Group 1: Company Overview - DaVita Inc. (NYSE:DVA) specializes in kidney care services, primarily providing dialysis treatment for patients with chronic kidney failure and end-stage kidney disease in the United States [3] Group 2: Analyst Insights - David MacDonald from Truist lowered the price target on DaVita Inc. from $148 to $140 while maintaining a Hold rating on the stock [1] - The analyst remains broadly bullish on the healthcare industry, citing ongoing core strength in demand and improved visibility around the regulatory environment [2] - The firm appreciates the strong free cash flow and financial flexibility of the healthcare sector in general [2] Group 3: Investment Considerations - While DaVita is acknowledged as a potential investment, certain AI stocks are considered to offer greater upside potential and carry less downside risk [4]