DaVita IncNYSE: DVA
Health Care · Health Care Services
$152.06
-1.99%
Vol: 345K
Research Digest
Friday, May 1, 2026
DaVita poised for Q1 earnings May 5 with 20.5% EPS growth expected
DaVita HealthCare set to report Q1 2026 earnings May 5, with expectations for EPS $2.41 (+20.5% YoY). Company appointed Stephanie Hendrickson as Chief People Officer and Steve Phillips as Chief Strategy Officer (Dec 2025). Elara Caring secured strategic investment from Ares and DaVita to accelerate home health growth. DaVita serves 295,000 dialysis patients at 3,242 centers globally. Stock at $153.76 (up 2.8% from low). Hold consensus with $156.75 PT (+3.97% upside).
Previous Market Intelligence
13 daysApr 30DaVita's integrated kidney care platform reaches profitability; analyst targets raisedPositive▶
DaVita announced its integrated kidney care platform reached profitability earlier than expected, supported by stable operations and value-based care focus. Multiple analyst firms raised price targets: Truist +$30, Barclays +$15, TD Cowen +$11, UBS +$4. Fair value estimate remains $151.71. DaVita repurchased 2.06M shares for $249.98M from Oct 2025-Feb 2026. Company faces mixed outlook with strong revenue but stagnant treatment volumes.
Apr 16Zacks downgraded DVA to Hold on April 8 citing valuation concerns; stock fell 5.6%Negative▶
DaVita saw analyst downgrade from Zacks on April 8, 2026, dropping the rating to Hold from Strong-Buy, contributing to a 5.6% share price decline. The company reported 9% Total Quality Score improvement and $200M+ in cumulative shared savings. Q1 2026 earnings scheduled for May 11, 2026. Stock remains pressured despite positive operational metrics.
Apr 15DaVita downgraded to Hold from Strong-Buy by Zacks on April 8 amid value-based care transition uncertainties.Mixed▶
Zacks Research downgraded DaVita from Strong-Buy to Hold on April 8, 2026, contributing to 5.6% stock drop. eHealth Exchange marked progress on April 13 toward CMS-Aligned Network status with DaVita. Company continues value-based care turnaround offering long-term growth moat. FY 2026 guidance set at 13.60-15.00 EPS. Stock shows 30.7% YTD gain. Analyst consensus Hold with price target of $157.
Apr 14DaVita reports strong Q4 earnings and FY 2026 EPS guidance of $13.60-$15.00 but faces analyst downgrade and Berkshire selling.Mixed▶
DaVita surged after reporting upbeat Q4 earnings and providing FY 2026 adjusted EPS guidance of $13.60-$15.00 with free cash flow guidance of $1.0-$1.25 billion. Zacks Research downgraded from strong-buy to hold on April 8. Announced patient data access partnership with eHealth Exchange. Berkshire Hathaway sold 1.7 million shares. Stock up 30.7% YTD.
Apr 13DaVita reports Q4 earnings beat; Zacks downgrades to Hold citing valuation concerns.Mixed▶
DaVita reported Q4 2025 EPS of $3.40, beating estimates of $3.21. Revenue rose 9.9% YoY to $3.62B. FY26 guidance of $13.60-$15.00 EPS. However, Zacks downgraded to Hold on April 8, stock dropping 5.6%. Truist raised target to $158, UBS to $190.
Apr 10DaVita highlights value-based kidney care progress and continues strategic investment in home health with Elara Caring.Positive▶
DaVita is at $150.68, up 1.24%. The company announced strong value-based care progress with 9% Total Quality Score improvement, >$200 million cumulative shared savings. DaVita partnered with Ares in strategic investment in Elara Caring to expand clinically advanced home care. Q1 earnings due April 30. Five analysts provide Hold consensus with $157 average target.
Apr 9DaVita Inc surges 13% after reporting Q4 2025 earnings beat and raising 2026 guidance with strong kidney care demand.Positive▶
DaVita Inc (DVA) reported Q4 2025 adjusted EPS of $3.40 (beat consensus $3.19) and raised 2026 guidance to $13.60-$15.00 (vs. consensus $12.74), driving 13% stock surge on strong kidney dialysis services demand. Q4 consolidated revenues of $3.620B and FY2025 revenues of $13.643B with adjusted diluted EPS of $10.78. Company appointed Stephanie Hendrickson as Chief People Officer and Steve Phillips as Chief Strategy Officer (both effective Dec 11, 2025). Elara Caring (home health care) secured strategic investment from Ares and DaVita to accelerate growth and expand high-acuity care capabilities. DVA stock at $150.12 with market cap of $10.03B and P/E of 15.31. Multiple analyst price target increases: Truist raised to $158 (from $128), TD Cowen to $144 (from $133), UBS to $190 (from $186). Company benefits from aging population demographics and AI-driven operational improvements driving margin expansion and free cash flow growth of $1-1.25B projected for 2026.
Apr 8DaVita stock surges 13% after upbeat Q4 results; price target raised to $158 and $190.Positive▶
DaVita surged 13% in after-hours trading on strong Q4 2025 results and 2026 guidance above expectations. Truist raised price target from $128 to $158; UBS raised from $186 to $190. Company highlighted 9% Total Quality Score improvement, >$200M cumulative shared savings, and $5B+ medical costs under management in value-based kidney care. Newsroom reports clinical progress (March 18, 2026) and strategic Elara Caring partnership. Dialysis business performs steadily amid favorable demand. Four analyst consensus "Hold" with $156.75 target, 4.42% upside. Current price $150.12 (market cap 10.03B).
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6DaVita Q4 EPS beat; invests in Elara Caring for kidney home care.Positive▶
DaVita reported Q4 adjusted EPS $3.40 (beat $3.19 consensus). FY26 guidance EPS $13.60-$15.00 vs $12.74 consensus; FCF $1B-$1.25B. Strategic investment in Elara Caring (kidney home care). Truist raised PT to $158.
Apr 3DaVita stock declined 3.17% April 3 as investors await April 30 earnings expecting $2.41 EPS (20.5% YoY growth).Neutral▶
DaVita shares down 3.17% April 3, underperforming S&P 500. Earnings release scheduled April 30 with consensus expectations for $2.41 EPS (up 20.5% YoY) and $3.3B revenue. Company highlighted value-based kidney care progress including 9% Total Quality Score improvement.
Apr 2DaVita reports strong Q4 earnings with analyst price target increases; Truist raised PT to $158; Elara Caring secures strategic investment from Ares and DaVita.Positive▶
DaVita reported Q4 2025 revenues of $3.62B with adjusted diluted EPS of $3.40 and free cash flow of $1.024B. Truist raised price target to $158 from $128; TD Cowen raised to $144 from $133. Company appointed Stephanie Hendrickson as Chief People Officer and Steve Phillips as Chief Strategy Officer. Elara Caring secured strategic investment from Ares and DaVita to expand home health care for complex diseases.
Apr 1DaVita achieved 9% improvement in kidney care quality scores with $200M+ in shared savings.Positive▶
DaVita highlighted progress in value-based kidney care with 9% improvement in Total Quality Score. Truist raised PT to $158 from $128 and UBS to $190 from $186. Company reduced share count by 10%+ in last six months; international revenues grew 36% YoY.
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.