Stock Analysis

How GE HealthCare's (GEHC) Expanded AI Alliance with DeepHealth Could Reshape Imaging Innovation and Access

  • On November 12, 2025, DeepHealth, Inc. and GE HealthCare announced an expanded strategic collaboration to accelerate AI innovation in imaging, aiming to enhance breast cancer care and ultrasound diagnostic efficiency across global markets.
  • This initiative highlights how validated AI-driven tools can streamline clinical workflows, standardize reporting, and broaden access to expert imaging in diverse care environments.
  • To understand what this means for GE HealthCare, we'll examine how their expanded global AI partnership could shape the company's broader investment narrative.

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GE HealthCare Technologies Investment Narrative Recap

For investors to consider GE HealthCare Technologies, they need to believe in the company’s ability to leverage innovation in AI and partnerships to stay ahead in global medical imaging and diagnostics. The expanded alliance with DeepHealth, Inc. strengthens GE HealthCare’s digital offering, but it may not move the needle on the biggest short-term catalyst: accelerating recurring revenue from digital solutions. However, competitive risk from rival product pipelines remains, as advancing AI could quickly become an industry standard rather than a differentiator.

Of the company’s recent announcements, the October 2025 collaborations with The Queen’s Health Systems and Duke Health, focused on AI hospital operations software, align closely with this theme. These projects showcase GE HealthCare’s emphasis on digital health partnerships, which are seen as crucial for driving longer-term gains in recurring revenue and maintaining a leading position in clinical workflow automation. Yet, while partnerships multiply opportunities, they don’t fully shield the company from competitors’ innovation cycles...

Read the full narrative on GE HealthCare Technologies (it's free!)

GE HealthCare Technologies is expected to reach $22.7 billion in revenue and $2.5 billion in earnings by 2028. This outlook assumes a 4.3% annual revenue growth rate and a $0.3 billion increase in earnings from the current level of $2.2 billion.

Uncover how GE HealthCare Technologies' forecasts yield a $86.96 fair value, a 16% upside to its current price.

Exploring Other Perspectives

GEHC Community Fair Values as at Nov 2025
GEHC Community Fair Values as at Nov 2025

In the Simply Wall St Community, four independent fair value estimates for GE HealthCare Technologies range from US$62.11 to US$123.59 per share. While these diverse views shape investment decisions, persistent risk from competitor advancements may influence future performance, so it pays to review others’ analyses before making up your mind.

Explore 4 other fair value estimates on GE HealthCare Technologies - why the stock might be worth 17% less than the current price!

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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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About NasdaqGS:GEHC

GE HealthCare Technologies

Engages in the development, manufacture, and marketing of products, services, and complementary digital solutions used in the diagnosis, treatment, and monitoring of patients in the United States, Canada, and internationally.

Undervalued with solid track record.

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