GE HealthCare stock steadies as Sofie Biosciences deal talks and analyst targets frame valuation

Published on 09/21/2026 at 14:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

GE HealthCare stock closed at USD 64.13 on September 18, 2026 on Nasdaq while analysts’ average 12?month target of USD 77.73 implies about 21 percent upside. Recent data also highlight a FY2025 operating income hit from tariffs and a growing service backlog.

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GE HealthCare Technologies Inc. stock (ISIN US36266G1076) last closed at USD 64.13 on Nasdaq on September 18, 2026, leaving the shares trading in the middle of their 52-week corridor and below the average analyst price target. According to MSN on September 20, 2026, the stock is in focus as the company is reported to be in advanced talks about a roughly USD 1 billion acquisition of Sofie Biosciences.

Acquisition talks with Sofie Biosciences

As MSN reports, citing a summary of a Financial Times article dated September 20, 2026, GE HealthCare Technologies is in advanced negotiations to acquire Sofie Biosciences for about USD 1 billion, aiming to expand its pharmaceutical diagnostics business.

The potential deal would strengthen GE HealthCare's position in radioactive diagnostic agents used in medical imaging, adding scale and technology to a segment that supports the company’s core imaging hardware platforms, according to MSN.

Analyst targets and valuation backdrop

Alongside the takeover talks, the valuation debate around GE HealthCare stock remains lively. According to ad-hoc-news summarizing MarketBeat data on September 20, 2026, 21 analysts currently cover GE HealthCare, with 11 recommending holding the stock and 10 recommending buying it, giving an overall consensus rating of Hold.

The same MarketBeat overview cited by ad-hoc-news reports that the average 12-month price target for GE HealthCare stands at USD 77.73, compared with the USD 64.13 share price used in the analysis, implying about 21 percent upside if the consensus target is reached.

According to MarketBeat on September 21, 2026, shares of Nasdaq-listed GE HealthCare Technologies opened at USD 64.13, corresponding to a market capitalization of USD 28.97 billion and a price-to-earnings ratio of 14.71, which places the shares in a mid-teens earnings multiple range.

Recent fundamentals and tariff impact

Fresh fundamental data show the mixed forces behind that valuation. In its FY2025 performance, GE HealthCare absorbed a USD 245.00 million contraction in operating income due to bilateral tariffs, according to an industry outlook published by HDIN Research on September 21, 2026.

The same HDIN analysis indicates that in fiscal year 2025 GE HealthCare generated total revenue of USD 20,625.00 million, with recurring services and software contributing 52.00 percent, or USD 10,728.00 million, while capital equipment accounted for 48.00 percent, or USD 9,897.00 million, underscoring a business mix increasingly weighted toward service and software income, according to HDIN Research.

Looking at the current year, GE HealthCare's remaining performance obligations (RPO) expanded to USD 16,118.00 million in the first half of 2026, with service agreements comprising USD 10,939.00 million, or 68.21 percent of the total, and generating an interim service gross margin of 51.72 percent, according to HDIN Research.

Risk factors around tariffs and deal execution

For investors, the tariff-related drag on FY2025 operating income and the growing service backlog form two key counterweights. The USD 245.00 million operating income hit shows how trade barriers can compress profitability even for a diversified medical technology group, according to HDIN Research.

At the same time, the potential Sofie Biosciences acquisition carries execution and integration risks. As MSN notes, people familiar with the situation caution that negotiations may still change or fall apart, meaning that the envisaged USD 1 billion expansion of pharmaceutical diagnostics is not guaranteed.

Stock level and trading context

Per recent closing data summarized by ad-hoc-news, GE HealthCare stock finished the Nasdaq trading session on September 18, 2026 at USD 64.13, with the closing price sitting between the intraday low and high and remaining below the 52-week high while staying above the 52-week low, indicating a mid-range positioning rather than an extreme valuation point.