$GEHC

According to The Wall Street Journal, more than 40 S&P 500 companies reported about $9.6 billion in US tariff refunds over the past quarter, after a Supreme Court decision invalidated part of Trump’s tariff policy. Apple reported nearly $2.2 billion, Nike $986 million, and FedEx about $800 million. Some refunds boosted earnings per share, while accounting varies and some firms plan to pass benefits to customers.

Analysts issued new ratings for GE Healthcare Technologies (GEHC), Vertex Pharmaceuticals (VRTX) and Agios Pharma (AGIO). Bank of America kept GEHC at Hold with a $74 target; consensus is Moderate Buy at $79.07. Truist reiterated Buy on VRTX with consensus Strong Buy at $562.19. Truist reiterated Buy on AGIO; consensus Moderate Buy targets $41.33.

UBS analyst Graham Doyle kept a “Hold” rating on GE HealthCare (GEHC) on July 31 and raised his price target to $73 from $67. The article cites a mean analyst target of $81.23, about a 13.2% premium to the current share price, and a Street-high target of $100, about 39.3% upside.

GE HealthCare introduced the LOGIQ e family, including LOGIQ e X1 and LOGIQ e S1, compact laptop ultrasound systems aimed at portable imaging across care settings. The systems add AI-powered workflow tools such as Scan Assistant and Voice Control, plus features like Nerveblox and MSK Go. GE says models are 510(k) cleared and CE marked, with availability in approved markets.

Argus Research raised its price target on GE HealthCare Technologies Inc. to $85 from $80, citing changes in its valuation, EPS revisions, and visibility metrics. The article also lists multiple composite rating frameworks (e.g., fundamentals, valuation, consensus, and ESG) used for its overall ratings.

Mizuho Securities analyst Anthony Petrone reiterated a Buy on GE Healthcare Technologies Inc (GEHC) on July 31 and set a $85.00 price target. The article also cites other analyst views, including a July 30 Buy from Stifel and a July 31 Hold from UBS. GEHC reported $5.3B quarterly revenue and $573M net profit for the quarter ended June 30.

U.S. stock index futures rose slightly as Strait of Hormuz reopening talks were seen as progressing. Shopify shares jumped 26% after Q2 revenue of $3.58B beat $3.45B, with EPS $0.42 and gross merchandise volume up 32%. AMD shares fell 8.8% on a weaker revenue outlook. SpaceX said it will use Nvidia chips, pressuring AMD and wireless peers.

GE HealthCare reported Q2 revenue of $5.30B vs $5.27B estimates and adjusted EPS of $1.13 vs $1.04, with organic revenue up 3.5% and full-year adjusted EPS guidance reiterated at $4.90 (midpoint). Management cited strong orders growth, including Pharmaceutical Diagnostics and Advanced Imaging. Analysts asked about orders sustainability, Flyrcado ramp, PCS stabilization, inflation, and China dynamics.

IAM Union says GE HealthCare has delayed a first contract for about 130 IAM Local 1363 workers at its Aurora, Ohio MRI coil plant for over 18 months, alleging federal labor law violations. IAM sent letters to Ohio lawmakers and cites two NLRB unfair labor practice charges. IAM points to GE HealthCare’s $2B+ annual net income and says a July 2026 proposal was regressive.

GE HealthCare introduced the laptop-sized LOGIQ e ultrasound family, expanding its LOGIQ e platform. It includes LOGIQ e Xi with AI and workflow features and LOGIQ e Si with essential imaging at a lower price point. The systems support multiple clinical applications and include tools such as Scan Assistant, Voice Control, and Verisound fleet/cloud management. GE says the devices are 510(k) cleared and CE marked.