GE Healthcare Faces Earnings Downside Risks, UBS Says

MT Newswires Live01-16

GE Healthcare Technologies (GEHC) is set to meet expectations for Q4 results and 2026 guidance, but competitive risks are not factored into estimates, UBS Securities said in a Thursday note.

"With buy side expectations...ahead of already elevated sell side estimates, we see earnings downside," the note said. The firm plans to report its Q4 results on Feb. 4.

The report said the company has almost fully recovered from April 2025 lows, and is now just less than 10% off all-time highs, sharply outperforming its close peers.

The note pointed to enthusiasm around tariff mitigation and new products such as Flyrcado and photon-counting CT, with the shares and consensus capturing their best possible execution.

"However, we think delivering 2026 will be a challenge, while the Flyrcado launch, China competition and Omnipaque competition risks could materialize in H2," the report said.

UBS downgraded the stock to sell from neutral while raising its price target to $77 from $73.

Price: 83.43, Change: -1.88, Percent Change: -2.20

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