GE HealthCare price target lowered to $80 from $98 at Stifel

Stifel lowered the firm’s price target on GE HealthCare (GEHC) to $80 from $98 and keeps a Buy rating on the shares. The list of positives underpinning GE HealthCare’s Q1 report is long, but these many positive business updates were overwhelmed and offset by new and elevated inflationary pressures across multiple cost-related categories, the analyst tells investors in a research note. The firm added that while the company will partially offset what is now an incremental roughly $250M 2026 margin headwind, these offsets will not be fully-realized until 2H26, setting up weaker-than-expected 2026 margins and earnings per share.