Earnings Miss Ignites Selloff: GE HealthCare Technologies shares plunged more than 12% amid intense social media buzz after reporting weaker-than-expected Q1 adjusted EPS of $0.99. The company cited sudden inflation in memory chips, oil, and freight costs, alongside a supplier disruption, prompting a cut to full-year profit guidance. Traders dissected the revenue beat overshadowed by margin erosion in key segments.
Cost Pressures Dominate Debate: Conversations highlighted a 31% drop in net income and collapsing margins in Patient Care Solutions, down to a mere 1.4%. Despite a record $21.8 billion backlog signaling robust demand, investors fretted over the early-year guidance slash to $4.80-$5.00 EPS. Questions swirled around pricing power and supply chain resilience in a volatile macro environment.
Cautious Optimism Persists: Bright spots like strong growth in Pharmaceutical Diagnostics and Advanced Visualization drew some praise, with new innovations like AI-enabled imaging noted positively. A handful of voices viewed the dip as an entry point given ongoing buybacks and cloud shifts. Yet, bearish sentiment prevailed as high volume reflected widespread profit-taking.
Note: This discussion summary was generated from an AI condensation of post data.
GE HealthCare Technologies Revenue
GE HealthCare Technologies had revenues of $5.1B in Q1 2026. This is an increase of 7.41% from the same period in the prior year.
You can track GEHC financials on Quiver Quantitative's GEHC stock page.
GE HealthCare Technologies Congressional Stock Trading
Members of Congress have traded $GEHC stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $GEHC stock by members of Congress over the last 6 months:
- REPRESENTATIVE TERRI A. SEWELL sold up to $15,000 on 03/25.
- REPRESENTATIVE WARREN DAVIDSON sold up to $15,000 on 03/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
GE HealthCare Technologies Hedge Fund Activity
We have seen 501 institutional investors add shares of GE HealthCare Technologies stock to their portfolio, and 620 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AUTO-OWNERS INSURANCE CO removed 33,568,289 shares (-98.8%) from their portfolio in Q1 2026, for an estimated $2,335,010,182
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 7,676,862 shares (-75.5%) from their portfolio in Q4 2025, for an estimated $629,656,221
- BARROW HANLEY MEWHINNEY & STRAUSS LLC added 6,506,398 shares (+inf%) to their portfolio in Q4 2025, for an estimated $533,654,763
- HARRIS ASSOCIATES L P added 4,833,318 shares (+43.9%) to their portfolio in Q4 2025, for an estimated $396,428,742
- CYNOSURE GROUP, LLC added 4,344,817 shares (+21045.4%) to their portfolio in Q4 2025, for an estimated $356,361,890
- DODGE & COX added 3,693,918 shares (+13.4%) to their portfolio in Q4 2025, for an estimated $302,975,154
- ALLIANCEBERNSTEIN L.P. removed 2,431,005 shares (-56.5%) from their portfolio in Q4 2025, for an estimated $199,391,030
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
GE HealthCare Technologies Analyst Ratings
Wall Street analysts have issued reports on $GEHC in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 01/30/2026
- BTIG issued a "Buy" rating on 11/21/2025
To track analyst ratings and price targets for GE HealthCare Technologies, check out Quiver Quantitative's $GEHC forecast page.
GE HealthCare Technologies Price Targets
Multiple analysts have issued price targets for $GEHC recently. We have seen 13 analysts offer price targets for $GEHC in the last 6 months, with a median target of $87.0.
Here are some recent targets:
- Ryan Zimmerman from BTIG set a target price of $85.0 on 04/21/2026
- Jason Bednar from Piper Sandler set a target price of $88.0 on 04/17/2026
- Anthony Petrone from Mizuho set a target price of $90.0 on 04/13/2026
- David Roman from Goldman Sachs set a target price of $81.0 on 04/09/2026
- Vijay Kumar from Evercore ISI Group set a target price of $85.0 on 04/06/2026
- Joanne Wuensch from Citigroup set a target price of $84.0 on 03/11/2026
- Matt Miksic from Barclays set a target price of $87.0 on 02/06/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
