DVA

DaVita Inc. (DVA) | Rumor.io

DaVita

DVA

Attention (50-day avg)0%

Attention rank (50-day avg)#1,439

Bullish sentiment (50-day avg)89%

Price to earnings ratio15.4

Market capitalization11.4B

Earnings per share11.8

Dividend yield (TTM)—

Revenue (annual)13.6B

Net income (annual)1.1B

Social

What share of all stock conversation is about DVA?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% 0	0% 0

Aug 15

DaVita Inc. (DVA) is expected to benefit from the growing demand for kidney care services in the US.
The company's dialysis services segment is expected to drive growth, with an increasing number of patients requiring treatment.
DaVita's acquisition of a majority stake in a kidney care company in the UK is seen as a strategic move to expand its international presence.

Generated by AI

Sentiment

Of the messages about DVA that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% 0	88.89% -0.21	60.06% -13.48
Bearish	—	0% 0	11.11% +0.21	39.94% +13.48

Bullish· Feb 3

$DVA's Q4 earnings beat estimates with $3.40 EPS and $3.62B revenue, a 9.9% year/year increase.
The company's 2026 guidance is for $13.60 - $15.00 of EPS, a full $1.00+ above Wall Street estimates, with a 35% market share in the US dialysis market.
DaVita's stock trades at a low multiple of 9.6x 2026 earnings and 8.5x cash flows, despite a 23% increase in price, with analysts raising estimates and some recommending a buy.

Bearish· Oct 11

$DVA's 20% decline is seen as an overreaction to analyst downgrades, with the company's dialysis business expected to continue growing despite concerns about debt and questionable business practices.
The company's high cash flow generation (7x FCF) and Warren Buffett's significant stake in the stock (40% of Berkshire's portfolio) are not preventing the stock's decline.
The stock's drop is also attributed to a perceived overreaction to a single analyst downgrade, with some investors viewing it as a buying opportunity.

Generated by AI

Topics

Of the messages about DVA that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	100%	100%	100%	28.52%
Technical Analysis	0%	0%	0%	15.08%
Earnings	0%	0%	0%	38.19%
Analysts	0%	0%	0%	8.79%
Controversies	0%	0%	0%	0.13%
Macro	0%	0%	0%	9.3%

Earnings· Feb 10

DaVita Inc. ($DVA) reported Q4 earnings of $1.86, beating the consensus estimate of $1.66.
The company raised its FY20 EPS guidance to $5.75-$6.25, above the estimated $5.57.
DaVita's Q4 revenue of $2.90B missed the estimated $2.92B, but the stock price increased by 4% after hours.

Analysts· Dec 12

Robert W. Baird upgraded DaVita Inc. to Outperform with a target price of $82.
Citigroup upgraded DaVita Inc. to Buy.
The upgrade was due to a positive view on DaVita's prospects, with Baird citing no specific reasons.

Announcements· Oct 20

DaVita's DefenCath is being used primarily for critical patients due to reimbursement incentives.
CMS grants reimbursements that encourage expanding DefenCath use beyond fragile patients.
A commercial agreement between Fresenius and DaVita is enabling DefenCath use for more endangered patients.

Generated by AI

Community

Of the messages about DVA, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	20%	50%	62.86%	41.78%
Newcomers	80%	50%	37.14%	58.22%

Regulars· Feb 3

DaVita's Q4 2025 earnings beat expectations, with adjusted operating income of $586 million and EPS of $3.40, a solid increase from Q3's $517 million and $2.51, respectively.
DaVita's Q4 2025 revenue rose 9.9% year/year to $3.62 billion, surpassing the FactSet Consensus of $3.51 billion.
DaVita's Q4 2025 BPA (basic point agreement) was $13.60-$15.00, significantly above the consensus of $12.65, supported by strong demand for renal dialysis services.

Newcomers· Feb 3

Newcomers are focusing on DaVita Health's strong Q4 earnings, with the company beating revenue and EPS expectations and issuing positive 2026 guidance.
The value investors are buying into DaVita due to its market-leading position as a US dialysis provider with 35% market share, integrated kidney care, and stable reimbursements.
DaVita's shares are seeing a significant rise, up 22-25% on the earnings surprise and positive outlook, with the company's stock price reaching $139.33.

Generated by AI

News

DaVita Inc. stock underperforms Tuesday when compared to competitors

14h agoMarketWatch

This Warren Buffett Stock Is Up 58%. History Says This Is What Happens Next. | The Motley Fool

DaVita has made Berkshire Hathaway a lot of money. Is Berkshire likely to hold onto the stock?

1d agofool.com

DaVita HealthCare (DVA) Registers a Bigger Fall Than the Market: Important Facts to Note

5d agoYahoo Finance

DaVita Inc. stock underperforms Thursday when compared to competitors

5d agoMarketWatch

Is DaVita Stock Underperforming the S&P 500?

6d agoBarchart.com

3 Surging Stocks That Don’t Need the AI Boom to Keep Winning

Detailed price information for Archer Daniels Midland (ADM-N) from The Globe and Mail including charting and trades.

8d agoThe Globe and Mail

Also Discussed

Investors talking about DVA also mention

#	Name	Attention
1	Fresenius Medical Care AG - Depositary ReceiptFMS	0%new
2	Lamar Advertising Company Class ALAMR	0%new
3	Chubb LtdCB	0%new
4	Pool CorporationPOOL	0%0
5	Liberty Global Ltd. Class C Common SharesLBTYK	0%0
6	Liberty Global Ltd. Class A Common SharesLBTYA	0%0
7	Axalta Coating Systems Ltd.AXTA	0%0
8	Cable One Inc.CABO	0%-0.01
9	U.S. BancorpUSB	0%new
10	Charter Communications Inc. Class A Common StockCHTR	0%0

DaVita Inc.

Healthcare
Medical Care Facilities

DaVita Inc. is a healthcare services company focused on kidney care, with its core business centered on outpatient dialysis for patients living with chronic kidney disease and end-stage renal disease. DaVita provides in-center hemodialysis, peritoneal dialysis, and home dialysis options, along with related clinical support and care coordination services. The company also operates integrated kidney care programs and offers ancillary services that support treatment management and patient care across the kidney health journey. With a large network of dialysis centers in the United States and international markets, DaVita plays a major role in delivering life-sustaining renal care and serving healthcare systems, insurers, and patients who require ongoing treatment.

Website

Location

2000 16th Street

Denver, CO, 80202

United States

Social

What share of all stock conversation is about DVA?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% 0	0% 0

Aug 15

DaVita Inc. (DVA) is expected to benefit from the growing demand for kidney care services in the US.
The company's dialysis services segment is expected to drive growth, with an increasing number of patients requiring treatment.
DaVita's acquisition of a majority stake in a kidney care company in the UK is seen as a strategic move to expand its international presence.

Generated by AI

Sentiment

Of the messages about DVA that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% 0	88.89% -0.21	60.06% -13.48
Bearish	—	0% 0	11.11% +0.21	39.94% +13.48

Bullish· Feb 3

$DVA's Q4 earnings beat estimates with $3.40 EPS and $3.62B revenue, a 9.9% year/year increase.
The company's 2026 guidance is for $13.60 - $15.00 of EPS, a full $1.00+ above Wall Street estimates, with a 35% market share in the US dialysis market.
DaVita's stock trades at a low multiple of 9.6x 2026 earnings and 8.5x cash flows, despite a 23% increase in price, with analysts raising estimates and some recommending a buy.

Bearish· Oct 11

$DVA's 20% decline is seen as an overreaction to analyst downgrades, with the company's dialysis business expected to continue growing despite concerns about debt and questionable business practices.
The company's high cash flow generation (7x FCF) and Warren Buffett's significant stake in the stock (40% of Berkshire's portfolio) are not preventing the stock's decline.
The stock's drop is also attributed to a perceived overreaction to a single analyst downgrade, with some investors viewing it as a buying opportunity.

Generated by AI

Topics

Of the messages about DVA that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	100%	100%	100%	28.52%
Technical Analysis	0%	0%	0%	15.08%
Earnings	0%	0%	0%	38.19%
Analysts	0%	0%	0%	8.79%
Controversies	0%	0%	0%	0.13%
Macro	0%	0%	0%	9.3%

Earnings· Feb 10

DaVita Inc. ($DVA) reported Q4 earnings of $1.86, beating the consensus estimate of $1.66.
The company raised its FY20 EPS guidance to $5.75-$6.25, above the estimated $5.57.
DaVita's Q4 revenue of $2.90B missed the estimated $2.92B, but the stock price increased by 4% after hours.

Analysts· Dec 12

Robert W. Baird upgraded DaVita Inc. to Outperform with a target price of $82.
Citigroup upgraded DaVita Inc. to Buy.
The upgrade was due to a positive view on DaVita's prospects, with Baird citing no specific reasons.

Announcements· Oct 20

DaVita's DefenCath is being used primarily for critical patients due to reimbursement incentives.
CMS grants reimbursements that encourage expanding DefenCath use beyond fragile patients.
A commercial agreement between Fresenius and DaVita is enabling DefenCath use for more endangered patients.

Generated by AI

Community

Of the messages about DVA, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	20%	50%	62.86%	41.78%
Newcomers	80%	50%	37.14%	58.22%

Regulars· Feb 3

DaVita's Q4 2025 earnings beat expectations, with adjusted operating income of $586 million and EPS of $3.40, a solid increase from Q3's $517 million and $2.51, respectively.
DaVita's Q4 2025 revenue rose 9.9% year/year to $3.62 billion, surpassing the FactSet Consensus of $3.51 billion.
DaVita's Q4 2025 BPA (basic point agreement) was $13.60-$15.00, significantly above the consensus of $12.65, supported by strong demand for renal dialysis services.

Newcomers· Feb 3

Newcomers are focusing on DaVita Health's strong Q4 earnings, with the company beating revenue and EPS expectations and issuing positive 2026 guidance.
The value investors are buying into DaVita due to its market-leading position as a US dialysis provider with 35% market share, integrated kidney care, and stable reimbursements.
DaVita's shares are seeing a significant rise, up 22-25% on the earnings surprise and positive outlook, with the company's stock price reaching $139.33.

Generated by AI

DaVita

Social

Aug 15

Bullish· Feb 3

Bearish· Oct 11

Earnings· Feb 10

Analysts· Dec 12

Announcements· Oct 20

Regulars· Feb 3

Newcomers· Feb 3

DaVita Inc. stock underperforms Tuesday when compared to competitors

This Warren Buffett Stock Is Up 58%. History Says This Is What Happens Next. | The Motley Fool

DaVita HealthCare (DVA) Registers a Bigger Fall Than the Market: Important Facts to Note

DaVita Inc. stock underperforms Thursday when compared to competitors

Is DaVita Stock Underperforming the S&P 500?

3 Surging Stocks That Don’t Need the AI Boom to Keep Winning

Also Discussed

DaVita Inc.

Company Information

Location

DaVita Inc. stock underperforms Tuesday when compared to competitors

This Warren Buffett Stock Is Up 58%. History Says This Is What Happens Next. | The Motley Fool

DaVita HealthCare (DVA) Registers a Bigger Fall Than the Market: Important Facts to Note

DaVita Inc. stock underperforms Thursday when compared to competitors

Is DaVita Stock Underperforming the S&P 500?

3 Surging Stocks That Don’t Need the AI Boom to Keep Winning

Also Discussed

Social

Aug 15

Bullish· Feb 3

Bearish· Oct 11

Earnings· Feb 10

Analysts· Dec 12

Announcements· Oct 20

Regulars· Feb 3

Newcomers· Feb 3