$GEHC: An Earnings Growth Masterclass (No Paywall)

GE HealthCare Technologies (NASDAQ: GEHC) is a high-conviction long idea. After its spin-off from General Electric, GEHC is transforming its business model from cyclical equipment sales to high-margin recurring revenue from software, AI, and diagnostics. The stock is considered mispriced, trading at a significant discount to medtech peers. Key catalysts include a new product cycle, margin expansion, and capital returns. A near-term price target of $110 and a long-term target of $200 are suggested, implying a 20.11% annualized IRR.