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GE HealthCare falls after UBS downgrades to "sell"

ReutersJan 15, 2026 3:41 PM

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

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