BUZZ-GE HealthCare falls after UBS downgrades to "sell"

Reuters01-15
BUZZ-GE HealthCare falls after UBS downgrades to "sell" 

** Shares of medical device maker GE HealthCare GEHC.O fall 2.6% to $83.11

** Brokerage UBS downgrades GEHC stock to "sell" from "neutral" and raises PT to $77 from $73

** New PT represents an 16.85% downside to the stock's last close

** Brokerage says GEHC's tariff-mitigation efforts are a clear positive, but analysts said consensus appears to assume full success—an outcome they see as uncertain, with tariff impacts likely to differ in 2026 versus 2025

** On Flyrcado, brokerage calls the product a potential game-changer but warned expectations already look demanding, citing consensus forecasts of roughly $500 million in sales by 2028 and $1 billion by 2030

** Brokerage points to upside from photon-counting CT, but said GEHC is several years behind Siemens Healthineers SHLG.DE in the technology, with a smaller product portfolio and a more crowded competitive landscape

** GEHC has rebounded strongly from April 2025 lows and is now less than 10% below all-time highs, outperforming close peers—partly on optimism around tariffs and new products- brokerage

** GEHC stock was up 4.9% in 2025

(Reporting by Padmanabhan Ananthan)

((Padmanabhan.Ananthan@thomsonreuters.com))

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