We are buying 50 shares of GE Healthcare at roughly $81.51. Following the trade, Jim Cramer’s Charitable Trust will own 975 shares of GEHC, increasing its weighting to 2.2% from about 2.1%. We are picking up shares of GE Healthcare into its recent sell-off, buying back 50 of the 75 shares we sold in late September when the stock briefly made a new all-time high in the low $90s. Accordingly, we are upgrading our rating back to a 1 . Shares are down about 4% in the past two sessions, including a 3.4% pullback Thursday after the company hosted an investor day. This two-day dip extends a decline from the high $80s a share that began in the wake of the Nov. 5 presidential election. That’s when health-care stocks began to slide on concerns about policy changes. GE Healthcare also was stuck in the crosswinds of rising long-term rates — its equipment is usually bought with financing, so higher rates are an issue — and worries about tariffs on Chinese imports. The company’s investor day was an opportunity for management to share its vision and precision-care strategy and outline key growth areas. And executives did just that. GE Healthcare may be best known for selling medical equipment like MRI and CT machines, but its pharmaceutical diagnostics business is what’s most exciting right now. That unit has two new products that are generating very little revenue today but collectively could become a $1 billion revenue opportunity in the future. They are most excited about Flyrcado , a recently approved PET imaging agent for the detection of coronary artery disease. The company believes this product could be a $500 million-plus annual revenue opportunity by 2028 — though some analysts think that’s being conservative. The second product is Vizamyl , a PET imaging agent used in the detection of Alzheimer’s disease. GE Healthcare believes Vizamyl could be a $200 million-plus revenue opportunity by 2028. We’ve also been intrigued by GE Healthcare’s potential to benefit from artificial intelligence. The idea is that as GE Healthcare’s machines become smarter and more effective through the integration of AI software and tools, hospitals will be inclined to upgrade their existing equipment to benefit from those efficiency gains. At the investor day, the company highlighted its opportunities in digital innovation and AI-enabled devices. The company believes it is currently selling about $1.2 billion in digital revenue. However, executives see this growing by about 50% by 2028, providing $600 million of incremental revenue. One more thing we liked was GE Healthcare commitment to expand its adjusted EBIT margins. Short for earnings before interest and taxes, EBIT is a measure of operating profitability. This year, GE Healthcare expects its adjusted EBIT margin to be between 15.8% and 16%. It is targeting a high teens to 20% or more in the 2026 to 2028 timeframe. The bulk of these margin gains is expected to come from productivity and general-and-administrative expense optimization. But what the market didn’t like was GE Healthcare noncommittal view on next year. The company’s long-range planning targets were for 2026 to 2028 and skipped 2025. A lot of that has to do with uncertainty in China, a market that continues to be weak due to customers delaying placing new orders as they wait for government stimulus. It’s the same dynamic that has weighed on GE Healthcare in 2024, and it doesn’t sound like it’s getting any better through the first half of 2025. We are incredibly frustrated by the lack of stimulus developments in China. The action in GE Healthcare’s stock price shows other investors are, too. Tariffs are another wrinkle, with the company explaining it currently pays tariffs on some products from China. President-elect Donald Trump has proposed raising levies on imported goods from the country. Nevertheless, we are not letting these temporary headwinds block us from seeing what GE Healthcare is: A company with an inexpensive stock that is growing earnings per share in the high single digits to low double digits range. As management laid out Thursday, there are several growth drivers on the horizon that aren’t hostage to China. The stock back at $80 a share reflects a continuation of challenges in the region and provides some degree of de-risking to more bad news. If there ever is a move on stimulus, the stock should rally quite significantly. (Jim Cramer’s Charitable Trust is long GEHC. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. 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