01:51 PM EDT, 07/30/2026 (MT Newswires) -- GE HealthCare Technologies' ( GEHC ) continued underperformance in the Patient Care Solutions business is "disappointing," with the segment experiencing fulfillment challenges in Q2, Oppenheimer said in a Thursday note.

The company is exploring a strategic review for PCS, which includes either continued ownership, sale, or other value enhancing transactions, Oppenheimer said, adding that the timeline of the review remains unclear, with GE HealthCare ( GEHC ) looking to stabilize the business first.

Additionally, the company reiterated organic revenue growth at 3% to 4%, as well as adjusted earnings per share $4.80 to $5.00, compared with Oppenheimer estimate of $4.90, according to the note.

Oppenheimer said it remains constructive long-term given the company's ecosystem and multiple growth levers, although China, tariffs, and other macro pressures remain as overhangs.

Oppenheimer maintained its outperform rating with a price target of $85 on GE HealthCare ( GEHC ).

Price: 69.04, Change: -2.86, Percent Change: -3.98