress and limit the upside embedded in today’s narrative.

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

Build Your Own GE HealthCare Technologies Narrative

If this view does not quite match your own, or you would rather lean on your own work, you can build a personalized take in just a few minutes: 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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