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    Will GE HealthCare’s (GEHC) NVIDIA-Powered Oncology Push and $1.25 Billion Notes Issue Change Its Narrative?

    Simply Wall St·12/10/2025 05:16:19
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    • In early December 2025, GE HealthCare and partners including Mayo Clinic, the University of Rochester Medical Center, and NVIDIA announced a wave of AI-powered imaging, radiation therapy, and monitoring innovations, alongside new fixed-rate senior unsecured notes totaling about US$1.25 billion.
    • By pairing advanced hardware like photon-counting CT and next-generation MRI with AI platforms and clinical alliances, GE HealthCare is reinforcing its push into precision oncology and data-driven imaging workflows that could deepen recurring software, service, and radiopharmaceutical revenues over time.
    • Next, we’ll assess how GE HealthCare’s NVIDIA-powered imaging platforms and oncology-focused collaborations affect its existing investment narrative and risk profile.

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    GE HealthCare Technologies Investment Narrative Recap

    To own GE HealthCare, you generally have to believe that AI-enabled imaging and precision oncology can support steady growth in higher margin software, services, and radiopharmaceuticals, while tariff and China pressures remain manageable. The latest NVIDIA, Mayo Clinic, and URMC announcements support the product and partnership pipeline, but they do not materially change the near term picture where trade tensions, China exposure, and cash flow remain the key swing factors for the stock.

    Among the recent news, the GEMINI-RT initiative with Mayo Clinic looks most relevant because it sits directly at the intersection of precision oncology, automation, and multi modality radiation workflows. If GEMINI-RT progresses as intended, it could reinforce GE HealthCare’s push into AI powered platforms that tie advanced scanners to recurring software and service revenue, which is one of the main long term catalysts behind the current investment case.

    However, against this promising oncology story, investors still need to be aware of rising tariff and China related uncertainty that could...

    Read the full narrative on GE HealthCare Technologies (it's free!)

    GE HealthCare Technologies' narrative projects $22.7 billion revenue and $2.5 billion earnings by 2028. This requires 4.3% yearly revenue growth and about a $0.3 billion earnings increase from $2.2 billion today.

    Uncover how GE HealthCare Technologies' forecasts yield a $89.21 fair value, a 7% upside to its current price.

    Exploring Other Perspectives

    GEHC 1-Year Stock Price Chart
    GEHC 1-Year Stock Price Chart

    Four members of the Simply Wall St Community currently place GE HealthCare’s fair value between US$62 and about US$126, underscoring how far opinions can diverge. When you set that spread against the company’s reliance on new high impact products like photon counting CT and radiopharmaceuticals to support future growth, it makes sense to compare several viewpoints before deciding how this stock might fit in your portfolio.

    Explore 4 other fair value estimates on GE HealthCare Technologies - why the stock might be worth 25% less than the current price!

    Build Your Own GE HealthCare Technologies Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    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.