Target
$84.12 → $84.19
Current stock research snapshot · 8/16/26 10 days old
GEHCGE HealthCare
Investment conviction●●○○○2 of 5 · current snapshot
Research target$84.19Current stock price target
Investment thesis statusINTACTLast reviewed 8/16/26
Market cap$32.71BSnapshot value · 8/16/26
Research history
See all GEHC changes ↗What changed
Thesis status
STRENGTHENED → INTACT
Target
$84.10 → $84.12
Healthspan taxonomy seed — see taxonomy_path
GE HealthCare Q2 2026 earnings; AI-enabled imaging software attach rates; installed base expansion in emerging markets
Thesis weakens if PCS stays at -3.8% margin through FY2026 ("fix not exit"), China revenue decelerates below 0% organic (United Imaging >10% share), or Q2 $129M IEEPA refunds mask real EPS trajectory. (vault 2026-08)
Bullish — Leon Cooperman increased position +95% in 2Q26; new CFO William Grogan effective Sep 14; long entry noted at $72.65 [X search Aug 2026]
Snapshot · 8/16/26🟢 Confirmed · ins+$6.4M(8buy👥)→0.0M · 13F 17+/6-×0.5 · short↑0.33 · 🔗align
Snapshot · 8/16/26