GEHC & UCSF Form 10-Year Alliance to Advance Imaging & Care Delivery

GE HealthCare Technologies Inc. GEHC recently entered into a 10-year Care Alliance collaboration with UCSF Health aimed at implementing advanced imaging solutions and improving care delivery across UCSF Health’s network. Under the collaboration, UCSF Health will deploy GEHC imaging technologies across multiple clinical settings, supporting clinical translation efforts that directly impact patient care.

This Care Alliance builds on a decades-long relationship between the University of California, San Francisco and GE HealthCare. Importantly, marking the first major enterprise-wide alliance between GEHC and UCSF Health. The alliance is structured around three key pillars: expanded radiologic technologist (rad tech) education, magnetic resonance (MR) excellence and remote imaging solutions.

Per management, the Care Alliance with UCSF Health is centered on improving patient outcomes through deeper collaboration. UCSF Health’s strong global standing in academics, research, education and patient care positions the organization as a long-term academic partner. The enterprise-level program has been co-developed and builds on an established relationship grounded in collaboration and trust.

Likely Trend of GEHC Stock Following the News

Following the announcement, shares of GEHC lost 0.1% at yesterday’s closing. Over the past six months, shares of the company have climbed 13% against the industry’s 13% decline. However, the S&P 500 has risen 9.2% during the same time frame.

The 10-year Care Alliance with UCSF Health strengthens GEHC’s position in advanced imaging, particularly MR, while securing long-term revenue visibility through system-wide technology implementation and service integration. It also enhances the company’s academic footprint, supporting innovation in remote scanning and workforce development. Partnering with a premier academic health system elevates GE HealthCare’s credibility and expands clinical validation opportunities, driving sustainable growth and deeper market penetration in high-acuity care settings.

GEHC currently has a market capitalization of $38.30 billion.

More on the Care Alliance

The Care Alliance focuses on three key areas. First, both parties plan to expand advanced remote scanning capabilities to improve patient access to complex imaging procedures and extend high-quality care beyond core facilities. Second, the partnership emphasizes specialized Radiologic Technologist education and workforce development programs through structured training, hands-on clinical experience and a peer-mentorship model. Third, the collaboration seeks to drive MR excellence by optimizing system performance, and imaging protocols and integrating service management across the network. This approach is intended to deliver consistent, high-quality imaging while improving operational efficiency.

The collaboration comes at a strategic inflection point for UCSF Health, which is developing two next-generation facilities — an adult hospital at Parnassus Heights and a pediatric hospital at UCSF Benioff Children’s Hospital Oakland. At the same time, the system continues to deliver nationally ranked care across major specialties, including oncology, cardiology, neurosciences and orthopedics.

As UCSF Health designs future-ready hospitals and care models, it must make long-term decisions around clinical infrastructure and imaging technology. The Care Alliance with GEHC supports this transition by embedding advanced imaging capabilities into the new facilities while expanding access to innovative technologies across the broader health system.

Suresh Gunasekaran, President and CEO of UCSF Health, stated that the system is balancing current care delivery with long-term infrastructure investment. The Care Alliance will modernize imaging, expand the workforce and help clinicians convert innovation into improved access, outcomes and patient-centered care.

Industry Prospects Favoring the Market

Going by the data provided by Precedence Research, the magnetic resonance imaging market is valued at $8.8 billion in 2026 and is expected to witness a CAGR of 3.9% through 2035.

Factors like the increasing prevalence of chronic diseases, advancements in imaging quality and high-strength applications, the growing adoption by medical professionals, the rising R&D investments and the new product launches are boosting the market’s growth.

Other News

GE HealthCare recently unveiled the latest generation of its LOGIQ general imaging ultrasound portfolio, aimed at advancing image clarity, improving workflow efficiency and strengthening diagnostic confidence. The new range — LOGIQ E10 Series, LOGIQ Fortis and LOGIQ Totus — incorporates Verisound Digital architecture along with AI-enabled capabilities to deliver enhanced imaging performance across diverse clinical applications.

GE HealthCare secured FDA 510(k) clearance for three new MRI innovations: SIGNA Sprint with Freelium, a 1.5T sealed magnet system; SIGNA Bolt, a high-performance 3T scanner; and SIGNA One, an AI-powered workflow platform that optimizes MRI processes from exam setup through post-processing.

GE HealthCare announced a $35 million expansion of its contract with the Biomedical Advanced Research and Development Authority (BARDA). Funded mainly by BARDA, the agreement aims to accelerate the development of AI-enabled ultrasound and next-generation imaging solutions for trauma care and mass-casualty preparedness.

GE HealthCare Technologies Inc. Price

GE HealthCare Technologies Inc. price | GE HealthCare Technologies Inc. Quote

GEHC’s Zacks Rank & Other Key Picks

Currently, GEHC has a Zacks Rank #2 (Buy).

Some other top-ranked stocks from the broader medical space are Intuitive Surgical ISRG, Veracyte VCYT and Cardinal Health CAH.

Intuitive Surgical, sporting a Zacks Rank #1 (Strong Buy) at present, reported fourth-quarter 2025 adjusted earnings per share (EPS) of $2.53, beating the Zacks Consensus Estimate by 12.4%. Revenues of $2.87 billion surpassed the Zacks Consensus Estimate by 4.7%. You can see the complete list of today’s Zacks #1 Rank stocks here.

ISRG has an estimated long-term earnings growth rate of 15.7% compared with the industry’s 13.5% rise. The company beat earnings estimates in the trailing four quarters, the average surprise being 13.2%.

Veracyte, currently carrying a Zacks Rank #2, reported a fourth-quarter 2025 adjusted EPS of 53 cents, which surpassed the Zacks Consensus Estimate by 29.3%. Revenues of $134 million beat the Zacks Consensus Estimate by 1.4%.

VCYT has an estimated earnings recession rate of 9.5% for 2026 compared with the industry’s 11.2% rise. The company beat earnings estimates in the trailing four quarters, the average surprise being 46.4%.

Cardinal Health, currently carrying a Zacks Rank #2, reported a second-quarter fiscal 2026 adjusted EPS of $2.63, which surpassed the Zacks Consensus Estimate by 10%. Revenues of $65.6 billion beat the Zacks Consensus Estimate by 0.9%.

CAH has an estimated long-term earnings growth rate of 15% compared with the industry’s 9.4% rise. The company beat earnings estimates in the trailing four quarters, the average surprise being 9.3%.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research