Core Insights - DaVita Inc. is a leading provider of kidney dialysis services, operating a vast network of outpatient centers and offering various healthcare services [1] Price Target Trends - The consensus price target for DaVita has decreased from $145.67 last quarter to $144.50 last month, indicating a slight reduction in analyst optimism [2] - In the medium term, the price target has dropped from $155.25 last year to $145.67 last quarter, reflecting potential changes in market conditions or company performance [3] - Over the long term, the consensus price target has declined by approximately $10.75 from last year to the current period, possibly due to broader healthcare sector challenges or company-specific issues [4] Financial Performance - DaVita has reduced its share count by over 10% in the past six months, despite facing a 50% year-over-year increase in interest expenses [3][6] - The company experienced a 1.1% year-over-year decline in volumes in the U.S. during Q2 2025, attributed to missed treatments from a severe flu season and a cyber attack [5] International Growth - DaVita's international revenues have grown by 36% year-over-year, indicating significant potential for expansion outside the U.S. [4][6] Acquisition and Regulatory Aspects - DaVita is awaiting regulatory approval for an acquisition from Fresenius Medical Care AG in Brazil [5]

Core Insights - DaVita Inc. is a kidney dialysis service provider valued at $9 billion, with earnings announcement for Q3 2025 expected on October 29 [1] - Analysts project a profit of $3.29 per share for Q3 2025, reflecting a 27% increase from $2.59 per share in the same quarter last year [2] - For the full fiscal year 2025, EPS is anticipated to be $10.93, a 12.9% rise from $9.68 in fiscal 2024, with further growth expected to $12.73 in fiscal 2026 [3] Performance Analysis - DaVita's stock has underperformed, declining 24% over the past 52 weeks, compared to a 13.5% gain in the S&P 500 Index and a 7.2% loss in the Health Care Select Sector SPDR Fund [4] - The company's disappointing performance is attributed to a year-over-year decline in normalized non-acquired treatment and pressure on adjusted operating margins [5] Recent Financial Results - In Q2, DaVita reported revenue of $3.4 billion, a 6.1% increase year-over-year, with adjusted EPS of $2.95, up 47.5% from the previous quarter [6] Analyst Ratings - The consensus rating for DaVita stock is "Hold," with one "Strong Buy," seven "Hold," and one "Moderate Sell" among nine analysts [7] - The average analyst price target for DaVita is $150.86, suggesting a potential upside of 20.4% from current levels [7]