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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
83% more call options, than puts
Call options by funds: $449M | Put options by funds: $245M
68% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 94
29% more funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 9 (+2) [Q1 2025]
10% more repeat investments, than reductions
Existing positions increased: 489 | Existing positions reduced: 444
3% more funds holding
Funds holding: 1,297 [Q4 2024] → 1,333 (+36) [Q1 2025]
0% less capital invested
Capital invested by funds: $30.3B [Q4 2024] → $30.2B (-$100M) [Q1 2025]
2.86% less ownership
Funds ownership: 84.66% [Q4 2024] → 81.8% (-2.86%) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Morgan Stanley Patrick Wood | 8%upside $78 | Equal-Weight Maintained | 6 May 2025 |
UBS Graham Doyle | 1%upside $73 | Neutral Upgraded | 5 May 2025 |
Goldman Sachs David Roman | 13%upside $82 | Buy Maintained | 1 May 2025 |
Wells Fargo Larry Biegelsen | 23%upside $89 | Overweight Maintained | 1 May 2025 |
Evercore ISI Group Vijay Kumar | 18%upside $85 | Outperform Maintained | 1 May 2025 |
Financial journalist opinion
Based on 5 articles about GEHC published over the past 30 days









