GE HealthCare Fell 2.0% on AI: Why the $110 Recovery is Likely in 2026

Wiltone Asuncion4 minute read
Reviewed by: Thomas Richmond
Last updated Feb 4, 2026

Key Stats for GE Healthcare Technologies Stock

  • Price Change: -1.7%
  • Current Price: $79
  • Advanced Model Price Target: $106

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What Happened?

Shares of GE HealthCare Technologies Inc. (GEHC) traded lower on Tuesday, sliding 1.7% to close at $79.

The minor pullback occurred during the company’s presentation at the J.P. Morgan Healthcare Conference, where leadership discussed the massive potential in molecular imaging.

CEO Peter Arduini emphasized that fields like oncology and neurology are providing significant tailwinds for the business.

Management is particularly focused on the 2026 outlook for Flyrcado, a key diagnostic agent in the cardiology space.

While industry peers like Siemens Healthineers (ETR:SHL) and Philips (NYSE:PHG) navigate shifting hospital capital budgets, GE HealthCare is leaning into high-margin enterprise discussions.

The firm expects these digital and molecular imaging breakthroughs to be a major topic for customers and investors alike as 2026 approaches.

GE Healthcare Technologies Stock Price Target (TIKR)

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Is GE Healthcare Technologies Undervalued Today?

On the latest conference call, CEO Peter Arduini discussed the strategic importance of the firm’s imaging portfolio across multiple medical disciplines.

He stated: “It’s an exciting opportunity, and it’s a field that has a lot of tailwinds, not just because of cardiology, because what’s happening in oncology, what’s happening in neuro.”

Furthermore, CFO James Saccaro reinforced that the enterprise value the firm brings to hospital operations is a key differentiator.

He noted: “this tends to be a big topic in our enterprise discussions, value we can bring to customers and how to set up their operations.”

The company plans to provide specific 2026 guidance for its new product pipeline during its next formal earnings release.

Read the full GEHC Transcript on TIKR to see the 2026 Flyrcado roadmap >>>

According to TIKR’s Advanced Valuation Model, the recent share price action has created a notable gap compared to the firm’s long-term intrinsic value.

  • Advanced Model Price Target: $106
  • Current Price: $79
  • Potential Upside: +34.0%

The investment case for GE HealthCare (GEHC) centers on its evolution into a standalone, high-efficiency data and diagnostics leader.

If GE HealthCare (GEHC) successfully converts its enterprise discussions into long-term contracts, as management has discussed, the intrinsic value gap could close significantly by 2026.

Conclusion: The med-tech giant is positioned for a technical recovery. With a 34.0% valuation gap and a model pointing to $106, GE HealthCare stock offers a compelling mix of defensive infrastructure stability and high-tech diagnostic growth through 2026.

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Disclaimer:

Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!

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