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TickerTalks›$GEHC
GEGEHC

GE HealthCare Technologies Inc.

Rising onWhy it's trendingX mentions rising faster than the marketStrong bullish X conversationBacked by solid revenue growth
$GEHC·$29B·Medical - Devices·Healthcare
$64.07-0.3%YTD-22.2%1Y-17.4%
Price updated 13m ago·X counts updated 22h ago
GEGEHC
$GEHCGE HealthCare Technologies Inc.
$64.07-0.28%87 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $GEHC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

87X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $GEHC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 84% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data14 posts analyzed · as of 2026-08-05

GE HealthCare is bullish after Q2 — adjusted EPS $1.13 vs $1.04 est, revenue $5.3B beat, and organic orders growth of 11.1% marked a record quarter with a book-to-bill of 1.15x and a $23.9B backlog. Stock popped 10-11% and management reaffirmed FY guidance. Pharmaceutical Diagnostics (+15.6%) and Advanced Imaging (+7.9%) lead; the drag is Patient Care Solutions revenue down 13.3% with negative EBIT, where the company is reviewing strategic options.

Read what X is saying about $GEHC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GEHC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-14

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

GE HealthCare just reported record orders +11.1% and reaffirmed FY guide — the medical-imaging leader is quietly executing.

GE HealthCare Technologies is the leading US medical-imaging and diagnostics company (imaging equipment, ultrasound, patient care solutions, pharmaceutical diagnostics). It's a real-business franchise executing well but with tape headwinds from Patient Care Solutions weakness.

  • The mechanics are strong: Q2 revenue $5.3B grew 6% YoY at 41% gross margin, Q2 EPS beat by 9% at $1.13 versus $1.04 expected, and record Q2 organic order growth of 11.1% with a 1.15x book-to-bill and $23.9B backlog. FY26 consensus EPS at $4.93 climbs to $5.44 in FY27; TTM PE 20x on a $28.9B cap.
  • The setup mixes execution wins with tape weakness: Pharmaceutical Diagnostics grew +15.6%, Advanced Imaging +7.9%, but Patient Care Solutions revenue was down 13.3% with negative EBIT (under strategic review). GEHC in talks over a possible $1B Sofie Biosciences deal (FT). StarGuide GX 4D SPECT/CT is 510(k) pending with FDA. Shares at 17% of the 52-week range and 12% below the 200-day, down 23% YTD and 18% t12m.

Nov 4 Q3 earnings needs Patient Care Solutions strategic-review detail and any Sofie deal commentary. A Patient Care Solutions divestiture at a below-book price or a China imaging demand slowdown is the specific risk; a Sofie deal close plus Advanced Imaging accelerate forces further re-rating.

Agrees with X sentimentX reads the setup right — adjusted EPS $1.13 vs $1.04 est beat, revenue $5.3B beat, organic orders growth 11.1%, book-to-bill 1.15x, $23.9B backlog, Pharmaceutical Diagnostics +15.6%, Patient Care Solutions strategic review. Mechanics agree.

What to watch: Nov 4 Q3 earnings — Patient Care Solutions strategic review, Sofie Biosciences deal, and StarGuide FDA clearance. A Patient Care Solutions divestiture below book or China imaging demand slowdown is the specific risk.

On the calendar: 2026-11-04 — Q3 2026 earnings

strategic reviewm and a pending

Read the AI verdict on $GEHC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Medical imaging and diagnostics company making MRI, CT, ultrasound systems, patient monitoring equipment, and pharmaceutical diagnostics.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Devices sits in its cycle right now — and what that implies for $GEHC.

Medical - Devices · Healthcare

Procedure-volume recovery is driving device demand; AI-guided cardiac ablation and robotic orthopedics are capturing premium surgical mix while continuous glucose monitors extend device revenue into ambulatory care. Supply-chain normalization has improved gross margins across the cohort.

What this means for $GEHC

Partial — MRI, CT, and ultrasound systems benefit from hospital capex recovery; capital equipment cycles are longer and lumpier than consumable device revenue streams.

Industry benchmark

17-name peer basket
+10.6%YTD
+25.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
20.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
42.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$1.13$1.04+8.7%
Q1 2026Apr 29, 2026$0.99$1.04-4.8%
Q4 2025Feb 4, 2026$1.44$1.40+2.9%
Q3 2025Oct 29, 2025$1.07$1.05+1.9%
Next earningsWed, Nov 4·consensus EPS $1.21

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$5.3B+5.8%41.2%14.0%$1.24$-617.0M
Q1 FY26$5.1B+7.4%38.5%10.0%$0.85$112.0M
Q4 FY25$4.7B-12.1%54.3%14.2%$0.41$917.0M
Q3 FY25$5.1B+5.8%38.7%12.7%$0.98$483.0M

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$21.7B$21.6B – $21.8B$4.93$4.90 – $5.0015
FY27$22.7B$22.5B – $22.9B$5.44$5.16 – $5.5814
FY28$23.8B$23.3B – $24.4B$6.03$5.40 – $6.3916
FY29$25.1B$24.8B – $25.3B$6.67$6.57 – $6.7514
FY30$26.4B$26.1B – $26.7B$7.30$7.19 – $7.4014

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.18%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-11.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 450.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.825-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 22Kevin LoboDirector10.0K sh$642KBuyMay 12Rodney F HochmanDirector1.6K sh$100KBuyMay 8Yang Watkin Phoebe L.Director1.0K sh$63KBuyMay 6Culp H Lawrence JrDirector80.8K sh$5.0MBuyMay 6William J StrombergDirector1.0K sh$62KBuyMay 1James SaccaroCFO3.3K sh$201KBuyApr 30Frank R JimenezGC & Corporate Secretary1.8K sh$106KBuyApr 30Peter J ArduiniCEO4.2K sh$250K
+ 24 other (16 inkinds · 8 awards) in window

See when $GEHC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 188-K — Item 5.02: Officer or director change
AI summary

GE HealthCare Technologies (GEHC) filed an 8-K under Item 5.02, disclosing a change in executive officers or directors effective August 13, 2026. No specific names or roles were included in the available excerpt. GE HealthCare is a leading medical imaging and diagnostics company.

8-KPress release / Reg FDJul 298-K — Item 7.01: Press release / Reg FD
AI summary

GE HEALTHCARE TECHNOLOGIES INC. (GEHC) filed a Reg FD disclosure (Item 7.01) on 2026-07-29, furnishing an investor presentation or Reg FD disclosure. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally informational; no new deal terms or financial results were announced unless otherwise noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

8-KOfficer or director changeJul 238-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
AI summary

GE HEALTHCARE TECHNOLOGIES INC. (GEHC) reported Q2 2026 financial results on 2026-07-23, reporting EPS of (. Additional items: Item 5.02. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

8-KShareholder voteMay 118-K — Item 5.07: Shareholder vote · Item 8.01: Other event
3New insider — initial holdingsMay 53
+ 14 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

GE HealthCare in talks over possible $1 billion deal for Sofie Biosciences, FT reportsreuters.com·3d agoGE HealthCare Technologies Inc. (GEHC) Presents at Wells Fargo 21st Annual Healthcare Conference Transcriptseekingalpha.com·6d agoGE HealthCare Moves StarGuide GX 4D SPECT/CT Toward FDA Clearancezacks.com·6d agoGE HealthCare aims to advance a new era in theranostics with StarGuide™ GX 4D SPECT/CT, now 510(k) pending with the U.S. FDAbusinesswire.com·8d agoHsbc Holdings PLC Has $64.22 Million Stake in GE HealthCare Technologies Inc. $GEHCdefenseworld.net·8d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI Precision Medicine

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Voices on X · last 7 days

No standout posts about $GEHC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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