GEHC GE HealthCare Technologies Inc

Tuesday’s biggest analyst calls: Rosenblatt initiates SanDisk as buy Needham initiates GE Healthcare Technologies as buy Bernstein reiterates Nvidia and Broadcom as outperform Evercore ISI reiterates CoreWeave as outperform $GEHC $SNDK $NVDA $AVGO $CRWV

$GEHC Just sitting here accumulating. It isn't sexy, but in the end, it will pay off in 2027.

$GEHC GE Healthcare is setting up to be a powerhouse once the market shifts towards this market. I see it happening in 2027. Buy and hold. Plus, what they do is needed. As a person who does a lot of work with cancer patients, you see the need for what GE is doing. The PET acquisition is perfect for the long-term. Like I said, this sector is not sexy but it will be a winner.

GE HealthCare To Acquire SOFIE Biosciences For $945M — Here’s What GEHC Investors Need To Know $GEHC https://stocktwits.com/news/equity/markets/ge-health-care-to-acquire-sofie-biosciences-for-945-m-here-s-what-gehc-investors-need-to-know/cZDp6hGRBjB

$GEHC If anyone is wondering, the $1.30 drop after hours is on 1 share. I never know why that occurs. Someone selling 1-10 shares at a big discount. I wonder if it is some form of balancing on trade lots or something.

$GEHC GE HealthCare is acquiring Sofie Biosciences, a PET radiotracer manufacturer, for 945M in cash. Close expected in the first half of 2027. What is actually being bought is a logistics network: 15 US contract-manufacturing sites and 21 cyclotrons. F18 tracers carry a half-life of about 110 minutes, so production has to sit close to the scanner. Sofie keeps its existing customers after closing, including other radiopharma companies. GEHC also gets US rights to FAPI-74, a Phase III PET tracer with pan-cancer potential; it already holds rights outside the US. GEHC expects the deal accretive to revenue growth, adjusted EBIT margin, and adjusted EPS in the first full year.

GEHC Could Be Set For A Turnaround — Needham Sees 44% Upside For GE Healthcare After Nearly 21% YTD Slide $GEHC https://stocktwits.com/news/equity/markets/gehc-could-be-set-for-a-turnaround-needham-sees-44-percent-upside-for-ge-healthcare-after-nearly-21-percent-ytd-slide/cZMPwwXRB79

$GEHC A low PE, a division that is consuming margins, significant investment in future tech and AI. Solid profitability anf FCF. What's not to like? problems are short term, masking a bright future, a great proxy for the S&P healthcare!