Oppenheimer Reiterates Outperform Rating on GE HealthCare (GEHC)

Oppenheimer analyst Suraj Kalia reiterated an Outperform rating and $89.00 price target on GE HealthCare (NASDAQ: GEHC).

The analyst comments "GEHC reported 4Q25 revenues of $5.70B (organic +4.8% y/y), slightly above our/consensus $5.62B/$5.61B estimates, with adjusted EPS of $1.44 vs. our/consensus $1.42/$1.40 estimates. New launches showcased at RSNA timelines on track. Flycardo at 220 doses/week (1/23), though unclear on current ramp rate. China revs. -11% y/y, (FY25 revs. down 4.6%), with FY26 seen declining (unclear on percentage). FY26 organic rev. growth guide introduced at 3-4% (~150bps f/x tailwind), and adj. EPS of $4.95-5.15 (ahead of our/consensus $4.97/$4.94 estimates). 1Q26 org. revenue +2-3%, with MSD adj. EPS growth. While we maintain our long-term constructive stance given GE's ecosystem and multiple levers of growth, China and the current trade & tariff environment are an overhang. Adjusting estimates for 4Q25 results, FY26 guide, introducing our FY27 estimates."

For an analyst ratings summary and ratings history on GE HealthCare click here. For more ratings news on GE HealthCare click here.

Shares of GE HealthCare closed at $82.63 yesterday.

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