GE HealthCare: The Demand Is Just Too Strong To Ignore

  • GE HealthCare's diverse business model, strong demand, and leadership in key segments position it well for long-term growth, especially with an aging population tailwind. Recent tariff volatility has pressured margins and guidance, but GEHC's global supply chain efficiency and margin recovery potential remain attractive for patient investors. Valuation is compelling at 17x forward PE, with buybacks and robust demand supporting an 18% CAGR outlook to 2029, signaling strong upside potential.