Latest news with #GEHealthCareTechnologies
Nikkei Asia
2 days ago
- Business
- Nikkei Asia
Canon, Fujifilm face GE HealthCare's growing scope
TOKYO -- U.S.-based GE HealthCare Technologies has expanded its reach in Japan while wielding market-leading computed tomography (CT) scanners as well as diagnostic drugs, pushing local players Canon and Fujifilm Holdings to try to counter its substantially larger scale. GE HealthCare entered the field of surgical treatment with an acquisition in 2021 and was spun off from General Electric in January 2023. The company looks to expand further through the highly profitable diagnostic drug business -- radiopharmaceuticals in particular. Radioactive substances can be used to diagnose cancer and Alzheimer's disease as well as aid in providing treatment tailored to each patient.
Yahoo
13-05-2025
- Business
- Yahoo
Here's Why GE HealthCare Stock Blasted Higher Today
An improving U.S./China trading relationship could lift GE HealthCare's earnings outlook. The company is an exporter to China and also sources components from the country. These 10 stocks could mint the next wave of millionaires › A thawing in the U.S./China trading relationship is excellent news for a company like GE HealthCare Technologies (NASDAQ: GEHC). It's a large exporter to China (a market management sees as having excellent long-term potential) and uses Chinese-sourced components in its products. As such, the stock jumped as high as 11.3% in early trading on the news that the U.S. and China have agreed to ease tariffs on each other's goods for an initial 90-day period. The impact of tariffs on GE HealthCare is seen in its earnings guidance. Back in February, management said tariffs would hit its earnings per share (EPS) in 2025 by $0.05. Fast forward to the end of April (almost a month after the "Liberation Day" tariffs were announced), and management discussed an additional $0.80 net hit from the tariffs. For reference, GE HealthCare's current full-year EPS guidance for 2025 calls for $3.90 to $4.10. In addition to a cost impact, GE HealthCare is a major exporter to China, and the country's aim to improve its healthcare provision is a key driver of demand for GE's scanners and imaging equipment. Indeed, management outlined that about $0.65 of the total $0.85 impact on EPS was due to U.S./China tariffs, with CFO James Saccaro noting on the earnings call: "It really goes both ways. We do ship a fair amount of product from the U.S. to China and vice versa." The thawing of the U.S./China trading relationship is excellent news for GE HealthCare and the Chinese healthcare system. It could also lead to investors pricing in improved assumptions for the company's earnings in 2025, which is why the stock is up today. Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $302,503!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $37,640!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $614,911!* Right now, we're issuing 'Double Down' alerts for three incredible companies, available when you join , and there may not be another chance like this anytime soon.*Stock Advisor returns as of May 12, 2025 Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends GE HealthCare Technologies. The Motley Fool has a disclosure policy. Here's Why GE HealthCare Stock Blasted Higher Today was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
12-05-2025
- Business
- Yahoo
GE HealthCare Technologies (NasdaqGS:GEHC) Unveils Next-Gen MRI Innovations At ISMRM 2025
GE HealthCare Technologies recently made headlines with the launch of its SIGNA™ Sprint MRI system, a significant advancement in medical imaging, which may have added positive weight to its share price performance. Over the past month, GE HealthCare's stock rallied 11%, potentially reflecting investor optimism around such product innovations and strong Q1 earnings, where revenue and net income saw appreciable growth year-over-year. This price move aligns with broader market trends, including a surge in major indices like the Dow Jones, suggesting that the company's developments may have complemented the overall market momentum. Every company has risks, and we've spotted 1 possible red flag for GE HealthCare Technologies you should know about. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. The launch of GE HealthCare Technologies' SIGNA™ Sprint MRI system has sparked enthusiasm among investors, as evidenced by its 11% share price rally in the past month. This innovation, combined with positive Q1 earnings, underscores the potential for increased revenue and earnings. Analysts anticipate that the enhanced product pipeline and strategic partnerships will bolster future financial performance. However, a significant factor to monitor is how these developments align with the company's ongoing efforts to mitigate tariff impacts and address competitive pressures, which may influence earnings and margin projections. Over the last year, GE HealthCare Technologies' total return, including dividends, declined by 13.63%. This underperformance contrasts with the broader U.S. medical equipment industry, which achieved a more favorable return of 8.2% during the same period. The current share price of US$67.09 is trading at a 24.88% discount to the consensus analyst price target of US$87.25. This reflects an optimistic outlook for possible growth from new products and strategic acquisitions. Despite the recent uptick, investors might examine future revenue growth forecasts of 4% annually, particularly in light of competitive and regulatory challenges. Understanding these dynamics will be crucial for evaluating whether the current market sentiment aligns with future financial expectations. Gain insights into GE HealthCare Technologies' historical outcomes by reviewing our past performance report. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:GEHC. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
05-05-2025
- Business
- Yahoo
Here's Why GE HealthCare Stock Sank in April
The tariff conflict between the U.S. and China hurts GE HealthCare's earnings. Hospital capital equipment spending in China continues to be sluggish. An improvement in the trade conflict will create upside potential for GE HealthCare, and management believes China is a long-term growth opportunity. Shares in medical equipment company GE HealthCare Technologies (NASDAQ: GEHC) declined by 12.9% in April, according to data provided by S&P Global Market Intelligence. The key reason for the decline comes from the "Liberation Day" tariffs announced by President Donald Trump at the start of the month. The tariffs and the subsequent response, notably from China, have a significant impact on a company that's a large exporter to the country and uses components sourced from China in its products. Management previously estimated (based on the pre-April tariff announcements) a negative impact of $0.05 in earnings per share (EPS) in 2025 from tariffs. Still, the new tariffs announced in April are expected to have an incremental negative impact of $0.80 in 2025, for a total of $0.85. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Consequently, on its first-quarter earnings call in late April, management lowered its earnings and cash-flow expectations for 2025: Full-year organic revenue growth is still expected in the 2%-3% range. Adjusted EPS is now expected to be in the $3.90-$4.10 range, compared with prior guidance of $4.61-$4.75. Free cash flow is now expected to be at least $1.2 billion compared to prior guidance of at least $1.75 billion. CEO Peter Arduini discussed tariffs on the earnings call. He said, "We have conservatively assumed that the bilateral U.S. and China tariffs continue, accounting for 75% of our total net tariff impact." As such, the U.S./China trade tariff conflict is the key relationship to watch for GE HealthCare investors. It's a somewhat frustrating situation for investors because the company's investment case rests on the idea that solid underlying but low growth in developed markets would be supplemented by higher growth in end markets like China, where there's a desire to improve healthcare standards. Management sees China as an attractive long-term market, but tariffs aside, there are near-term headwinds. For example, management lowered guidance last year on lower demand from China, as the hospital capital equipment spending has taken far longer to drop into orders than management expected. The weakness in 2024 also flows into 2025, with management expecting revenue from China to decline by a mid-single-digit percentage in the first half, followed by a sequential improvement in the second half. The U.S./China trade relationship will dominate the outlook for GE HealthCare, but that need not be a negative thing now. With the market having priced in some bad news, some trade deal, or at least de-escalation of the conflict, would be good news. Still, that's not a certainty. GE HealthCare competes in China with European peers Siemens Healthineers and Philips, which might find themselves in a stronger competitive position due to the conflict. Before you buy stock in GE HealthCare Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and GE HealthCare Technologies wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $623,685!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $701,781!* Now, it's worth noting Stock Advisor's total average return is 906% — a market-crushing outperformance compared to 164% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of April 28, 2025 Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends GE HealthCare Technologies. The Motley Fool has a disclosure policy. Here's Why GE HealthCare Stock Sank in April was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
02-05-2025
- Business
- Yahoo
GE HealthCare Technologies Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
As you might know, GE HealthCare Technologies Inc. (NASDAQ:GEHC) just kicked off its latest quarterly results with some very strong numbers. The company beat forecasts, with revenue of US$4.8b, some 2.6% above estimates, and statutory earnings per share (EPS) coming in at US$1.23, 38% ahead of expectations. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on GE HealthCare Technologies after the latest results. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Taking into account the latest results, the current consensus from GE HealthCare Technologies' 19 analysts is for revenues of US$20.3b in 2025. This would reflect an okay 2.3% increase on its revenue over the past 12 months. Statutory earnings per share are expected to drop 11% to US$4.23 in the same period. Before this earnings report, the analysts had been forecasting revenues of US$20.0b and earnings per share (EPS) of US$4.46 in 2025. The analysts seem to have become a little more negative on the business after the latest results, given the minor downgrade to their earnings per share numbers for next year. View our latest analysis for GE HealthCare Technologies It might be a surprise to learn that the consensus price target fell 8.5% to US$89.26, with the analysts clearly linking lower forecast earnings to the performance of the stock price. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values GE HealthCare Technologies at US$110 per share, while the most bearish prices it at US$74.00. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure. One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's pretty clear that there is an expectation that GE HealthCare Technologies' revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 3.1% growth on an annualised basis. This is compared to a historical growth rate of 4.1% over the past three years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 8.0% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than GE HealthCare Technologies. The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that GE HealthCare Technologies' revenue is expected to perform worse than the wider industry. The consensus price target fell measurably, with the analysts seemingly not reassured by the latest results, leading to a lower estimate of GE HealthCare Technologies' future valuation. Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have forecasts for GE HealthCare Technologies going out to 2027, and you can see them free on our platform here. Plus, you should also learn about the 1 warning sign we've spotted with GE HealthCare Technologies . Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
