Zacks Rank #3 (Hold), new value-based care agreement with Humana, strong Q2 2026 results with revenue and treatment increases, 35.2% earnings growth, 8.2% earnings yield, but modest 4.7% revenue growth and lower rank than peers
DaVita Venture Group co-led the Series A investment and participates as a strategic investor, positioning the company to benefit from potential commercialization of AP306 across its 295,000+ patient base and 3,242 dialysis centers.
Articles that tag DVA but are mainly about other companies.
DaVita is mentioned as a competitor exploring expanded dialysis therapies including HDF, positioning it as a comparable player in the kidney-care market. Carries a Zacks Rank #3 (Hold), indicating neutral near-term outlook.
DaVita delivered strong Q1 earnings with 21% YoY adjusted profitability growth, beat revenue expectations, and raised full-year guidance. Stock is up 56% YTD with a low forward P/E of 12, consistent revenue growth, and reliable profitability, suggesting further upside potential.
Stock has surged over 102% year-to-date in 2026 due to strong results and investor appreciation for aggressive share repurchase efforts, reaching multi-year highs.
Only healthcare holding in Berkshire Hathaway portfolio (added 2011); mentioned factually without positive or negative commentary
Jumped 18.4% after reporting Q1 EPS beat and raising full-year EPS guidance
Named as champion sponsor of the CKM Health Initiative, with potential to benefit from increased awareness and diagnosis of kidney disease, a core focus of its dialysis services.
Despite past struggles with flat volumes and rising costs, DaVita shows signs of recovery with Q4 results exceeding estimates and promising 2026 guidance. Trading at potentially 10x forward earnings with room for multiple expansion, it presents upside potential.
Despite modest 5% revenue growth, net income declined 17%, reflecting broader healthcare industry headwinds with no near-term relief expected. Berkshire has been steadily exiting the position since early 2025, signaling lack of confidence.
Position reduction was non-discretionary (scheduled share repurchase agreement), not a bearish signal. Stock up 36% YTD despite the sale.
Articles and sentiment ratings from Massive / Polygon. Sentiment is the provider's model rating for this company, not Gainbot's view.
Sources: Massive / Polygon daily aggregates (split-adjusted) · SEC filings via Massive · FINRA settlements via Massive · Financial Modeling Prep. Figures are dated where shown; research is informational, not investment advice. Methodology
