• NXP Semiconductors and GE HealthCare recently announced a collaboration to showcase new edge AI concepts for anesthesia and neonatal monitoring at CES 2026, using NXP processors and GE HealthCare’s Responsible AI framework.
• The partnership highlights how local, low-latency AI processing at the bedside could change how clinicians interact with equipment and monitor vulnerable patients.
• Next, we’ll explore how this push into edge AI for anesthesia and neonatal care may influence GE HealthCare’s broader investment narrative.

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GE HealthCare Technologies Investment Narrative Recap

To own GE HealthCare, you need to believe its mix of hardware, software, and AI can deepen its role in diagnosis and monitoring while managing tariff and China-related pressures. The NXP edge AI collaboration reinforces the product innovation catalyst in patient monitoring, but it does not materially change the near term focus on margin resilience and free cash flow recovery, which remain key swing factors for the stock.

The upcoming Q4 2025 earnings release on February 4, 2026 is the most relevant near term event, as it will update investors on how GE HealthCare is balancing investment in AI and digital initiatives with tariff headwinds and cash generation. In that context, the NXP partnership sits alongside other AI-focused collaborations, giving investors more to watch around the company’s push to build higher value, recurring digital revenue streams.

Yet investors should also be aware that tariff exposure could still pressure margins and cash generation if...

GE HealthCare Technologies' narrative projects $22.7 billion revenue and $2.5 billion earnings by 2028. This requires 4.3% yearly revenue growth and about a $0.3 billion earnings increase from $2.2 billion today.

Uncover how GE HealthCare Technologies' forecasts yield a $89.22 fair value, a 3% upside to its current price.

Exploring Other Perspectives

Four fair value estimates from the Simply Wall St Community span roughly US$62 to US$140 per share, showing how far apart individual views can be. You might weigh that spread against the current focus on tariff risks and cash flow constraints when thinking about how different scenarios could play out for GE HealthCare’s performance over time.

Explore 4 other fair value estimates on GE HealthCare Technologies - why the stock might be worth 28% less than the current price!

Build Your Own GE HealthCare Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your GE HealthCare Technologies research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free GE HealthCare Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate GE HealthCare Technologies' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.