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GE HealthCare upgraded to Buy from Neutral at Goldman Sachs

Goldman Sachs upgraded GE HealthCare (GEHC) to Buy from Neutral with a price target of $100, up from $85. The firm’s confidence in the outlook for medical equipment spending in China has improved based on its “on-the-ground due diligence.” Over the course of 2025, GE HealthCare’s headwinds from China will replaced by tailwinds and should strengthen into 2026, the analyst tells investors in a research note. Goldman now sees GE Healthcare’s sales accelerating from 3.6% in 2025 to 5.5% in 2026 and sustained above 5% thereafter.

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