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GEHC · NASDAQ · STOCK

GE HealthCare (GEHC) Stock Analysis

Healthcare Updated August 25, 2026
$73.75
52W $58.75 – $89.77
55/100
$33.51B
21.3
0.82
AI Committee Verdict
Watch
55/100
Conviction: Contested · 50% agreement · 6 analysts
+2.3%
-3.9%
0.60:1
Contested

Is GEHC Bullish or Bearish?

Mixed. Innellis AI committee rates GE HealthCare (GEHC) Watch with a composite score of 55/100 , based on 6 analysts with 50% agreement. Last updated August 25, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +5.42 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -14.58 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — bollinger bandwidth of 19.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 18.9% shows genuine earnings power backing the valuation — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
Bear Case
  • EPS declining -11.0% YoY despite any revenue growth — Growth
  • Bollinger bandwidth of 19.3% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 25, 2026
Overall Committee Score
55/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 69%
of 192 Healthcare peers
Value Analyst bullish
63 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ ROE of 18.9% shows genuine earnings power backing the valuation
Growth Analyst neutral
48 / 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− EPS declining -11.0% YoY despite any revenue growth
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 19.3% signals elevated volatility
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3063.01)
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Investment Thesis Evolution

Committee score moved marginally from 54.6 to 54.6.

Comparing 2026-08-24 to 2026-08-25 (1 day apart).

Technical Analysis

RSI (14)
63.5
Neutral
MACD Histogram
0.091
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Hh Hl
Support
$71.32
Resistance
$75.92
Bollinger %B
0.74
Inside Bands
Price vs Moving Averages
EMA 9
$73.46 Above
EMA 21
$71.30 Above
EMA 50
$68.61 Above
EMA 200
$70.76 Above

Fundamental Analysis

Valuation
84
Growth
63
Profitability
63
Financial Health
49
Cash Flow
70
Valuation
P/E Ratio 21.3×
P/B Ratio 3.06×
PEG Ratio -0.74
Dividend Yield 0.19%
52W High $89.77
52W Low $58.75
Quality & Growth
ROE 2007.9%
ROA 564.7%
Gross Margin 4290.4%
Operating Margin 1270.1%
Revenue Growth YoY
Debt / Equity 0.92
AI Fundamental Assessment
P/E ratio of 21.3 (inexpensive relative to a 15-40x range); Price-to-book of 3.1x; PEG ratio of -0.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 20.1%; Return on assets of 5.6%; Net margin of 7.9%; Gross margin of 42.9%; Current ratio of 1.02 (tight short-term liquidity); Debt-to-equity of 0.92; Free cash flow per share is positive (1.98); Most recent quarter beat estimates by 7.0%; EPS growth accelerating (-31.2% -> +14.1% QoQ); Average YoY EPS growth of 6.6%; Analyst estimates falling over recent quarters
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