GE HealthCareGEHC
About: GE HealthCare Technologies is a leading medical technology firm with leading market share in imaging and ultrasound equipment. The company reports four major segments: imaging (45% of revenue), advanced visualization solutions (26%), patient care solutions (16%), and pharmaceutical diagnostics (13%). The company's sales are geographically diverse, with the United States, EMEA, China, and the rest of the world accounting for 46%, 26%, 12%, and 17% respectively. We estimate approximately half of its revenue is recurring, which consists of servicing (about one third of revenue), pharmaceutical diagnostics (about 10%-15%), and digital solutions (just over 5%).
Employees: 53,000
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
53% more first-time investments, than exits
New positions opened: 201 | Existing positions closed: 131
25% more repeat investments, than reductions
Existing positions increased: 491 | Existing positions reduced: 393
3% more funds holding
Funds holding: 1,252 [Q3] → 1,291 (+39) [Q4]
2.64% more ownership
Funds ownership: 81.9% [Q3] → 84.54% (+2.64%) [Q4]
7% more call options, than puts
Call options by funds: $338M | Put options by funds: $316M
14% less capital invested
Capital invested by funds: $35B [Q3] → $30.2B (-$4.79B) [Q4]
36% less funds holding in top 10
Funds holding in top 10: 11 [Q3] → 7 (-4) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Piper Sandler | 25%upside $88 | Overweight Maintained | 23 Apr 2025 |
Goldman Sachs David Roman 30% 1-year accuracy 6 / 20 met price target | 42%upside $100 | Buy Upgraded | 11 Mar 2025 |
Wells Fargo Larry Biegelsen 27% 1-year accuracy 12 / 44 met price target | 46%upside $103 | Overweight Maintained | 14 Feb 2025 |
Citigroup Joanne Wuensch 45% 1-year accuracy 18 / 40 met price target | 56%upside $110 | Buy Maintained | 13 Feb 2025 |
Financial journalist opinion
Based on 28 articles about GEHC published over the past 30 days
