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GEGEHC

GE HealthCare Technologies Inc.

$GEHC·$32B·Medical - Healthcare Information Services·Healthcare
$73.69-0.1%YTD-14.9%1Y+0.0%
Mentions · last 7 days
2026-08-07: 2 posts2026-08-08: 1 posts2026-08-09: 4 posts2026-08-10: 7 posts2026-08-11: 7 posts2026-08-12: 8 posts2026-08-13: 14 posts43+21%
Price updated 3h ago·X counts updated 1d ago
GEGEHC
$GEHCGE HealthCare Technologies Inc.
$73.69-0.14%43 posts+21%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $GEHC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-13

The move is getting stronger, with heavier trading behind it.

GE HealthCare's Q2 was the print the tape needed — $23.9B backlog, 1.15x book-to-bill, and a Zacks upgrade to Buy just landed

GE HealthCare Technologies is a diversified medical-imaging and diagnostics business (imaging, ultrasound, patient care, pharmaceutical diagnostics) — Q2 confirmed the demand cycle is turning.

  • Q2 EPS $1.13 vs $1.04 estimate — 8.7% beat; revenue $5.3B beat by $32M.
  • Organic orders growth 11.1% (record quarter) with 1.15x book-to-bill and $23.9B backlog — meaningful forward visibility.
  • Segment strength: Pharmaceutical Diagnostics +15.6%, Advanced Imaging +7.9%; drag is Patient Care Solutions -13.3% (under strategic review).
  • Stock -14.9% YTD but +11% above 50-day MA — the tape has just started catching up to the fundamentals.
  • Zacks upgraded to Buy Aug 12; GEHC crossed above 200-day MA Aug 11 — technical confirmations layered on.

Upside is continued imaging orders acceleration plus Patient Care Solutions strategic resolution (sale or restructure); downside is a hospital-capex slowdown or a tariff shock on medical imaging components.

Agrees with X sentimentX bulls cite the backlog and book-to-bill; my read matches, adds explicit note on Patient Care Solutions as the drag being strategically addressed.

What to watch: Q3 print (Nov 4) — organic orders trajectory, Patient Care Solutions strategic review update, and any updated FY guide.

On the calendar: 2026-11-04

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment14 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 the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 - Healthcare Information Services sits in its cycle right now — and what that implies for $GEHC.

Medical - Healthcare Information Services · Healthcare

No material change from last week — VEEV's 'agentic commercial' CRM framing converts AI from feature to platform pricing, while TEM's oncology AI platform and pharma data licensing confirm AI..

Industry benchmark

10-name peer basket
+34.5%YTD
+31.4%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 – $21.9B$4.91$4.88 – $4.9214
FY27$22.7B$22.4B – $22.9B$5.43$5.20 – $5.5414
FY28$23.8B$23.3B – $24.4B$6.04$5.51 – $6.3716
FY29$25.2B$24.9B – $25.5B$6.68$6.57 – $6.7915
FY30$26.4B$26.1B – $26.8B$7.30$7.19 – $7.4215

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.0.4×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.48%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.+12.6%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.+1.2%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 today0.5% 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
+ 20 other (19 awards · 1 inkind) 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-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
3New insider — initial holdingsMar 173
8-KOfficer or director changeMar 178-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KAgreement terminatedFeb 278-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
+ 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.

GEHC or LMAT: Which Is the Better Value Stock Right Now?zacks.com·1d agoGE HealthCare (GEHC) Upgraded to Buy: Here's What You Should Knowzacks.com·2d agoGE HealthCare Technologies (GEHC) Just Overtook the 200-Day Moving Averagezacks.com·4d agoHere's Why GE HealthCare Technologies (GEHC) is a Strong Momentum Stockzacks.com·8d agoGE HealthCare: Strong Orders, Innovation Pipeline, And PCS Recovery Point To Growth Inflectionseekingalpha.com·8d ago

In themes

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

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Voices on X · top 1 · 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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