DaVita Gains $26.16, Leading Liquid Options
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5d ago
0mins
Should l Buy DVA?
Notable gainers among liquid option names this morning include DaVita (DVA) $137.34 +26.16, Teradyne (TER) $273.12 +23.59, Ball Corporation (BALL) $60.56 +3.88, Freeport McMoRan (FCX) $64.48 +3.73, and AES Corp. (AES) $15.57 +0.84.
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Analyst Views on DVA
Wall Street analysts forecast DVA stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for DVA is 136.50 USD with a low forecast of 130.00 USD and a high forecast of 143.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
0 Buy
3 Hold
1 Sell
Hold
Current: 149.220
Low
130.00
Averages
136.50
High
143.00
Current: 149.220
Low
130.00
Averages
136.50
High
143.00
About DVA
DaVita Inc. is a healthcare provider focused on transforming care delivery to improve the quality of life for patients globally. The Company is a provider of kidney care services in the United States. Its United States dialysis (U.S. dialysis) and related lab services business treats patients with chronic kidney failure and end-stage kidney disease (ESKD). The Company’s robust platform delivers kidney care services and includes established nephrology and payor relationships. The Company’s international operations provide dialysis and administrative services to a total of outpatient dialysis centers. The Company’s U.S. integrated kidney care (IKC) business provides integrated care and disease management services to patients in risk-based integrated care arrangements and to additional patients in other integrated care arrangements across the United States. It also maintains a few other ancillary services and investments outside its U.S. dialysis, U.S. IKC, or international operations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- First Stock Sale: Under Abel's leadership, Berkshire disclosed the sale of 1.7 million shares of DaVita (DVA), which, while executed under a pre-existing agreement, raised concerns among investors about potential reductions in holdings, thereby impacting market confidence.
- Strong DaVita Performance: DaVita's recent earnings report revealed a 10% revenue increase and a 52% surge in adjusted earnings per share (EPS), and despite ongoing concerns regarding flu season and GLP-1 drug impacts, management's optimistic forecast of 45% EPS growth for 2026 indicates a positive outlook.
- Potential Kraft Heinz Sale: Abel appears poised to sell Berkshire's stake in Kraft Heinz (KHC), despite Buffett's previous comments on the merger's shortcomings; Abel's disapproval of the company's split plan may present an opportunity for Berkshire to divest its shares.
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- Investment Strategy Shift: In the third quarter, Berkshire allocated nearly $6.4 billion to stock purchases while adding $9.9 billion to short-term U.S. Treasury Bills, reflecting Buffett's concerns about market valuations and emphasis on liquidity, which could influence future investment decisions.
- Increased Cash Allocation: Currently, cash and Treasury Bills make up about one-third of Berkshire's total value, demonstrating Buffett's cautious approach to the current market environment, which may pose greater challenges for the company in finding viable investment opportunities.
See More
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- High-Yield Investments: Despite selling, Berkshire invested nearly $6.4 billion in equities during Q3, with $9.9 billion allocated to short-term U.S. Treasury Bills, reflecting a focus on liquidity and safety that may influence future investment strategies.
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