• 繁

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    How Investors Are Reacting To GEHC’s Landmark CT Deal In Indonesia’s Largest Health Infrastructure Program

    Simply Wall St·12/17/2025 16:20:18
    語音播報
    • GE HealthCare Technologies has agreed to supply more than 300 advanced CT scanners to public hospitals across all 38 provinces of Indonesia under the World Bank-governed SIHREN program, the country’s largest-ever healthcare infrastructure investment.
    • By pairing this contract with local manufacturing in Bogor and training hubs in Jakarta, GE HealthCare is embedding itself deeply in Indonesia’s long-term diagnostic and workforce development plans.
    • Next, we’ll explore how this large-scale CT rollout across Indonesia could influence GE HealthCare’s investment narrative around partnerships and recurring technology revenues.

    The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 25 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.

    GE HealthCare Technologies Investment Narrative Recap

    To own GE HealthCare Technologies, you need to believe in its ability to convert a large installed base of advanced imaging systems into recurring, higher margin service and software revenues, while managing tariff and China related headwinds. The Indonesia CT contract reinforces the partnership and ecosystem side of that story, but does not materially change the key near term swing factor, which is how effectively the company offsets cost and cash flow pressure from trade and supply chain frictions.

    Among recent announcements, the seven year Care Alliance with University of Rochester Medical Center stands out as directly relevant, since it also ties long term equipment deployments to in place upgrades, AI enabled workflows, and standardized monitoring. Together with Indonesia’s SIHREN rollout, it underlines how large, multi year partnerships can support the push toward more recurring technology revenues and deeper customer integration, even as competition and tariffs remain important watchpoints.

    Yet investors should also be aware that tariff exposure and related cash flow pressure could limit how much benefit they actually see from...

    Read the full narrative on GE HealthCare Technologies (it's free!)

    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 8% upside to its current price.

    Exploring Other Perspectives

    GEHC 1-Year Stock Price Chart
    GEHC 1-Year Stock Price Chart

    Four GE HealthCare fair values from the Simply Wall St Community span roughly US$62 to about US$140 per share, reflecting very different expectations. Against that wide range, the recent Indonesia CT win highlights how long term partnerships and localization efforts could matter for margins and resilience if tariff and China related risks intensify.

    Explore 4 other fair value estimates on GE HealthCare Technologies - why the stock might be worth as much as 70% more 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.

    Want Some Alternatives?

    Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:

    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.