GE HealthCare Technologies IncNasdaq: GEHC
Health Care · Health Care Equipment
$61.16
+0.53%
Vol: 10.2M
Research Digest
Friday, May 1, 2026
GE Healthcare faces profit headwinds; cuts 2026 guidance amid inflation pressures
GE HealthCare reported Q1 revenue of $5.1B (+7.4% YoY) but faces rising costs and cut profit guidance for 2026, resulting in 13% stock decline. The company is restructuring to create Advanced Imaging Solutions segment combining Imaging and AVS divisions. FDA approvals for new MRI technology and Intelerad acquisition highlight innovation efforts. Analysts rate Buy with $88.38 PT, suggesting 48% upside.
Previous Market Intelligence
13 daysApr 30GE HealthCare cuts 2026 profit guidance on supply chain and inflation pressuresNegative▶
GE HealthCare cut full-year adjusted earnings guidance to $4.80-$5.00 from prior $4.95-$5.15 due to rising costs for memory chips, oil and freight. Free cash flow guidance lowered to ~$1.6B from ~$1.7B. Q1 revenue grew 2.9% YoY to $5.1B despite profit margin pressure. Stock dropped 13% and 12% in recent trading on the news. Company reorganized Imaging and AVS into Advanced Imaging Solutions segment ($14.6B). Despite weakness, 13 analysts rate stock "Buy" with average target of $88.38 (48.3% upside).
Apr 29GE HealthCare stock plunges 13.5% after Q1 miss; cuts FY26 guidance 3%Negative▶
GE HealthCare reported Q1 2026 sales of $5.13B (+7.4% YoY) beating revenue expectations but non-GAAP EPS of $0.99 was 5.7% below consensus. Company lowered full-year Adjusted EPS guidance to $4.90 at midpoint (3% decrease) and free cash flow to $1.6B from $1.7B due to rising memory chip, oil, and freight costs. Reorganization created $14.6B Advanced Imaging Solutions segment combining Imaging and AVS. Phil Rackliffe appointed President/CEO of AIS. Stock crashed 13.5% post-earnings. Buy consensus from 13 analysts with $88.38 target (+48.3% upside despite recent setback).
Apr 16GE HealthCare gets FDA approval for SIGNA MRI; integrates bkActiv ultrasound with Medtronic surgical navigation; Q1 earnings April 29.Positive▶
GE HealthCare secured FDA approval for next-generation SIGNA MRI technology and announced digital integration of bkActiv intraoperative ultrasound with Medtrocket Stealth AXiS surgical navigation system for real-time cranial imaging. Completed Intelerad acquisition accelerating cloud-first shift. Q1 2026 earnings release April 29 before market open. FY2025 revenue $20.63B (+4.84% YoY). Analysts maintain Buy rating with $89.69 price target (+21.15%). Evercore ISI lowered target to $85 from $98 April 6.
Apr 15GE HealthCare integrates bkActiv ultrasound with Medtronic surgical navigation; Q1 results April 29.Positive▶
GE HealthCare announced digital integration between bkActiv intraoperative ultrasound and Medtronic Stealth AXiS surgical navigation system for real-time cranial imaging. Evercore ISI lowered price target to $85 from $98. Q1 2026 results scheduled April 29. Photonova Spectra photon-counting CT received FDA clearance.
Apr 14GE HealthCare to announce Q1 2026 earnings on April 29; Evercore ISI lowered price target to $85 from $98.Neutral▶
GE HealthCare will announce Q1 2026 earnings before market open on April 29, 2026. Evercore ISI lowered price target to $85. GE HealthCare completed the Intelerad acquisition to accelerate shift to cloud-first enterprise solutions. The company received FDA clearance for its Photonova Spectra photon-counting CT.
Apr 13Q1 2026 earnings due April 29; Evercore ISI cut target to $85 from $98; FDA approved next-gen SIGNA MRI technology.Positive▶
GE HealthCare will announce Q1 2026 results April 29 before market open. Beat Q2 consensus with adjusted EPS of $1.44 vs $1.40 estimate. FDA approved next-generation SIGNA MRI technology. Announced role in new COMPASS consortium. Evercore ISI cut price target from $98 to $85. Consensus Buy from 12 analysts with $89.75 target (21.70% upside).
Apr 10GE HealthCare announces Q1 2026 earnings for April 29 and integrates ultrasound system with Medtronic surgical navigation platform.Positive▶
GE HealthCare will announce Q1 2026 results on April 29 before market open. On April 9, the company announced its bkActiv intraoperative ultrasound system is now compatible with Medtronic's Stealth AXiS surgical navigation system. Goldman Sachs initiated a Buy rating on April 8, but Evercore ISI lowered price target from $98 to $85.
Apr 9GE HealthCare Q1 2026 earnings April 29; completes Intelerad acquisitionPositive▶
GE HealthCare Technologies announces Q1 2026 earnings before market open on April 29, 2026. Completed Intelerad acquisition accelerating cloud-first enterprise solutions shift for precision care. FDA approved next-generation SIGNA MRI technology enhancing precision imaging. Multiple AI-enabled innovations announced. 2025 revenue $20.63B (+4.84%), earnings $2.08B (+4.57%). Stock dropped 19% from 52-week high but remains Moderate Buy. Q2 adjusted EPS $1.44, beat consensus $1.40. 12 analysts rate Buy with $89.75 target (+21.7%). Dividend $0.035 ex-date April 2, 2026.
Apr 8GE HealthCare Q4 2025 beats expectations; Q1 2026 results scheduled April 29Positive▶
GE HealthCare delivered strong Q4 2025 results exceeding analyst expectations with revenue of $20.63B (up 4.84% YoY) and earnings growth of 4.57%. FDA cleared next-generation SIGNA MRI technology for precision imaging and approved View diagnostic viewer for cloud-based radiologist access. Company announced $0.035 quarterly dividend (ex-date April 2). Despite 19% decline from 52-week high, 12 analysts rate stock Buy with $90.83 target (29% upside). Q1 2026 earnings due April 29 before market open.
Apr 7GE HealthCare receives FDA clearances for Photonova Spectra CT and True Definition DL.Positive▶
GE HealthCare received FDA 510(k) for Photonova Spectra photon-counting CT and True Definition DL deep-learning CT image reconstruction. Showcased AI cardiology imaging suite. Q4 2025 EPS $1.44 beat $1.41. Q1 2026 release April 29. 12 analysts Buy at $90.83 (+29%).
Apr 6GE HealthCare Acquires Intelerad; FDA Approves SIGNA MRI; Strong GrowthPositive▶
GE HealthCare announced acquisition of Intelerad Medical Systems with senior unsecured term loan and notes due 2028/2035. FDA approved next-generation SIGNA MRI technology for enhanced precision imaging. 2025 revenue $20.63B (+4.84% YoY) with earnings $2.08B (+4.57% YoY). Stock down 19% from 52-week high but analyst consensus Buy with 12-month target $90.83 (+29% upside). Company operates Imaging, AVS, PCS, and PDx segments with strong growth trajectory.
Apr 3GE Healthcare Photonova Spectra CT received FDA clearance; Intelerad acquisition completed; dividend ex-date April 2.Positive▶
GE HealthCare announced FDA clearance for Photonova Spectra photon-counting CT on March 23 and completed the Intelerad acquisition on March 18, accelerating cloud-first enterprise solutions strategy. Appointed medtech leader Kevin Lobo to Board on March 17. Cash dividend of $0.035 with ex-date of April 2. Beat Q4 2025 earnings with EPS of $1.44 vs. $1.41 estimate.
Apr 2GE HealthCare received FDA clearance for Photonova Spectra CT System and next-generation SIGNA MRI technology; completed Intelerad acquisition.Positive▶
GE HealthCare announced FDA 510(k) clearance for the Photonova Spectra CT System and achieved MRI portfolio milestone with FDA clearances for next-generation SIGNA MRI technology. The company completed the Intelerad acquisition to accelerate shift to cloud-first enterprise solutions. Stock trading at $79.39, up 0.78% in last 24 hours. Company declared $0.035 dividend payable May 15, 2026.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| GEHCGE | $61.16 | +0.53% | -13.6% | 11.2x | — | $27.7B |
| ISRGINTUITIVE | $458.41 | +0.17% | +1.1% | 38.8x | 1.68 | $162.1B |
| ABTABBOTT | $89.66 | -1.25% | -11.3% | 15.0x | 0.78 | $157.8B |
| SYKSTRYKER | $296.89 | -5.79% | -5.2% | 18.8x | 0.93 | $120.7B |
| MDTMEDTRONIC | $80.38 | -0.73% | -6.2% | 13.4x | 0.76 | $104.0B |
| BSXBOSTON | $56.75 | -1.50% | -8.0% | 15.3x | 0.78 | $85.6B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.