DVA

AI Research

Q4 2025 EPS +6.5% above estimate; 2026 EPS guided at $13.60-$15.00 (+26%-39% YoY)

DaVita jumped 25.3% in morning trading after Q4 2025 results topped expectations with total revenue of $3.62B (+9.9% YoY, beating $3.51B estimate) and adjusted profit of $3.40 per share, 6.5% above analyst projections. Management's initial 2026 outlook calls for 26-39% adjusted EPS growth to $13.60-$15.00, and the company announced a ~$200M minority investment in Elara Caring to build a kidney-specific home care model. TD Cowen raised its price target to $144 and UBS raised to $190; 5 analysts maintain a Hold consensus rating.