Added to YB: 2026-02-19
Pitch date: 2026-02-16
GEHC [bullish]
GE HealthCare Technologies Inc.
+3.56%
current return
Author Info
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Company Info
GE HealthCare Technologies Inc. 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.
Market Cap
$37.2B
Pitch Price
$80.16
Price Target
200.00 (+141%)
Dividend
0.17%
EV/EBITDA
11.14
P/E
17.94
EV/Sales
2.10
Sector
Health Care Equipment and Supplies
Category
value
$GEHC: An Earnings Growth Masterclass
GEHC: Spun from GE Jan '23, trades 16x P/E vs 29-37x medtech peers—misclassified as cyclical equipment vs reality: $20.6B franchise shifting to sticky recurring revenue via AI/cloud software. FY25: $4.59 EPS, $1.5B FCF, record $21.8B backlog. Tariffs masked growth ($0.43 EPS hit); ex-tariffs EPS +12%. Path to $110 near-term (18x '27E $6+ EPS), $200 long-term (22-24x '30E $8.50-9.50 EPS)=20% IRR. Catalysts: Flyrcado scaling to $500M, photon-counting CT approval, 300-400bps margin expansion from Heartbeat lean, $2.3B Intelerad SaaS acquisition, China recovery upside. Risks: execution, tariffs, China. 55% vitality rate, 80+ FDA AI algos. Bull case delivers 150% return over 5yr as recurring rev mix hits 60%+.
Read full article (34 min)