GE HealthCare: Fair Value Estimate Under Review
The stock’s exposure to tariffs increased dramatically this week.
Key Morningstar Metrics for GE HealthCare Technologies
- Fair Value Estimate: $98
- Morningstar Rating: ★★★★
- Morningstar Economic Moat Rating: Wide
- Morningstar Uncertainty Rating: Medium
GE HealthCare’s GEHC exposure to tariffs increased dramatically this week, with US tariffs on China imports rising to 54% and China announcing 34% retaliatory tariffs, an antidumping investigation, and reduced exports of rare earths.
The bottom line: We’re putting wide-moat GE HealthCare under review as we incorporate these challenges into our 2025 forecast as well as our longer-term expectations for the firm’s growth and margins. Tariffs are likely to pressure GE HealthCare’s margins, and a rare-earth shortage could also put pressure on the company’s ability to supply the medical imaging and diagnostics equipment market.
Editor’s Note: This analysis was originally published as a stock note by Morningstar Equity Research.
The author or authors do not own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies.
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